Jobs near Syosset: 4,837

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

82.8

13mi

Updated: July 02

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

81.7

8.4mi

Updated: July 28

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

80.6

3.5mi

Updated: July 28

Wealth Relationship Manager SAFE ACT - Albertson, NY

Albertson

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

77.6

8.7mi

Updated: July 08

Director, Platform Services

Stamford

The Director of Platform Services is accountable for the strategy, architecture, governance, financial management, project delivery, operational performance, and continuous improvement of ITT's global platform services, including enterprise cloud and hybrid infrastructure, compute, virtualization, st...

Search Terms: Director, Continuous Improvement, Business Operations, Financial Planning, Leadership

76.6

16mi

Updated: July 22

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

Farmingdale

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

76.5

7.7mi

Updated: July 21

Financial Advisor Associate - Bethpage, NY

Bethpage

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

76.4

6.4mi

Updated: July 18

Associate, Advisor

Melville

Provide support to Advisors in all areas of financial planning. Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.). Create proposals for prospective clients. Create and/or update financial plans for clients. Prepare materials...

Search Terms: Advisor, Associate, Financial Planning, Banking, Business Services

76.3

5.6mi

Updated: July 15

Wealth Management Advisor (Melville, NY)

Melville

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand their goals and deliver tailo...

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

75.9

5.6mi

Updated: July 23

Director, Finance Business Partner

Purchase

The Director, Finance Business Partner is a key finance leader supporting Product, Technology, and AI organizations. This role partners closely with business leaders to drive financial planning, investment discipline, and operational execution—ensuring alignment between product strategy, technology i...

Search Terms: Business Partner, Director, Finance, Business, Financial Planning

75.5

18mi

Updated: July 16

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