UNKNOWN

FEED

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 $350,000 and $750,000. 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.

Frost Bank

Wealth Advisor II

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 - Murrell Inlet, SC

ea_via_bold

Premier Advisor - Chattanooga, TN

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.

Huntington Bancshares Inc

Wealth Planner

The S&OP Planner develops and maintains an integrated demand and supply plan, identifies risks and opportunities, facilitates executive decision-making, and drives continuous improvement in forecasting accuracy, inventory management, and operational performance. This role serves as the primary link between Sales, Operations, Procurement, Customer Service, Finance, and Supply Chain to ensure the organization achieves service, inventory, productivity, and profitability goals.

Lucas James Talent Partners

Sales & Operations Planner (S&OP)

Examples of primary tasks include: Leads and coordinates implementation of adopted plans, planning studies, redevelopment initiatives, and strategic projects, with a focus on achieving measurable outcomes and advancing City priorities; Develops implementation strategies, action plans, timelines, and coordination mechanisms to move adopted planning initiatives into execution; Identifies opportunities, funding sources, partnerships, and regulatory considerations that affect implementation of adopted plans and initiatives; Tracks implementation progress, development-related commitments, infrastructure improvements, and strategic initiative outcomes, and prepares status updates and performance measures; Supports redevelopment and economic development initiatives through project coordination, implementation planning, and collaboration with public and private partners; Supervises urban planners; and. Minimum: Four-Year College Degree; at least five years of progressively-responsible experience in urban or transportation planning and management of large-scale urban projects, and completion of college-level courses in urban planning, transportation or transit planning, public administration, engineering, geography, or a related field; or any equivalent combination of experience and training which provides the required knowledge, skills and abilities.

YEAR

City of Alexandria

Principal Planner for Plan Implementation

Virtual Premier Advisor - Boca Raton, FL

Premier Advisor - North Pinellas

Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

BMO (Bank of Montreal)

Wealth Advisor, Director

The Inventory Planner is accountable for achieving Inventory $ targets , supporting organizational financial goals and customer contract Key Performance Metrics (KPI’s) including Min/Max In-stock % (On-time Delivery) Goals, Inventory Turn and Minimizing Slow Moving inventory (SMI). The Inventory Planner is responsible for attaining all major Key Performance Metrics (KPI’s) related to the management of customer contracts and company financial targets (Min Max (MM) in-stock %, Inventory Turn, Slow Moving Inventory).

Incora

Inventory Planner

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Bank of America

Financial Solutions Advisor - Tri Valley

Signet Jewelers is the world's largest retailer of diamond jewelry, operating more than 2,800 stores worldwide under the iconic brands: Kay Jewelers, Zales, Jared, H.Samuel, Ernest Jones, Peoples, Banter by Piercing Pagoda, Rocksbox, JamesAllen.com and Diamonds Direct. The Senior Planner serves as the strategic business owner for assigned categories, driving pre-season and in-season planning activities through financial forecasting, inventory management, assortment optimization, and executive-level business reviews.

Signet Jewelers Ltd

Jared Senior Planner Merchandise

To the extent permissible by local law, Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Working knowledge of full-funnel, cross-channel media, including Digital (Search, Social, Programmatic, Video, Content, Display), Print, TV/OTT, OOH, and Audio.

Mediabrands Worldwide Inc

Integrated Media Planner

Cross-Functional Impact: Your work directly shapes buying decisions, inventory strategy, and financial outcomes across multiple product categories - partnering with merchandising, finance, and operations teams. As Merchandise Planner, you will partner closely with Merchandising teams to build comprehensive merchandise plans, manage inventory levels, and deliver financial analysis that drives sales, margin, and inventory turn goals.

CSC Generation Enterprise Inc

Merchandise Planner

HOUR

Location and/or time zone and expected work schedule: WHQ, M-R onsite Fri WFH biz hours Any expected travel: No Reason for opening: Leave coverage Expected contract length: thru 6/30/2027 Team details & who they will work with: Report to HM. Minimum required years of experience: 3-5 years of planning experience Education requirements: Bachelors required Must have skills: Has merchandise planning experience in retail environment Analytical Good at relationship building Comfortable with planning systems.

