personal 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

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)

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

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

Mercium Limited

Operations PlannerLocation: Peshawar Road, Rawalpindi Job Type: Full-Time Department: Operations Planning Reporting To: Senior Operations Planner Role Level: Mid LevelPosition OverviewThe Operations Planner is responsible for managing operational jobs end-to-end &mdash; from feasibility validation and cost control through execution and final closure.This role ensures that all shipments and jobs are delivered profitably, predictably, and with controlled risk, while reducing operational firefighting and strengthening planning discipline.Key ResponsibilitiesJob Planning &amp; Feasibility<ul><li>Own jobs from handover through execution and closure</li><li>Conduct full feasibility checks (routing, capacity, customs, warehousing, timing)</li><li>Validate scope and challenge unclear or risky commitments</li><li>Build structured execution plans with milestones, risks, and dependencies</li></ul>Cost Control &amp; Commercial Awareness<ul><li>Review and validate job costs before execution</li><li>Identify financial risks early and escalate when required</li><li>Support sales and management with operational input</li></ul>Supplier Coordination<ul><li>Coordinate with carriers, transporters, warehouses, and customs agents</li><li>Ensure clear instructions and timely confirmations</li><li>Manage supplier performance and prevent disruptions</li></ul>Execution Management<ul><li>Track shipment progress and execution milestones</li><li>Adjust plans proactively to improve cost, timing, and efficiency</li><li>Keep stakeholders informed with accurate updates</li></ul>Documentation &amp; Compliance<ul><li>Maintain complete, accurate, and audit-ready job files</li><li>Ensure proper documentation for commercial, shipping, customs, and transport processes</li></ul>Issue Management &amp; Escalation<ul><li>Identify risks, delays, and commercial issues early</li><li>Raise structured escalations with clear analysis and recommendations</li><li>Ensure disputes are tracked and resolved properly</li></ul>Team Support<ul><li>Guide junior planners and support onboarding</li><li>Share best practices and improve team execution quality</li></ul>Billing &amp; Job Closure<ul><li>Ensure all billable items are captured correctly</li><li>Support accounts with accurate job information</li><li>Close jobs with no pending operational gaps</li></ul>Continuous Improvement<ul><li>Review completed jobs to identify improvements</li><li>Reduce recurring issues through better planning</li><li>Contribute to process and SOP improvements</li></ul>Requirements<ul><li>Experience in freight forwarding or logistics operations</li><li>Strong understanding of end-to-end supply chain processes</li><li>Good commercial awareness and cost control ability</li><li>Strong problem-solving and planning skills</li><li>Ability to manage multiple operational tasks</li><li>Strong communication and coordination skills</li><li>Experience working with cross-functional teams preferred</li></ul>Why Join Us<ul><li>Hands-on role in real-time logistics operations</li><li>Strong exposure to end-to-end supply chain execution</li><li>Growth opportunity into Senior Operations Planner role</li><li>Work in a structured, performance-driven environment</li></ul>How to ApplySend your updated CV to: kiran.hr@setlimited.netLinkedInhttps://www.linkedin.com/company/sovereign-express-trade-limited/Job Type: Full-timeWork Location: In person

Operations Planner

Baptist Health

<div>Shift: Day
Working Hours:
Summary:
 
The Case Coordinator II is accountable for the clinical and financial outcome of care for an assigned case load. He/she functions as an advanced practitioner in the role of clinician, educator, researcher, case manager, and advocate. Facilitates the care of observation and inpatients during their hospitalization by managing, coordinating and monitoring resources to achieve optimal level of independence and health for patients and families; clinical outcomes; utilization; service, and financial goals by performing the roles of assessor, planner, facilitator and advocate. The Case Coordinator II uses Continuous Improvement (CI) principles.
Other information:
 
RN License, 5 years of appropriate clinical experience(adult Med/Surg); 3 years of supervisory experience preferred - charge nurse or team leader experience; Baccalaureate degree or experience commensurate with a degree. Master's Degree preferred; Knowledge and education, including but not limited to the following; clinical expertise, excellent observation skills, analytical thinking, problem solving, good verbal and written communication, knowledge of adult education principles, research process, change theory, management skills, financial analysis and group process. The Case Clinical Coordinator II is accountable for the clinical and financial outcome of care for an assigned case load; assists with staff development.
This job will be authorized 80.00 hours bi-weekly.</div>

Clinical Case Coordinator II

AtkinsRéalis

<div><h2 class="jobSectionHeader">Overview</h2>
Works as part of the master planning team, performing and completing work on defined segments of a project under the guidance and supervision of a Senior Urban Designer/Master Planner or nominated supervisor.<h2 class="jobSectionHeader">
Your role</h2><ul><li>
Adopt creative and innovative solutions to assigned tasks and develop appropriate research and documentation to support these solutions.</li><li>
Conduct pro-active coordination with internal design disciplines to achieve a high quality, consistent set of reports, presentations and project document.</li><li>
Contributes to team KPIs such as marketing materials, thought leadership, team activities.</li><li>
Compile and organize planning documents and data.</li><li>
Coordinate basic logistics for planning sessions or events.</li><li>
Meeting or exceeding client expectations on assignments.</li></ul><h2 class="jobSectionHeader">
About you</h2>
Skills<ul><li>
Evidence of good Urban Designer/Master Planner/ Architecture and design understanding.</li><li>
Effective communication.</li><li>
High quality report writing skills and / or GIS / AutoCAD / Rhino/ Sketchup/ Adobe Suite / PPT.</li><li>
AI, Copilot, Gamini, Nano banana</li><li>
Good organisational skills.</li><li>
Self-motivation and proactive attitude.</li><li>
Ability and will to update knowledge.</li></ul>
Qualifications required<ul><li>
0-2 years of experience.</li><li>
Degree in Architecture/ Landscape/ Urban Planning/ and or Masters in Urban Design/ Master Planning or equivalent.</li><li>
Working towards recognition in chosen profession (e.g. AIA, RIBA, ARB, RTPI).</li></ul><h2 class="jobSectionHeader">
Rewards &amp; benefits</h2>
Explore the rewards and benefits that help you thrive &ndash; at every stage of your life and your career.
This includes:<ul><li>
Tax-free salary.</li><li>
Life insurance coverage.</li><li>
Medical insurance.</li><li>
Annual leave balance.</li><li>
Company gratuity scheme.</li><li>
Discretionary bonus program.</li><li>
Annual flight contribution.</li><li>
Transportation &amp; housing allowances.</li><li>
Employee Wellbeing Program: 24/7 access to specialists in finance, legal matters, family care, personal health, fitness, and nutrition.</li></ul>
Seize every opportunity to sharpen your skills, expand your expertise, and be recognized for the impact you make.<h2 class="jobSectionHeader">
About AtkinsR&eacute;alis</h2>
We're AtkinsR&eacute;alis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people.</div>

Junior Urban Designer

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