Jobs near Huntington: 3,994
RS
Relevance Score ranked on: FINANCIAL PLANNING
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
85.1
4.4mi
Updated: May 08
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
85
19mi
Updated: May 28
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
82.5
0mi
Updated: May 09
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
80.8
13mi
Updated: May 30
Analyst, FP&A
REMOTE MELVILLE
Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting, financial statements reporting, review and analysis; chart of accounts management, internal reporting structures and key performance metric...
Search Terms: Analyst, Financial Planning, Accounting, Forecasting, Technology
77.4
4.4mi
Updated: May 22
J.P. Morgan Wealth Management – Private Client Advisor - Hauppauge, NY
Hauppauge
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
76.7
11mi
Updated: May 27
Associate, Advisor
Melville
Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's ...
Search Terms: Advisor, Associate, Financial Planning, Wealth, Diversity
76.7
4.4mi
Updated: May 16
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
76.6
13mi
Updated: May 30
J.P. Morgan Wealth Management – Private Client Advisor - Woodbury, NY
Woodbury
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
76.2
5.2mi
Updated: May 13
FP&A Analyst Finance | Full Time Melville, New York
Melville
(position purpose):Your primary responsibilities will be to support reporting and forecasting/budgeting processes and process improvements initiatives, ensure holistic accountability, and better support business objectives and strategic direction You will empower the business partners, and cost cente...
Search Terms: Finance, Analyst, Financial Planning, Accounting, Support
75.8
4.4mi
Updated: May 22
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