- 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
- UMB Bank (Madison, WI)
- …we can help ensure their plan meets their needs now, and in the future. As the ** Financial Planner II** , you will be working closely with the Wealth Advisors & ... and misstatements of financial results. + You will work collaboratively with Senior Wealth Planners and others on team to solve for complex client situations and… more
- City National Bank (Houston, TX)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW… 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
- 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 The Senior Category Management Planner is key...Planning:** + Using MFP (Michaels Financial Planning), create weekly sales, margin and inventory plans… more
- Edward Jones (Dallas, TX)
- …enabling them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial ... objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …performs a range of routine professional planning assignments under the supervision of a Senior Financial planner . Assist in developing and implementing ... related to the merchandising financial planning tools. - Assists Senior Financial planner in creating store projections. Prepares communication to the… more
- Kestra Financial (San Antonio, TX)
- …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Mission Financial Planners, LLC is seeking a Senior...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
- M&T Bank (Bear, DE)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more