- 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
- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- Equitable (Troy, MI)
- Emerging Financial Planner - MICHIGAN (5068) ( 250000LK ) **Primary Location** : UNITED STATES-MI-Troy **Other Locations** : UNITED STATES-MI-Kalamazoo, UNITED ... financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay… more
- City National Bank (Santa Fe, NM)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... Rochdale's high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships and deliver comprehensive financial ... expertise, leadership, and exceptional client service. You'll collaborate with senior advisors, mentor team members, and ensure clients receive personalized,… more
- Peraton (Honolulu, HI)
- Responsibilities Peraton is seeking a Senior Business and Financial Operations Specialist (Exercise Planner ) to support the United States Army Pacific ... from the concept phase, plan the exercise, and prepare and provide a senior -level concept of operation brief + Experience supporting and managing an exercise budget… more
- UMB Bank (Kansas City, MO)
- …high value family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on the team; regularly provides guidance ... Individual contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role...and feedback on financial planning best practices + Point of escalation within… more
- KeyBank (Elkhart, IN)
- …Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner ( Planner ) is responsible for delivering financial planning experience to Key Private ... to ultra-high net worth clients (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (required) **Tactical Skills** + Expertise in… more
- Under Armour, Inc. (Baltimore, MD)
- …**Purpose of Role** The Lead, Global Merchandise Financial Planner - Footwear (Run, Sportstyle, ... Lead, Global Merchandise Planner - Footwear **Lead, Global Merchandise Planner...Outdoor, Youth) is responsible for managing and forecasting financial targets across global markets, driving alignment with Under… 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 Buyer/ Sr...Planning** + Use MFP (Michaels Financial Planning) to create weekly sales, margin and inventory… more