Financial Planner Jobs in Melville, NY (427)
Vice President Executive Financial Planning and Stock Plan Services
Empower
Stamford, CT
Dental Insurance
Vision Insurance
Education
Parental Leave
$210k - $250k / year
Remote Financial Advisor Coach
CEG Worldwide
🌎 Remote
New
Remote
Private Client Financial Advisor - Canal Street, Manhattan
Citizens
Hempstead, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
VP, Financial Consultant - Greenwich, CT
Charles Schwab
Stamford, Connecticut
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Complex Claims Consultant - Financial Lines/Public D&O
CNA Insurance
Melville, New York
$72k - $141k / year
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable
Stamford, Connecticut
Entry-Level
Dental Insurance
Vision Insurance
‌
Director of Operations
CR Legal Team
Melville, New York
Health Insurance
‌
Planning Consultant - Greenwich, CT
Soteriare
Greenwich, Connecticut
Education
‌
Lead Advisor - New Market
Brighton Jones
Stamford, Connecticut
‌
Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open
Ernst and Young
Stamford, Connecticut
Diversity Leader
Dental Insurance
$111.2k - $183.6k / year
‌
Event Sales & Services Manager
Accor Hotels
Greenlawn, New York
Hospitality
401(k)
$80k / year
‌
Remote Insurance & Financial Solutions Consultant
Global Financial Impact
🌎 Remote
Remote
‌
Merrill Experienced Financial Advisor
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Long Island East Market
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Jericho, NY
Diversity Leader
$119.5k - $272.1k / year
‌
Financial Solutions Advisor - Consumer Investments - Western Long Island Market
Bank of America
Levittown, NY
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
Wealth Relationship Manager SAFE Act
Citigroup
Cos Cob, CT
$88.4k - $132.6k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Freeport Financial Center
Bank of America
Freeport, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Jericho, NY
Diversity Leader
$63.4k - $144.3k / year
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$88.6k - $170.9k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager, Business Tax Services - Fed/Corporate Tax (East Coast)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Associate
Equitable Advisors
Melville, NY
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Wealth Management Associate - NY, New York (5042)
Equitable Services
Melville, NY
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
VP Relationship Manager - Aladdin Wealth Technology
EngineeringUK
🌎 Remote
Remote
Education
‌
Hospice Care Planner - $15,000 Sign On Bonus!
MJHS
Bronx, NY
New
Part-Time
$15k sign-on bonus
Dental Insurance
Vision Insurance
Education
$15 / hour
Job Description
Working as a Financial Planner in Melville, NY
There are 427 Financial Planner opportunities available in Melville, NY all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
Financial Planner jobs near Melville, NY
Financial Planners in Melville, NY Resume Data
Average Experience for Financial Planners in Melville, NY
- More than 10 years: 68%
- 6-10 years: 23%
- 3-5 years: 7%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Planners in Melville, NY
- Bachelors: 52%
- Masters: 28%
- Diploma: 10%
- Associates: 9%
- Doctorate: 2%
Top Skill for Financial Planners in Melville, NY
- Attention to detail: 16%
- Customer focus & orientation: 14%
- Work style: Reliability: 11%
- Sales skills: 11%
- Spreadsheets with Microsoft Excel: 9%
- Administrative assistant/receptionist: 9%
- Management & leadership skills: Planning & execution: 8%
- Management & leadership skills: Impact & influence: 7%
- Supervisory skills: Motivating & assessing employees: 7%
- Customer service: 7%
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