Jobs near Yorktown Heights: 1,334
RS
Relevance Score ranked on: FINANCIAL PLANNING
Wealth Relationship Manager - SAFE ACT - Yorktown Heights
Yorktown Heights
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, service...
Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning
83.2
0mi
Updated: June 02
Assoc. Private Client Advisor
Pearl River
Location:93 N Middletown Rd - Pearl River, New York 10965 Job Summary. The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concep...
Search Terms: Client Advisor, Advisor, Private, Financial Planning, Investment
73.4
20mi
Updated: June 09
Senior Trust Officer
Tarrytown
The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. The Senior Trust Officer i...
Search Terms: Trust, Officer, Financial Planning, Senior, Success Coach
72.6
15mi
Updated: May 30
Wealth Advisor - Fishkill, NY
Fishkill
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens ...
Search Terms: Wealth Advisor, Wealth, Advisor, Financial Planning, Business Partner
71.4
18mi
Updated: May 13
Senior Manager, Commercial Finance
Sleepy Hollow
This role leads Commercial Financial Planning & Analysis (FP&A) consolidation activities for monthly close and quarterly forecasts, ensuring a single source of truth across brands, functions, and geographies. In addition to core consolidation responsibilities, the role will help drive standardization...
Search Terms: Manager, Finance, Commercial, Financial Planning, Senior
71.3
15mi
Updated: May 01
Actuary
Stamford
Perform complex actuarial analysis within a designated business segment/s to assist business decision making, financial planning, and strategy development. Prepare actuarial research and complex reports and projects present findings and recommendations. Provide clear and concise communication of tech...
Search Terms: Actuary, Business Operations, Actuarial, Financial Planning, Insurance
62.3
16mi
Updated: May 01
Front End Entry Level
YORKTOWN HEIGHTS
A Day in the Life: When you begin your job with us working on the front-end as a courtesy clerk, customer service associate, or cashier, you are taking a step towards an opportunity that can help you learn, grow, and even develop a long-lasting career! We know you're choosing to invest your time with...
Search Terms: Front End, Entry Level, Grocery
0
0mi
Updated: June 13
Retail Sales and Store Support
YORKTOWN HEIGHTS
A Day in the Life: Our sales and store support teams, also known as clerks in the grocery world, play an important part in ensuring our stores are clean, organized, and shoppable so that our customers can find exactly what they need to keep their families healthy and fed. In this role, you are the fa...
Search Terms: Retail Sales, Support, Store, Sales, Retail
0
0mi
Updated: June 13
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