Financial Jobs in New York, NY - NOW HIRING

34,337 jobs found

- Sentinel Group
- New York, NY
- Remote
$50,000 - $80,000
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. ... Assist participants in preparing for the financial aspects of retirement.
Full-Time
Parental Leave
Life Insurance
Health Insurance
Mid Level
Retirement Plan
21 days ago
- New York University
- New York, NY
$523,000 - $593,000
Develop and Lead the Office of Budget and Financial Planning – Recruit, develop, and retain a high-performing team of financial professionals, fostering a collaborative and service-oriented culture. Serve as a mentor, building the team’s ...
Full-Time
MBA
Master's Degree
23 days ago
- Capital One
- New York, NY
- Remote
$234,000 - $267,100a year
The team will track financial results and trends, including model & analytics creation, consolidation of results, and overall coordination of various financial and business processes. ... At least 12 years of experience in Financial Planning & ...
Full-Time / Part-Time / Internship
Flexible Schedule
Master's Degree
On-Site Gym
401(k) Matching
MBA
NEW
6 days ago
- Merrill
- New York, NY
$105,000 - $153,000
Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities ... analysis for a Line of Business (LOB) by ...
Full-Time
Paid Time Off
Morning Shift
Oracle
Day Shift
Excel
9 days ago
- AB Hires and Consulting
- New York, NY
$250,000a year
Strategic Leadership & Financial Management:Provide financial guidance to the executive team to support corporate strategy and growth initiatives. ... This role requires strong expertise in financial reporting, risk management, and strategic ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
MBA
9 days ago
- Mizuho
- New York, NY
- Remote
$114,000 - $180,000
The primary responsibility of the position is to prepare and/or review assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of ...
Full-Time / Part-Time / Permanent / Temporary / Contract
Alteryx
Excel
Bachelor's Degree
PowerPoint
NEW
1 day ago
- Merrill
- New York, NY
$28.85 - $33.65an hour
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and ...
Full-Time
Morning Shift
Day Shift
Paid Time Off
Bachelor's Degree
NEW
3 days ago
- American Express
- New York, NY
$55,000 - $105,000a year
The Senior Financial Analyst will be part of the US Consumer Services Financial Planning & Analysis team within Corporate Planning & Analysis (CP&A) and will help drive the financial planning, reporting, and results analysis activities fo
Full-Time / Part-Time / Temporary / Contract
Parental Leave
Life Insurance
401(k) Matching
Health Insurance
Oracle
NEW
1 day ago
- Healthfirst
- New York, NY
- Remote
$67,200 - $97,155a year
... interfaces to align medical costs in financial reports. ... The Financial Reporting Analyst is responsible for the preparation, review and delivery of Healthfirst external reporting of financial statements using Statutory Accounting Principles ...
Internship
Tuition Reimbursement
Dental Insurance
Life Insurance
Volunteer Time Off
Vision Insurance
NEW
3 days ago
- Tbwa Chiat/Day Inc
- New York, NY
- Remote
$200,000 - $250,000a year
Alongside the rest of the Financial Engineering team, you’ll leverage pandas and related python libraries to produce MerQube branded financial engines as well as indexing strategies for major financial institutions. ... Created in 2019 by ...
Full-Time
Paid Time Off
Health Insurance
Master's Degree
Python
8 days ago
- Merrill
- New York, NY
$150,000 - $200,000
Leads a team that oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities ... At Bank of America, we are ...
Full-Time
Morning Shift
Paid Time Off
Day Shift
MBA
NEW
6 days ago
- Bank of America
- New York, NY
$105,000 - $153,000
Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities ... analysis for a Line of Business (LOB) by ...
Full-Time
Vision Insurance
Health Insurance
Parental Leave
Paid Time Off
Health Savings Account
14 days ago
- Bank of America
- New York, NY
$72,000 - $90,000
... make financial lives better through the power of every connection. ... designated markets in the absence of the assigned financial center manager and as a market-level resource. ... Strong financial and business acumen including experience in ...
Full-Time
Sabbatical Program
High School Degree
Paid Time Off
Dental Insurance
Day Shift
NEW
2 days ago
- Bank of America
- New York, NY
$28.85 - $33.65an hour
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and ...
Full-Time
Day Shift
Dental Insurance
401(k)
401(k) Matching
Health Savings Account
7 days ago
- Liquidnet
- New York, NY
$140,000 - $160,000a year
The mission of the Senior Financial Analyst is to assist the Head of Business Finance, Agency Execution and the Liquidnet Division leadership to evaluate the division's progress toward achieving its goals and to map out future goals and plans.
Full-Time / Permanent / Contract
React.js
Oracle
Flash
Bachelor's Degree
NEW
4 days ago
- New York, NY
$275,000 - $300,000a year
The ideal candidate is a visionary leader with deep financial expertise, a passion for business transformation, and the ability to navigate complex financial landscapes with confidence and integrity. ... in shaping R/A’s long-term financial ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Retirement Plan
Life Insurance
Disability Insurance
MBA
Employee Assistance Program
NEW
Today
- Morgan Stanley
- New York, NY
$140,000 - $200,000a year
Responsible for helping Financial Advisors with their clients' and prospects' financial planning needs ... The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors ...
Internship
Adoption Assistance
Paid Time Off
Tuition Reimbursement
Sabbatical Program
Parental Leave
10 days ago
- Bank of America
- New York, NY
$150,000 - $200,000
Leads a team that oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities ... At Bank of America, we are ...
Full-Time
Day Shift
MBA
401(k)
Morning Shift
Health Savings Account
NEW
6 days ago
- Merrill
- New York, NY
$28.85 - $32.00an hour
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and ...
Full-Time
Morning Shift
Spanish
Day Shift
Bilingual
Paid Time Off
NEW
4 days ago
- Merrill
- New York, NY
$81,400 - $124,500
... view of financial risks in coordination with the EFR managers, including participating in 2nd line risk assessments and working groups with Treasury (to understand financial risk drivers) ... purpose to help make financial lives better through ...
Full-Time
Python
Day Shift
Paid Time Off
Alteryx
Morning Shift
14 days ago

