financial planner

CORDA Investment Management

<div>Company Overview
CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.
Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we&rsquo;d love to connect!
Financial Planner
We are seeking an experienced Financial Planner to lead client engagement throughout the financial planning process. In this role, you will guide new clients from onboarding through plan development and provide ongoing planning as their needs evolve over time. This is a client-facing position focused on building long-term relationships and delivering thoughtful, personalized advice.
The ideal candidate brings a comprehensive understanding of financial planning, including tax considerations, investments, insurance such as life, disability, long-term care, and property and casualty, as well as cash flow and private investments or real estate. Experience working with clients approaching or in retirement is essential.
This role is well suited for someone who is self-driven, intellectually curious, and committed to delivering a high level of care. You take ownership of the client experience, proactively identify opportunities to add value, and approach planning with both technical expertise and empathy. You are a strong problem solver who listens carefully, understands each client&rsquo;s unique situation, and helps guide them at a pace aligned with their goals and expectations.
Location (Hybrid, 3 days in office): Austin
Position Type: Full-Time
Essential Duties &amp; Responsibilities
&bull;Partner with the planning team to analyze client situations, conduct research, and develop and implement financial planning recommendations &bull;Collaborate with clients&rsquo; external advisors, including attorneys, CPAs, and other professionals, to ensure coordinated planning strategies
<ul><li>Deliver financial advice to clients with confidence and clarity through virtual and phone meetings, demonstrating strong verbal and non-verbal communication skills
</li><li>Act as an accountability partner to advisors, helping ensure client plans are executed and goals are tracked over time
</li><li>Provide insights on industry trends, best practices, and opportunities to enhance the firm&rsquo;s planning capabilities and service offerings
</li><li>Maintain the highest standards of ethics, professionalism, and client confidentiality
</li><li>Prepare, coordinate, and follow through on client communications for both prospective and existing clients
</li><li>Contribute to the development and improvement of internal processes, workflows, and client-facing materials
</li><li>Maintain accurate and up-to-date client records and activity tracking within Salesforce
</li></ul>Education &amp; Experience
<ul><li>Bachelor&rsquo;s degree required (preferred fields: Business, Accounting, Finance, Economics)
</li><li>5+ years of experience in financial services, including 3+ years developing and presenting comprehensive financial plans
</li><li>CFP, RICP, or equivalent designation (or progress toward certification)
</li><li>Strong foundation in personal financial planning, including wealth management, risk management, and retirement income strategies
</li><li>Experience working with pre-retirees and retirees; exposure to multi-generational planning is a plus
</li><li>Experience with financial planning tools such as eMoney or MoneyGuidePro
</li><li>Familiarity with CRM and advisor technology platforms (e.g., Salesforce)
</li><li>Experience with tools such as FP Alpha or SSAnalyzer is a plus
</li><li>Experience working with custodians such as Charles Schwab preferred
</li><li>Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)</li></ul>
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.</div>

