Jobs near Greenwich: 4,159

Relevance Score ranked on: FINANCIAL PLANNING

Director, Financial Planning & Analysis. Position Summary. The Director, Financial Planning & Analysis will serve as a strategic finance leader and trusted advisor to senior leaders across Mastercard’s North America business. This role will provide financial insight, decision support, and disciplined...

Search Terms: Financial Planning, Director, Financial, Planning, Forecasting

88.3

4.5mi

Updated: August 29

Analyst, Financial Planning & Analysis/Management (FP&A/M)

Stamford

Analyst, Financial Planning and Analysis/ Management (FP&A/ M)Department: Finance. Location: Remote in CT, DC, FL, GA, IL, MD, MA, NC, NJ, NY, OR, PA, Puerto Rico, TN, TX, VA, or WA; up to 15% travel Reports to: Director, Financial Planning and Analysis/ Management. Assignment Type: Full-time; Exempt...

Search Terms: Financial Planning, Management, Analyst, Financial, Forecasting

86.2

4.6mi

Updated: August 22

Senior Financial Analyst - Financial Planning & Analysis

Great Neck

Supports the Enterprise Finance team on group’s internal and external financial analyses, including elimination and consolidation of financial statements, preparation of monthly and quarterly management reporting, preparation of external compliance statements (bank), regulatory and compliance reports...

Search Terms: Financial Planning, Financial, Financial Analyst, Analyst, Senior

82.6

18mi

Updated: August 11

Manager, Financial PlanningNew

Norwalk

Graham Capital Management, L. P. is seeking a Financial Planning Manager to join our Corporate Accounting, Trading Services group, who will report to the Managing Director of Corporate Finance. The ideal candidate possesses a strong finance and analytical mindset. The candidate should be detail orien...

Search Terms: Financial Planning, Manager, Financial, Accounting, Trader

82.6

12mi

Updated: July 23

Financial Advisor Trainee

Greenwich

Manage and deepen relationships within an assigned client book of business. Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings. Onboard and build new client relationships that come in via practice acquisitions. P...

Search Terms: Financial Advisor, Financial Planning, Advisor, Trainee, Financial

81.1

0mi

Updated: August 07

VP, Financial Consultant - Greewich, CT

Greenwich

Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals - serving as a t...

Search Terms: Financial Consultant, Consultant, Financial Planning, Financial, Client Relations

80.9

0mi

Updated: August 28

Director, Finance Business Partner

Purchase

The Director, Finance Business Partner is a key finance leader supporting Product, Technology, and AI organizations. This role partners closely with business leaders to drive financial planning, investment discipline, and operational execution—ensuring alignment between product strategy, technology i...

Search Terms: Business Partner, Director, Finance, Business, Financial Planning

80.1

4.5mi

Updated: August 28

J.P. Morgan Wealth Management – Private Client Advisor - Stamford, CT

Stamford

At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...

Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning

79.1

4.9mi

Updated: August 29

FP&A Financial Analyst

White Plains

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us differen...

Search Terms: Financial Analyst, Financial Planning, Analyst, Financial, Banking

78.5

6.9mi

Updated: August 29

Wealth Advisor, Schwab Wealth Advisory

Stamford

At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personal...

Search Terms: Wealth Advisor, Advisor, Wealth, Financial Planning, Client Relations

77.5

4.9mi

Updated: August 11

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