179 planning associate jobs at 115 companies in Putnam, CT
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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: Provides investment management, retirement planning, and brokerage 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.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Client relationship and consultative experience, inbound/outbound customer engagement, financial services or retirement planning interest, strong communication and technology skills, and ability to obtain FINRA SIE, Series 7, and Series 66.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
0+ YOEClient relationship and consultative experience; inbound/outbound leads; interest in financial services and retirement planning; strong communication and time management; hybrid work flexibility; licensing development with FINRA SIE, Series 7, Series 66.
Associate Director, Clinical Financial Planning and Analysis
Watertown, Massachusetts, United States
$175k-$215k/yrHybridFull Time
Disc MedicineNASDAQ: IRON: Develops treatments for patients with serious hematologic diseases.
8+ YOEBachelor's degree in finance or related field; 8+ years of FP&A experience in public biotech or life sciences; clinical trial financial modeling, US GAAP, communication, and project management expertise required.
Microsoft Excel, Microsoft PowerPoint, Planful, Adaptive, NetSuite
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 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
Brighton Marine: Healthcare and housing services for veterans and their families.
8+ YOEBachelor's required (Master's preferred),8+ years provider network/data/credentialing experience,2+ years with credentialing applications,knowledge of URAC/NCQA and federal program requirements,ability to obtain U.S. government security clearance.
Associate Director, New Product Planning & Competitive Intelligence
Waltham or Boston or United States or Europe
$174k-$205k/yrHybridFull Time
Zenas BioPharmaNASDAQ: ZBIO: Develops transformative therapies for patients with autoimmune diseases.
6+ YOEBachelor's degree in life sciences, business, or related field; 6+ years in biotech or pharmaceutical competitive intelligence, strategy, consulting, equity research, or related work; advanced Excel and PowerPoint skills.
Associate Vice President (AVP), Facilities and Campus Planning
Farmington, Connecticut, United States
OnsiteFull Time
Waterbury Hospital: Provides comprehensive medical care and hospital services in Connecticut.
15+ YOE15+ MgmtBachelor’s degree in engineering or architecture and 15+ years of progressive leadership in complex healthcare environments. Requires multi-site facilities, ambulatory expansion, and capital program experience; CHFM preferred.
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.
LGC Group: Global life sciences measurement tools and laboratory services provider.
10+ YOELead facilities and equipment maintenance in a cGMP/ISO 13485 environment; manage preventive maintenance/CMMS, capital planning, vendors, EH&S programs, and a facilities team; 10+ years preferred.
Spindrift: Produces sparkling water and soda with real squeezed fruit.
8+ YOE8+ years in media planning/strategy; expertise across paid social, online video, programmatic, search, audio, and connected TV; fluency in paid media analytics, agency management, and executive reporting; CPG experience preferred.
Marketing Mix Models, Brand Lift, Incrementality testing, Connected TV
Goodwill of Western and Northern Connecticut: Provides vocational training and operates retail thrift stores.
Provide direct support to program participants with disabilities, implement behavior plans, assist with personal care and mobility, complete documentation, and transport participants; First Aid/CPR/PMT required, driver's license and ability to lift 50 lbs.
Benchmark Senior Living: Operates senior living communities providing personalized care and housing.
CNA certification required; assist residents with ADLs, monitor and report condition changes, follow individualized care plans, document care, and respond to emergencies. CPR/First Aid if required.
8+ YOE8-10 years hands-on SAP WM/EWM experience, experience with ECC and S/4 HANA, full lifecycle SAP implementations, strong problem-solving and communication skills, associate degree in CS preferred.
Dollar GeneralNYSE: DG: Operates a chain of discount retail stores.
Customer service and cash handling skills; ability to stock merchandise, follow plan-o-grams, lift up to 55 lbs, read instructions, and operate store equipment.
IBM cash register, hand-held scanner, flatbed scanner
New York or Los Angeles or Atlanta or Charlotte or Chicago or Minneapolis or Boston or Birmingham or Philadelphia or Hartford
$77k-$214k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree, minimum 2 years experience, meet CPA exam educational requirements for intended state, tax compliance and planning skills, analytical and communication abilities.
Capitol Region Education Council: Operates public magnet schools and regional educational programs.
Bachelor's degree required; plan and deliver small-group math and literacy lessons, track student progress, collaborate with teachers and special education team, administer assessments, and maintain data in EdHub.