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594 planning associate jobs at 212 companies in Florida

3mo
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Senior Planning Associate
Inverness, Florida, United States
HybridFull Time
Modera Wealth Management
Modera Wealth Management: Provides fee-only financial planning and investment management services.
3+ YOEBachelor’s degree required; 2+ years financial planning experience; FINRA Series 65 or qualified credential or ability to obtain within 12 months; 3-5 years financial planning experience.
Financial planning software, Microsoft Office
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2d
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Financial Planning Associate
San Francisco or Hawaii or New York or New Jersey or Connecticut or Massachusetts or Delaware or Georgia or Florida
RemoteFull Time
Perigon Wealth Management
Perigon Wealth Management: Independent registered investment advisor providing comprehensive wealth management services.
0+ YOEBachelor's degree in finance/accounting/economics, 0–3 years' experience in financial services, familiarity with financial planning software (eMoney, MoneyGuide), proficiency in Microsoft Office, strong analytical and communication skills.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1mo
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Estate Planning Associate Attorney
Orlando, Florida, United States
HybridFull Time
Dean Mead
Dean Mead: Provides legal services for businesses and individuals in Florida.
0+ YOE0-5 years of estate planning and estate/trust administration experience; JD from an accredited law school; FL bar license; strong drafting/communication skills.
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1mo
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Associate Director – Integrated Business Planning
Palm Beach Gardens or Charlotte
$143k-$286k/yr OnsiteFull Time
Carrier
CarrierNYSE: CARR: Provides HVAC, building automation, and refrigeration solutions globally.
10+ YOEBachelor's degree in Engineering, Supply Chain, or Information Systems; 10+ years in supply chain planning or digital supply chain transformation; 5+ years hands-on Kinaxis Maestro; experience in global industrial environments and solution architecture.
Kinaxis Maestro, o9, SAP IBP, Blue Yonder, OMP
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1mo
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Associate Director, Financial Planning & Analysis
Boston or New York or Bellevue or Atlanta or Potomac or Winter Park or Denver
$145k-$170k/yr RemoteFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
10+ YOEBachelor's degree in finance-related field, 10+ years FP&A or corporate/strategic finance experience (financial services preferred), advanced Excel, NetSuite Planning & Budgeting and Power BI experience preferred, strong financial modeling and communication skills.
Microsoft Excel, NetSuite Planning & Budgeting, NetSuite Data Analytics Warehouse, Power BI
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2mo
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Discharge Planning Technician
Fort Lauderdale, Florida, United States
OnsiteAll Commitments Available
Broward Health
Broward Health: Operates public hospitals and healthcare centers in South Florida.
2+ YOEAssociate degree required; two years of relevant experience; discharge planning and case management support; liaison with insurance companies.
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2mo
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ASSOCIATE IPS PLANNING ENGINEER (34370)
Jacksonville, Florida, United States
OnsiteFull Time
KLS Martin Group
KLS Martin Group: Developing and manufacturing innovative surgical solutions and medical technology.
BS in Engineering; 3D modeling; proficient in MS Office; strong communication; able to learn software; teamwork; problem solving.
3D modeling, MS Office, computer software
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2mo
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ASSOCIATE IPS PLANNING ENGINEER (34370)
Jacksonville, Florida, United States
OnsiteFull Time
KLS Martin
KLS Martin: Development and manufacturing of specialized surgical instruments and medical technology.
BS in Engineering; 3D modeling experience; proficient in Microsoft Office.
3D modeling software, Microsoft Office
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2mo
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Manager Program Planning 2
Melbourne, Florida, United States
$127k-$190k/yr OnsiteFull Time
Northrop Grumman
Northrop GrummanNYSE: NOC: Develops and manufactures advanced aerospace, defense, and space systems.
7+ YOEBachelor/Master/Associate/High School with extensive scheduling and program planning experience; DoD Secret Clearance required.
Microsoft Project, Project Server, EVMS, IMS, IPMR, NDIA EIA-748 32 Guidelines, DCMA 14-point, CPM, SRA
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1w
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Planning and Advice Associate - Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Provide inbound/outbound retirement and investment guidance, build client relationships, complete FINRA SIE/Series 7/66 licensing, and use Salesforce and internal systems.
