• VP, Financial Planner

    Enterprise Bank & Trust (Clayton, MO)
    …of supporting our communities.** **Together, there's no stopping you!** **Job Title:** VP, Financial Planner **Job Description:** **Summary** VP, Financial ... financial plans for Wealth Management clients. The VP, Financial Planner will work closely with Wealth... financial planning strategies when applicable. + Maintain financial planning system database with client facts,… more
    Enterprise Bank & Trust (12/13/25)
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  • Senior Financial Planner

    Kestra Financial (Avon, CT)
    We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... or a related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations… more
    Kestra Financial (11/01/25)
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  • Senior Financial Planner at Wealth…

    Robert Half Finance & Accounting (Berkeley, CA)
    …Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid; 3 days Join a ... Expertise in tax, estate, retirement, and insurance planning + Skilled in financial planning software (eMoney, MoneyGuidePro, RightCapital), CRM systems , and… more
    Robert Half Finance & Accounting (01/14/26)
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  • Private Wealth Planner - CFP, JD, LLM, CPA

    Regions Bank (Tampa, FL)
    …careers section of the system . **Job Description:** At Regions, the Wealth Planner is responsible for creating comprehensive financial plans for the largest ... eligible. **Requirements** + Bachelor's degree in a related field + Certified Financial Planner (CFP) + Five (5) years of financial planning experience… more
    Regions Bank (12/30/25)
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  • Merchandise Planner

    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 Buyer/Sr Buyer...Planning** + Use MFP (Michaels Financial Planning) to create weekly sales, margin and inventory… more
    Michaels (01/11/26)
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  • Assistant Retail Finance Analyst / Associate…

    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 ... less than 1 year in the current position. NF3C Job Summary: The Assistant Merchandise Financial Planner is the entry-level class in the professional Planner … more
    Navy Exchange Services (NEX) (12/18/25)
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  • Senior Financial Analyst - RPU

    The City of Rochester, MN (Rochester, MN)
    …Certified Financial Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner (CFP) + Certified Internal Auditor (CIA) + Enrolled Agent ... + Extensive - I have been responsible for initiating, designing and executing financial system software implementation project plans; defining the scope and… more
    The City of Rochester, MN (12/11/25)
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  • Asst or Assoc Prof of Business Admin…

    Minnesota State (Bemidji, MN)
    …aligned with workforce needs. **Preferred Qualification** + PhD or terminal degree in Financial Planning. + Certified Financial Planner (CFP) certification. ... **Working Title:** Asst or Assoc Prof of Business Admin - Financial Planning / Finance **Institution:** Bemidji State University **Classification Title:** State… more
    Minnesota State (01/13/26)
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  • Financial Analyst

    Robert Half Finance & Accounting (San Marcos, CA)
    …with a knack for turning data into actionable insights? We're looking for a dynamic Financial Planner and Analyst to join our team! Reporting directly to the ... Essential Duties & Responsibilities * Collect and record historical financial data * Manage databases of financial ...Proficiency in Excel and PowerPoint * Advanced skills in system , database, and data analysis * Effective leadership and… more
    Robert Half Finance & Accounting (01/09/26)
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  • Financial Solutions Advisor -Suburban…

    Bank of America (King Of Prussia, PA)
    …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor -Suburban Philly Market King of...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
    Bank of America (12/22/25)
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