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Financial Planner

Apply on Company Site

Company
Sentinel Group
Location
New York, NY
Job Type
Full-Time
Salary
$50,000 - $80,000

Remote

Parental Leave

Life Insurance

Health Insurance

Mid Level

Retirement Plan

Commission

Paid Time Off

Disability Insurance

Excel

Description

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. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit.

Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry.

Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients.

What you'll bring to Sentinel:

Planning/Organizing – Prioritizes and plans work activities, uses time efficiently
Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments
Quality – Demonstrates accuracy and thoroughness
Strong sense of urgency and accountability; results-oriented
Team player; puts success of team ahead of self
Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms
Ability to work as part of a group or independently, patient, passion for both sales and service

What you’ll be responsible for:

Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.
Assist participants in preparing for the financial aspects of retirement.
Communicate the retirement plan offering via group meetings at the client company.
Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
Conduct webinars to communicate the plan, when appropriate.
Build personal relationships with participants.
Convey retirement planning subject matter in a simplified way.
Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance.
Support new sales and market development initiatives
Exhibit understanding of key features and benefits of Sentinel’s products and services
Proactively keep Supervisor informed of key activities with assigned clients
Office environment, up to 50% travel may be required.

About you:

We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

Preferred qualifications:

Proficient in Microsoft Office applications
ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)
Bachelor’s degree
FINRA Series 6 or 7, 63 and 65 or 66
Life Accident & Health licenses

Nice to haves:

3+ years of experience
CFP designation or interest in obtaining
Familiarity with programs such as eMoney Advisor

What you’ll be part of:

Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.

At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

PTO (vacation, sick, personal time bank)
FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 4% Employer Match
Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

Salary Range: $50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.

Experience

Mid Level

: Location
New York, NY

: Job Type
Full Time

: Company
Sentinel Group
Department
Sentinel Group

Apply on Company Site

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