financial planner

BTC Financial

Job Overview We are seeking a dynamic and detail-oriented Financial Analyst to join our team and drive strategic financial insights that support our company's growth and operational excellence. In this role, you will analyze complex financial data, prepare comprehensive reports, and contribute to key decision-making processes. Your expertise in financial concepts, accounting standards, and regulatory requirements will be instrumental in ensuring accurate financial management and compliance. This position offers an exciting opportunity to develop your career in a fast-paced environment committed to innovation and excellence.Duties<ul><li>Conduct thorough financial analysis to evaluate company performance, including profit &amp; loss statements, balance sheets, and cash flow reports.</li><li>Prepare detailed financial reports and interpret financial statements in accordance with IFRS (International Financial Reporting Standards) and GAAP (Generally Accepted Accounting Principles).</li><li>Support budgeting, forecasting, and strategic planning processes by providing accurate financial data and insights.</li><li>Ensure compliance with SOX (Sarbanes-Oxley Act) controls and assist with regulatory reporting requirements.</li><li>Perform account analysis and reconcile discrepancies across various financial software systems.</li><li>Assist in cost accounting initiatives to optimize expense management and improve profitability.</li><li>Contribute to corporate finance activities such as pricing strategies, investment evaluations, and profit maximization efforts.</li><li>Collaborate with teams across public accounting, internal audit, and finance departments to enhance financial report writing and analysis capabilities.</li><li>Support technical accounting functions related to IFRS, regulatory standards, and internal policies for accurate financial statement preparation.</li><li>Develop organizational skills to manage multiple projects efficiently while maintaining high accuracy in financial report interpretation.</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or a related field; CPA or CFA certification is a plus.</li><li>Proven experience in financial analysis within corporate accounting or public accounting environments.</li><li>Strong understanding of IFRS, GAAP, SOX compliance, and regulatory reporting standards.</li><li>Demonstrated expertise in financial software applications such as SAP, Oracle Financials, or similar platforms.</li><li>Excellent organizational skills with the ability to analyze complex data sets quickly and accurately.</li><li>Knowledge of cost accounting, budgeting, forecasting, and financial planning techniques.</li><li>Effective communication skills for clear financial report writing and presentation of findings.</li><li>Familiarity with technical accounting concepts including profit &amp; loss analysis, investment evaluation, and pricing strategies.</li><li>Ability to interpret financial concepts accurately while maintaining attention to detail under tight deadlines. Join us as a Financial Analyst if you&rsquo;re passionate about leveraging your analytical skills to influence strategic decisions while working in a collaborative environment that values precision, innovation, and professional growth!</li></ul>Pay: $69,970.98 - $84,265.64 per yearBenefits:<ul><li>Flexible schedule</li><li>Referral program</li></ul>Work Location: Remote

Financial Planner

SMCP

<div><div>SMCP - Sandro, Maje, Claudie Pierlot</div>
Position: Merchandise Planner (Temp Covering Maternity Leave), Sandro-Paris

Location: SMCP North America Headquarters, 44 Wall Street / 20th Floor, New York, NY 10005

Who We Are

SMCP is a prominent global leader in the luxury fashion market, celebrated for its Parisian Chic ready-to-wear and accessories collections. Operating across diverse international hubs, from Shanghai to New York City, our commitment to sustainable growth defines our brand values. With a portfolio comprising four distinguished global brands &ndash; Sandro, Maje, Claudie Pierlot, and Fursac &ndash; our influence spans 46 countries from free-standing lifestyle boutiques to leased concession shop-in-shops and off-price outlets. Complementing our physical presence, our eCommerce websites in the U.S. and Canada extend our reach as we continue to shape the future of Contemporary Luxury Fashion across the globe.

Visit our Global Company website at https://www.smcp.com/en to learn more.

