Financial Planner Jobs in New York, NY
Vaco LLC
$150000 - $200000
New York, NY
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco LLC
$160000 - $200000
New York, NY
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics.
Fidelity Investments
Stamford, CT
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Fidelity Investments
Spring Valley, NY
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Jobot
$101000 - $118000
Bronxville, NY
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A NYC Metro Healthcare organization with over 100+ years of success in the community offering several services including hospice and palliative care, rehabilitation, and skilled nursing.
Jobot
$101000 - $118000
Bronxville, NY
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center.
Jobot
$55 - $60
New York, NY
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center.
Jobot
$80000 - $110000
North Caldwell, NJ
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Jobot
$115000 - $131500
The Bronx, NY
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center.
Axelon Services Corporation
East Hanover, NJ
Perform advanced root-cause analysis for supply chain performance deviations, identifying systemic gaps and their drivers, translating findings into actionable insights, and collaborating cross-functionally to drive resolution and implement solutions. Drive continuous improvement of reporting and analytical capabilities by designing and creating new reports and dashboards, evaluating the ongoing usefulness of existing reports, managing enhancements, and ensuring data integrity.
Vaco LLC
$170000 - $200000
New York, NY
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Thoroughbred Advisors - National Life Group
White Plains, NY
Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.
New York Life - Uniondale
$85000 - $150000
Uniondale, NY
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications:Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
New York Life - The Rabasco Team
Uniondale, NY
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Jobot
$200000 - $300000
Stamford, CT
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
Fletcher Wealth Advisors
$68000 - $112000
Parisppany, NJ
Our top advisors have come from diverse backgrounds including past sales experience (car sales, roofing, solar, pest control, merchant services, home security, insurance), retail management or customer service leadership, insurance/banking/mortgage professionals, real estate, hospitality management, former coaches or athletes, personal trainers, military, public service (police, fire, EMTs), teachers, ministry or church leadership, and former small business owners. As a Financial Advisor, you'll work directly with clients to assess their financial needs, recommend appropriate products and strategies, and help them build long-term financial security.
City National Bank
$122535 - $208715
New York, NY
Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
Career Launch AI
$100000 - $150000
New York, NY
A leading investment bank, corporate finance group, or strategy-oriented financial services firm may seek a Strategic Financial Planner to support long-term financial planning, performance analysis, and strategic decision-making. This Strategic Financial Planner description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
CAPTRUST
$80000 - $90000
New Hyde Park, New York
Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Work Staff
Newark, NJ
This career opportunity includes full training and state licensing support in one of the following states: New York, Connecticut, Florida, Maryland, North Carolina, South Carolina, New Jersey, Pennsylvania, Texas, Virginia, or Indiana. If you are selected, we will train you and guide you through your state licensing process to help you launch a successful career as a Life Insurance Agent, with the additional pathway to become a Financial Planner.
Career Headhunter LLC
Livingston, NJ
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.
Career Headhunter LLC
Basking Ridge, NJ
This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
Northwestern Mutual
$61000 - $250000
New York, New York
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Purple Unicorn
$300000
New York, NY
This position is ideal for recent graduates, career changers, former athletes, sales professionals, and individuals who enjoy building relationships and helping others plan their financial future. This search is being conducted in partnership with Purple Unicorn Enterprises, a talent optimization firm focused on employee identification, development, and culture.
Rockefeller Capital Management
$200000 - $225000
New York, New York
Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.
Ameriprise Financial
$53625 - $64350
New York City, NY
Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.*
Simon Quick Advisors
Morristown, NJ
People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.
JCDecaux North America
New York, NY
JCDecaux is currently seeking a Sales Planner who will report to the EVP of Sales, Airports and will be responsible for facilitating the sales process with internal departments, manages contracts and timelines, troubleshoots issues, and creates detailed presentation decks. JCDecaux is the #1 outdoor advertising company in the world, we are dedicated to giving brands unique voices and providing messaging platforms through the highest quality out-of-home solutions and first-class services.
BrightHouseFinancial
New York City, NY
We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte. As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.
NV5
$108680 - $128440
Morristown, NJ
NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. This Supervising Planner position offers an opportunity to lead and manage projects related to Complete Streets, Vision Zero, transit access, greenways, streetscapes, park design, and community placemaking for municipalities, regional organizations, and state agencies throughout the northeast.
