Jobs near Rockville Centre: 4,588

Relevance Score ranked on: FINANCIAL PLANNING

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

91.4

0mi

Updated: May 28

Executive Director of Financial Planning & Analysis

Garden City

The Executive Director of Financial Planning & Analysis serves as a strategic financial leader responsible for overseeing the University’s budgeting, forecasting, financial modeling, and analytical functions. This role provides senior leadership with actionable financial insights to support instituti...

Search Terms: Financial Planning, Director, Executive, Leadership, Financial

85.3

4.8mi

Updated: May 13

Senior Manager, Financial Planning & Analysis

Melville

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

82.7

16mi

Updated: May 08

Senior Wealth Advisor SAFE Act - Nassau County

East Meadow

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

82.5

5.5mi

Updated: May 30

J.P. Morgan Wealth Management – Private Client Advisor - Rockville Centre, NY

Rockville Centre

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

81.2

0mi

Updated: May 23

Financial Advisor- East Meadow, Long Island

East Meadow

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wea...

Search Terms: Financial Advisor, Advisor, Customer Service, Financial, Customer Experience

78.3

5.5mi

Updated: May 30

Financial Advisor Associate-Long Beach

Long Beach

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities...

Search Terms: Financial Advisor, Associate, Advisor, Financial Planning, Financial

78.1

5.3mi

Updated: May 27

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

Wantagh

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

76.8

6.5mi

Updated: May 23

Private Equity Performance Improvement Leader

Garden City

Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. Conduct financial an...

Search Terms: Leader, Equity, Performance, Financial Planning, Business Development

76.4

4.8mi

Updated: May 14

Senior Wealth Advisor SAFE Act - Suffolk County

Huntington

Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to referrals and introductions generated throu...

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

76.1

19mi

Updated: May 09

Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.