What Sets Us Apart as an Employer in the Global Luxury Fashion Space

At SMCP, our distinctiveness as an employer in the global luxury fashion sector lies in our unwavering commitment to Corporate Social Responsibility (CSR). Anchored by three pillars &ndash; Product, People, and Planet &ndash; our CSR strategy is a testament to our dedication to sustainability and Diversity, Equity, Inclusion, and Belonging (DEIB). Our clearly defined core values, instilled from the top down, form the bedrock of our organizational culture. Here at SMCP, we prioritize the well-being and satisfaction of our 6500 world-wide passionate entrepreneur team members. Our strong financial results are bolstering or appeal as an employer, marking 2021 as our &quot;comeback&quot; year. Add to this mix our uniquely coveted Parisian chic merchandise collections, and you have an employer that not only sets trends in the fashion world but also cultivates a work environment that fosters innovation, diversity, and success. Here at SMCP, passion meets purpose, and together, we redefine the future of luxury fashion.

Role Objective

Own financial planning, forecasting, and inventory strategy for Sandro North America across Full Price and End-of-Life channels, serving as the analytical backbone of the merchandising organization.
 Key Responsibilities
OTB &amp; Financial Planning
<ul><li>Create and manage seasonal OTB plans aligned with financial targets.
</li><li>Lead weekly and monthly reforecasting using WOS and scenario analysis.
</li><li>Define SKU targets, tiering, leftover targets, and inventory exit strategies.
</li><li>Partner with Finance on liquidation targets and forecasting.
 </li></ul>Sales, Risk &amp; Market Analysis
<ul><li>Analyze sales performance considering commercial calendar, Full Price Share, and competitive dynamics.
</li><li>Manage in-season reorder opportunities to maximize productive selling and unit velocity.
</li><li>Identify risks and opportunities; propose mitigation and upside actions.
</li><li>Validate promotional strategies against inventory and financial goals.
 </li></ul>End-of-Life / Off-Price Ownership
<ul><li>Own Outlet OTB planning and liquidation forecasting.
</li><li>Manage Off-Price partner relationships, negotiations, and inventory offers.
</li><li>Oversee sample sales and digital flash sales strategy (execution supported by Allocator).
 </li></ul>Supply Chain &amp; Forecasting
<ul><li>Own warehouse inbound and outbound forecasting.
</li><li>Manage SKU-level inventory forecasts and global transfer approvals
 </li></ul>Systems &amp; Process Leadership
<ul><li>Own planning tools and reporting integrity.
</li><li>Drive transition from Excel-based reporting to Tableau / Anaplan.
</li><li>Continuously improve planning processes and efficiency.</li>
</ul>
Qualifications
<ul>
<li>4-6 years of experience in a related field</li>
<li>Bachelor's degree</li>
<li>Proficient in Microsoft Office Suite &ndash; Outlook, Word, PowerPoint, Excel. Advanced Excel skills are required</li>
<li>Ability to understand current market trends and buying psychology</li>
<li>Fluent in French is a plus</li>
<li>Excellent written and verbal communication skills, including public speaking</li>
<li>Able to handle multiple tasks in an organized manner; prioritize and meet deadlines, concurrently</li>
<li>Entrepreneurial mindset while working collaboratively</li>
<li>Strong analytical, problem-solving, resourceful, and organizational skills</li></ul></div>

Merchandise Planner (Temp), Sandro-Paris, SMCP Group

Department of State Health Services

<div>DSHS is committed to hiring skilled and dedicated individuals who share a passion for public health to pursue our vision of A Healthy Texas. If you are looking to make an impact and tackle new challenges, we encourage you to consider a career with us. 
Employee Benefits:
DSHS offers insurance coverage and other benefits available through the State of Texas Group Benefits Plan administered by the Employee Retirement System of Texas (ERS). To learn more about all the benefits available to you as a DSHS employee and other DSHS opportunities for early career pathways, visit the DSHS Careers Page.
Review our Top 10 Tips for Success when Applying to State of Texas Jobs. 
Functional Title: Financial Analyst 
Job Title: Financial Analyst III 
Agency: Dept of State Health Services 
Department: TB Branch 
Posting Number: 17835 
Closing Date: 06/24/2026 
Posting Audience: Internal and External 
Occupational Category: Business and Financial Operations 
Salary Range: $5,425.33 - $7,500.00 
Pay Frequency: Monthly 
Salary Group: TEXAS-B-24 
Shift: Day 
Additional Shift: 
Telework: Eligible for Telework 
Travel: Up to 10% 
Regular/Temporary: Regular 
Full Time/Part Time: Full time 
FLSA Exempt/Non-Exempt: Nonexempt 
Facility Location: 
Job Location City: AUSTIN 
Job Location Address: 201 W HOWARD LN STE 200 
Other Locations: 
MOS Codes: 3404,3408,8844,36A,70C,36B,65FX,65WX,6F0X1,F&amp;S,FIN10 


