Financial Planning Director

Financial Planning ConsultantAt Underhill Financial, LLC, we are dedicated to providing exceptional financial planning and investment advisory services to our clients. As a Financial Planning Consultant, you will play a crucial role in helping us achieve this goal.Job Description:As a Financial Planning Consultant, you will be responsible for developing and...

About the RoleThe ideal candidate will have a Bachelor's degree and at least 2-5 years of knowledge in investments, retirement plans, insurance, tax, estate planning, and general personal finance. The selected individual must be detail-oriented, with exceptional oral, written, and interpersonal communication skills.Responsibilities include developing and...

Company OverviewUnderhill Financial, LLC is an independent wealth advisory firm providing financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.The firm is celebrating its 27th anniversary and consists of two CFP advisor partners, three associates, and...

About the RoleEquality Health is seeking an experienced FP&A Director to join our team. This role will be responsible for driving monthly, quarterly, and annual financial planning and analysis processes to help the organization achieve its financial objectives.The ideal candidate will have a strong background in financial planning and analysis, with...

Career OpportunitiesNuvei is a rapidly growing company that is looking for talented individuals to join its team. As an Enterprise Planning Director, you will play a critical role in developing and executing strategic plans to drive business growth.The successful candidate will have a strong background in financial services and management consulting, with at...

Job DescriptionNuvei, a leading Canadian fintech company, is accelerating the growth of businesses worldwide. As a Strategic Planning Director, you will play a crucial role in shaping our company's long-term direction.The ideal candidate will have 10+ years of experience in the financial industry or management consulting, with 5+ years of leadership...

At Vanguard, we are committed to providing exceptional client service and expertise. As a Financial Planning Associate, you will partner with our financial advisors to deliver tailored solutions for our clients' complex needs. Our team is dedicated to fostering a culture of collaboration, innovation, and continuous learning.About the Role:You will work...

About the RoleWe are looking for a highly skilled Accounting and Financial Services Director to join our team at Fred Astaire Dance Studios. This individual will be responsible for overseeing financial operations, managing complex accounting areas, and providing strategic financial guidance to support business growth.Key ResponsibilitiesFinancial Planning:...

Job Overview">Robbins Resorts & Communities is a leading hospitality company, and we're seeking an experienced Financial Operations Director to join our team.">About the Role">The Financial Operations Director will be responsible for overseeing all aspects of financial management, ensuring accuracy and compliance with accounting standards. This role...

Senior Accounting Leadership OpportunityAmmo Inc. is seeking an exceptional accounting leader to join our team as VP of Financial Planning.About Ammo Inc.Ammo Inc. is a leading company driven by precision, innovation, and excellence.About the RoleThis senior leadership position requires a minimum of 10 years of progressive experience in accounting and...

Company Overview: Lobel Financial Corporation is an equal opportunity employer dedicated to fostering a supportive work environment that encourages professional growth and unlimited earning potential. We offer a competitive salary, benefits, and flexibility.Job Title: Geographic Sales Development Director.As a Geographic Sales Development Director, you will...

Estimate Salary: $85,000 - $110,000 per year.About the RoleWe are seeking a skilled Financial Planning and Analysis (FP&A) professional to join our team at Roberts Resorts & Communities. This is an exciting opportunity for someone who is passionate about financial analysis and wants to make a meaningful impact in a dynamic and growing organization.The FP&A...

About the RoleLobel Financial Corporation is committed to fostering a supportive work environment that encourages professional growth and unlimited earning potential. As a Regional Sales Director, you will be responsible for managing a team of sales professionals and providing exceptional service and industry-leading auto finance solutions to automotive...

About Our CompanyAt Equitable Advisors LLC, we pride ourselves on being a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being and provide them with confidence to pursue long and fulfilling lives.Our VisionWe strive to make a positive impact on the futures of...

Role OverviewAs a Financial Advisor at Underhill Financial, LLC, you will play a crucial role in providing financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.

Job Title: Chief Financial Planning and Analysis Strategist About the Company:Equality Health, LLC is a whole-health delivery system focused on transforming value-based care delivery.The organization aims to improve access, quality, and member trust by leveraging an integrated technology platform, culturally competent provider network, and personalized care...

Job Responsibilities and RequirementsAs a Financial Advisor at Underhill Financial, LLC, your primary responsibility will be to develop and implement comprehensive financial planning solutions for clients utilizing eMoney software. You will provide ongoing monitoring and updating of clients' financial plans and investment strategies through regular in-person...

About Equitable AdvisorsWe are a leading firm in the financial services and insurance industry, committed to helping people build fulfilling futures. Our mission is grounded in stability, innovative solutions, and a strong commitment to our clients.Job SummaryThis role is part of our Retirement Benefits Group (RBG), which focuses on providing financial...

Company Overview">The Mullings Group is a dynamic and growth-oriented organization.The role will require collaboration with various teams to ensure alignment with the company's goals and objectives.">About the Role">This position entails leading financial operations, ensuring effective management of daily activities, capital budgets, and risk assessment.The...

**About the Role**We are seeking a talented and ambitious individual to join our team as a Client Support Representative - Financial Planning. As an Investment Client Care Service Rep, you will play a critical role in helping our financial advisors meet client servicing needs and execute on account changes and trading needed to maintain advised client...