Investment Planning Specialist

3 weeks ago


Georgetown, United States Insight Global Full time
Investment Planning Specialist

We are seeking a highly skilled Investment Planning Specialist to join our team in Georgetown, Kentucky. As a key member of our team, you will be responsible for analyzing and advising on investment proposals, working closely with our leadership to improve profitability and drive growth.

Key Responsibilities:

  • Analyze financial data and create reports to inform investment decisions
  • Develop and maintain relationships with key stakeholders, including leadership and external partners
  • Collaborate with cross-functional teams to identify and evaluate investment opportunities
  • Provide expert advice on financial planning and analysis to support business growth

Requirements:

  • 3+ years of experience in accounting, finance, or a related field
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders
  • Bachelor's degree in finance, accounting, or a related field

What We Offer:

  • A competitive salary range of $70,000 - $85,000 per year
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options
  • A 401(k) retirement account with employer matching
  • Paid sick leave and other paid time off as provided by applicable law

About Us:

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters.



  • Georgetown, Kentucky, United States Insight Global Full time

    Investment Planning SpecialistWe are seeking a highly skilled Investment Planning Specialist to join our team in Georgetown, Kentucky. This full-time, direct hire position will work a hybrid schedule and be responsible for advising our organization on investment proposals.This Specialist will work closely with our team of Analysts to analyze and create...


  • Georgetown, United States Insight Global Full time

    Investment Planning SpecialistWe are seeking a highly skilled Investment Planning Specialist to join our team in Georgetown, Kentucky. As a key member of our advisory group, you will play a critical role in analyzing and advising on investment strategies that drive business growth and profitability.Key Responsibilities:Analyze financial data and create...


  • Georgetown, United States Insight Global Full time

    Investment Planning SpecialistWe are seeking a highly skilled Investment Planning Specialist to join our team in Georgetown, Kentucky. As a key member of our team, you will be responsible for analyzing and advising on investment proposals, working closely with our leadership to improve profitability and drive growth.Key Responsibilities:Analyze financial...


  • Georgetown, United States Insight Global Full time

    Investment Planning SpecialistWe are seeking a highly skilled Investment Planning Specialist to join our team at Insight Global. As a key member of our corporate finance team, you will be responsible for analyzing and advising on investment strategies to drive business growth and profitability.Key Responsibilities:Analyze financial data to identify...

  • Investment Specialist

    1 month ago


    Georgetown, United States Insight Global Full time

    Title: Investment SpecialstLocation: Georgetown, KYShift: 1st, M-FPay: $80k-$85k Daily Responsibilities:We are actively seeking an Investment Planning Specialist for a full time, direct hire position that will work a hybrid schedule based out of the Georgetown Kentucky office. This Specialist will join a small team of Analysts that is responsible for...

  • Investment Specialist

    1 month ago


    Georgetown, United States Insight Global Full time

    Title: Investment SpecialstLocation: Georgetown, KYShift: 1st, M-FPay: $80k-$85k Daily Responsibilities:We are actively seeking an Investment Planning Specialist for a full time, direct hire position that will work a hybrid schedule based out of the Georgetown Kentucky office. This Specialist will join a small team of Analysts that is responsible for...


  • Georgetown, Texas, United States gpac Full time

    Urban Planner Job DescriptionWe are a multi-disciplinary firm seeking an Urban Planner to join our growing team. If you want the opportunity to impact a growing organization, high-profile clients, and the community, we might be the fit for you.Key Responsibilities:Develop planning-level graphics and diagrams, site plans, and 3D site models.Effectively...


  • Georgetown, Texas, United States gpac Full time

    {"title": "Urban Planner Position", "description": "Urban Planner PositionWe are a multi-disciplinary firm seeking an Urban Planner to contribute to our growing team. If you want to impact a growing organization, high-profile clients, and the community, we might be the fit for you.The successful candidate will be able to develop planning-level graphics and...


  • Georgetown, Kentucky, United States The LeBlanc Group Full time

    Job OpportunityWe're seeking a motivated and results-driven individual to join our team as a Legacy Planning Consultant. As a key member of our organization, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Work with warm leads to identify and pursue new business opportunitiesDevelop and maintain...

