2mo
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Financial Planning Leader
Dacula or Atlanta or Raleigh or Charlotte or Richmond or Greensboro or Orlando
OnsiteFull Time
5+ MgmtExpert in financial planning with CFP or equivalent; leads planning delivery, delivers client solutions, and collaborates with partners.
Microsoft Office, Planning software, Financial planning tools
2w
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Financial Planning Analyst/Financial Planning Associate
Vernon Hills, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years in wealth management/financial planning, bachelor's degree in finance/economics/accounting, SIE/Series 6/63/7 required, CFP preferred, strong investment and retirement planning skills.
Microsoft Office
2w
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Financial Planning Analyst
West Des Moines, Iowa, United States
OnsiteFull Time
5+ YOE5+ years relevant experience, active Series 7 and Series 66 or Series 63+65, maintain internal Financial Planning Specialist requirements, willingness to obtain CFP/CPWA, proficient with financial planning and MS Office.
Microsoft Office
1w
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Financial Planning Associate
Irvine, California, United States
RemoteFull Time
0+ YOEBachelor's degree in finance or related field, 0–3 years financial services experience, proficiency with financial planning software, strong analytical and communication skills.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
5d
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Financial Planning Analyst
Auburn, Alabama, United States
OnsiteFull Time
3+ YOE3+ years FP&A or investment analysis experience; advanced Microsoft Excel and Power Query skills; ability to build and consolidate multi-entity financial models, produce forecasts, and present to senior leadership.
Microsoft Excel, Power Query, Adaptive Planning, Pigment, Anaplan, Planful, Power BI, Tableau, Looker, STR
4d
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Financial Planning Advisor
Rosemead, California, United States
HybridFull Time
7+ YOE7+ years experience in financial planning, modeling or forecasting; experience with SAP and Power BI preferred; bachelor's degree preferred; knowledge of GAAP and utility financial methodologies.
SAP, Power BI
1mo
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Financial Planning Analyst
Auburn, Alabama, United States
OnsiteFull Time
3+ YOE3+ years FP&A, corporate finance, or investment analysis; advanced Microsoft Excel modeling, budgeting, forecasting, monthly close support, financial consolidation, and executive reporting; strong analytical, communication, and attention to detail skills.
Microsoft Excel, Microsoft Power Query, Adaptive Planning, Pigment, Anaplan, Planful, Microsoft Power BI, Tableau, Looker
1mo
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Financial Planning Consultant
Saint Louis, Missouri, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3 years financial services experience (retirement/estate planning focus) preferred; SIE and Series registrations required/obtainable; strong financial analysis, client communication, and compliance skills.
3mo
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Financial Planning Associate
New York, New York, United States
$60k-$70k/yr OnsiteFull Time
2+ YOEMinimum 2 years financial planning experience, enrolled in or planning to attain CFP within 3 years (or CFP holder), bachelor's preferred, strong Excel and Microsoft Office proficiency, critical thinking and communication skills.
Microsoft Office, Microsoft Excel
2w
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Financial Planning Manager
Richland, Washington, United States
$167k-$251k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's degree in finance/economics, 10+ years financial planning/analysis experience, 5+ years supervising teams, expertise in budgeting, forecasting, risk management and stakeholder communication.
1mo
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Financial Planning Administrator
Sheboygan Falls or Alpharetta or United States
RemoteFull Time
0+ YOEBachelor's degree required; 0-2+ years in wealth management/financial planning preferred; CFP preferred; experience with eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com and Salesforce a plus.
eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, Salesforce, CRM
3w
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Financial Planning Strategist
Chicago, Illinois, United States
$110k-$130k/yr OnsiteFull Time
Experience creating and presenting financial plans for HNW/UHNW clients; proficiency with eMoney, Microsoft Office, and Adobe; CFP, CTFA, CPA or similar designation preferred; strong communication and analytical skills.
eMoney, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe
1mo
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Financial Planning & Analysis Manager
Fresno, California, United States
OnsiteFull Time
7+ YOEBachelor's degree in Finance/Economics/Accounting, 7+ years FP&A or commercial finance experience with leadership responsibility, advanced financial modeling, Excel, ERP and planning tools, strong stakeholder management.
Microsoft Excel, ERP, planning tools
2w
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Director, Financial Planning
New York City, New York, United States
$175k-$225k/yr HybridFull Time
10+ YOE5+ Mgmt10+ years progressive FP&A experience with 5+ years leading teams; bachelor's required, MBA preferred; advanced Excel and PowerPoint; experience with financial planning systems; strong strategic and change-management skills.
Microsoft Excel, PowerPoint, Hyperion, Essbase, IBM Planning Analytics, Power BI
2w
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Financial Planning Analyst
West Des Moines, Iowa, United States
OnsiteFull Time
5+ YOE5+ years relevant experience, active Series 7 and appropriate state securities registrations, willingness to obtain CFP/CPWA, proficiency with Microsoft Office and financial planning platforms, strong client service and communication skills.
Microsoft Office
4w
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Mgr Financial Planning
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOEBachelor's in business required, Master's preferred. 5+ years progressive finance experience in multi-entity healthcare required. CPA preferred. Experience managing financial planning, budgeting/forecasting systems, variance analysis, and report development.
1mo
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Financial Planning & Analysis Lead
California or United States
$119k-$179k/yr RemoteFull Time
7+ YOEBachelor's degree, 7+ years FP&A or healthcare finance experience, healthcare industry experience, advanced financial modeling, planning/forecasting, Workday Adaptive Planning or Oracle experience, and ability to translate financial data into business recommendations.
Workday Adaptive Planning, Oracle
1mo
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VP - Financial Planning & Analysis
Dallas or Jacksonville or Salt Lake City
HybridFull Time
12+ YOEBachelor's in finance/accounting/economics required; MBA preferred. 12+ years progressive finance experience, FP&A leadership, private equity or financial services background, advanced financial modeling and planning systems (Workday Adaptive Planning a plus).
Workday Adaptive Planning
3mo
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Head of Financial Planning
Mesa, Arizona, United States
$100k-$115k/yr OnsiteFull Time
10+ YOELead and scale the financial planning function; CFP certification required; 10+ years in financial planning or related field.
1mo
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Sr. Financial Planning Analyst
Appleton, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's in Accounting/Finance required, 4+ years FP&A experience, strong analytical and leadership skills, proficiency in Microsoft Excel and financial software, experience with financial modeling and strategic planning.
Microsoft Excel, Copilot
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