Planning Consultant - Chappaqua, NY

Fidelity is seeking a Planning Consultant to provide a world-class planning experience for clients. The role involves conducting financial planning interactions, supporting client relationships, and using innovative technologies to maximize efficiencies. · ...

Provide a world-class planning experience and deepen client relationships through consolidation of assets, referrals and plan implementations. · ...

As a Planning Consultant, you will provide a world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · ...

As a Planning Consultant at Fidelity you will provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · ...

We are seeking a Planning Consultant to provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire ...

FLACS will host its inaugural 25th Anniversary Gala in October/November 2026. The event seeks an experienced Event Planning Consultant to manage the end-to-end planning and execution of the gala.Project & Timeline Management · Budget & Vendor Management · ...

FLACS seeks an experienced Event Planning Consultant to manage the end-to-end planning and execution of the 25th Anniversary Gala. · ...

+Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. · +Bachelors degree pre ...

A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. · We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializin ...

We are seeking a Planning Consultant who will provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · The ideal candidate will have a thorough understanding of financial planning concepts to help clients buil ...

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. · CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. · CBI strives to be our team members' employer of choice by c ...

A family-owned wholesale organization is migrating from legacy ERP to Eclipse and needs an implementation consultant. · ...

JDA Demand Consultant sought for steady pace corporation specializing in software development & consultancy. · ...

We're all in to shape your future with confidence at EY. · Lead workstream delivery and ensure effective management of processes and solutions within the DMC framework. · ...

Data Modeler/Data Architect. · We believe in providing staffing solutions to address the current talent gap Right Talent Right Time Right Place Right Price and acting as a Career Coach to our consultants. · Work with technical architects to validate technical design and implement ...

The Chappaqua Central School District is a community of six schools serving approximately 3500 students in Westchester County.We are seeking excellent educators who can provide high-quality instruction and build authentic, supportive relationships with students. · We are committe ...

The Chappaqua Central School District seeks an excellent educator to provide high-quality instruction and build authentic relationships with students. · Administer standardized educational evaluations. · ...

The Chappaqua Central School District is seeking an excellent educator to serve as a Special Education Teacher at Westorchard Elementary School. · New York State Certification as a Special Education Teacher (Gr) · Experience with reading and writing workshop models of instruction ...

We are looking for a Technical Program Manager to lead the development of advertising measurement products. The ideal candidate will have 10+ years of experience in technical program management and a background in computer science, engineering, or data science. · Program Manageme ...

We are seeking a Primary Care Physician Assistant to join our team at Yale New Haven Health. This is an exciting opportunity for someone who wants to make a difference in the lives of patients while advancing their career in healthcare. As a Primary Care Physician Assistant, you ...