• Altfest Personal Wealth Management - New York, NY 

    Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Financial Planning Associate to help…

    Estimated: $60,000 - $80,000 a year
  • Fidelity Investments - Scarsdale, NY 4.0

    Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform.

    Estimated: $63,000 - $85,000 a year
  • FutureFWD Advisors - Ameriprise Financial - New York, NY 

    Act as subject matter expert for financial planning (also working knowledge of insurance) within the practice. CFP, CPA, or MBA preferred.

    Estimated: $110,000 - $150,000 a year
    Quick Apply
  • Northwestern Mutual NYC-Midtown - New York, NY 3.8

    Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

    $110,000 a year
    Quick Apply
  • KKI Capital - New York, NY 

    Assist financial advisers in preparing and maintaining financial plans. Involved in developing integrated wealth management solutions per clients’ specific…

    Estimated: $65,000 - $88,000 a year
  • Wealthstream Advisors - New York, NY 

    Our boutique firm focuses on bringing comprehensive expertise and concierge level service to our high net worth client base. CPA designations are also welcome.

    Estimated: $81,000 - $100,000 a year
  • Wealth Preservation Solutions - Paramus, NJ 

    This role will serve as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the…

    $100,000 - $150,000 a year
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    Potential clients, both individual and corporate, and develop a practice within the. Consistently build relationships and leverage them into business…

    $48,000 - $218,000 a year
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  • Fidelity Investments - Sloatsburg, NY 4.0

    As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of…

    Estimated: $59,000 - $75,000 a year
  • MassMutual Metro New York - New York, NY 

    Analyze financial and investment information obtained from clients to determine strategies, products, and services to help clients meet their financial and…

    $75,000 - $150,000 a year
    Quick Apply
  • WithumSmith+Brown - New York, NY 3.6

    As a Private Client Services Planning Specialist with Withum, you will be responsible for delivering the firm's estate planning, financial planning and business…

    Estimated: $59,000 - $78,000 a year
  • Northwestern Mutual - New York, NY 3.8

    As a member of our testing team, you will be responsible for applying financial planning subject expertise to test the results of our proprietary software.

    Estimated: $100,000 - $140,000 a year
  • The Pontem Group - New York, NY 

    Our client is based in midtown Manhattan and is looking for highly qualified financial planner to assist the practice and clients with their planning.

    $100,000 a year
    Quick Apply