  • Nurse Practitioner

    2 weeks ago


    Georgetown, United States Pain Specialist of America LLC Full time

    Job Type Full-time Description Pain Specialists of America ("PSA") is a Texas-based, multisite comprehensive pain management company that includes over 11+ locations, two ASCs, and a CLIA-certified laboratory. We are seeking talented professionals who can support the business objectives as we continue to grow. PSA is looking for a Licensed Practitioner or...

  • Cook/ cashier

    3 weeks ago


    Georgetown, United States Redrock Investment Full time

    Job DescriptionJob DescriptionWe are seeking a Cook/ Cashier to join our dedicated kitchen staff! You will assist in the preparation, cooking, and presentation of meals in our professional kitchen.Responsibilities:Prepare all served foodPlan food production to coordinate with meal serving hoursMemorize, record, and comprehend menu items, abbreviations, plate...


  • Georgetown, United States Orenda Charter School Full time

    Job Title: Tech Support SpecialistJoin Orenda Charter School as a Tech Support Specialist and play a vital role in ensuring the smooth operation of our technology infrastructure. As a key member of our IT team, you will provide technical support to our staff and students, resolving hardware and software issues, and maintaining our network and computer...

  • CT Imaging Specialist

    1 month ago


    Georgetown, South Carolina, United States TotalMed Staffing Full time

    Travel CT Technician OpportunityWe are seeking a skilled CT Technician for a travel assignment in a dynamic healthcare setting. As a valued member of our team, you will have access to competitive compensation, comprehensive benefits, and a 401(K) retirement plan. Our partnership with Creative Planning provides low-fee investment options for financial...

  • Technical Specialist

    3 weeks ago


    Georgetown, United States V2soft Full time

    Job Title: Technical SpecialistJob Summary:V2soft is seeking a highly skilled Technical Specialist to support the Equipment Planning Group (EPG) with the implementation of Equipment Standards and Specifications. The ideal candidate will have a strong background in paint standards, controls, and software experience.Key Responsibilities:1. Project Planning:...

  • Technical Specialist

    3 weeks ago


    Georgetown, United States TalentBurst Full time

    Job Title: Technical SpecialistWe are seeking a highly skilled Technical Specialist to join our team at TalentBurst. As a Technical Specialist, you will play a critical role in supporting the Equipment Planning Group (EPG) with the implementation of Equipment Standards and Specifications.Key Responsibilities:Support EPG with the implementation of Equipment...

  • CT Imaging Specialist

    4 weeks ago


    Georgetown, South Carolina, United States TotalMed Staffing Full time

    Travel CT Technician OpportunityWe are seeking a skilled CT Technician for a travel assignment in a dynamic healthcare setting. As a valued member of our team, you will have access to competitive compensation, comprehensive benefits, and a 401(K) retirement plan. Our partnership with Creative Planning offers low-fee, low-cost funds and various investment...

  • Nurse Specialist

    1 month ago


    Georgetown, Delaware, United States ChristianaCare Full time

    Job Title: Nurse SpecialistWe are seeking a skilled Nurse Specialist to join our team at ChristianaCare. As a Nurse Specialist, you will play a vital role in providing high-quality patient care and contributing to the success of our healthcare organization.About the Role:Provide skilled nursing care and prescribed treatment to geriatric patients in the...


  • Georgetown, South Carolina, United States State of South Carolina Full time

    Job Title: Eligibility SpecialistWe are seeking a highly motivated and detail-oriented Eligibility Specialist to join our team at the State of South Carolina. As an Eligibility Specialist, you will play a critical role in ensuring that individuals and families receive the financial assistance they need to maintain a stable lifestyle.Job Summary:The...


  • Georgetown, South Carolina, United States State of South Carolina Full time

    Job Title: Eligibility SpecialistWe are seeking a highly motivated and detail-oriented Eligibility Specialist to join our team at the State of South Carolina. As an Eligibility Specialist, you will play a critical role in ensuring that individuals and families receive the financial assistance they need to improve their well-being.Job Summary:The Eligibility...

  • Technical Specialist

    3 weeks ago


    Georgetown, United States Hinduja Tech Full time

    Job Title: Technical SpecialistWe are seeking a highly skilled Technical Specialist to join our team at Hinduja Tech. The successful candidate will be responsible for designing, implementing, and maintaining paint systems and robotics in the automotive industry.Responsibilities:Design and implement paint systems and robotics for the automotive industryEnsure...