Jobs
>
New York City

    Financial Planner - New York, United States - Green Key Resources

    Default job background
    Description

    Responsibilities:
    Ongoing support of senior management with a focus on project detail related to, but not limited to, capital allocation, industry research, benchmarking, corporate structure Performance of frequent and complex ad hoc analytical assignments Ongoing assessment, tracking, and reporting of all the Companys business unit performance with respect to financial, strategic, and operational goals and initiatives with timely communication of opportunities and risks Development of strong relationships across the organization Identify and analyze operational problems and recommend effective solutions Assist in other finance functions as needed


    Qualifications:

    2-5 years of professional experience in investment banking, consulting, private equity, venture capital, corporate development, finance, or financial planning.

    Bachelors degree required, MBA a plus.

    Must have a very strong foundation in Corporate Finance Must have extensive experience creating high-quality PowerPoint decks Ability to thrive in a fast-paced, high-pressure environment.

    Demonstrated experience in modeling, analysis, and research. Entrepreneurial spirit with strong work ethic and drive. Exceptional analytical acumen. Strong attention to detail. Superior ability to work independently and deal effectively with complex projects entailing frequent interaction with senior executives. Strong written and oral communication and presentation skills. High personal and professional integrity High level of academic achievement and demonstrated analytical and quantitative strength Date Posted

  • Adecco

    Financial Planner

    2 weeks ago


    Adecco New York, United States

    Adecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...

  • Right Executive Search, LLC

    Financial Planner

    1 week ago


    Right Executive Search, LLC New York, United States

    Job Description · Job DescriptionCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an exp ...

  • Betterment

    Financial Planner

    1 week ago


    Betterment New York, United States

    About Betterment · Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. ...

  • Prudential Financial

    Financial Planner

    2 weeks ago


    Prudential Financial New Jersey, United States

    As a Financial professional you will help educate others to make better financial decisions. Whether you're a new professional or have been in the workforce for several years, this is an opportunity to utilize your entrepreneurial spirit and passion for helping others. · Developi ...


  • Prudential Advisors - NYC/NJ New York, United States

    Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial ...


  • Summer New York, United States

    Job Description · Job DescriptionWho We Are · Summer is a Certified B Corp with a mission to maximize savings for the 46 million Americans burdened by student debt. Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student ...

  • Sentinel Benefits & Financial

    Financial Planner

    4 weeks ago


    Sentinel Benefits & Financial New York, United States

    Location Note: This a remote role for candidates based in New York or New Jersey. · The Purpose of Your Role: · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning te ...

  • Adecco

    Financial Planner

    2 weeks ago


    Adecco New York, United States

    Adecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...

  • Adecco USA

    Financial Planner

    2 weeks ago


    Adecco USA New York, United States

    Adecco Creative and Marketing has partnered with women's fashion house to hire a Senior Manager Company Planner. · If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. · This is a 6 month, hybrid, 4 ...


  • PIRELLI TIRES New York, United States

    Job Description · Job DescriptionJOB TITLE: Business FP&A REPORTS TO: Controlling Manager, North America · JOB PURPOSE: Plan, direct, and coordinate the activities related to the management of the financial performance of the business of an organization under the direction of t ...

  • Sentinel Group

    Financial Planner

    4 weeks ago


    Sentinel Group New York, United States Full time

    Location Note: This a remote role for candidates based in New York or New Jersey. · The Purpose of Your Role: · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team ...

  • Green Key Resources

    Financial Planner

    4 weeks ago


    Green Key Resources New York, NY, United States

    Responsibilities: Ongoing support of senior management with a focus on project detail related to, but not limited to, capital allocation, industry research, benchmarking, corporate structure Performance of frequent and complex ad hoc analytical assignments Ongoing assessment, tra ...

  • Green Key Resources

    Financial Planner

    2 days ago


    Green Key Resources New York, NY, United States

    Job DetailExperience Level Executive/C-SuiteDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridSalary Type AnnuallyIndustry Private Equity;Real EstateSelling Points Strong professional culture, excellent compensation, and exposure to senior management.Job ...


  • Right Executive Search, LLC New York, United States

    Certified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certi ...


  • John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC New York, United States

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence. · Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboratio ...


  • Prudential Advisors - NYC/NJ New York, United States

    Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial ...


  • Summer New York, United States

    Summer · is a Certified B Corp with a mission to maximize savings for the 46 million Americans burdened by student debt. Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student loan repayment, ultimately minimizing debt ...


  • Prudential Advisors - NYC/NJ New York, United States

    Job Description · Job DescriptionExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm ...

  • Financial Planner Recruiting, LLC

    Financial Planner

    4 weeks ago


    Financial Planner Recruiting, LLC Franklin Lakes, United States

    My client is a rapidly growing RIA looking for a Financial Planner to join their team. · The AFP will support the firm in the preparation and presentation of financial plans and various planning analyses to clients. This includes the implementation of financial recommendations an ...

  • Northwestern Mutual

    Financial Planner

    1 week ago


    Northwestern Mutual Farmingdale, United States

    About Us: · Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expert ...