financial planning consultant

Sundus

<div>
 
 We are looking for an
 
 Oracle Cloud Functional Consultant
 
 to be based in
 
 Riyadh
 
 with experience in
 
 EPBCS
 
 to support finance and workforce planning processes. The role involves gathering business requirements, configuring Oracle Cloud Planning modules, and supporting end-users across budgeting, forecasting, and workforce analytics.
 
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Business, IT, or related field.
 </li>
 <li>
 Preferable MBA in Finance, Master&rsquo;s degree in finance &amp; Accounting or equivalent, Chartered Accountant, Cost Accountant
 </li>
 <li>
 Proven experience in Oracle Cloud EPM, specifically EPBCS.
 </li>
 <li>
 Strong knowledge of Financial Planning &amp; Analysis (FP&amp;A) processes.
 </li>
 <li>
 Hands-on experience with Finance Planning and Workforce Planning modules.
 </li>
 <li>
 Experience in designing forms, business rules, calculations, and dashboards in EPBCS.
 </li>
 <li>
 Understanding of budgeting, forecasting, scenario modeling, and reporting.
 </li>
 <li>
 Experience in workforce planning, including headcount, compensation, and cost forecasting.
 </li>
 <li>
 Ability to gather business requirements and translate them into system configurations.
 </li>
 <li>
 Strong analytical, problem-solving, and communication skills.
 </li>
 <li>
 Experience with stakeholder management and end-user training.
 </li>
 <li>
 Knowledge of integration with ERP/financial systems is a plus.
 </li>
 <li>
 Candidate must be based in Saudi Arabia, preferably in Riyadh.
 </li>
 <li>
 Must hold a transferable Iqama.
 </li>
 </ul>
</div>

Oracle Cloud Functional Consultant

mbf.

Are you an ambitious Employee Benefits professional looking to take the next step in your career? This is an exciting opportunity to join one of the UK's leading financial and employee benefits consultancies, working with a high-calibre portfolio of corporate clients, particularly within the independent schools sector. The firm has a strong reputation for excellence, collaboration, and career development, offering structured progression towards becoming a fully regulated consultant.The RoleAs an Employee Benefits Consultant (Associate), you'll support the delivery of high-quality advice and consultancy services across a range of workplace pension and employee benefit schemes, including group risk and private medical insurance.You'll work alongside experienced consultants, supporting client meetings, employee presentations and governance work, while developing your technical expertise and advisory skills. Key responsibilities include:<ul><li>Advising employees on pension and benefit options, including workplace and teacher schemes</li><li>Supporting consultants in client delivery, onboarding and business development</li><li>Preparing documentation, proposals, and tender support</li><li>Maintaining compliance and keeping up to date with technical and regulatory changes</li><li>Building strong client relationships and contributing to team projects and innovation</li><li>Delivering clear communications and presentations to clients and employees</li></ul>About You:<ul><li>We're looking for someone who is:</li><li>Experienced in pensions and/or employee benefits administration or consultancy</li><li>Confident communicating and presenting to groups and individuals</li><li>Organised, proactive, and detail-oriented</li><li>Working towards QCF Level 4 Diploma in Financial Planning (or keen to begin)</li><li>Experienced within a professional or financial services environment</li><li>A strong team player with excellent Microsoft Office (Excel, Word, PowerPoint) skills</li></ul>What's on Offer:<ul><li>£40,000 - £45,000 (with flexibility depending on experience)</li><li>Twice-yearly salary reviews and performance-based bonuses</li><li>Hybrid working: 2-3 days in the London office, flexible schedule</li><li>25 days annual leave + 3 additional days at Christmas + buy/sell holiday options</li><li>Health Cash Plan, Digicare+, EAP, life and critical illness cover</li><li>Professional study support and paid subscriptions</li><li>Inclusive, collaborative culture that values development, wellbeing and work-life balance</li></ul>This role offers the perfect platform for an ambitious Employee Benefits professional to develop their career in a highly respected, forward-thinking environment.

