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financial planners jobs near Mount Kisco, NY

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  • Fidelity Investments - Chappaqua, NY 4.0

    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…

  • Silver Hill Hospital - New Canaan, CT 3.7

    Handles financial clearances for patients entering our Outpatient services. Deals directly with patients or responsible parties to review costs, insurance…

    Estimated: $72,000 - $96,000 a year
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  • PCR - Wilton, CT 

    Understanding of financial transactions, hedge funds, and private equity. The Operations Associate will be responsible for providing client with continuous…

    $50,000 - $60,000 a year
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  • Newman & Associates/Ameriprise Financial - Greenwich, CT 

    Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Track record of successful financial guidance.

    $40,000 - $50,000 a year
    Quick Apply
  • Fidelity Investments - Chappaqua, NY 4.0

    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…

  • THE GUARDIAN NETWORK AND PARK AVENUE SECURITIES - Tarrytown, NY 

    Financial Advisor Hudson Financial Group Tarrytown, NY Are you a financial advisor working in Manhattan that is looking for a company to support you? We…

    Estimated: $89,000 - $120,000 a year
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  • Barnum Financial Group - Elmsford, NY 3.7

    Two or more years of financial services industry experience preferred. Our Client Service Manager serves as a key player in providing great client service and…

    $65,000 a year
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  • Prudential Advisors - White Plains, NY 3.8

    Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Medical, Dental, and Vision benefits.

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  • Benjamin F Edwards & Co - White Plains, NY 4.4

    Assist in financial planning efforts by entering client data in the financial planning software and walking clients through the account set-up and review…

    Estimated: $57,000 - $75,000 a year
  • Johnson Brunetti - Wilton, CT 

    Prepare, present and implement customized financial plans for prospective clients. Lead workshop presentations to educate prospects and clients about financial…