Salesforce
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3mo
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Private Client International Tax and Estate Planning Associate / Senior Associate
New York City or Boston or Washington or Connecticut or Florida or Massachusetts or New Jersey or New York or Rhode Island
$210k-$270k/yr HybridFull Time
Day Pitney
Day Pitney: Provides comprehensive legal services for businesses and individuals.
5+ YOEMinimum 5 years international tax and estate planning experience; strong technical, analytical, writing, and client-service skills; ability to work independently; member in good standing in jurisdiction of practice.
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GTM Planning Performance & Modeling 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
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree in business/finance/economics/analytics or related; 2+ years analytics, financial modeling or operations experience; advanced Excel, BI/dashboarding (Power BI, Tableau), scenario analysis, strong communication.
Microsoft Excel, Microsoft Power BI, Tableau, Microsoft Power Automate, ClickUp, CRM, CMS
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4d
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Social Services Associate, Discharge Planning
Coconut Creek, Florida, United States
OnsitePart Time
Solaris HealthCare
Solaris HealthCare: Provides skilled nursing and post-acute rehabilitation services in Florida.
1+ YOEMSW or BSW required; 1+ year supervised social work experience in healthcare preferred; responsibility for discharge planning, resident assessments, care plans, and documentation.
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4d
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Social Services Associate, Discharge Planning
Coconut Creek, Florida, United States
OnsitePart Time
Solaris HealthCare
Solaris HealthCare: Provides skilled nursing and assisted living services in Florida.
1+ YOEMSW or BSW required; ~1 year supervised social work in health care preferred; experience with discharge planning, resident assessments, care plans, and regulatory compliance.
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3w
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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
SoFi
SoFiNasdaq: SOFI: Mobile-first platform for banking, lending, and investment services.
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA
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1mo
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2026 Associate Program Planning & Scheduling Analyst/Program Planning & Scheduling Analyst
Melbourne, Florida, United States
$60k-$108k/yr OnsiteFull Time
Northrop Grumman
Northrop GrummanNYSE: NOC: Designs and manufactures advanced aerospace and defense systems.
0+ YOEBachelor's degree (or completing by June 2027) in engineering, business, finance or related; U.S. citizenship and ability to obtain/maintain Secret clearance; A02 level accepts Master's or Bachelors + 2 years experience; travel ~10%.
Gantt, PERT, Earned Value Management
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1w
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Manager, Planning Council Support
Orlando, Florida, United States
$60k/yr HybridFull Time
Heart of Florida United Way
Heart of Florida United Way: Non-profit organization improving education, health, and financial stability.
3+ YOEAssociate degree or higher preferred, valid driver license, 3+ years social services or community health experience preferred, 2 years supervisory experience preferred, Microsoft Office proficiency, public speaking and reporting skills.
Microsoft Office
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1mo
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Public Utilities Planning Manager II
Sarasota County, Florida, United States
$77k-$110k/yr OnsiteFull Time
Sarasota County
Sarasota County: Provides public services and infrastructure for Sarasota County residents.
4+ YOE2+ MgmtBachelor's in Civil Engineering (or associate + additional experience), 4+ years related experience (or 6+ with associate), 2+ years supervisory experience, Florida P.E./P.G. at hire, valid Florida driver license, pass pre-employment drug screen.
Bentley SewerGEMS, Bentley WaterGEMS, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ArcGIS, Microsoft Teams
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3w
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Senior Associate, Network Planning Engineer (Melbourne, FL) (40184)
Melbourne, Florida, United States
OnsiteFull Time
L3Harris Technologies
L3Harris TechnologiesNYSE: LHX: Aerospace and defense providing mission-critical technology solutions.
2+ YOEBachelor's degree (or equivalent experience), minimum 2 years related experience; ability to obtain FAA Public Trust Clearance; experience with SONET, RF microwave, satellite, TDM, PTR; strong troubleshooting and documentation skills.
SONET, RF Microwave, FTI Satellite, Time-Division Multiplexing (TDM), Program Tracking Reports (PTR)
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1mo
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Associate Director – Integrated Business Planning
Florida, United States
OnsiteFull Time
Carrier
CarrierNYSE: CARR: Manufactures HVAC, refrigeration, and fire safety systems.
10+ YOEBachelor's degree in engineering, supply chain, or information systems; 10+ years in supply chain planning or digital transformation; 5+ years hands-on Kinaxis Maestro or similar; global implementation and leadership experience; strong communication.
Kinaxis Maestro, o9, SAP IBP, Blue Yonder, OMP
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