115 planning associate jobs at 69 companies in Pasadena, TX
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Wealth Planning Associate
Houston, Texas, United States
OnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree in business/finance/economics or similar, Series 7 and 66 (or 63/65), CFP preferred or commitment to obtain, proficiency in Microsoft Office and MoneyGuidePro, strong analytical and communication skills, ability to travel up to 50%.
MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEBachelor's degree or 3 years related wealth management experience; required Series registrations (7/66 or 63/65); strong MS Office and CRM skills; paraplanning/tax/investment experience preferred; up to 20% travel.
Microsoft Word, Microsoft Excel, CRM Database, Microsoft PowerPoint, Email, Internet
Principal Associate, Financial Planning & Analysis
Houston, Texas, United States
$110k-$125k/yrOnsiteFull Time
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
4+ YOEBachelor’s degree or military experience; 4+ years financial analysis and modeling; MBA/CFA/CPA preferred; strong Excel, Anaplan, OneStream, Tableau, Python.
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/yrHybridFull Time
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.
New York City or Atlanta or Austin or Chicago or Washington or Cleveland or Dallas or Los Angeles or Baltimore or Denver or Boston or Detroit or St. Louis or San Francisco or Philadelphia or Seattle or Pittsburgh or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
4+ YOEBachelor's degree, minimum 4 years' experience, proficiency with Kinaxis and supply chain management software, strong analytical and client-facing skills, ability to develop operational strategies and lead teams.
Senior Business Operations Associate - Operational Planning and Analytics
Houston, Texas, United States
$71k-$83k/yrOnsiteFull Time
Baylor College of Medicine: Private health sciences university providing medical education and research.
4+ YOEBachelor's degree and 4 years relevant experience required; supports operational reporting, financial planning, analytics, and cross-functional coordination. Proficiency with Microsoft Office, Teams, SharePoint, and Excel; strong analytical and communication skills.
Microsoft Office, Microsoft Teams, Microsoft SharePoint, Microsoft Excel, Pivot Tables
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
4+ YOEBachelor’s degree; 4-8 years of experience; CFP, CFA, CPA, JD, or MBA; strong financial planning knowledge; experience with Salesforce and related software.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Community of Faith: Christian church providing worship services and early childhood education.
3+ YOEBachelor's degree or equivalent experience; several years full-time kids ministry leadership; experience in administration, coordination, event planning; strong communication, relationship-building, organizational and time-management skills.
UTHealth Houston: Provides medical education, biomedical research, and clinical healthcare services.
3+ YOEPlans and conducts research, collects and analyzes data, ensures quality and regulatory compliance, assists with publications and grants, and provides training to laboratory staff.
2020 Companies: Provides outsourced sales and marketing services for global brands.
0.5+ YOEPromote energy plans at retail locations, engage customers, drive enrollments; strong communication; flexible to work evenings, weekends, holidays.
LonzaSIX Swiss Exchange: LONN: Manufactures medicines and provides development services for healthcare companies.
Expertise in drug product and sterile fill/finish operations in GMP environments; experience with technology transfers, NPI, capacity modeling, readiness planning, cross-functional leadership and stakeholder influence.
Conduit Power: Builds and operates on-site natural gas and battery power solutions.
5+ YOEBachelor's in real estate/business/engineering/planning,5+ years land acquisition or development experience,experience with infrastructure or energy projects preferred,knowledge of title/zoning,strong negotiation and project management skills.
Clifford Chance: Global law firm providing legal advisory and strategic solutions.
J.D. from accredited US law school, admitted or able to waive into NY or TX bar, experience in executive compensation and equity-based plans, M&A experience, high academic achievement; resume and law school transcripts required.
MasTecNew York Stock Exchange: MTZ: Builds and maintains energy, communications, and utility infrastructure.
2+ YOEManage preconstruction and project coordination for data center construction; coordinate plans, schedules, budgets; support PMs; ensure on-time delivery; strong communication; MS Office and Timberline proficiency.