General Job Description
Works under the direction of the Director of Operations in Tuberculosis (HD) and Hansen's Disease (HD) Section with extensive latitude for exercising initiative and independent judgment, performs highly advanced financial monitoring of program related projects and procurements that support expenditure forecast, budget and operational impact. Work involves investigation and review of the TB and HD budgets and accounting records, and financial statements to ensure compliance with federal and state laws as well as DSHS policies and regulations. Prepares financial and expenditure progress reports. Assists with planning and coordination related to TB and HD procurements and budgets. Interprets agency policies; creates and documents processes and procedures; and recommends, implements, and evaluates process improvements related to procurement and budget. Analyzes and interprets budget data and creates reports for management. Creates, assigns, and responds to budget assignments and ensures their timely and accurate submission. Work involves providing recommendations and technical assistance to staff in all matters relating to financial compliance and best practices. Coordinates across the Section with other staff who have financial resource-related duties. Builds cooperative relationships that support good internal and external customer services.
Essential Job Functions (EJF)
(30%) Responsible for monitoring the annual operating budget for the TB and HD Section throughout the fiscal year to ensure each funding sources are expended in accordance to federal and state requirements. Track expenditures from multiple funding sources using CAPPS Financials and provide independent judgement on how each funding sources are used based on the fund requirements and purpose such as state funds for medication purchase, vendor contracts, federal funds for federal required activities, running reports in CAPPS Financials for remaining balances for management decisions and assisting with annual routine procurements to meet programmatic needs such as contracts with local health departments and printings with HHSC Printshop. Prepare and review CAPPS financial reports for budget assignments such as the annual budget load, Legislative Appropriation Request and task profiles changes. Develops expenditure reports and federal reports to be submitted to CDC and the National Hansen's Disease Program. Download expenditures reports from CAPPS Financial for and review with management. Provide financial recommendations to Section Director and managers on how to allocate financial resources to meet the programs objectives and utilize funds most efficiently. Develops procedures for managers to submit requisition requests for procurements to secure resources for programmatic activities. Assesses trends and resource utilization in support of the Section and agency goals and priorities. Tracks and reports on the use of resources and the need for additional resources. Act as the approval authority for all Section invoices to be paid by completing the claims forms for accounts payables.
(25%) Acts as a financial liaison on resource, budget, and procurement issues with other sections of the agency, including the Division, the Section, Contract Management Section (CMS), Accounting Section, Budget Office, Funds Coordination and Management, Information Technology Section, HHSC Procurement and Contracting Services (PCS) to accomplish financial resources to meet programmatic needs. Duties include providing accurate budget line items to load the annual operating budget to the central budget office. Sending Contract Request Forms to the Contract Management Unit for program contract renewals with local health departments. Maintains the budget spreadsheet for managers review and decisions throughout the year by downloading CAPPS Financial reports. Train operation staff on processes and procedures for basic procurements such as training requests. Produces reports from CAPPS financials as needed for management decisions, reports such as expenditure reports to determine the total cost year to date for specific costs such as training or vendor contracts.
(15%) Provides leadership on procurement, requisition and purchase order activities for the Section. Reviews and approves requisitions as needed in CAPPS Financial. Provides guidance and technical assistance to operations staff on procurement issues, CAPPS Financial and ensures the use of an efficient system to document and track purchases within the Section. Interprets agency, enterprise, and state policies related to procurement. Monitor fund availability to ensure that funding is properly budgeted or transferred as needed for procurement and contracting. Tracks recurring purchases and timelines to initiate renewals on time. Reviews requisition data for accuracy and completeness. Works with the Information Technology Section and the Budget Section to ensure that capital authority is requested as needed, and that capital projects is monitored.
(5%) Performs other duties as assigned, including but not limited to actively participating and/or serving in a supporting role to meet the agency&rsquo;s obligations for disaster response and/or recovery or Continuity of Operations (COOP) activation. Such participation may require an alternate shift pattern assignment and/or location.
Licensure, Certification or Registration Required
Current and valid Texas driver's license
Knowledge, Skills and Abilities Required
Knowledge, skills and ability to plan and manage projects and resources.
Knowledge of state and federal financial planning, analysis and budgeting
Knowledge of DSHS CAPPS Financial Budgeting, Procurement and Accounting Policies
Knowledge of state and federal laws, regulations, policies, procedures, and processes relating to federal grants, federal rules on procurement and federal budget processes.
Skill in developing goals and objectives, problem solving techniques, and procedures to monitor and evaluate progress.
Skill in Microsoft Excel Program to create routine financial reports
Skill in program organization &amp; financial management techniques
Skill in developing cooperative, professional, and collegial relationships with internal and external partners.
Skill in using personal computer application software such as Microsoft Office applications (especially Excel and Word), or similar programs.
Skill in oral communication, including the ability to make public presentations and train staff, contractors, and others.
Skill in written communication, including the ability to write technical information in an understandable format and produce sophisticated reports.
Skill in developing goals and objectives, problem solving techniques, and procedures to monitor and evaluate progress.
Skill in developing and monitoring program or project budgets.
Skill in tracking deliverables and timelines.
Ability devise and implement solutions to problems.
Ability to develop, research, interpret, apply, and evaluate policies and procedures.
Ability to research, assemble, correlate, and analyze facts, and devise solutions to problems.
Ability to assess and manage priorities, and meet deadlines.
Ability to effectively work with individuals and groups.
Ability to lead teams, facilitate workgroups, and work with stakeholders.
Initial Screening Criteria
Two or more years' work experience working in a public institution in budgeting and/or accounting. Graduation from an accredited four-year college or university is preferred but not required.
Additional Information
Must be legally authorized to work in the U.S. without sponsorship. 
 