Financial Planner

SignalPoint Asset Management

Job Title: Associate Financial PlannerLocation: Springfield, MOJob Type: Full-TimeAbout UsAt SignalPoint, we are dedicated to helping individuals and families across the Ozarks achieve their long-term financial goals. Located in Springfield, Missouri, we pride ourselves on delivering comprehensive, fiduciary wealth management with a deeply personalized touch. We believe that financial planning is about more than just numbers; it&rsquo;s about building lasting relationships and actively investing in the community we call home.Position OverviewWe are seeking a highly motivated and relationship-driven Associate Financial Planner to join our growing team. In this dynamic role, you will be the connective tissue between our lead advisors, our clients, and the Springfield community. You will assist in the development of financial plans, provide white-glove service to our existing clientele, and act as a brand ambassador to expand our firm's local footprint.This is an ideal opportunity for an emerging financial professional who is on the path to becoming a CFP&reg; and wants to build a career balancing finance with high-impact human connection.Key Responsibilities1. Financial Planning &amp; AnalysisCollaborate with Lead Advisors to gather client data, analyze financial situations, and co-develop comprehensive financial plans.Utilize financial planning software (RightCapital) to build out retirement projections, tax strategies, and estate planning models.Assist in portfolio research, investment analysis, and the preparation of asset allocation proposals.Prepare detailed meeting agendas, financial plan updates, and post-meeting action plans for client reviews.2. Client Service &amp; Relationship ManagementServe as a primary point of contact for client inquiries, ensuring prompt, empathetic, and accurate resolutions to their requests.Manage the client onboarding process, ensuring new clients experience a seamless transition to our firm.Maintain and update client records and workflows in our CRM to ensure accurate tracking of client milestones and communications.Anticipate client needs by monitoring account activity, RMDs (Required Minimum Distributions), and cash flow requirements.3. Community Engagement &amp; OutreachRepresent SignalPoint at local networking events, such as the Springfield Area Chamber of Commerce meetings, local rotary clubs, and young professional groups (e.g., The Network).Assist in planning, coordinating, and executing client appreciation events and educational seminars in the Springfield area.Identify and cultivate partnerships with local nonprofits and charities that align with the firm&rsquo;s community values.Contribute ideas for local marketing initiatives and community-focused social media content.QualificationsEducation: Bachelor&rsquo;s degree required, preferably in Finance, Personal Financial Planning, Business, or Economics.Licensing/Certifications: Series 65 (or 7 and 66) active, or the ability to obtain within the first 90 days of employment.Skills:Exceptional interpersonal and communication skills (both written and verbal).High attention to detail and strong organizational capabilities.Proficiency with Google Workspace; experience with industry CRM and financial planning software is a major plus.Local Connection: A strong desire to live, work, and build a long-term network in Springfield, MO, and the broader Southwest Missouri region.What We OfferCompetitive base salary commensurate with experience, plus performance-based bonus opportunities.Comprehensive benefits package including health, dental, and vision insurance.Retirement plan with an employer match.Generous Paid Time Off (PTO) and paid holidays.Financial support and dedicated study time for the CFP&reg; exam and other relevant industry designations.A collaborative, mentorship-focused culture designed to help you grow into a Lead Advisor role.Pay: $50,000.00 - $60,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Associate Financial Planner

