• Lead Planner

    Robert Half Finance & Accounting (Mountain View, CA)
    …A dynamic and values-driven financial advisory firm is seeking an experienced Lead Planner to join its team. This role is ideal for a seasoned professional who ... is responsible for managing and retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role… more
    Robert Half Finance & Accounting (08/10/25)
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  • Supply Planner

    Revelyst (Irvine, CA)
    **Job Description** The Supply Planner at Revelyst will play a critical role in ensuring optimal inventory levels to meet customer demand while balancing cost and ... CA** office 3 days a week. **As the Supply Planner , you will have an opportunity to:** + Develop...work with Finance to manage inventory reporting, turns reporting, financial reporting, E&O reporting for the business. This information… more
    Revelyst (06/23/25)
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  • Lead Planner

    Robert Half Finance & Accounting (Mountain View, CA)
    Description A values-driven boutique financial advisory firm is seeking an experienced and client-focused Planner to join its growing team. This role is ideal ... and excellence. Advisors work closely with clients to deliver holistic financial planning, investment management, and strategic guidance tailored to each… more
    Robert Half Finance & Accounting (08/14/25)
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  • CMMS Maintenance Planner

    Ross Stores, Inc. (Shafter, CA)
    …and development for our teams\. **GENERAL PURPOSE:** The CMMS Maintenance Planner will work with the Maintenance/Facilities team to maintain Ross Distribution ... is responsible for maintaining accurate spare parts inventory, ensuring associate labor is scheduled optimally, and keeping accurate records...to get goods and services paid for in Ross' financial payment systems * Follows up with Vendors and… more
    Ross Stores, Inc. (07/19/25)
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  • SCM Sr. Planner / English-Japanese speaking…

    Panasonic North America (Torrance, CA)
    …status, negotiating with suppliers and customers and cooperating with business associate (warehouse, logistics companies) + Control logistics cost and business ... wide variety of benefits and programs to support your physical, emotional, financial , social, and environmental health. ​ + Competitive compensation package +… more
    Panasonic North America (07/04/25)
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  • Paraplanner

    Robert Half Finance & Accounting (Orinda, CA)
    …management firm with several hundred million dollars under management is seeking an Associate Financial Planner to join its collaborative and client-centered ... planning or services, or relevant academic coursework toward a CERTIFIED FINANCIAL PLANNER (TM) designation. + Excellent verbal and written communication… more
    Robert Half Finance & Accounting (08/10/25)
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  • Wealth Management Associate

    Equitable (San Francisco, CA)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - CA, San Francisco (5165) ( 25000027...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
    Equitable (08/09/25)
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  • Wealth Management Associate - Retirement…

    Equitable (Los Angeles, CA)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - Retirement Benefits Group - CA, Los...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (08/02/25)
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  • Personal Financial Counselor, PFC…

    Magellan Health Services (Port Hueneme, CA)
    …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial more
    Magellan Health Services (08/23/25)
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  • Personal Financial Counselor, PFC

    Magellan Health Services (Camp Pendleton, CA)
    …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered… more
    Magellan Health Services (08/09/25)
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