The salary offered will follow DSHS starting salary guidelines. Any employment offer is contingent upon available budgeted funds. 
Applicants invited to an interview will be administered a skills test as part of the interview process. 
 
Must be willing to travel at least 10% of the time. 
 
Must be willing to work outside the normal work schedule if needed. 

Active Duty, Military, Reservists, Guardsmen, and Veterans:
Military occupation(s) that relate to the initial selection criteria and registration or licensure requirements for this position may include, but not limited to those listed in this posting. All active-duty military, reservists, guardsmen, and veterans are encouraged to apply if qualified for this position. For more information see the Texas State Auditor&rsquo;s Military Crosswalk at https://hr.sao.texas.gov/CompensationSystem/JobDescriptions/. 
ADA Accommodations:
In compliance with the Americans with Disabilities Act (ADA), DSHS will provide reasonable accommodation during the hiring process for individuals with a qualifying disability. If reasonable accommodation is needed to participate in the interview process, please notify the person who contacts you to schedule the interview. If you need assistance completing the on-line application, contact the HHS Employee Service Center at 1-888-894-4747 or via email at HHSServiceCenter.Applications@ngahrhosting.com. 
Salary Information, Pre-employment Checks, and Work Eligibility:<ul><li>
The salary offered will follow DSHS starting salary guidelines. Any employment offer is contingent upon available budgeted funds.</li><li>
Depending on the program area and position requirements, applicants selected for hire may be required to pass background and other due diligence checks.</li><li>
DSHS uses E-Verify. You must bring your I-9 documentation with you on your first day of work. Download the I-9 form</li></ul></div>

Financial Analyst

Secured Futures

<div>Now seeking a few ambitious &amp; driven individuals to step into a part time leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy.

