- JPMorgan Chase (San Francisco, CA)
- …years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Knowledge of issues relating to securities-based compensation (restricted ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...also be a plus. As the Executive Director, Wealth Planner within JP Morgan Wealth Management, you will leverage… more
- JPMorgan Chase (Palo Alto, CA)
- …5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management, you will need… more
- Equitable (San Antonio, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Retirement Planner - Retirement Benefits Group - TX, San...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day… more
- Michaels (Carpenter, IA)
- …and execution of basic assortment exit strategies for resets + Partner with Financial Planner to develop and execute SKU rationalization goals **Purchase ... Support Center - Irving Merchandise Planner is key business partner with the Buyer/Sr...Planning** + Use MFP (Michaels Financial Planning) to create weekly sales, margin and inventory… more
- 7-Eleven (Irving, TX)
- …role is a key driver of long-term strategy and profitability. The Senior Planner leverages deep analytical expertise and advanced financial modeling to influence ... business decisions, ensuring alignment with overarching company objectives and financial targets. Sr. Planner also acts as the primary financial liaison… more
- Carter's/OshKosh (Atlanta, GA)
- …Merchandising, Marketing, Pricing, Allocations and Location Planning teams to achieve key financial objectives. The Assistant Planner role focuses on the ... delivering results. This role typically reports into a Senior Planner or Planning Manager and is based in our...order to maximize gross margin productivity aligning to topside financial goals. + Manage delivery reports and communicate major… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …at the NF3C level; Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of ... 1 year in the current position. NF3C Job Summary: The Assistant Merchandise Financial Planner is the entry-level class in the professional Planner series.… more
- Magellan Health Services (Springfield, OH)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Magellan Health Services (Columbus, OH)
- …of Interest (OCI) process. 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