Financial Planning Director
3 weeks ago
We are a privately held multi-billion dollar global investment firm dedicated to bettering the investment universe. Our company values its employees, offering a dynamic and supportive work environment that fosters growth and success.
Job DescriptionThis is a key role that requires an individual with exceptional communication skills, business acumen, and a passion for building long-term relationships with clients. The successful candidate will be responsible for evaluating opportunities to consolidate clients' outside assets, reviewing personal financial situations, and providing tailored solutions.
RequirementsTo excel in this challenging role, you must have:
- 5+ years of experience in client-facing or production-based roles in Financial Services
- CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
- A solid understanding of capital markets and investment products
- A multi-year track record of success driving results
- Experience with high-volume phone activity and in-person meetings
As a valued member of our team, you will enjoy a competitive salary range of $120,000 - $180,000 per year, comprehensive benefits, and ongoing training and development opportunities. You will also have access to our state-of-the-art facilities, collaborative work environment, and recognition for your achievements.
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Strategic Financial Planning Director
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West Palm Beach, Florida, United States Empower Full timeEmpower's vision for the future is built on the idea that transforming financial lives begins by giving our employees the freedom to transform their own. We offer a flexible work environment and fluid career paths, encouraging internal mobility while recognizing the importance of purpose, well-being, and work-life balance.We strive to create a welcoming and...
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Director of Land Planning and Survey
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Financial Planning and Analysis Expert
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Long-Term Supply Planning Director
7 days ago
Palm Beach Gardens, Florida, United States Viessmann Climate Solutions Full timeJob TitleLong-Term Supply Planning DirectorAbout UsViesmann Climate Solutions is a leading provider of building and cold chain solutions. Our company values innovation, sustainability, and customer satisfaction.About the RoleThe Long-Term Supply Planning Director will oversee the development and implementation of mid-long term supply plans to support demand...
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Financial Operations Director
4 weeks ago
West Palm Beach, Florida, United States Ohara Davies-Gaetano Interiors Full timeCompany OverviewLuxury Interior Residential Design is a high-end interior design firm seeking an experienced Financial Operations Director to join their team.The ideal candidate will have 5+ years of senior accounting and operational experience, with a strong background in leadership and financial management.
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Financial Planning Manager
2 days ago
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Financial Analysis Director
5 days ago
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Financial Planning Specialist
3 weeks ago
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Senior Financial Leader
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Palm Harbor, Florida, United States GEOGRAPHIC SOLUTIONS INC Full timeJob Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth and profitability.Lead and manage a team of finance professionals to ensure timely and accurate financial reporting and analysis.Collaborate with cross-functional teams to identify and mitigate financial risks and opportunities.Analyze financial data...
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Financial Operations Manager
3 days ago
Palm Harbor, Florida, United States GEOGRAPHIC SOLUTIONS INC Full timeJob Overview:GEOGRAPHIC SOLUTIONS INC is seeking a skilled Financial Operations Manager to oversee the company's financial planning, analysis, and reporting.The ideal candidate will have experience in financial management, forecasting, and budgeting, as well as strong leadership and communication skills.
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Financial Planning and Analysis Specialist
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Medical Director of Emergency Medicine
3 weeks ago
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Activities Director Assistant
2 days ago
Palm Harbor, Florida, United States Five Star Senior Living Full timeAbout Five Star Senior LivingFive Star Senior Living is a renowned provider of senior living solutions. Our dedicated team is committed to delivering exceptional care and services that enhance the lives of our residents.The OpportunityWe are seeking an experienced Activities Director Assistant to join our Life Enrichment team. As a key member of our team,...
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IT Program Director
3 weeks ago
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Financial Director and Controller
3 weeks ago
West Palm Beach, Florida, United States Florida Community Health Centers, Inc. Full timeAbout the OpportunityFlorida Community Health Centers, Inc. is seeking a highly skilled Director of Finance and Controller to join our team. Located in West Palm Beach, Florida, we provide comprehensive primary and specialty health care and patient support services through a network of centers surrounding Lake Okeechobee and across Florida's Treasure...
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Principal Cloud Financial Planning Manager
7 days ago
West Palm Beach, Florida, United States NextEra Energy Full timeJob DescriptionWe are seeking an experienced Principal Cloud Financial Planning Manager to join our IT Business Services team at NextEra Energy. In this role, you will be responsible for managing cloud financial planning, developing strategic financial plans, and collaborating with cross-functional teams to drive business growth. The ideal candidate should...
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Executive Director
3 weeks ago
Palm Harbor, Florida, United States YMCA of the Suncoast Full timeJob OverviewWe are seeking an experienced Executive Director to lead our operations at the Greater Palm Harbor Branch of the YMCA of the Suncoast. This is a unique opportunity to join a dynamic team and make a positive impact in our community.About the RoleThe successful candidate will be responsible for directing the total operation of the branch, including...
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Wellness Activity Director
7 days ago
Palm Harbor, Florida, United States YMCA of the Suncoast Full timeJoin Our Team: The YMCA of the Suncoast is committed to creating a positive and inclusive work environment.Job Description: As a Wellness Activity Director, you will be responsible for planning and leading wellness activities and events that promote healthy living and social connection.Key Responsibilities:Develop and implement wellness programs and...
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Financial Aid Operations Manager
3 weeks ago
West Palm Beach, Florida, United States Southeastern College Full timeAbout the RoleWe are seeking a highly skilled and experienced Director of Financial Aid to join our team at Southeastern College. This is an exciting opportunity for a motivated individual who is passionate about helping students secure the funding they need to achieve their academic goals.Job SummaryThe Director of Financial Aid will be responsible for...
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Director of Finance
4 weeks ago
Palm Harbor, Florida, United States GEOGRAPHIC SOLUTIONS INC Full timeRequirements and QualificationsTo be considered for this role, you must have a Bachelor's degree in accounting or finance and a minimum of 7-10 years of relevant experience. A CPA certification is desired but not required. You should also possess strong leadership and communication skills, as well as expertise in QuickBooks and other financial software...