- Nike (Beaverton, OR)
- Lead Merchandise Financial Planner , Global Beaverton, Oregon WHO YOU'LL WORK WITH You will work both within the Nike DSM function and across the broader ... FOP inventory health. WHO WE ARE LOOKING FOR We're looking for a Lead Merchandise Financial Planner (MFP) to join our Team! As a Lead Merchandise Financial … more
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description We are seeking a Certified Financial Planner in Oradell, New Jersey. The role entails providing financial planning services within a CPA firm. ... and implementation of accounting functions. Requirements * Must be a Certified Financial Planner (CFP) * Proficiency in 3M and other accounting software systems… more
- Nike (Beaverton, OR)
- …optimize inventory health. WHO WE ARE LOOKING FOR As the Lead Women's Merchandise Financial Planner , you play a critical role in defining, shaping, and meeting ... Marketplace MFP, Assortment Planning, Merchandizing Finance, and others to deliver top-down financial business forecasts for six rolling seasons. Your focus is to… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Dec 4, 2024 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Planner Job Type Full Time Opportunity. General Description Analyze the ... financial situation of a client, through a holistic approach,...approach, to identify risks and opportunities and develop the financial strategies needed to help clients to achieve their… more
- CGI Technologies and Solutions, Inc. (Chantilly, VA)
- **Strategic Financial Planner TS/SCI with Poly REQUIRED** **Category:** Finance **Main location:** United States, Virginia, Chantilly **Position ID:** J1223-1138 ... Time **Position Description:** CGI Federal is looking for a Senior expert in financial planning, advice and guidance related to all facets of resource management.… more
- BMO Financial Group (Los Angeles, CA)
- **Experience in financial planning required.** **CFP or similar designation required** **MBA considered an asset.** **JD/LL.M is considered an asset.** **Provides ... wealth planning, advanced financial planning, guidance and counsel focussed on High Net...insights and recommendations. + Generally, the WPC is lead planner for clients with $1 - $3 million in… more
- AutoZone, Inc. (Memphis, TN)
- …peers and cross-functional team. Requirements + Two to four years of experience as a Merchandise Planner or Financial Planner . + Must be flexible and able to ... mid-season/latest estimate top-down financial plans. + Communicate financial results, forecasts, and action plans to Planner... financial results, forecasts, and action plans to Planner Leadership and supporting teams weekly. + Present … more
- JPMorgan Chase (San Francisco, CA)
- … Services industry + FINRA Series 7 and 66 licenses required + Certified Financial Planner designation required + Bachelor's degree required + Proven ability to ... resources of one of the largest and most respected financial firms in the world. Our small size and...solutions tailored to clients' specific needs. As a Wealth Planner in JP Morgan Advisors, you will be a… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day… more
- Citigroup (New York, NY)
- …professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth ... benefit, or financing, we aim to be your comprehensive financial partner. The Financial Planning Principal is a strategic professional who closely follows… more
- Robert Half Finance & Accounting (San Jose, CA)
- …culture. Responsibilities : + Meet with clients and prospects to assess their financial needs, goals, and risk tolerance. + Develop and implement tailored ... financial plans that align with client objectives. + Provide...educating clients for informed decisions. + Stay updated on financial markets, tax laws, and investment strategies. + Collaborate… more
- Michaels (Carpenter, IA)
- …and execution of basic assortment exit strategies for resets + Partner with Financial Planner to develop and execute SKU rationalization goals **Purchase ... Support Center - Irving Category Management Planner is key business partner with Category Manager...Planning** + Use MFP (Michaels Financial Planning) to create weekly sales, margin and inventory… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Collaborate with Lead Advisors: Participate in meetings, gather client data, create financial plans, and present them to clients. + Assist in collecting client ... data and defining their goals. + Analyze client financial documents. + Contribute to developing financial ...client financial documents. + Contribute to developing financial plans, investment policy statements, and portfolio reports. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial information. + Develop ... or email for immediate consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be at least already in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a ... and additional info. Requirements + 2+ years of wealth management experience including financial planning experience. + Must hold: Series 65, CFP or CFA. + Plan… more
- Dignity Health (Chandler, AZ)
- …determination, process improvement design and measurement. Effectively leads team of financial professionals to achieve goals. + Provides financial analysis ... Creates and monitors yearly operating and capital budgets. + Provides training on financial reports and software to management team. + Consolidates and interprets … more
- the Vitamin Shoppe (Secaucus, NJ)
- …as corporate initiatives and activities, while achieving inventory in-stocks, turns, and financial goals. The Merchandise Planner will achieve this by working ... **Overview** The **Merchandise Planner ** is responsible for maintaining appropriate inventory levels that support baseline and promotional sales, as well… more
- Equitable (Woodbridge, NJ)
- …and skills and pursue professional designations and certifications, including CERTIFIED FINANCIAL PLANNER (TM) professional (CFP(R)). We have ongoing higher ... Professionals will have an opportunity to participate in. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R) and… more
- Magellan Health Services (Columbus, OH)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- CIBC (Dundas, MN)
- …Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. + **You're a ... and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. You have, or are… more