Financial Planning Specialist

**Job Description:** Financial Planning DirectorLocation: Undisclosed Location, USAEstimated Salary: $90,000 - $140,000 per yearIn this senior-level position, you will be responsible for developing and implementing financial plans that maximize client savings and minimize tax liabilities. You will work closely with clients to understand their financial goals...

At CW Resources, we're committed to creating an inclusive society where individuals with disabilities and those facing economic challenges have access to meaningful vocational training and are empowered as valued employees.We're a national non-profit organization dedicated to providing exceptional employment opportunities with flexible hours, comprehensive...

Job Title: Financial Planning AnalystWe are seeking a skilled Financial Planning Analyst to join our team at Fair Haven Community Health Care. This is an exciting opportunity for someone with a passion for financial analysis and planning.About the Role:The Financial Planning Analyst will be responsible for providing financial guidance and support to senior...

Job DescriptionThe Fair Haven Community Health Care is a dynamic and forward-thinking community health center providing care to multiple generations. We offer a wide range of primary and specialty care services, as well as evidence-based patient programs to educate patients in healthy lifestyle choices.We are proud to have a diverse and motivated team of...

About the RoleWe are seeking a highly skilled FP&A Director to join our team at Fair Haven Community Health Care. This is an excellent opportunity for a seasoned financial professional to take on a leadership role and drive financial planning, analysis, and reporting.As FP&A Director, you will be responsible for providing timely and accurate financial data...

Role OverviewThe Associate Director, Financial Aid Systems will play a critical role in supporting the Director of Financial Aid, Operations and Compliance in ensuring regulatory compliance and maintaining the Banner Financial Aid Module.This position requires a strong understanding of financial aid regulations and experience working with automated financial...

Career Advancement OpportunitiesMeron Financial Agency offers a dynamic and challenging career path for individuals looking to advance in the financial industry. As a financial consultant, you'll have the chance to build a successful career while achieving a better work-life balance.The estimated annual salary for this position is $50,000+, with full-time...

Key ResponsibilitiesDevelop and implement financial plans and strategies to support CORE's mission and objectives.Lead the finance team in managing all aspects of CORE's finances, including budgeting, forecasting, and financial reporting.Collaborate with internal stakeholders to ensure effective cost accounting and financial management practices.Provide...

About the RoleThe Connecticut State Community College seeks a highly skilled and experienced individual to serve as the Associate Director, Financial Aid Systems. This position plays a vital role in supporting the Director of Financial Aid, Operations and Compliance in ensuring regulatory compliance and maintaining the Banner Financial Aid Module.The ideal...

About the RoleAs a key member of our team, you will be responsible for providing exceptional financial guidance to clients, helping them achieve their goals through tailored planning services.We are seeking an ambitious and strategic individual to join our ranks. With a strong focus on client relationships, you will identify opportunities to drive growth and...

Key ResponsibilitiesAssist with new client onboarding and meet with established clients to grow and enhance existing relationships.Meet yearly with existing clients for review meetings, assist with annuities, managed money, life, and long-term care, and provide financial planning advice including investment, insurance & retirement to existing clients and...

ResponsibilitiesEvaluate patients for admission, using clinical assessment, chart review, interviews with caregivers, and accepts or denies patient given hospital and Medicare criteria.Gather precise medical, social, and demographic information concerning the patient applicant from all appropriate sources.Maintain knowledge and communicate third-party payer...

Job Summary:We are seeking a Wealth Management Specialist to join our team at National Financial Network. The ideal candidate will have a minimum of 1 year of experience in the Financial Services sector and hold a valid Life & Health License.Responsibilities:Develop and maintain relationships with clients in New Haven, CT.Create customized financial plans...

About the RoleThe Porter & Chester Institute seeks a skilled Financial Aid Specialist to join its team. As a key member of our student services department, you will play a vital role in ensuring the success of our students by providing exceptional support and guidance throughout their educational journey.Your primary responsibility will be to interact with...

About the RoleAs a Cash Logistics Processor at Brink's, you will play a critical role in maintaining the security and integrity of our cash handling operations. This position requires strong organizational skills, attention to detail, and the ability to work accurately and efficiently in a fast-paced environment.Key ResponsibilitiesVerify bank deposits and...

Required Skills and QualificationsTo succeed in this role, you will need:An undergraduate degree10+ years relevant experienceIn-depth understanding of commercial industry, business development techniques, and credit decisionsProven business development track record, with proven ability to conceptualize and implement effective new business...

Job Summary:As an Insurance Customer Service Specialist at National Financial Network, your primary responsibility will be to provide exceptional customer service while onboarding new clients and maintaining existing relationships. You will also identify new client insurance needs and develop personalized plans to meet their requirements.Main...

Job Title: Diagnostic Imaging Specialist - CT Technologist">About the Role:We are seeking a skilled CT Technologist to join our team as a Diagnostic Imaging Specialist. This role will involve working with state-of-the-art technology to capture high-quality images for patient diagnosis and treatment.">Responsibilities:The successful candidate will be...

Job Title: Tax Management SpecialistThe Role:We are seeking a highly skilled Tax Management Specialist to join our team at Jebran & Abraham, PC. As a key member of our tax department, you will be responsible for managing tax engagements for small to medium-sized businesses and individuals.Key Responsibilities:Oversee the preparation and review of complex tax...

We are seeking a skilled Metal Fabrication Specialist to join our team at Creed Monarch, a leading contract manufacturer specializing in precision metal components. The ideal candidate will have 3-5 years of experience operating CNC machining equipment and be proficient in G/M-codes or other relevant programming languages.About the RoleThis is a full-time...