Financial Planning Strategist

Key ResponsibilitiesAs a Senior Portfolio Strategist, your key responsibilities will include:* Leading the development of investment plans and ensuring alignment with client goals and expectations* Providing expert-level consultations to meet the unique needs of our high net worth clients* Contributing to strategic initiatives within our wealth management...

L3Harris Technologies is a leading provider of advanced defense and commercial technologies. Our company is dedicated to delivering innovative solutions that meet the needs of our customers.We are seeking a highly skilled Financial Planning Strategist to join our team in Palm Bay, FL. This role will support efforts related to budgeting, financial planning,...

The Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. You'll be part of a durable, client-facing team that works closely with Financial Advisors, Senior and Associate Planners, and other members of a...

Job DescriptionAs a High Net Worth Investment Consultant, you will work closely with financial advisors and clients to deliver tailored investment solutions that align with their financial goals.You will be responsible for leading the development of investment plans, ensuring alignment with client goals and expectations, and collaborating with internal...

About the OpportunityThis role offers the chance to work with a dynamic team of professionals who share your passion for delivering exceptional client service. As a Senior Portfolio Strategist, you will be responsible for developing and implementing customized investment strategies for high net worth clients. Responsibilities• Develop and lead the...

Welcome to Edward JonesWe are a financial services firm where people come first. Our mission is to deliver exceptional investment advice and services to our high-net-worth clients. We pride ourselves on being privately-owned, focusing on our clients rather than shareholder returns. Our commitment to our clients is evident in our purpose: We partner for...

About the RoleLutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant. As a leading non-profit organization, we are seeking a highly skilled and experienced Chief Financial Strategist - Head Start Operations to join our team.

Company OverviewEdward Jones is a financial services firm where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Job DescriptionThe Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life by leading the development...

Moas is seeking a Senior Financial Strategist to lead the development and implementation of financial strategies that drive business growth and improve operational efficiency. This role will be responsible for analyzing business objectives, identifying opportunities for improvement, and developing and implementing plans to achieve those goals.The ideal...

Citigroup's Private Client Coverage team is dedicated to providing comprehensive wealth management solutions to high net worth individuals. As a Private Client Strategist, you will work closely with clients to understand their unique financial situations and develop customized plans to achieve their goals.You will be responsible for managing client...

At Edward Jones, we believe that every client deserves a tailored approach to wealth management. As a Portfolio Management Strategist, you will play a key role in developing and implementing customized investment portfolios that meet the unique needs of each client.Your expertise in financial markets and investment products will be essential in creating...

About Lutheran Services FloridaLutheran Services Florida is a non-profit organization dedicated to providing high-quality services and support to those in need. We seek a skilled Director - Finance to join our leadership team and drive financial excellence across the organization.Job DescriptionThe Director - Finance will be responsible for leading our...

Job Title: Business Growth StrategistThis position is responsible for planning, implementing, and managing the activities of the Commercial Service workforce, with a focus on driving business growth and maximizing profit potential.ResponsibilitiesDevelop and execute strategies to drive business growth and maximize profit potential.Lead the coordination of...

At BrandStar, we are seeking a talented Chief Financial Strategist to join our executive leadership team. This key role will oversee all financial aspects of our organization, driving growth and innovation through strategic financial planning.Key Responsibilities:Develop and implement financial strategies to support organizational growth objectives.Partner...

Job Title: Specialist, Financial Planning & Analysis Job Code: 18823 Job Location: West Palm Beach, FL or Melbourne, FL Job Schedule: 9/80: Employees work 9 out of every 14 days - totaling 80 hours worked - and have every other Friday off Job Description: L3Harris is seeking a Specialist, Financial Planning & Analysis, this role will be responsible for...

About the FirmCoda Search&Staffing represents one of the fastest-growing financial planning firms in the industry. This firm is built on proprietary technology, delivering optimal wealth management solutions and has added billions of AUM in just two years.About the OpportunityThe successful candidate will be responsible for growing and leading a team of...

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our...

About the RoleWe are seeking a highly skilled Director - Finance to join our team at Lutheran Services Florida. As a key member of our leadership team, you will be responsible for overseeing all financial activities, including budgeting, forecasting, and financial reporting.ResponsibilitiesFinancial Planning and Analysis: Develop and manage comprehensive...

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our...

About the RoleWe are seeking an experienced Procurement Strategist to join our Private Equity Performance Improvement (PEPI) team. As a key member of our team, you will be responsible for leading project work streams for complex client engagements, working closely with Private Equity teams to identify, design, and implement creative business solutions for...