We pride ourselves on a commitment to excellence rivaled by none - a commitment reflected in all aspects of our work.

This position is 100% remote and we provide online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to onboarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit more than anything else.

If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.
<h2 class="jobSectionHeader">
Preferred Backgrounds</h2>
<ul><li>Customer service, leadership, coaching, or management</li>
<li>Education, military, or service-oriented experience</li>
<li>Strong communication and people skills</li>
<li>Desire to help individuals and families improve their financial futures</li>
</ul>
<ul><li>Must pass a background check</li></ul>
<ul><li>18 Years or older</li></ul>
<ul><li>U.S. citizen</li></ul>
<ul><li>Training/Coaching included</li></ul>
<ul><li>Personally customized scheduling</li></ul>
<ul><li>Financial skills/knowledge not required</li></ul> 
As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.

As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients &amp; associates you are personally responsible for on an ongoing basis, providing the support needed in a timely, professional, and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients and business owners progress financially.

You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.

You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.

Advancement &amp; Compensation are scalable based on personalized individual career goals!

Your training is provided in-house in both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a full-time career or one that is part-time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!

We help make financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

Please reach out to us if you have any questions. We look forward to reviewing your application!</div>

Associate PT & FT

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div> 
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. 
</div><div></div> 
<div>Job responsibilities
</div><div><ul><li>Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients' needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div>Required qualifications, capabilities, and skills
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div>Preferred qualifications, capabilities, and skills
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor's degree preferred</li> 
</ul></div><div></div> 
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.
</div></div>ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, CO

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity&lsquo;s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We&rsquo;re Looking For<ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li><li>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client&rsquo;s time, as well as plan for post-appointment follow-up</li><li>
Growing relationships through proactive outreach, you seek to understand clients&rsquo; goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>
Degree and/or other professional certifications such as a CFP are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul>
The Skills You Bring<ul><li>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul>
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity&rsquo;s planning and guidance tools, presenting and implementing solutions that best meet the client&rsquo;s needs, you will have a lasting impact on the client&rsquo;s financial future. 
 
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</div>

Investment Consultant - Fairlawn, OH

Al-Futtaim

<div>Job Requisition ID: 178597
Established in the 1930s as a trading business, Al-Futtaim Group today is one of the most diversified and progressive, privately held regional businesses headquartered in Dubai, United Arab Emirates. Structured into five operating divisions; automotive, financial services, real estate, retail and healthcare; employing more than 35,000 employees across more than 20 countries in the Middle East, Asia and Africa, Al-Futtaim Group partners with over 200 of the world's most admired and innovative brands. Al-Futtaim Group&rsquo;s entrepreneurship and relentless customer focus enables the organization to continue to grow and expand; responding to the changing needs of our customers within the societies in which we operate.
By upholding our values of respect, excellence, collaboration and integrity; Al-Futtaim Group continues to enrich the lives and aspirations of our customers each and every day 


Overview Of The Role: 
<ul>
<li>The Assistant Planning Manager for M&amp;S plays a pivotal role in supporting the planning function, focusing on developing precise financial, sales, and inventory plans across various markets and channels. This position is crucial for forecasting sales, margins, markdowns, and inventory needs to ensure robust business performance and efficient stock management. Collaborating closely with teams such as Merchandising, Allocation, Retail, and Supply Chain, the Assistant Planning Manager ensures alignment and accurate execution of plans.</li></ul> 
 
What You Will Do: 
<h4 class="jobSectionHeader">
Business Plan and KPI Delivery</h4> 

<ul>
<li>Responsible for planning the annual business plan by market and business unit.</li>
<li>Deliver weekly WSSI for Clothing, Home and Total Business.</li>
<li>Execute markdown management.</li>
<li>Deliver sales, cash margin, markdown cost, and closing stock as per the business plan.</li></ul> 

