- 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 (Newark, DE)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development… 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
- KeyBank (Elkhart, IN)
- …Elkhart, Indiana 46516 **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
- 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
- Edward Jones (St. Louis, MO)
- …as well as a deep desire to put their clients first in everything they do. The Senior Planner will serve as a conduit between the financial advisor, client ... objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and other… 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
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