Financial Planner jobs in Bergenfield, NJ

A Financial Planner or personal Financial Planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners)....

Source: Wikipedia (as of 09/06/2019). Read more from Wikipedia

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Senior Meeting Planner
  • Classic Conferences
  • Hackensack, NJ FULL_TIME
  • Classic Conferences is an established leader in the corporate meeting, incentives, and event planning industry, with over 34 years of experience, both domestically and internationally. Based in Hackensack, NJ, our boutique company specializes in planning product launches, national sales meetings, POAs, incentive programs, training workshops, and advisory board meetings. Programs from 20-2000 attendees.



    This is a full time remote/office position for a senior meeting planner. The planner oversees the comprehensive management of events. Responsibilities include event planning , client and venue management, production coordination, hotel room blocks, vendor relations, contract negotiation and onsite support staff management. Throughout the program planning cycle, you will collaborate with both Classic Conferences' colleagues, and various client departments, serving as an expert resource on destinations, properties, off site venues and experiences, etc.


    Candidate must be able to travel domestically and internationally up to 35%-40% of the time.


    Qualification:


    5 years meeting planning experience

    Contract negotiation and budgeting expertise

    Strong customer service skills

    Excellent organizational and time management skills

    Ability to handle multiple projects simultaneously

    Proficiency in MS office and event management software (CVENT a plus)



  • 4 Days Ago

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Financial Controller
  • Suburban Seating & Safety
  • Lodi, NJ FULL_TIME
  • Job OverviewWe are seeking a highly skilled and detail-oriented Financial Controller to join our finance team. This is a hands-on role that is responsible for the oversight of all financial management...
  • 2 Days Ago

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Financial Auditor
  • Further Enterprise Solutions
  • Ridgefield, NJ CONTRACTOR
  • Job Title: Business Professional - Contracts Administrator 2Expected duration: 6 monthsLocation: Ridgefield Park, NJ, USAWork Schedule: Hybrid - 4 Ofifce, 1 day WFHJob Description: Financial AuditorTo...
  • 1 Month Ago

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Financial Analyst
  • Transcend Solutions
  • Ridgefield, NJ CONTRACTOR
  • Hybrid: 4 days in office / 1 day WFHContract Length: 12 months Work Location: Ridgefield Park, NJTop Skill SetsKorean BilingualAnalytical skillsProactive communicationLarge data management using excel...
  • 24 Days Ago

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Commercial Real Estate Paralegal
  • PrideStaff Financial
  • Hackensack, NJ FULL_TIME
  • Our client in Hackensack, NJ is looking for a Commercial Real Estate Paralegal for a full time position.RequirementsExperience in all aspects of commercial real estate including title and survey revie...
  • 15 Days Ago

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Senior Demand Planner (Bilingual English/Korean)
  • LG Electronics North America
  • Englewood, NJ FULL_TIME
  • Step into the innovative world of LG Electronics. As a global leader in technology, LG Electronics is dedicated to creating innovative solutions for a better life. Our brand promise, 'Life's Good', em...
  • 16 Days Ago

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0 Financial Planner jobs found in Bergenfield, NJ area

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Entry-level Financial Services Professional
  • Prudential Financial
  • Paramus, NJ
  • Job Description Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudentia...
  • 12/13/2024 12:00:00 AM

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Entry-level Financial Services Professional
  • Prudential Financial
  • New York, NY
  • Job Description Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudentia...
  • 12/13/2024 12:00:00 AM

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Private Client Relationship Manager
  • Citizens
  • Fort Lee, NJ
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 12/12/2024 12:00:00 AM

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Private Client Relationship Manager
  • Citizens Financial Group, Inc.
  • Fort Lee, NJ
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 12/12/2024 12:00:00 AM

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Private Client Relationship Manager
  • Citizens Financial Group, Inc.
  • Bronxville, NY
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 12/12/2024 12:00:00 AM

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Private Client Relationship Manager
  • Citizens
  • Woodside, NY
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 12/12/2024 12:00:00 AM

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Private Client Relationship Manager
  • Citizens Financial Group, Inc.
  • New York, NY
  • Description At?Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 12/11/2024 12:00:00 AM

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Family Office Accountant (2)
  • Tandym Group
  • New York, NY
  • A recognized property management company in New York City is looking for an Accountant to join their Family Office team....
  • 12/10/2024 12:00:00 AM

Bergenfield is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,764, reflecting an increase of 517 (+2.0%) from the 26,247 counted in the 2000 Census, which had in turn increased by 1,789 (+7.3%) from the 24,458 counted in the 1990 Census. Bergenfield was formed on the basis of a referendum held on June 25, 1894, from portions of Englewood Township and Palisades Township.[21][22][23] The borough was formed during the "Boroughitis" phenomenon then sweeping through Bergen County, in which 26 boroughs were formed in the co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planner jobs
$77,513 to $107,965
Bergenfield, New Jersey area prices
were up 1.5% from a year ago

Financial Planner
Works closely with other Financial Aid Planners and staff all working toward departmental goals.
November 16, 2022
Assist and support monthly, quarterly, and annual financial forecasts related to revenue, operating costs, freight, and other supply chain costs.
December 30, 2022
Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel.
January 31, 2023
Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
February 12, 2023
Utilize financial planning software, as well as Excel, PowerPoint, and cash flow analysis programs, in order to provide analysis for clients of their current and future financial picture.
February 22, 2023
Gather, organize and maintain client personal and financial wealth plan profile data.
March 21, 2023
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
April 23, 2023
Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
May 21, 2023