Net2Source Inc. is a Global Workforce Management Solutions Company, headquartered in New Brunswick, NJ with its local offices in Texas, California, Florida, Illinois, Colorado and Michigan and its global operations in Canada, UK, Europe, UAE, Malaysia, Australia, China, Singapore and India. Net2Source offers a wide gamut of consulting solutions customized to specific client needs including but not limited to Application Development, Workforce Management and Project Consulting.

Whether it’s a Fortune client, whether it’s a System Implementer or whether it is a Start -up, our recipe to success – Exceed expectations! Under promise, over deliver.

Net2Source

Merchandise Planner 2

jobdiva

smoking" and "tobacco or nicotine products" includes, but is not limited to, products such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes. When you join TAS, you join a Houston-headquartered company that is part of a large Houston-headquartered publicly traded company, Comfort Systems USA, with a solid reputation built on outstanding value, integrity, and customer focus.

Comfort Systems USA

Sr. Production Planner I

Onsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role. Salary at Booz Allen is determined by various factors, including but not limited to location, the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements.

<p>Booz Allen is an advanced technology company. We build commercial-grade products and solutions for America’s most critical defense, civil, and national security priorities.</p>

Booz Allen Hamilton Inc.

Intelligence Planner

In this role, you''ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals.

Associated Banc-Corp

Senior Wealth Planner

The Production Planner ensures alignment across departments and drives collaboration between Operations, Supply Chain, Warehousing and Finance to achieve production goals, efficient resource planning, and costing accuracy. In recent years, Form Energy has earned a number of accolades, including being named by TIME as a "Best Invention", MIT Technology Review as a "Top Climate Tech Company To Watch", and Fast Company as "One of the Next Big Things In Tech".

Form Energy

Production Planner

Enhances Oracles competitive advantage by anticipating customer needs and applies best practices and creative solutions to drive efficiency and productivity within the team Identifying and acts on opportunities for new or improved products, processes, or systems. Supports Product Lifecycle activities to include Bill of Material (BOM) management; New Product Introduction (NPI) activities; material transitions; and End of Life (EOL) management as demonstrated by key activities in each of these areas.

For over three decades, Oracle has been the center of innovation for business software birthplace of the first commercially available relational database, the first suite of internet-based applications, and the next-generation enterprise-computing platform, Oracle Fusion. Today, Oracle provides the world's most complete, open, and integrated business software and hardware systems, with more than 370,000 customers including - 100 of the Fortune 100 - representing a variety of sizes and industries in more than 145 countries around the globe. And Oracle's 110,000 global employees - including 30,000 developers working full-time on Oracle products -are critical to that success.
Oracle Supports Workforce Diversity

Financial Planner Jobs in the United States

Wealth Advisor II Frost Bank

Premier Advisor - Murrell Inlet, SC Truist Financial Corporation

Premier Advisor - Chattanooga, TN Truist Financial Corporation

Wealth Planner Huntington Bancshares Inc

Sales & Operations Planner (S&OP) Lucas James Talent Partners

Principal Planner for Plan Implementation City of Alexandria

Virtual Premier Advisor - Boca Raton, FL Truist Financial Corporation

Premier Advisor - North Pinellas Truist Financial Corporation

Wealth Advisor, Director BMO (Bank of Montreal)

Inventory Planner Incora

Financial Solutions Advisor - Tri Valley Bank of America

Jared Senior Planner Merchandise Signet Jewelers Ltd

Integrated Media Planner Mediabrands Worldwide Inc

Merchandise Planner CSC Generation Enterprise Inc

Merchandise Planner 2 Net2Source

Sr. Production Planner I Comfort Systems USA

Intelligence Planner Booz Allen Hamilton Inc.

Senior Wealth Planner Associated Banc-Corp

Production Planner Form Energy

Supply Chain Operations-Senior Supply Demand Planner 3 Oracle Corp

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