Jobs near Old Westbury: 5,128

RS

Relevance Score ranked on: FINANCIAL PLANNING

Financial Planning Analyst

Rockville Centre

Gain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement. Perform ongoing system maintenance: data reconciliation, security/hierarchy management. Provide ad-hoc and variance reporting acros...

Search Terms: Planning Analyst, Financial Planning, Financial, Analyst, Technology

84.2

8.7mi

Updated: May 28

Senior Manager, Financial Planning & Analysis

Owns and executes the end-to-end annual budget process, including the development of timelines, templates, assumptions, and deliverables, ensuring alignment with corporate strategic objectives and executive expectations Directly facilitates and drives cross-functional budget reviews with business uni...

Search Terms: Financial Planning, Manager, Financial, Leadership, Senior

82.9

10mi

Updated: May 08

Wealth Relationship Manager - SAFE ACT - Westbury, NY

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

81.8

2.1mi

Updated: June 09

Actuarial Associate - Financial Planning and Analysis

Job Requisition ID: 94002 Location Designation: Fully Onsite Location: 44 South Broadway, White Plains, New York 10601 Offered Wage: $131,600.00 - $171,500.00/year Duties: Collect, validate, and maintain complex financial and operational data to ensure accuracy, timeliness, and integrity of results. ...

Search Terms: Financial Planning, Actuarial, Financial, Associate, Planning

81.5

19mi

Updated: May 06

Assistant Treasurer & Controller

Oversee financial operations, accounting, and reporting functions for all university campuses and operations. Manage staff in accounting, payroll, accounts payable, grants, restricted funds, treasury and purchasing; manage financial accounting for dining and residence halls. Maintain and advance proc...

Search Terms: Controller, Treasurer, Internal Auditor, Assistant, Financial Planning

80

0mi

Updated: June 09

J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY

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

79.3

2.1mi

Updated: June 10

Wealth Relationship Manager - SAFE ACT - Farmingdale, NY

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

79.3

8.5mi

Updated: June 09

Senior Wealth Advisor SAFE Act - Nassau County

Build relationships with new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to referrals and in...

Search Terms: Wealth Advisor, Financial Planning, Wealth, Advisor, County

79

5.1mi

Updated: May 30

Wealth Relationship Manager - SAFE ACT - Hewlett, NY

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

78.8

11mi

Updated: June 09

J.P. Morgan Wealth Management - Private Client Advisor - Hicksville, NY

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

78.2

4.1mi

Updated: June 10

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