Employee Benefits Consultant (Associate)

Nusenda Credit Union

<div>Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!

Thank you for your interest in joining the Nusenda team!

We are currently seeking a Full-Time Financial Consultant UP who can work 37-40 hours per week, with open availability Monday-Saturday.

As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members&rsquo; financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.

What you&rsquo;ll do:
<ul>
<li>Assist members with their financial needs through a consultative needs-based approach.</li>
<li>Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.</li>
<li>Refer members to specialized departments, as needed.</li>
<li>Support the Teller line, as needed.</li>
<li>Handle problem resolution with your authority level.</li>
<li>Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy.</li>
</ul>
What you&rsquo;ll need:
<ul>
<li>Three to five years of similar or related experience</li>
<li>High School Diploma or GED</li>
</ul>
Key skills and experience:
<ul>
<li>Knowledge of Teller and Platform Operations.</li>
<li>Ability to provide exceptional service.</li>
<li>Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.</li>
<li>Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.</li>
<li>Effectively communicate with internal and external customers appropriately via in person, email, etc.</li>
</ul>
Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Financial Consultant

Tridant Pty Ltd

Principal Consultant (Workday Adaptive Planning) Location : Remote The Role Are you passionate about crafting financial models that drive success? Are you a data driven finance professional? Do you thrive on tackling challenges related to automation, integration, and reporting in the world of finance and technology? Are you a natural communicator who enjoys collaborating with clients and colleagues alike? If so, we want to hear from you! At Tridant, we're proud to be partners with Workday Adaptive Planning, where we specialise in implementing cutting-edge Planning and Reporting solutions for clients spanning various industries. As businesses grow, their budgeting, forecasting, and reporting processes can often become an unwieldy beast. That's where we come in. We deliver planning and reporting tools that are driver-based, multi-dimensional, and seamlessly integrated to source systems such as their ERP. This gives our clients back valuable time and providing actionable insights into their operations and finances. We're on the lookout for Principal Consultants with Workday Adaptive Planning experience to join our dedicated Performance Management team. If you have a background in consulting or finance, coupled with expertise in financial modelling, budgeting, and data analysis, you could be the perfect fit for this role. In this position, you'll have the opportunity to showcase your talent for data-driven solutions, excellent communication skills, and your ability to analyse, design, develop, and deliver solutions that not only meet but exceed our clients' expectations. Key Responsibilities <ul> <li>Leading Analysis & Design process. This involves taking requirements, translating this into a functional design in Workday Adaptive Planning. </li> <li>Employing proven delivery methodology to achieve project success as agreed with customers; technical, functional and business outcomes of a project. </li> <li>Maintaining a high standard of professional communications. </li> <li>Developing and building the solution to the agreed design. </li> </ul> Accountabilities include, but are not limited to: <ul> <li>Interpretation of technical and business requirements to design the data driven solutions and implement these solutions. </li> <li>Communicate with stakeholders, business and technical project teams, infrastructure and operational support to ensure the role and responsibilities for the solution delivery and support are understood. </li> <li>Alignment of solution with tactical and strategic values and plans within the client organisation. </li> <li>Estimate and plan project deliverables and success criteria. </li> <li>Identify project Risks and Assumptions. </li> <li>Identify all potential change requests and work with designated Consultants/Project Manager on these variations. </li> <li>Participate in post implementation review and assume ownership of any actions. </li> </ul> Desired Skills and Experience <ul> <li>Greater than5years' experience in delivering financial models. </li> <li>Workday Adaptive Planning (formerly Adaptive Insights) Experience. </li> <li>Experience in developing driver based financial models. More specifically 3-way financial modelling with an understanding of accounting. </li> <li>A genuine talent for grasping complex business problems and engineering effective solutions. </li> <li>Excellent verbal and written communication skills. </li> <li>Minimum education level of Bachelor's degree or equivalent in a relevant subject - Engineering, Mathematics, Computer Science, Business, Finance & Accounting. </li> </ul> Highly regarded: <ul> <li>Experience in another planning tool such as IBM (TM1), Anaplan, or any other planning tool will be considered. </li> <li>Other financial modelling such as DCF. </li> <li>Previous work experience in FP&A, Management Accounting or Financial Consulting. </li> <li>Background in financial or supply chain roles </li> <li>Well developed skills/ability researching, designing and implementing customer solutions and programs. </li> <li>Strong relationship management. </li> <li>Ability to identify opportunities and taking action to help achieve business goals. </li> <li>Ability to identify process improvement opportunities. </li> <li>Team player with a professional, pro-active approach. </li> </ul> Why Tridant Our company offers a unique culture second to none; our ethos is that we are professional, but we make work an enjoyable experience. Tridant offer a collegiate team environment that embraces diversity and allows our staff the opportunity to grow independently in a supportive environment. Our team are offered flexible working arrangements, ongoing learning and development opportunities as well as access to an Employee Assistance Program. What makes Tridant different? Our culture; our people; access to the leadership team; and the ability to make an impact. This is a fantastic opportunity to join a reputable, fast-growing company where there is a wealth of opportunity for the right candidate. If you fill the required selection criteria and hold appropriate work rights, we invite you to apply for this role. About Tridant Tridant Pty Ltd is one of Australia's largest specialist consulting firms focused on designing and implementing Financial Performance Management, BI, Financial Reporting, Data Visualisation, Predictive Analytics and Information Management solutions, for both public and private sector organisations throughout Asia Pacific. Tridant partner with multiple market leading technologies to deliver the best solution to our clients. Tridant's expertise spans a number of market sectors including: Financial Services, Mining, Retail, Education, Media & Entertainment, Oil and Gas, Government and Communications. Tridant operate from multiple locations across Australia and Singapore. Our consulting team is home to a number of the most experienced and respected consultants, who have implemented solutions across Australia, New Zealand, Singapore and many other countries. Since our founding in 2007, Tridant has earned an enviable reputation for delivering some of the largest and most successful IT projects in Australia. Our collegiate culture sets us apart from others in our industry, as does the diversity and quality of our people.

