Financial Planning Jobs in Melville, NY

Point Wealth Management - Melville, NY, United States

The right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning

from: linkedin.com - 6 days ago

Northwestern Mutual - Melville, NY, United States

For over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial

from: linkedin.com - 14 days ago

UHY LLP - Melville, New York

and compilations for clients in various industries Oversee and review financial statements and evaluate internal controls Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up Deep

from: resume-library.com - 2 days ago

Equitable Advisors - Melville, NY, United States

-to-date and acquire new clients on an ongoing basis · Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services

from: linkedin.com - 15 days ago

Equitable Advisors - Melville, NY, United States

(ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management

from: linkedin.com - 19 days ago

UHY LLP - Melville, New York

(but are not limited to): Perform and assist with audits, reviews and compilations for clients in various industries Prepare and analyze financial statements and evaluate internal controls Assist with the coordination

from: resume-library.com - 7 days ago

UHY LLP - Melville, New York

with audits, reviews and compilations for clients in various industries Oversee and review financial statements and evaluate internal controls Assist with the coordination of the day-to-day duties of planning

from: resume-library.com - 7 days ago

Perdue AgriBusiness - Salisbury, MD, United States

The Financial Planning & Analysis Manager (FP&A) will support Perdue AgriBusiness' Animal Nutrition & Soy Crush business units and will be a key leader within the FP&A organization. The Director

from: linkedin.com - 10 days ago

UHY LLP - Melville, New York

, reviews and compilations for clients in various industries Prepare and analyze financial statements and evaluate internal controls Assist with the coordination of the day-to-day duties of planning

from: resume-library.com - 7 days ago

Direct Wines, Inc. - Norwalk, CT, United States

FP&A Manager Financial Planning & Analysis (FP&A) Department Full- Time (Hybrid) Norwalk, CT, USA OVERVIEW We're thrilled to announce an exciting opportunity for a dynamic individual to join

from: linkedin.com - 12 days ago