<h4 class="jobSectionHeader">
Sales &amp; Financial Planning</h4> 

<ul>
<li>Support the development of seasonal and annual sales plans by market, store, category, and channel including Retail, E-Commerce, and Omnichannel.</li>
<li>Assist in building weekly, monthly, and seasonal sales forecasts, incorporating past performance, trends, and business drivers.</li>
<li>Prepare financial projections for gross profit, gross margin, markdown, and inventory.</li>
<li>Track performance versus plan and highlight risks or opportunities.</li></ul> 

<h4 class="jobSectionHeader">
Business Unit Sales Planning</h4> 

<ul>
<li>Support Planning Manager in business unit sales planning by season, incorporating new product strategies, forward-looking initiatives, and potential sales gaps from the previous year.</li>
<li>Monitor performance against plan, identifying risks, opportunities, and corrective actions to optimize seasonal results.</li></ul> 

<h4 class="jobSectionHeader">
Markdown &amp; Price Optimization</h4> 

<ul>
<li>Support markdown planning, price phasing, and promotional analysis.</li>
<li>Track sell-through and aging stock to recommend timely markdown actions.</li>
<li>Partner with Merchandising to ensure markdown strategy protects margin while achieving sell-through targets.</li></ul> 

<h4 class="jobSectionHeader">
Reporting &amp; Analysis</h4> 

<ul>
<li>Prepare weekly and monthly business performance reports including sales, margin, stock, and KPIs.</li>
<li>Analyze product, category, and store performance to support strategic decisions.</li>
<li>Identify business risks and provide insight-driven recommendations.</li></ul> 

<h4 class="jobSectionHeader">
Cross-Functional Collaboration</h4> 

<ul>
<li>Support Finance in validating forecasts and financial submissions.</li>
<li>Work with Buying and Merchandising team on weekly business unit and department-level planning.</li></ul> 

<h4 class="jobSectionHeader">
System &amp; Process Support</h4> 

<ul>
<li>Maintain accurate planning data and product hierarchies in reporting systems.</li>
<li>Develop templates, dashboards, and presentations for planning reviews.</li></ul> 
 
Required Skills To Be Successful: 
<ul>
<li>Analytical thinking and attention to detail.</li>
<li>Strong financial and commercial acumen.</li>
<li>Advanced Excel and reporting skills.</li>
<li>Collaboration and cross-functional alignment.</li></ul> 
 
What Qualifies You For The Role: 
<ul>
<li>Bachelor&rsquo;s degree in Business, Finance, Retail Management, or related field.</li>
<li>3-5 years of experience in merchandise planning, financial planning, or retail analysis, preferably in fashion or multi-category retail.</li>
<li>Proficient in Excel and reporting tools, with strong analytical and numerical skills.</li>
<li>Experience with planning systems such as JDA, Power BI, Tableau, SAP, or similar.</li>
<li>Strong communication and presentation skills and the ability to work under pressure in a fast-paced retail environment.</li></ul> 
About Al-Futtaim Retail
Al-Futtaim Retail has established itself as one of the leaders in Retail across the Middle East, Africa &amp; Asia over the past 30 years. We have developed partnerships with some of the biggest and most respected Brands in the world including IKEA, ACE and Toys R Us in the Middle East and the Inditex Group of Brands (Zara, Mango, Bershka and P&amp;B) across Asia. We are also one of the largest Global partners of Marks and Spencer&rsquo;s in both regions with over 75 stores offering both fashion &amp; food options. 
 
Most recently we have been responsible for bringing brands to the Middle East for the first time with the exciting launches of Watsons and B&amp;Q and we aim to continue to be agile and adaptive to our markets with new launches and further development. For this to be possible we aim to recruit the best talent from all backgrounds who will continue to challenge and develop our diverse workforce which includes over 100 nationalities across 12 countries. Join us today and make a difference&hellip;</div>

Assistant Planning Manager

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