Principal Consultant

Equitable Advisors

<div>
 
 
 Equitable Advisors
 
 is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
 
 
 
 
 
 
 
 
 
 Role Highlights
 
 
 <ul>
 <li>
 
 Client Engagement:
 
 Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
 </li>
 <li>
 
 Financial Strategy Development:
 
 Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
 </li>
 <li>
 
 Product and Service Consultation:
 
 Discuss financial products and services tailored to clients' unique situations
 </li>
 <li>
 
 Location:
 
 In-office presence required
 </li>
 <li>
 
 Work-Life Balance:
 
 Flexible schedule to maximize productivity and personal time
 </li>
 </ul>
 
 
 
 
 
 Skills &amp; Experience
 
 
 <ul>
 <li>
 
 Education:
 
 Bachelor's degree or equivalent skills and work experience
 </li>
 <li>
 
 Licensing:
 
 State Life &amp; Health, SIE, Series 7, Series 66
 </li>
 <li>
 
 Personal Attributes:
 
 values-driven with a track record of success and accomplishment
 </li>
 <li>
 
 Communication Skills:
 
 excellent interpersonal and communication abilities with strong self confidence
 </li>
 <li>
 
 Mindset:
 
 entrepreneurial spirit with a desire to positively impact others' lives
 </li>
 <li>
 
 Collaboration:
 
 ability to work with and learn from top performers
 </li>
 <li>
 
 Work Authorization:
 
 must be authorized to work in the United States
 </li>
 </ul>
 
 
 
 
 
 Training &amp; Development
 
 
 <ul>
 <li>
 
 FINRA Sponsorship:
 
 provided for required FINRA licensing
 </li>
 <li>
 
 Preliminary Employment Period (PEP):
 
 comprehensive 120-day hands-on training
 </li>
 <li>
 
 Virtual University:
 
 access to Equitable Advisors' Virtual University for continuous learning
 </li>
 <li>
 
