Financial Planning Strategist

We are seeking a skilled Financial Planning Strategist to join our team at LPL Financial. This is an exciting opportunity for someone who thrives in a fast-paced environment and has experience building financial models.Job Overview:The Strategic Planning & Investments team within FP&A leads the firm Investment Committee and serves as the connection point...

A Day in the Life of a Senior Financial StrategistAs a Senior Financial Strategist at Crusoe, your day will be filled with exciting challenges and opportunities. You will analyze monthly historical data and current trends at corporate and project levels, create materials to present key metrics to the Leadership Team and Board of Directors, and support...

**Job Description:**We are searching for a Lead Financial Strategist to guide our client advising efforts. This role requires expertise in financial planning, investment strategies, and fiduciary practices.**Key Responsibilities:Developing and implementing personalized financial plans for clients.Analyzing clients' financial situations and making...

We are seeking a highly skilled Corporate Financial Strategist to join our team at Volt in Dunmore, PA. This is a full-time opportunity with a salary range of $30.00 to $35.00 per hour.About the RoleAs a Corporate Financial Strategist, you will be responsible for controlling financial business partnering at the facility. You will provide managers with...

Job OverviewA San Francisco based social justice philanthropic advisory startup is seeking a Chief Financial Strategist to own both finance and accounting, and build out the budgeting, forecasting and planning function to scale with the development of the firm.Key ResponsibilitiesThe primary focus will be on the finance side with oversight of the outsourced...

Role Overview: As a key member of the management team at Attivo Partners, the Chief Financial Strategist will be responsible for overseeing all financial affairs and functions for one or more clients.The ideal candidate will have a minimum of 10 years of senior financial leadership experience, including 5 years as VP Finance or CFO in venture-backed,...

Transform Your Career with Discover Financial ServicesWe are seeking a highly skilled Senior Product Strategist to join our team in creating innovative solutions for the digital banking and payments industry. As a key member of our product development team, you will be responsible for defining product visions, prioritizing features, and collaborating with...

OverviewHazel Health, a pioneering telehealth company, seeks an Executive Financial Strategist to join its dynamic team. With a focus on scaling one of the fastest-growing private companies in the US, this role offers a unique opportunity to drive financial growth and success.Salary and BenefitsTotal compensation for this position is competitive, ranging...

About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and...

About PeopleSuite Talent SolutionsWe are a dynamic talent solutions company that offers a wide range of financial planning and analysis services. Our team is dedicated to helping businesses make informed decisions and achieve their goals.

About KikoffKikoff is a pioneering fintech company that specializes in providing credit-building solutions to individuals. As the leading mobile app in this space, Kikoff offers an innovative platform designed to help users achieve financial wellness.Our MissionWe aim to provide refreshingly fair and effective pathways to meet your financial goals. Our team...

About the RoleWe are seeking a Chief Financial Strategist to lead our financial planning and analysis functions across the organization. This senior director position requires a strategic thinker with a deep understanding of financial metrics and a proven track record of leadership in financial planning and analysis.Key Responsibilities:Lead the Company's...

Company OverviewFidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We help individuals and families invest and plan for their future, while also assisting companies and non-profit organizations in delivering benefits to their employees.Role SummaryWe are seeking a highly...

Unlocking impactful investment and business decisions through data-driven insights is at the core of this exciting role. As a Data-Driven Financial Strategist, you will develop and refine quantitative models to drive key financial decisions.Collaborating with portfolio managers, data scientists, and financial analysts, you will design data models and...

About TatchaTatcha is a pioneering skincare brand rooted in timeless Japanese wisdom, offering transformative yet gentle-to-skin formulas that marry Japanese botanicals with clinical ingredients. Guided by the mission to care for individuals through their skin, Tatcha takes a holistic approach to skincare from concept to formulation to clinical evaluation,...

Company Overview:Hellobrigit is a pioneering personal financial health startup dedicated to empowering individuals to take control of their financial futures.We're looking for a talented Data Insights Strategist to join our team and play a pivotal role in shaping our data-driven strategies, leveraging insights to enhance user engagement, optimize marketing...

At The California State University, we are seeking a highly skilled and experienced Senior Financial Strategist to join our team.About the RoleWe are looking for a strategic thinker with a deep understanding of complex budget planning and financial management principles to oversee the development and implementation of our multi-year financial plans. As a...

About OptiwattOptiwatt is a revolutionary clean technology company that aims to reverse global warming by promoting the adoption of electric vehicles. We make electric vehicle ownership cheaper, simpler, and more impactful by building the world's largest network of connected and intelligent electric vehicles to balance the electric grid.Salary: $150,000 -...

Rothy's is committed to building a sustainable future in the fashion industry.\We are seeking a highly skilled Fashion Seasonal Strategist to join our Merchandising team. As a key member of this team, you will play a crucial role in shaping our seasonal strategies and ensuring they meet our financial targets.\As a Fashion Seasonal Strategist, you will...

About OneMain FinancialOneMain Financial is a leading provider of personal loans, credit cards, and other financial products to nonprime customers. With a history dating back to 1912, we have a strong commitment to improving the financial well-being of hardworking Americans.