Financial Planning Specialist

About the RoleAvantax Planning Partners is seeking a highly skilled Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will be responsible for growing a book of business provided by Avantax Planning Partners through leads and referrals from CPAs affiliated with our company.Key ResponsibilitiesBuild and maintain deep...

Job OverviewVision Financial Group LLC is seeking a highly skilled Accounting and Tax Consultant to join our team. As a key member of our financial services organization, you will play a critical role in providing expert tax planning and compliance services to our clients.The ideal candidate will possess a strong understanding of tax laws and regulations, as...

At Mercer Advisors, we're dedicated to providing exceptional wealth management services to our clients. As a Financial Planning Specialist, you'll play a critical role in helping us achieve this goal.The Financial Planning Group is a centralized team that supports our Wealth Management Teams nationally to create customized and comprehensive personal...

Financial Planner IIMercer Advisors is a unique wealth management firm that prioritizes its clients' financial well-being. Our firm was founded in 1985 on the principle of providing a unified approach to managing clients' finances, akin to a family office for each family. We connect the dots of our clients' financial lives by integrating planning, investing,...

Job SummaryThis role provides coordination of financial operations for Lincoln's insurance company separate accounts and Lincoln fund of funds trade operations.Key ResponsibilitiesMaintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new...

Job Summary:As a Strategic Planning Consultant at FBL Financial Group, you will partner with the Strategy & Innovation Director to develop, implement, and execute on projects within the Strategy & Innovation Team. Your key responsibilities will include facilitating analysis of strategic and business initiatives, identifying implications of broader...

Job Summary:The Director of Finance is a senior-level leadership role that oversees financial planning, analysis, and reporting at BHE Renewables. This position leads the development of strategic and operational plans to improve financial capabilities and align with company goals. The Director will oversee continuous forecasting, annual budget preparation,...

At OneMain Financial, we're looking for a Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you'll be responsible for delivering results related to individual and branch sales goals, as well as customer expectations. You'll develop new relationships and maintain existing ones, working with customers throughout the loan...

Job SummaryWe are seeking a highly skilled Financial Analyst to join our Finance team. As a Financial Analyst, you will be responsible for assisting with forecasting, reporting, planning, profitability analysis, and more. You will work closely with internal partners and tools to drive business growth and improve financial performance.Key...

Job OverviewSumitomo Pharma America is seeking a highly skilled and experienced Associate Director, Financial Planning and Analysis to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our business leaders, driving business growth, and ensuring the accuracy and integrity of our...

Empower Customers with Financial SolutionsAt OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a vital role in delivering exceptional customer experiences and providing access to responsible credit solutions.Key Responsibilities:Develop and maintain strong...

Key ResponsibilitiesWe are seeking a highly skilled Broker Dealer Trader II to join our team. In this role, you will provide exceptional service to registered representatives, investment advisors, and clients by resolving problems and answering questions about investment accounts.You will be responsible for:Providing daily phone support to registered...

Empower Customers with Access to Responsible CreditAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their goals by providing access to friendly, fast, and affordable financing for life's expenses.Key...

Job OverviewWe are seeking a highly motivated and experienced individual for the position of Senior Manager, Financial Planning and Analysis (FP&A), supporting our R&D team. This role provides a unique opportunity to serve as a strategic financial partner for our R&D programs and supports efforts from discovery to early and late-stage clinical...

Financial Advisor OpportunityVision Financial Group, LLC is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their financial objectives, risk tolerance, income, expenses, and assets. You will assist in developing personalized financial plans, utilizing your knowledge of...

At OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...

Empower Customers with Responsible Access to CreditAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their goals by providing access to friendly, fast, and affordable financing for life's expenses.Key...

Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in helping customers achieve their goals by providing access to friendly, fast, and affordable financing for life's expenses.Key...

Financial Advisor OpportunityVision Financial Group, LLC is seeking a skilled Financial Advisor to assist clients in achieving their financial goals. The ideal candidate will possess a strong understanding of investments and asset management strategies, as well as excellent customer service and communication skills.Key Responsibilities:Meet with clients to...

Job DescriptionVision Financial Group LLC is seeking a highly skilled Tax Preparer to join their team. The ideal candidate will have a strong attention to detail and excellent customer service skills.The responsibilities of this role include:Tax Preparation and Entry:Prepare and accurately input tax data into software systems.Review financial records and...