67 planning associate jobs at 35 companies in Mount Juliet, TN
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yrOnsiteFull Time
CAPTRUST: Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
Tax and Estate Planning Legal Associate - Nashville
Nashville, Tennessee, United States
OnsiteFull Time
Buchalter: Full-service business law firm serving businesses, entrepreneurs, individuals, and organizations.
3+ YOELL.M. in Taxation, 3–5 years of relevant experience, excellent academic credentials, strong analytical and drafting skills, client-facing professionalism, and good-standing Tennessee bar membership.
Tax and Estate Planning Legal Associate - Nashville
Nashville, Tennessee, United States
OnsiteFull Time
Buchalter: Buchalter is a full-service business law firm serving businesses, entrepreneurs, individuals, and organizations.
3+ YOERequires an LL.M. in Taxation, 3–5 years of relevant experience, strong analytical and drafting skills, client-facing professionalism, and good-standing membership in the Tennessee state bar.
Seven Springs Wealth Group: Independent Tennessee investment adviser providing financial planning and wealth management for executives, families, entrepreneurs, and high-net-worth clients.
Experience in financial planning or wealth management; strong financial planning knowledge, analytical, communication, presentation, organizational, and client service skills; CFP, CFA, or CPA held, in progress, or intended.
Animal Health Partners: Private Canadian veterinary organization operating 24/7 emergency and specialty hospitals for cats and dogs in Ontario.
Veterinarian to provide medical, surgical, preventive, dentistry, diagnostic, treatment-planning, and client-education services while collaborating with veterinary support staff.
Matthew Walker Comprehensive Health Center: Nonprofit federally qualified health center providing affordable medical, dental, behavioral, and educational care to Middle Tennesseans.
Licensed dentist; responsibilities include diagnosis, treatment planning, extractions, denture fabrication, radiographs, anesthesia, and supervision of dental staff.
Barge Design Solutions: Employee-owned architectural and civil engineering firm serving public agencies, municipal authorities, and private clients nationwide.
Bachelor's degree required; EIT preferred. Assist with preparation of reports, specifications, plans, permits and designs; analyze maps/drawings/tests; use engineering/design software; perform site visits.
TDS TelecomNYSE: TDS: Provider of high-speed fiber internet and communications services.
4+ YOEBachelor’s degree or 4+ years’ professional experience, plus 4+ years in brand marketing, community outreach, or event planning. Requires a valid driver’s license and travel availability.
Sr Telecommunications Designer – Data Center Campus Planning
Nashville or Columbus or Scottsdale
$95k-$117k/yrHybridFull Time
SSOE Group: Global architecture, engineering, and construction management firm.
3+ YOEAssociate or Bachelor’s in engineering/IT/telecommunications or equivalent experience; extensive telecommunications and data center design experience; BICSI RCDD/DCDC; knowledge of TIA, NEC; strong coordination and documentation skills.
CBOCS Distribution, Inc.: Retail distribution serving Cracker Barrel Old Country Store restaurants and gift shops.
3+ YOE3+ years retail buying or merchandising experience, bachelor's degree preferred, strong analytical and negotiation skills, proficiency with Microsoft Excel and retail math, vendor management and assortment planning experience.
Sr Telecommunications Designer – Data Center Campus Planning
Nashville, Tennessee, United States
$95k-$117k/yrHybridFull Time
SSOE Group: Global architecture, engineering, and construction management firm.
15+ YOEBachelor’s/Associate in engineering or related field; 15 years with SSOE as Designer or 19 years with prior employer; 3–5 years telecom design in data centers; knowledge of data center concepts and standards.
Structured cabling, Data center design, Telecommunications systems, Fiber optic and copper cabling
Food Lion: Regional grocery chain committed to affordable, fresh food.
Provide customer service, maintain shelf and backroom stock per plan-o-grams, follow safety and company procedures; must meet physical requirements and minimum age for certain tasks.
ACIS, CAO, Computer Based Training (CBT), cash register, lottery machine, scanner, computer, calculator, pallet jack
AbbottNYSE: ABT: Global healthcare technology focused on life-changing medical innovations.
1+ YOEBachelor's degree or equivalent, 1+ years sales experience with a successful track record, strong communication and relationship-building skills, territory planning, and ability to meet sales quotas.
Equity Associate Plan Manager, Workplace Wealth Solutions
Nashville or Weehawken
$70k-$93k/yrOnsiteFull Time
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
3+ YOE3+ years in financial services or equity compensation/plan management preferred; undergraduate degree in business/finance; strong communication, analytical, and stakeholder management skills; CEP preferred.
Executive Compensation Senior Associate or Counsel
Charleston or Charlotte or Irvine or Miami or Nashville or New York or Pittsburgh or Raleigh or San Francisco or Seattle
$270k-$410k/yrHybridFull Time
K&L Gates: Global law firm providing corporate, regulatory, litigation, and policy services to companies, public entities, institutions, and individuals.
6+ YOE6+ years executive compensation and employee benefits experience, public company disclosures, M&A benefits, retirement plans, equity/incentive plans; strong academics and communication.
Equity Associate Plan Manager, Workplace Wealth Solutions
Nashville or Weehawken
$120k-$160k/yrOnsiteFull Time
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
5+ YOE5+ years in financial services or equity compensation/plan management preferred; undergraduate degree in business or finance required; CEP preferred; strong communication, analytical and stakeholder management skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or Philadelphia or Phoenix or Pittsburgh or Portland
$55k-$151k/yrOnsiteFull Time
PwC: Global professional services network providing audit, tax, and consulting services.
3+ YOEBachelor's degree and at least 3 years of experience required. Agile methodology, business case strategy, competitive analysis, market research, product lifecycle management, CRM, and strategic planning experience preferred.