Shaikh Mohd Saeed Group

The Job Holder is responsible for providing strategic financial guidance, preparing long-term financial plans, analyzing financial data, and supporting management in achieving business goals. The role ensures effective financial management, budgeting, forecasting, and risk assessment to strengthen the organization&rsquo;s financial stability and performance.&middot; Financial Planning &amp; Budgeting: Prepare the company&rsquo;s annual budget by coordinating with all departments to gather input, assess financial needs, and align budget targets with organizational goals.&middot; Develop multi-year financial plans that reflect projected revenue, expenses, capital requirements, and growth strategies.<ul><li>Continuously monitor the budget throughout the year, evaluate performance against approved targets, and recommend corrective measures where deviations occur.</li></ul>&middot; Financial Forecasting &amp; Analysis: Prepare accurate monthly and quarterly financial forecasts based on market conditions, business performance, and operational changes.&middot; Conduct scenario and sensitivity analyses to understand the financial impact of different business strategies, risks, and opportunities.&middot; Cost Control &amp; Profitability Analysis: Analyze cost structures and identify areas where expenses can be optimized without compromising operational efficiency.&middot; Evaluate product/service margins, customer profitability, and departmental cost allocations to support pricing and resource allocation decisions.&middot; Recommend cost-saving initiatives and track the financial impact of approved measures.&middot; Cash Flow Planning &amp; Liquidity Management: Prepare daily, weekly, and monthly cash flow statements to ensure the business maintains adequate liquidity to meet operational and financial obligations.&middot; Monitor inflows and outflows, identify cash flow gaps, and propose strategies such as payment scheduling, credit control, and financing options to optimize cash levels.&middot; Work closely with the finance team to plan short-term investments or borrowing needs.&middot; Financial Reporting &amp; Performance Monitoring: Prepare accurate and timely financial reports cash flow, and variance analysis and provide to the finance manager for review.&middot; Analyze monthly financial results to highlight key trends, deviations from budget, and areas requiring attention.&middot; Present financial insights and recommendations to the Finance Manager for review.&middot; Bank Transfers &amp; Payment Processing: Responsible for preparing and processing bank transfers, supplier payments, staff payments, and other financial transactions.&middot; Ensure all bank transfers follow internal approval protocols and are recorded accurately.&middot; Verify bank details, payment documentation, and reconcile payments with statements.&middot; Coordinate with banks for transaction queries, payment follow-ups, and related issues&middot; Business Advisory &amp; Strategic Support: Act as a financial advisor to department heads by helping him in preparing financial plan budgets.&middot; Evaluate the financial feasibility of new projects, business proposals, investments, and strategic initiatives.&middot; Financial Modeling &amp; Decision Support Tools: Develop detailed financial models to forecast revenue, expenses, profitability, investment returns, and other financial metrics.&middot; Regularly update models to incorporate new business assumptions, risks, and opportunities.&middot; Compliance, Audit, and Policy Adherence: Ensure all financial activities comply with organizational policies, accounting standards, and regulatory requirements.&middot; Coordinate with designers, photographers, and copywriters for timely content delivery.&middot; Performance Tracking &amp; Reporting: Prepare monthly marketing performance reports and share key insights with the management team.&middot; Prepare supporting documents, schedules, and reconciliations required for internal and external audits.&middot; Assist in addressing audit findings and implementing process improvements recommended by auditors in coordination with the Finance Manager.&middot; Process Improvement: Identify weaknesses in financial processes and recommend improvements to enhance efficiency, accuracy, and reporting speed.&middot; Promote best practices in financial planning, reporting, and analysis across the organization.&middot; Ad hoc Duty: perform other day-to-day activities as assigned by the Finance ManagerEducation:&middot; Master /bachelor&rsquo;s degree in Finance or CAProfessional certification preferred: CFA, ACCA, CPA, CMA.Experience :&middot; Minimum 2&ndash;3 years&rsquo; experience in financial planning, financial analysis, or similar roles.&middot; Strong experience in budgeting, forecasting, and financial modeling.Experience in bank transfers, payment processing, and treasury operations is mandatory.&middot; Knowledge of banking procedures and secure payment processing.Pay: AED4,000.00 - AED4,500.00 per monthWork Location: In person

Mercer Advisors

<div><div>Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div> 
Job Summary:

The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. 

Key Responsibilities and Duties
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
Required Knowledge, Skills and Abilities:

Education:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
Experience:
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
Certifications/Licenses:
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
Location: This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.

Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.<div>
Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
CCPA Notice at Collection</div></div>

Associate Wealth Advisor (Pacific Time Zone)

Hightower Advisors

Your Future Team
 Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
 
Characteristics you will need for this role: 
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
 We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
 
What You’ll Do
 <ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
 <ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
 <ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
 <ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
 
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

Selective Insurance

<div>About Us:
<div>
At Selective, we don't just insure uniquely, we employ uniqueness. 
 
Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work&reg; in 2025 for the sixth consecutive year. 
 
Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.</div>
Overview:
<div>
This position owns the methodologies and workflows used to develop financial projections and scenario analysis (i.e., budget/forecast, project budgets, project Net Present Value (NPV)/Internal Rate of Returns (IRR)). Manages the preparation of: (1) the annual budget and quarterly forecasts; and (2) the financial budget and related benefits associated with projects that are within the scope of the Enterprise Project Management process. Provides managerial control and coordination of units in the financial planning department. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements.</div><div></div><div> 
Note: (For NJ candidates) This role will be located at our future headquarters in Short Hills, N.J. Until the new headquarters is operational, the successful candidate will be offered the ability to work in our Branchville, N.J. location during this interim period.</div>
Responsibilities:
<ul><li>Controls the daily workflow of the department. Schedules, prioritizes, and assigns tasks for department members ensuring proper and optimum utilization of talent and resources. Directs routine employee training and development, coaching, and leadership support.</li><li>
Supports strategic decisions, risk management, and capital allocation by providing analysis and financial insights to business unit leaders and executive team.</li><li>
Analyzes accounting problems, budget variances, tax matters and variances in financial statements utilizing spreadsheet and other software products. Research solutions, prepares written reports proposing logical solutions, implements solution and monitors effectiveness.</li><li>
Controls processing of accounting data by auditing the input and output of accounting records; Provides approval.</li><li>
Analyzes department/company results, procedures and systems for accuracy and efficiency and proposes improvements. Prepares written reports proposing logical solutions and alternatives. Prepares system specifications to support those changes. Implements changes and assures effectiveness.</li><li>
Implements changes to financial planning structure, workflows, and procedures to support corporate projects and strategies.</li><li>
Manages the preparation of the annual budget and quarterly forecasts.</li><li>
Manages the financial budget and related benefits associated with projects that are within the scope of the Enterprise Project Management.</li><li>
Responsible for the development/refinement of business logic used to develop financial projections (i.e., budget, forecast, project budgets, project NPV/IRRs, etc.)</li><li>
Responsible for change management process governing the maintenance/development of unit&rsquo;s planning/reporting applications (i.e., TM1 databases, etc.)</li></ul>
Qualifications:
<div>
Knowledge and Requirements</div><ul><li>
Extensive knowledge of financial practices and accounting concepts and modeling techniques.</li><li>
Experience with computerized accounting systems and understanding of industry standards and compliance.</li></ul><div>
Education and Experience</div><ul><li>
Bachelor&rsquo;s degree in accounting or finance required.</li><li>
Strong leadership experience to manage a team and planning processes.</li><li>
Minimum ten years of financial planning and/or related experience.</li><li>
CPA or MBA required</li></ul>
Total Rewards:
<div>
Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our benefits page. 
 
The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.</div>
Pay Range: USD $184,000.00 - USD $238,000.00 /Yr. Additional Information:
<div>
Selective is an Equal Employment Opportunity employer. That means we respect and value every individual&rsquo;s unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences &ndash; and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions. 
 
For Massachusetts Applicants 
 
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

AVP, Financial Planning (Hybrid)

ECCO Gulf Majorel Qatar

<div>The Financial Consultant is responsible for conducting financial and statistical analyses, preparing financial plans and forecasts, managing investment risks, and supporting management through data-driven insights and strategic recommendations to enhance financial performance.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Responsible for conducting analyses and statistical studies for management.</li><li>
Preparing financial plans.</li><li>
Managing investment risks.</li><li>
Identifying differences between revenues and payments and providing strategies to manage them.</li><li>
Performing quality control processes.</li><li>
Preparing financial forecasts and related reports.</li><li>
Analyzing financial data and conducting financial and statistical analyses.</li><li>
Analyzing previous financial reports.</li><li>
Working directly with other departments to ensure financial matters are proceeding correctly.</li><li>
Conducting periodic evaluations of the current situation.</li><li>
Converting financial reports into percentages.</li><li>
Analyzing financial conditions by comparing actual results with indicators and forecasts.</li><li>
Analyzing results to improve and develop performance within management.</li><li>
Negotiating with relevant parties (banks, supporting entities, etc.).</li><li>
Identifying new investment methods.</li><li>
Conducting financial analysis.</li><li>
Planning and developing financial strategies.</li><li>
Providing advice to senior management and department heads.</li></ul><h2 class="jobSectionHeader">
Qualifications</h2><ul><li>
Bachelor&rsquo;s degree in Business Administration, Economics, Financial Accounting, or Finance.</li></ul><h2 class="jobSectionHeader">
Experience</h2><ul><li>
Minimum 10 years of work experience.</li></ul><h2 class="jobSectionHeader">
Required Skills</h2><ul><li>
Strategic planning skills.</li><li>
Skills in preparing and writing professional reports.</li><li>
Ability to understand various financial operations and strategies.</li><li>
Data and information analysis skills.</li><li>
Good research skills.</li></ul></div>

Financial Consultant

Search 10000+ Financial planner jobs near you this May. New roles added regularly across leading industries. Apply today.

10000 financial planner jobs Near Me

Financial Planner

Associate Financial Planner

Financial Planner

Associate Wealth Advisor (Pacific Time Zone)

Paraplanner - Natoma Wealth

AVP, Financial Planning (Hybrid)

Financial Consultant