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136 planning associate jobs at 93 companies in Oceanside, CA

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Financial Planning Associate
Irvine, California, United States
RemoteFull Time
Perigon Wealth Management
Perigon Wealth Management: Independent registered investment advisor providing comprehensive wealth management services.
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
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1mo
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Associate Director, Integrated Planning & Strategy
Denver or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or United States
$96k-$120k/yr RemoteFull Time, Contract
DEPT
DEPT: Global digital agency providing integrated technology and marketing services.
5+ YOE5+ years in omni-channel media strategy and planning; expert with audience research tools (GWI, MRI, ComScore, Pathmatics); experience leading large accounts and managing direct reports; strong strategic, analytical, and client communication skills.
GWI, MRI, ComScore, Pathmatics
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4w
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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
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
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
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1mo
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Research & Planning Coordinator
Chula Vista, California, United States
$6k-$8k/mo OnsiteFull Time
Southwestern College
Southwestern College: Public community college providing higher education and vocational training.
5+ YOEAssociate's degree or two years college coursework in finance/business or equivalent experience, plus 5 years of increasingly responsible administrative support/technical experience; strong research, report preparation, database management, committee support, and written communication skills.
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2mo
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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
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
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2mo
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Strategy Insights & Planning Associate - Intern (North America - University Students)
San Diego, California, United States
OnsiteInternship
ZS
ZS: Global management consulting and technology firm transforming business strategy through data-driven insights.
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
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2mo
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Associate Director, Regulatory Affairs Project Planning & Coordination
Princeton or San Diego or San Francisco
$154k-$193k/yr HybridFull Time
Acadia Pharmaceuticals
Acadia PharmaceuticalsNASDAQ: ACAD: Develops and sells medicines for neurological and rare diseases.
8+ YOEBachelor’s degree in life science; 8+ years regulatory drug development; global submissions experience; willing to travel.
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1mo
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Senior Associate, HMNA Financial Planning (Fountain Valley, CA, US, 92708)
Fountain Valley, California, United States
$64k-$88k/yr OnsiteFull Time
Hyundai America Technical Center
Hyundai America Technical CenterKorea Exchange: 005380: Designs and engineers vehicles for the North American market.
4+ YOEBachelor's in Accounting/Finance/Economics preferred; 4+ years finance experience; large multinational experience preferred; strong analytical and communication skills.
Financial Modeling, Variance Analysis, Budgeting, Forecasting, Microsoft Excel, ERP systems
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1w
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Supply Chain Planning Specialist (SkillBridge)
Rolling Meadows or San Diego or Linthicum Heights
$72k-$109k/yr HybridFull Time
Northrop Grumman
Northrop GrummanNYSE: NOC: Designs and manufactures advanced aerospace and defense systems.
Associate with 4 years or Bachelor with 2 years in supply chain/contracts/business, US citizenship, ability to obtain security clearance, experience with supplier management, and Microsoft applications; Six Sigma/Lean preferred.
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1w
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Supply Chain Planning Specialist (SkillBridge)
Rolling Meadows or San Diego or Linthicum
$72k-$109k/yr HybridFull Time
Northrop Grumman
Northrop GrummanNYSE: NOC: Develops and manufactures advanced aerospace, defense, and space systems.
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
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2mo
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Associate Director, Finance Strategy and Planning
Costa Mesa, California, United States
$193k-$220k/yr OnsiteFull Time
Anduril Industries
Anduril Industries: Defense technology building autonomous military hardware and software.
10+ YOE10+ years in investor relations, investment banking, corporate finance/FP&A, consulting or strategy; strong financial modeling; excellent communication; DoD/tech experience preferred; US work authorization.
Excel, Financial modeling
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1mo
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Senior Planner-Project Planning-26355005PP
San Diego, California, United States
$102k-$126k/yr HybridFull Time
County of San Diego
County of San Diego: Provides regional government services to San Diego County residents.
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.
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1w
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Associate Planner
Wildomar, California, United States
$67k-$104k/yr OnsiteFull Time
City of Wildomar
City of Wildomar: Provides municipal governance and public safety services for Wildomar.
2+ YOEBachelor's in planning or related field, minimum 2 years municipal planning experience, knowledge of planning/zoning/CEQA, ability to prepare reports and presentations, and a California driver’s license.
word processing, spreadsheets, databases
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2mo
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Associate Planner
Santee, California, United States
$89k-$109k/yr OnsiteFull Time
City of Santee
City of Santee: Provides municipal government services and public safety to Santee residents.
3+ YOEBachelor’s in Urban Planning or related field; minimum 3 years planning experience; CA public sector experience desirable; AICP/Masters may substitute years.
GIS, Adobe Photoshop
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1mo
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Associate Planner
Newport Beach, California, United States
$83k-$106k/yr HybridFull Time
BKF Engineers
BKF Engineers: Provides civil engineering, surveying, and infrastructure consulting services.
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
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3mo
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Associate Project Manager
Rancho Santa Margarita, California, United States
$28-$33/hr OnsiteFull Time
Applied Medical
Applied Medical: Manufacturer of advanced medical devices and surgical products.
2+ YOE1+ year in project management/coordination or business operations; bachelor’s degree or equivalent; proficiency in MS Office; strong time management and communication; ability to manage multiple projects.
Microsoft Office, Outlook, Excel, Teams, Microsoft Project, Planner, Visio
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4w
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Service Associate
Irvine, California, United States
$25-$28/hr OnsiteFull Time
Trilogy Financial
Trilogy Financial: Providing personalized financial planning and wealth management services.
Strong communication, accuracy with financial data, analytical and organizational skills; bachelor’s degree preferred; proficient in Microsoft Outlook, Office and PowerPoint; knowledge of qualified plans and ERISA preferred.
Microsoft Outlook, Microsoft Office Suite, Microsoft PowerPoint
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1mo
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Client Associate
San Diego, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
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2w
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Advisor Associate
San Diego, California, United States
$92k-$172k/yr OnsiteFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
7+ YOESupports lead advisors to grow sales pipeline, manage implementations, and service retirement plan clients. Requires 7+ years sales experience, FINRA Series 63 & 7 (65/66 preferred), bachelor’s degree preferred, strong communication and analytical skills.
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1mo
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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
LSL CPAs
LSL CPAs: A regional accounting firm providing audit, tax, and advisory services to businesses, governments, and non-profits.
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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