Jobs near New Hyde Park: 5,549
RS
Relevance Score ranked on: FINANCIAL PLANNING
Citi Wealth - Wealth Relationship Manager - New Hyde Park
New Hyde Park
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Wealth, Relationship, Manager, Financial Planning
81.6
0mi
Updated: February 15
Citi Wealth - Wealth Relationship Manager - Farmingdale
Farmingdale
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Wealth, Relationship, Manager, Financial Planning
76
12mi
Updated: February 15
Sr Director - Balance Sheet Management
Hicksville
The Senior Director of Balance Sheet Management reports to the Treasurer and leads the teams responsible for Interest Rate Risk (IRR) measurement and modeling, balance sheet forecasting, loan and deposit pricing, and funds transfer pricing. Leads a dedicated team of professionals to analyze IRR and n...
Search Terms: Director, Management, Financial Planning, Forecasting, Mathematics
75.8
8.5mi
Updated: March 20
Financial Advisor - Merrick, NY
Merrick
The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex...
Search Terms: Financial Advisor, Financial Planning, Advisor, Customer Service, Financial
75.7
7.2mi
Updated: March 15
Wealth Relationship Manager - SAFE ACT - Eastchester
Eastchester
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning
75.6
16mi
Updated: February 20
Financial Advisor - Rego Park, NY
Rego Park
The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex...
Search Terms: Financial Advisor, Financial Planning, Advisor, Customer Service, Financial
74.1
9.7mi
Updated: February 25
FP&A Analyst
Bronx
Play a key role in preparation of financial and strategic plans for individual departments and the wider organization. Prepare and consolidate the financial planning, budgeting, and forecasting processes ensuring accuracy and alignment with strategic objectives. Develop and deliver financial reports,...
Search Terms: Analyst, Financial Planning, Forecasting, Business Partner, Manufacturing
73.9
12mi
Updated: March 01
J.P. Morgan Wealth Management - Private Client Advisor - Plainview, NY
Plainview
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
73.6
11mi
Updated: February 15
Data Architect (Hybrid)
Lake Success
Coordinates the logical and physical design and development of the enterprise data architecture in support of the Enterprise Data Repository and Business Intelligence infrastructure. Provides strategic direction and input for policies on best practices for the integrated data architecture. Job Respon...
Search Terms: Data Architect, Architect, Financial Planning, Technology, Healthcare
65.2
4.2mi
Updated: February 25
Retail Sales Associate
New Hyde Park
Search Terms: Sales Associate, Retail Sales, Retail, Associate, Sales
0
0mi
Updated: March 30
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