Cadent
$60000 - $65000
New York, New York
This individual will support the East Coast sales team by participating in brainstorming sessions to translate ideas into actionable campaign solutions across Travel, CPG, Finance, and other verticals, while assisting in the development of customized proposals, sales decks, and client templates. The salary range for this role takes into account a wide range of factors considered in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications as well as other business and organizational needs.
LaBella Associates
$80000 - $90000
New York, NY
Our team partners with public and private sector clients throughout the five boroughs to provide environmental planning, land use, and zoning expertise to support the use and development of land, to facilitate neighborhood revitalization, and to support mixed-use and affordable housing development and renewable energy projects. The successful candidate will prepare environmental documents and related technical studies pursuant to City Environmental Quality Review (“CEQR”), the New York State Environmental Quality Review Act (“SEQRA”), the National Environmental Policy Act (“NEPA”), and other regulatory programs.
Emerging Blue, Inc.
$75000 - $110000
New York, NY
Key Accountabilities:• Develop product category goals and create seasonal buy plans that tie back to wholesale financial goals • Consolidate demand for the total wholesale channel and partner with Production to ensure that receipt needs for wholesale channel deliveries are consistently met • Run internal margin reporting and analysis • Partner with cross functional management to drive company's strategic initiatives • Partner with Merchandising to utilize the directed assortments by tier of distribution to affect the buys • Run seasonal post mortem analysis to drive buys of purchasing to achieve sales goals • Execute, develop and ensure capacity plans are met • Support the management of inventory • Analyze quarterly projections for replenishment styles • Manage timelines to hit buying and sourcing deadlines encompassing account needs • Support system development to enhance planning program functionality • Special projects as assigned . Required Skills/Abilities/Education: • Bachelor’s Degree in Fashion Merchandising, Finance or related field • 5+ years of experience in Wholesale Planning and Analysis • Fluent in Retail Math and advanced Microsoft Excel skills • Strong analytical and critical thinking skills • Ability to travel as needed (up to 30%) • Excellent organizational, communication and presentation skills with attention to detail.
Danone
$74000 - $95000
White Plains, NY
Supply Execution Planner Job Locations US-CO-Louisville ID 2025-17851 Number of People to Hire 1 Job Family Supply Chain Level of Experience Experienced Professionals Short Intro and About the Job Quality, efficiency, and safety all play a big role in our work at Danone. Take a lead role in all reporting functionality and improvements: report creation, built-in reporting functionality, automating monthly/weekly reporting, and future-state cube/report configuration.
PCONA Panasonic Connect North America
Newark, New Jersey
Health Management and Wellbeing Programs – Lifestyle Spending Account, EAP, virtual health management, chronic condition support, neurodiversity resources, tobacco cessation, substance abuse support, and life stage and fertility resources. Work with Product Managers and Sales Management in order to finalize sales forecasts, purchases from the overseas factories and domestic vendors.
NYU Langone Health
$84577.92 - $111300
New York, NY
Reporting to the Director of Campus Planning, the Space Planner is responsible for the definition, analysis, concept development, and production of planning and predesign studies that meet a broad range of NYU Langone Health System objectives, centered primarily on the NYU Langone Health campuses, and related ambulatory and off-site facilities in geographic proximity. A high degree of competency is required in CAD and graphics software packages, including Integrated Workplace Information Management (IWMS) or Computer-Aided Facilities Management (CAFM) systems such as Planon or Archibus, as well as Microsoft Office applications (Access, Excel, Word, Project, etc.).
Syneos - Commercial - Prod
$100000 - $120000
New York, NY
Managing financials (scopes, estimates, and billing worksheets), assisting in revenue forecasting and reconciliations, developing chronologies, coordinating productions, and handling final distribution. You know what needs to be done, and your penchant for strategic delegation and problem-solving makes you a natural fit for this Senior Project Planner position with Evolvics.
Aeropostale
$62700 - $114000
New York, New York
The Associate Merchandise Planner is responsible for supporting the strategic direction of sales and inventory for select business categories through comprehensive analysis of financial performance, historical data, and current market insights. • Ability to clearly and accurately communicate and exchange information verbally, in writing, or through other means in person, telephonically, or through virtual communication methods.
