121 planning associate jobs at 78 companies in Carlsbad, CA
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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
2w
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ESTATE & TAX PLANNING ASSOCIATE
Newport Beach, California, United States
$200k-$235k/yr HybridFull Time
5+ YOE5+ years estate and tax planning, trust administration, gift and estate tax planning (SLATs, IDGTs, ILITs, CRTs, GRATS), HNW client experience, strong research and writing skills.
1w
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Planning, Associate Specialist
Lancaster or Costa Mesa
$38-$58/hr HybridFull Time
Advanced Microsoft Excel experience with VLOOKUPs, pivot tables, filtering, sorting, charts, and graphing; scheduling software experience required. Utility, project management, customer service, and SAP experience preferred.
Microsoft Excel, Design Manager, SharePoint, SAP, Microsoft Office, Microsoft 365
6d
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Planning, Associate Specialist
Lancaster or Costa Mesa
HybridFull Time
Requires advanced Microsoft Excel functions, scheduling software experience, analytical ability, and strong communication, collaboration, prioritization, and problem-solving skills.
Microsoft Excel, Design Manager, cGIS, Microsoft SharePoint, SAP, Microsoft Office, Microsoft 365
1mo
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GTM Planning Rhythm of Business (ROB) Senior Associate
Chicago or Downers Grove or Boston or Hartford or Melville or New York or Edison or Pittsburgh or Philadelphia or Baltimore or Arlington or Raleigh or Charlotte or Columbia or Atlanta or Jacksonville or Orlando or Fort Lauderdale or Tampa or Cleveland or Cincinnati or Southfield or Houston or Tulsa or Oklahoma City or Dallas or Austin or St Louis or Kansas City or Appleton or Minneapolis or Denver or Wichita or Salt Lake City or Phoenix or Newport Beach or Los Angeles or San Diego or San Jose or San Francisco or Portland or Bellevue
$96k-$144k/yr HybridFull Time
2+ YOEBachelor's degree required; 2+ years experience in strategic planning, business operations, or similar; strong Excel, reporting, planning, stakeholder communication, and executive storytelling skills.
Microsoft Excel
3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
2mo
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Strategy Insights & Planning Associate - Intern (North America - University Students)
San Diego, California, United States
OnsiteInternship
Currently enrolled in penultimate year of a bachelor's or master's; strong analytic/quantitative coursework; proficiency in Microsoft Office; strong communication, teamwork, and attention to detail.
Microsoft Excel, Microsoft Access, Confirmit, ZS proprietary software
2mo
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Associate Director, Regulatory Affairs Project Planning & Coordination
Princeton or San Diego or San Francisco
$154k-$193k/yr HybridFull Time
8+ YOEBachelor’s degree in life science; 8+ years regulatory drug development; global submissions experience; willing to travel.
1mo
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Supply Chain Planning Specialist (SkillBridge)
Rolling Meadows or San Diego or Linthicum
$72k-$109k/yr HybridFull Time
2+ YOEAssociate's or Bachelor's with relevant supply chain experience (2–4+ years), US citizenship, ability to obtain security clearance, supply chain/contract experience, Microsoft proficiency, Six Sigma/Lean knowledge preferred.
Microsoft applications, SAMS
1mo
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Senior Planner-Project Planning-26355005PP
San Diego, California, United States
$102k-$126k/yr HybridFull Time
3+ YOEBachelor's or master's in planning or related field plus progressive professional land use/environmental planning experience (typical paths: bachelor's +3 yrs, master's +2 yrs, or 1 year as County Associate Planner). Background check and medical screening required.
1w
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Workday Adaptive Planning Implementation Consultant, Senior Associate
New York City or Tampa or Atlanta or Chicago or Washington or Dallas or Los Angeles or Denver or Minneapolis or Boston or Florham Park or San Diego or San Francisco or California or Philadelphia or Seattle or Houston
$77k-$202k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years of Workday product experience, and at least one Workday Pro certification. Requires Adaptive Planning proficiency, four deployments, analytical skills, and client communication.
Workday, Workday Adaptive Planning, Workday Integrations
3d
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Manager Buyer Planning
Oceanside or San Diego or Georgia
$83k-$105k/yr HybridFull Time
10+ YOE10+ years relevant experience, including 5+ years in manufacturing, materials, or logistics; supply chain, inventory, MRP/ERP, advanced Excel, project management, and manufacturing experience required. Bachelor's or associate degree preferred.
Microsoft Excel, Microsoft Project, ERP, MRP, Microsoft Office, SAP, Oracle, Kanban
2mo
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Associate Planner
Newport Beach, California, United States
$83k-$106k/yr HybridFull Time
3+ YOEBachelor’s degree in Urban Planning or related field; 3 years planning experience; CA Class C license; knowledge of zoning, environmental review; strong communication and collaboration; willing to travel.
GIS, Microsoft Office
1w
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Warehouse Associate - Entry Level
San Diego, California, United States
$18-$19/hr OnsiteFull Time
0+ YOEHigh school diploma/GED, 0–2 years material management experience (cGMP preferred), familiarity with ERP/MRP systems, ability to lift up to 50 lbs, detail-oriented with strong communication skills.
ERP/MRP systems, ERP systems, planning tools
1mo
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Client Associate
San Diego, California, United States
$65k-$85k/yr OnsiteFull Time
Provide administrative and client-facing support: calendar management, expense and budget administration, travel coordination, marketing/content upkeep, event planning, and strong communication and organizational skills.
2mo
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Associate Advisor
Encinitas or United States
$80k-$100k/yr RemoteFull Time
2+ YOE2+ years in financial planning (2-5 preferred), strong communication and analytical skills, ability to work autonomously and on a team, experience with Right Capital/Holistiplan/CRM; CFP preferred.
Right Capital, Holistiplan, CRM
1w
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Eyecare Sales Associate
Chula Vista, California, United States
OnsitePart Time
Provide customer service, sell eyewear products, and support store operations; commission/bonus plans possible; benefits available.
3w
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Strategic Planning Team - Legal Assistant
Irvine, California, United States
$79k-$82k/yr OnsiteFull Time
5+ YOEAssociate degree and 5+ years paralegal/clerk experience, strong written/oral communication, contract and litigation support experience, proficiency with Microsoft Word/Excel/Outlook, ability to improve legal workflows.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Strategic Planning Team - Legal Assistant
Irvine, California, United States
$79k-$82k/yr OnsiteFull Time
5+ YOEAssociates degree and 5+ years paralegal/clerk experience; strong written and oral communication; proficiency with Microsoft Word, Excel, Outlook; contract-management experience; ability to manage invoices and support litigation.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Government Assurance Senior Associate
Orange County or Los Angeles County or Riverside County or San Bernardino County or Sacramento or Dallas or Fort Worth
$75k-$100k/yr RemoteFull Time
3+ YOEBachelor's degree, 3+ years professional services experience, valid CPA or working toward CPA, proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams), ability to plan/organize audits and supervise staff.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
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