 Mentorship:
 
 opportunities for joint work and mentorship
 </li>
 <li>
 
 Personalized Coaching
 
 : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
 </li>
 <li>
 
 Leadership Development:
 
 access to Leadership Development School for those with management ambition
 </li>
 <li>
 
 Professional Growth:
 
 encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER&trade; (CFP&reg;), Chartered Financial Consultant (ChFC) and Equitable Advisors&rsquo; own Credentialed Holistic Financial Coach program
 </li>
 </ul>
 
 
 
 
 
 Compensation &amp; Benefits
 
 
 <ul>
 <li>
 
 Sign-On Payment Eligibility:
 
 $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
 </li>
 <li>
 
 Stable Pay:
 
 After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually.
 </li>
 <li>
 
 Commissions and Bonus
 
 : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
 </li>
 <li>
 
 Benefits Eligibility:
 
 Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Our Impact &amp; Culture
 
 
 
 Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women&rsquo;s Network, and &ldquo;Equitable Excellence,&rdquo; which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
 
 
 
 
 
 We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
 
 
 
 
 
 Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI &amp; TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
 
 
 
</div>

Allworth Financial

<div><div>Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious &quot;Circle of Excellence&quot; award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</div>
SUMMARY

The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents.

The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice.

This is an Exempt, in-office position in our Addison, TX office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's.

DUTIES AND RESPONSIBILITIES
<div>
<ul><li>Partner with Advisors and Sales Team (30%)</li></ul>
<ul><li>Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.</li>
<li>Review initial planning needs, clarify data requirements, and help organize all relevant client documents.</li>
<li>Maintain clear communication with the team regarding case progress and any outstanding data requirements.</li>
</ul><ul><li>Collaborate with Integrated Services (20%)</li></ul>
<ul><li>Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan.</li>
<li>Consolidate, summarize, and verify all information to ensure alignment with the client's goals.</li>
<li>Track case activities and maintain accurate records in Salesforce (or similar CRM).</li>
</ul><ul><li>Create and Support Financial Planning Deliverables (40%)</li></ul>
<ul><li>Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency.</li>
<li>Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations.</li>
<li>Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.</li>
<li>Adhere to best practices and established timelines to maintain a high standard of service quality.</li>
</ul><ul><li>Client Presentation Support (10%)</li></ul>
<ul><li>Organize and prepare meeting materials for Advisor-led client presentations.</li>
<li>Participate in client meetings when necessary to provide detailed insights or gather additional data.</li>
<li>Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.</li></ul></div> 

EXPERIENCE AND QUALIFICATIONS
<ul>
<li>Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience).</li>
<li>2&ndash;3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.</li>
<li>Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.</li>
<li>Demonstrated interest in pursuing professional designations (e.g., CFP&reg;) is a plus.</li>
<li>Strong organizational skills with meticulous attention to detail and accuracy.</li>
<li>Excellent verbal and written communication skills; enjoys collaborative teamwork.</li>
<li>Ability to manage multiple projects in a fast-paced, dynamic environment.</li>
<li>Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.</li>
<li>Must be in good compliance standing with all relevant regulations, rules, and internal policies.</li></ul> 


PHYSICAL REQUIREMENT

This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations.<div>
BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
<ul>
<li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li>
<li>Dental insurance with MetLife</li>
<li>Vision insurance with VSP</li>
<li>Optional supplemental benefits</li>
<li>Healthcare savings accounts with company contribution</li>
<li>Flexible spending accounts</li>
<li>Flexible working arrangements</li>
<li>Generous 401K contributions</li>
<li>Exempt associates qualify for our flexible paid time off policy</li>
<li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li>
<li>11 Paid Holidays</li>
<li>Option to participate in our Equity Purchase Program</li>
<li>Future growth opportunities within the company</li>
</ul>
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.</div></div>

Financial Planner

Wallace Bates Limited

Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.

Independent Financial Planner

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