Financial Planning Specialist

1 month ago


Dallas, Texas, United States Talently Recruiting Full time

Financial Planning Opportunity

**About the Role**

Talently Recruiting is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will provide comprehensive financial planning services to high and ultra-high-net-worth clientele. Your expertise will guide individuals and families on strategic asset management, estate, tax, and financial planning.

**Key Responsibilities**

* Nurture and manage strong client relationships
* Guide clients on strategic asset management, estate, tax, and financial planning
* Grow AUM through targeted new business development efforts
* Work in a forward-thinking and planning-driven culture with a strong track record of growth

**Requirements**

* 3+ years of experience in Financial Planning and Relationship Management
* Bachelor's degree
* Series 7, 65, 66, and/or CFP certifications
* Interest in new business development is preferred
* Social Media Marketing proficiency is a plus

**What We Offer**

* Competitive compensation package including base salary, performance-based bonus potential, and benefits
* Career growth trajectory within the firm



  • Dallas, Texas, United States Spectrum Financial Group Full time

    Job OverviewSpectrum Financial Group is a leading financial services firm offering comprehensive investment advice to clients in all stages of life.Key ResponsibilitiesEvaluate clients' financial goals and objectivesConduct financial feasibility analyses and provide recommendationsDevelop and implement investment plans and strategiesBuild and maintain strong...


  • Dallas, Texas, United States VetJobs Full time

    Job DescriptionAvery Dennison Corporation is seeking a Financial Planning and Analysis Specialist to provide support to Solution's Group, a $280 Million manufacturing/sourcing division. The successful candidate will provide financial planning and analysis support, including annual operating plans and forecast processes, with regular reporting and ad-hoc...


  • Dallas, Texas, United States Avery Dennison Full time

    Job SummaryAvery Dennison Corporation is seeking a skilled Financial Planning and Analysis Specialist to join its Solution's Group, a $280 Million manufacturing/sourcing division. The ideal candidate will provide financial planning and analysis support to the group, ensuring timely communication to the corporate FP&A teams.Key ResponsibilitiesCoordinate...


  • Dallas, Texas, United States Allied Health Agency Full time

    Job OverviewAt Allied Health Agency, we are seeking a highly skilled Financial Analyst to play a pivotal role in evaluating the company's financial performance, analyzing financial data, and providing insights to support strategic decision-making.The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to...


  • Dallas, Texas, United States Sparks Group Full time

    Job DescriptionSparks Group is seeking a highly skilled Financial Analyst to join their team. As a Financial Analyst, you will be responsible for driving month-end close and forecast activities, including general ledger entries, revenue recognition, expense accruals, expense forecasting, and variance analysis.You will provide metrics and KPIs that improve...


  • Dallas, Texas, United States 2Bros Services Full time

    We are seeking a skilled financial professional to contribute to our company's growth. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and providing data-driven insights to drive business performance.This role is a great opportunity for a motivated individual to work remotely and make a meaningful...


  • Dallas, Texas, United States Cetera Financial Group, Inc. Full time

    Job DescriptionAt Cetera Financial Group, Inc., we are seeking a highly skilled and detail-oriented Financial Planning Support Associate I to join our team. As a key member of our financial services team, you will play a vital role in supporting our Financial Planning Consultants in delivering exceptional client service.Key Responsibilities:Prepare and...


  • Dallas, Texas, United States Cetera Financial Group, Inc. Full time

    Job SummaryCetera Financial Group, Inc. is seeking a Financial Planning Support Associate I to handle client inquiries and correspondence. This role will also prepare client review materials and reports.Key ResponsibilitiesAssist Financial Planning Consultants with client communication, including coordination of meetings and maintenance of account...


  • Dallas, Texas, United States Armanino Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning and Accounting Specialist to join our team at Armanino. As a key member of our CFO Advisory Services team, you will be responsible for providing technical expertise in financial planning and analysis, including forecasting, budgeting, and preparation of pro-forma financial...


  • Dallas, Texas, United States Stellantis Financial Services US Full time

    Job SummaryStellantis Financial Services US is seeking a highly skilled Chief Financial Planning and Analysis Officer to lead our financial planning and analysis team. As a key member of our leadership team, you will be responsible for creating, maintaining, and improving financial forecasts and annual budgets.Key Responsibilities:Lead a team of financial...


  • Dallas, Texas, United States Avery Dennison Full time

    Financial Planning and Analysis RoleAvery Dennison Corporation is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our Solution's Group (Apparel) team. As a key member of our FP&A team, you will provide financial planning and analysis support to our $280 Million manufacturing/sourcing division.Responsibilities:Coordinate...


  • Dallas, Texas, United States 2Bros Services Full time

    We are seeking a highly skilled financial professional to contribute to our team's success. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and creating trend forecasts and variance monitoring reports. Additionally, this person should be proficient in data visualization and modeling. The right...


  • Dallas, Texas, United States LHH Full time

    LHH is partnering with a leading manufacturing company in the Dallas area to find a skilled Financial Analyst. This role will play a crucial part in supporting the Finance and Operations teams. The ideal candidate will have a strong understanding of variance analysis, a proactive approach to process improvements, and excellent interpersonal skills.Key...


  • Dallas, Texas, United States Avery Dennison Full time

    Avery Dennison Corporation is a global materials science and digital identification solutions company that provides a wide range of branding and information solutions. In this role, you will provide financial planning and analysis support to the Solution's Group (Apparel), a $280 Million manufacturing/sourcing division of Avery Dennison.You will provide...


  • Dallas, Texas, United States Avery Dennison Full time

    Avery Dennison Corporation is a global materials science and digital identification solutions company that provides branding and information solutions to optimize labor and supply chain efficiency.This role provides financial planning and analysis support to Solution's Group, a $280 Million manufacturing/sourcing division of Avery Dennison.Key...


  • Dallas, Texas, United States Hillwood Investment Properties Full time

    Hillwood Investment Properties is seeking a seasoned Financial Planning & Analysis (FP&A) professional to lead our team as a Manager.The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a proven track record of providing strategic insights and recommendations to senior leadership.Key responsibilities will...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Unlock Your Practice's PotentialAs a seasoned Financial Advisor, you've built a thriving practice that requires a bold, forward-thinking partner to take it to the next level. At Spectrum Financial Group, we respect your expertise and offer the freedom to build your business the way you want, with the support of a like-minded partner.We're seeking experienced...


  • Dallas, Texas, United States Goldman Sachs Full time

    About Goldman SachsGoldman Sachs is a leading global financial services firm that provides investment banking, securities, and investment management services to a diverse client base.Our business principles are rooted in integrity, a commitment to excellence, innovation, and teamwork. We execute a business strategy focused on extraordinary client service and...

  • Financial Accountant

    4 weeks ago


    Dallas, Texas, United States financial additions Full time

    We are seeking a highly skilled Financial Accountant to join our team at Financial Additions in North Dallas. As a Full Charge Bookkeeper, you will be responsible for managing our company's financial operations, including financial reporting, budgeting, and financial analysis. This is an in-office position with great benefits, including 65% employer-paid...


  • Dallas, Texas, United States Global Financial Impact - Lorraine Emperador Full time

    Financial Professional RoleAt Global Financial Impact, we're seeking a motivated and driven Financial Professional to join our team. As a key member of our organization, you'll play a vital role in helping individuals and families achieve their financial goals and secure their futures.Key Responsibilities:Develop and implement personalized financial...