75 planning associate jobs at 45 companies in Gainesville, TX
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Planning and Advice Associate
Merrimack or Covington or Denver or Westlake or Salt Lake City or Jacksonville or Smithfield
$48k-$50k/yrHybridFull Time
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Requires client relationship and consultative experience, customer engagement skills, financial services interest or knowledge, strong communication and technology skills, and ability to complete FINRA SIE, Series 7, and Series 66.
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
3+ YOEBachelor's degree in Finance, Economics, or Accounting; 3+ years of relevant FP&A experience in financial services; strong quantitative, analytical, communication, Excel, PowerPoint, Essbase, Visual Basic, and macros skills.
Microsoft Excel, Microsoft PowerPoint, Essbase, Visual Basic, macros
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Requires consultative client experience, customer engagement, financial services interest, strong communication and technology skills, and ability to complete FINRA SIE, Series 7, and Series 66 licensing.
Schluter Systems: Family-owned manufacturer of tile and natural-stone installation systems serving installers, contractors, architects, and distributors.
Coordinate scheduling and delivery of raw materials, process production orders in INFOR and Marcotte, perform cycle counts, data entry, and support logistics; 3-5 years logistics/purchasing/transportation experience preferred; technical/associate degree preferred.
Senior Associate, Financial Planning & Analysis - Auto Finance
Plano, Texas, United States
$88k-$100k/yrHybridFull Time
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEBachelor's degree or military experience; 2+ years in financial analysis and financial modeling. Preferred: 3+ years in each and 1+ year with Microsoft Excel and Microsoft PowerPoint.
Senior Associate, Financial Planning & Analysis - Auto Finance
Plano, Texas, United States
$88k-$100k/yrHybridFull Time
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEBachelor’s degree or military experience; 2+ years financial analysis and modeling; hybrid work; no sponsorship; salary range disclosed by location.
Microsoft Excel, Microsoft PowerPoint, Financial modeling
Transmission Coordinator Associate thru Project Planning Coordinator– Civil Transmission Construction Management (Metro East Region)
Irving or Dallas or Waxahachie or Forney or Sherman or Sulphur Springs
$72k-$135k/yrHybridFull Time
Oncor: Texas regulated electricity transmission and distribution utility delivering power to homes and businesses.
5+ YOEHigh school diploma or GED required. Requires construction management, transmission operations, or engineering experience ranging from 0–2 years for associate to 5+ years for project planning coordinator.
Senior Associate, Financial Planning & Analysis - Auto Finance
Plano, Texas, United States
$88k-$100k/yrHybridFull Time
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEBachelor's degree or military experience, 2+ years in financial analysis and modeling; 3+ years preferred. Strong analytical, communication, problem-solving, Microsoft Excel, and PowerPoint skills.
Arlington or Woburn or McKinney or Tucson or Farmington
$173k-$329k/yrHybridFull Time
RTXNYSE: RTX: Aerospace and defense providing advanced technology solutions.
12+ YOEBachelor’s degree with 12+ years of relevant experience or advanced degree with 10+ years; corporate strategy or consulting experience, aerospace and defense expertise, advanced analysis, executive communication, and U.S. citizenship with active Top Secret clearance.
National Life Insurance Company: Private Vermont life insurer providing life insurance and annuity products to families, businesses, educators, and first responders.
3+ YOEBachelor's in finance/actuarial or similar, 3+ years related finance/actuarial/capital experience, strong analytical skills, advanced Excel and Microsoft Office proficiency, ability to meet reporting deadlines.
University of North Texas: Public R1 research university serving undergraduate and graduate students in Denton, Fris, and the North Texas region.
2+ YOEBachelor's degree required; 2-4 years professional experience in strategic planning, consulting, program evaluation, or data analysis; strong analytical, communication, and project-management skills; proficiency with Microsoft Office and data analysis tools.
3+ YOE3+ years relevant experience, bachelor's degree, workplace/interior design and space planning expertise, stakeholder management, proficiency with AutoCAD/Autodesk products and Bluebeam.
CinemarkNYSE: CNK: A leading motion picture exhibition.
3+ YOEBachelor's degree and 3+ years of food and beverage or CPG category management experience. Requires analytics, strategic planning, collaboration, prioritization, Excel, PowerPoint, and communication skills.
Focus Financial Partners: Private fiduciary financial-services holding operating wealth, family-office, business-management, and advisor-solution firms for clients and advisors.
2+ YOEBachelor’s degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, financial planning knowledge, analytical skills, attention to detail, and clean U4.
3+ YOEBachelor's degree or equivalent experience considered; 3–5 years in retail buying, merchandising, planning, or related work. Requires product development, trend analysis, communication, organization, and travel readiness.
Barcel: Mexican Grupo Bimbo-owned snack manufacturer producing potato chips, corn chips, candies, chocolates, and similar snacks.
2+ YOEBachelor's degree in a related business field, 2–5 years in customer service, demand planning, supply chain, or commercial operations; fluent English and Spanish; Excel and ERP experience required.
Microsoft Excel, SAP, Oracle, JDE, Enterprise Resource Planning (ERP) systems, Customer Relationship Management (CRM), Power BI, Microsoft Office Suite, Sales and Operations Planning (S&OP)