UNKNOWN

FEED

Daily work includes building class and subclass insights, creating item-level plans, and reconciling quarterly or seasonal assortment plans with financial targets. Collaboration with replenishment, buyers, and planning managers is central as you maintain financial plans, manage open-to-buy, and monitor trends.

Academy

Merchandise Planner - MLB/NFL Apparel/Licensed Novelty

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Proactively manage inventory using mid-to long-term demand forecasts, ensuring alignment with customer expectations and business strategy; includes oversight of third-party storage, exchange agreements, and in-transit inventory to maintain optimal stock levels and service reliability. Our mission in IST&O is to build an organization that strengthens the LYB enterprise performance by aligning market risk management, asset flexibility, and commercial decisions within a governance and compliance framework in partnership with Middle and Transaction Support teams.

LyondellBasell Industries NV

Sr. Inventory Planner

Our advisors specialize in holistic financial planning – including wealth management, retirement planning, risk management, business planning, and special needs planning – always with a people-first approach. • Market & Trend Insight: Stay current on economic trends, financial markets, regulatory updates, and planning strategies to provide informed, fiduciary-driven advice.

Strategic Financial Group

Senior Financial Advisor

JobScore

This role will work closely with the Sales team to develop accurate forecasts, prepare reporting for account meetings, and provide insights that help drive better inventory and business decisions. Role Overview: We are seeking a detail-oriented and analytical Wholesale Demand Planner with 4–5 years of experience to support forecasting, sales reporting, and key account planning.

Turtlebox

Wholesale Demand Planner

This position partners closely with multiple levels of executive and senior leadership and workforce planning to drive business objectives, cross-functional alignment, and ensure execution of strategic initiatives across global operations. The pay range for this role is $116,150 to $182,400 USD annually with additional opportunities for pay in the form of bonus and/or equity (applies to United States of America candidates only).

Technical Business Planner

The Buyer Planner/Analyst is responsible, for the U.S. region, for analyzing supply chain data, developing demand forecasts, managing inventory levels, and supporting order planning and execution. This role plays a critical part in ensuring product availability, optimizing inventory, and supporting new product introductions while driving data-based decision-making across the supply chain.

Hultec Group

Buyer/ Planner/Analyst

These activities include, but are not limited to, forecasting future demand and developing projection models to drive internal decision making and vendor discussions, analyzing inventory levels and supplier fill rates, and supporting management with risk assessments and supply interruption mitigation through sourcing alternative substitute supplies, leading expediting activities, and management of the third party logistics program. Works collaboratively with teams and may serve as a liaison with Supply Chain Management, Hospital Administration, Vendor Partners, and other stakeholders, as needed, serving as the subject matter expert for assigned service lines and/or entity(s) for supply chain management and vendor management.

Houston Methodist Hospital

Supply Chain Management Demand Planner

Review sales order information and schedule manufacture/repair orders in accordance with due dates: execute routers and release them to the floor with necessary prints; prepare schedule to accommodate availability of personnel, equipment and materials; and release materials needed on orders from the stockroom or staging areas. Drive increased inventory turns, reduced cycle times, and improved Customer OTD by developing, implementing, and managing pull-based capacity planning & material replenishment processes, including, but not limited to customer demand integration, Kanban cards, Vendor managed inventory and supplier consignments.

Dover Corporation

Senior Production Planner

You will work closely with experienced advisors and planners, gaining hands-on exposure to real client cases, financial planning tools, and best practices. Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing.

Valmark Financial Group

Financial Planning Support Specialist

Crelate

PFAs advise on profitability monitoring, working capital management for projects and compliance while contributing to sound decision-making and risk identification across a portfolio that ranges in a complexity of projects independently and supporting more complex projects with guidance. The PFA serves as a trusted business partner to Project Managers, helping to drive project profitability, financial compliance, forecasting accuracy, and overall financial performance across a portfolio of projects.

YEAR

WSP Global Inc

Intermediate Project Financial Advisor

FULL_TIME

Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert course attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.

Trajan Wealth LLC

Fiduciary Advisor - Houston Metro

Talent Acquisition

NTAG assists companies with all aspects of their financial reporting of income taxes including tax provision assistance and tax accounting guidance and consulting related to planning initiatives and strategic transactions (e.g., acquisition accounting, discontinued operations and carve-out financial statements). At Deloitte Tax LLP, our Business Tax Services (BTS) team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

Deloitte

Tax Manager - National Tax Accounting Group (Ntag) - Asc740

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor - Houston Or Katy, TX

As a Wealth Advisor I , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $150,000 and $350,000.

Frost Bank

Wealth Advisor I

Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).

Private Banking Officer II

Thought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities. In this client-facing role you will collaborate with other planning resources and partner with Rockefeller Private Advisors (financial advisors) to deepen existing client relationships and drive value for important firm prospects through sophisticated tax, estate and financial planning.

Rockefeller Capital Management

Senior Wealth Strategist

[AW]-iCims

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Houston or Katy, TX

Deloitte Touche Tohmatsu Ltd

Tax Manager - National Tax Accounting Group (NTAG) - ASC740

As a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.

Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions

Within NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.

Financial Planner Jobs in Houston, TX

Merchandise Planner - MLB/NFL Apparel/Licensed Novelty Academy

Sr. Inventory Planner LyondellBasell Industries NV

Senior Financial Advisor Strategic Financial Group

Wholesale Demand Planner Turtlebox

Technical Business Planner HP

Buyer/ Planner/Analyst Hultec Group

Supply Chain Management Demand Planner Houston Methodist Hospital

Senior Production Planner Dover Corporation

Financial Planning Support Specialist Valmark Financial Group

Intermediate Project Financial Advisor WSP Global Inc

Fiduciary Advisor - Houston Metro Trajan Wealth LLC

Tax Manager - National Tax Accounting Group (Ntag) - Asc740 Deloitte

Premier Advisor - Houston Or Katy, TX Truist Financial Corporation

Wealth Advisor I Frost Bank

Private Banking Officer II Frost Bank

Senior Wealth Strategist Rockefeller Capital Management

Premier Advisor - Houston or Katy, TX Truist Bank

Tax Manager - National Tax Accounting Group (NTAG) - ASC740 Deloitte Touche Tohmatsu Ltd

Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte

Tax Senior - Strategic Partnership Solutions Deloitte

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