NYU Langone Medical Center
$84577.92 - $111300
New York, NY
Reporting to the Director of Campus Planning, the Space Planner is responsible for the definition, analysis, concept development, and production of planning and predesign studies that meet a broad range of NYU Langone Health System objectives, centered primarily on the NYU Langone Health campuses, and related ambulatory and off-site facilities in geographic proximity. A high degree of competency is required in CAD and graphics software packages, including Integrated Workplace Information Management (IWMS) or Computer-Aided Facilities Management (CAFM) systems such as Planon or Archibus, as well as Microsoft Office applications (Access, Excel, Word, Project, etc.).
The Vitamin Shoppe
$70000 - $80000
Secaucus, NJ
Partnering closely with Merchandising, Private Brand, Supply Chain, Analytics, and vendor teams, the Merchandise Planner translates demand signals and financial targets into actionable, data-driven plans that balance opportunity with investment. This role serves as a critical link between merchant strategy and operational execution and requires a detail-oriented, logical, and results-driven thinker who can model scenarios, influence partners, and drive disciplined inventory decisions.
Silver Lake Hospital
Newark, NJ
A long-term acute care hospital (LTACH) is an acute care specialty hospital that provides highly advanced and focused care for higher acuity patients who have not responded to short-term treatment in traditional general hospitals. Silver Lake Hospital of Newark, NJ is seeking to hire a full-time Social Worker to provide comprehensive assessments for new patients and assists the patients and their families with discharge planning.
Garan, Incorporated
$115000
New York, NY
Primary responsibilities include driving the store merchandise assortment strategy, creating financial and unit buy plans that meet or exceed sales & margin expectations, item creation and management, developing in-season strategy and tactics, and sales reporting and analytics. Building business financial plans/budgets through data-driven historical analysis, business intelligence, and consumer trends to determine future sales potential.
Brooks Brothers
$62700 - $114000
New York, New York
As America's oldest clothing retailer, Brooks Brothers has a long history of creating long-term relationships with both our Customers and our Associates. • Responsible for maintaining proper inventory levels in the stores, online, and the distribution center to maximize sales and profitability.
Stefanini, Inc
East Hanover, NJ
Our presence is in countries like the Americas, Europe, Africa, and Asia, and more than four hundred clients across a broad spectrum of markets, including financial services, manufacturing, telecommunications, chemical services, technology, public sector, and utilities. The Stefanini Group is a global provider of offshore, onshore, and nearshore outsourcing, IT digital consulting, systems integration, application, and strategic staffing services to Fortune 1000 enterprises around the world.
Stefanini, Inc
East Hanover, NJ
Our presence is in countries like the Americas, Europe, Africa, and Asia, and more than four hundred clients across a broad spectrum of markets, including financial services, manufacturing, telecommunications, chemical services, technology, public sector, and utilities. Assist in maintaining Day to Day Supply Planning tasks including but not limited to: Creating Weekly Short term (0-13 Weeks) Production Plans, Assess Capacity to support demand, and work with Plant teams to smooth production.
Lancesoft
East Hanover, NJ
Drive continuous improvement of reporting and analytical capabilities: Design and create new reports and dashboards, evaluate the ongoing usefulness of existing reports, manage enhancements, and ensure data integrity. o Execute ad-hoc analytical projects to address urgent business questions, support strategic initiatives, and inform decision-making.
Centric Brands
$95000 - $110000
New York, New York
Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women’s, men’s and kid’s apparel, accessories, entertainment and beauty. The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process.
The Walt Disney Company
$68400 - $91700
New York, NY
Collaborate with various departments, such as Ad Ops, Inventory Analytics, Streaming Solutions and Measurement Solutions to help fulfill a variety of client requests and aid Sales in their proposals. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
Centric Brands
$71200 - $90000
New York, New York
The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women’s, men’s and kid’s apparel, accessories, entertainment and beauty.
iHeartMedia
$28.57 - $35.72
New York, NY
iHeartMedia is the number one audio company in the United States, reaching nine out of 10 Americans every month – we specialize in radio, digital, social, podcasts, influencers, data, and events across the nation and provide premier opportunities for advertisers. Current employees and contingent workers click here (https://wd5.myworkday.com/iheartmedia/d/task/3005$4482.htmld) to apply and search by the Job Posting Title.