planning consultant

Financial Gravity

<p>Lead Planning Consultant (Remote)</p><ul><li><b>Location:</b> Remote (Hybrid option available for Austin-based candidates)</li><li><b>Job Type:</b> Full-Time</li><li><b>Schedule:</b> Monday&ndash;Friday</li><li><b>Compensation:</b> $70,000&ndash;$95,000 per year</li></ul><p><b>About Financial Gravity</b></p><p>Financial Gravity is a rapidly growing financial services organization that supports independent Advisors and their clients through comprehensive planning, operations, tax, insurance, and wealth management solutions. Our mission is to help Advisors spend more time serving clients while our team delivers the expertise, systems, and operational support needed to scale successful practices.</p><p>We foster a collaborative environment where initiative is valued, professional growth is encouraged, and team members have the opportunity to make a meaningful impact on both client outcomes and firm growth.</p><p><b>Position Overview</b></p><p>Financial Gravity is seeking an experienced Lead Planning Consultant to serve as a key resource for Advisors and clients. This role combines advanced financial planning expertise with wealth operations support and Advisor consulting. <i><b>This is not a financial analyst role, but a role centered around financial planning, tax-saving strategies, retirement planning, insurance integration, and working with advisors.</b></i></p><p>The ideal candidate will hold a <b>CFP&reg; designation or Series 65 license</b> and possess strong experience in financial planning, client relationship management, and operational workflows. This individual will help drive planning initiatives, support Advisors with complex cases, and contribute to process improvements that enhance the client experience.</p><p>This is an excellent opportunity for a planning professional who enjoys both technical financial planning and operational leadership within a growing organization.</p><p><b>Key Responsibilities</b></p><ul><li>Develop and review comprehensive financial plans, retirement analyses, and wealth strategies</li><li>Collaborate with Advisors to identify planning opportunities and deliver client recommendations</li><li>Analyze client financial information and provide actionable planning insights</li><li>Support Advisors with investment, retirement, tax-efficient, estate, and risk management planning discussions</li><li>Assist with client onboarding, account servicing, and wealth management operational processes</li><li>Manage planning workflows and ensure timely delivery of client recommendations and reports</li><li>Serve as a resource for planning software, operational procedures, and best practices</li><li>Coordinate with internal departments including operations, insurance, tax, and compliance teams</li><li>Maintain accurate client records and documentation</li><li>Identify process improvements and operational efficiencies that support firm growth</li><li>Participate in special projects and strategic initiatives as needed</li><li>Stay current on industry trends, regulatory changes, and planning strategies</li></ul><p><b>Required Qualifications</b></p><ul><li>Series 65, Series 66, or equivalent securities licensing</li><li>Experience with RightCapital, eMoney, MoneyGuidePro, or similar planning software</li><li>Minimum 3 years of experience in financial planning, wealth management, or Advisor support</li><li>Experience working directly with Advisors and high-net-worth clients</li><li>Strong understanding of retirement planning, investment planning, tax-efficient strategies, and wealth management concepts</li><li>Exceptional organizational and project management skills</li><li>Strong written and verbal communication abilities</li><li>Ability to work independently while collaborating effectively within a remote team environment</li><li>Proficiency with CRM systems, financial planning software, and Google Workspace</li></ul><p><b>Preferred Qualifications</b></p><ul><li>CFP&reg; certification</li><li>Experience supporting Registered Investment Advisors (RIAs)</li><li>Knowledge of account opening, servicing, and wealth management operations</li><li>Insurance licensing</li><li>Bachelor's degree in Finance, Business, Economics, or a related field</li></ul><p><b>Benefits</b></p><ul><li>Competitive salary</li><li>401(k)</li><li>Health insurance</li><li>Paid time off</li><li>Stock options</li><li>Professional development opportunities</li><li>Remote work environment</li><li>Growth opportunities within a rapidly expanding organization</li></ul><p><i>Financial Gravity is an equal opportunity employer and is committed to creating a diverse and inclusive workplace for all employees.</i></p><p>Pay: $60,000.00 - $75,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Experience:</p><ul><li>Right Capital: 2 years (Preferred)</li><li>Financial planning software: 5 years (Required)</li></ul><p>License/Certification:</p><ul><li>Series 65 (Required)</li><li>CFP (Preferred)</li><li>Life and Health License (Preferred)</li></ul><p>Work Location: Remote</p>

Lead Planning Consultant (Remote Position)

VeeRteq Solutions Inc.

<div><p><b>Role: Sr Consultant VCF Operations Management Plan</b></p>
<p><b>Location: Remote (US)</b></p>
<p><b>Duration: 12 Months</b></p>
<p><b>Job Description:</b></p>
<ul><li>Implement and validate the VCF Operations Management Plane.</li>
<li>Work with the Compute and Storage and Network and Security teams to revise existing VCF Ops constructs as needed.</li>
<li>Assist with leveraging VCF Operations HCX integrated capabilities.</li>
<li>Migrate Aria Operations constructs to VCF Operations and update as necessary.</li>
<li>Coordinate with other teams for implementation of password and certificate management.</li>
<li>Develop compliance monitoring capabilities.</li>
<li>Support custom dashboards, reporting, capacity planning, troubleshooting, self-healing, compliance, and remediation.</li></ul></div>

Consultant - VCF Operations Management Plan

Intellectt Inc

<div>
 <p>
  <strong>
   Role:
  </strong>
  Supply Chain Solution Consultant
 </p>
 <p>
  <strong>
   Location :
  </strong>
  Phoenix, AZ
 </p>
 <p>
  <strong>
   Duration:
  </strong>
  Long Term
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Description:
  </strong>
 </p>
 <ul>
  <li>
   To support client in design, development, testing of new business process in supply chain implementation / enhancement projects.
  </li>
  <li>
   To lead implementation, configurations, testing, training, knowledge transfer, and documentation activities.
  </li>
  <li>
   To understand current challenges in the AS-IS process and propose rapid response solutions based on business requirement.
  </li>
  <li>
   To conduct client workshops &amp; involve user story collection, requirement gathering.
  </li>
  <li>
   To monitor rapid response automation chains, schedule tasks, and alerts on a daily basis in client environments, etc.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key skills
  </strong>
 </p>
 <ul>
  <li>
   Experience as a Solution Consultant or similar role, preferably with expertise in Kinaxis Rapid Response
  </li>
  <li>
   Min 3 or more years of experience in supply chain management or with deep functional knowledge in at least one area of supply chain planning: i.e. operations, demand planning, supply planning, inventory optimization, logistics optimization, or supplier network optimization
  </li>
  <li>
   Knowledge of supply chain systems, processes and data, and business operations Analytical skills and a capacity to work with large data sets
  </li>
 </ul>
</div>


Supply Chain Consultant

Architecture In Motion

<div><p><b>Location:</b><b> </b><b>Remote (Pakistan)</b><br>
<b>Department:</b><b> </b><b>SAP Practice</b><br>
<b>Reports To:</b><b> </b><b>Practice Lead - SAP</b><br>
<b>Job Type:</b><b> </b><b>Full-time / Consultant</b></p><p></p><p><b><br>
About AIM</b></p><br>
<p>
Architecture in Motion Inc. (AIM) is a Canadian technology consulting firm that supports organizations across public and private sectors with software engineering, cloud platforms, API integration, and enterprise technology solutions.</p>
<p>
We specialize in delivering <b>scalable, secure, and modern digital solutions</b> leveraging Microsoft technologies, helping our clients drive operational efficiency and digital transformation.</p><p></p><p><b><br>
Role Overview</b></p><p></p><p><br>
We are seeking a SAP S/4HANA Production Planning (PP) Functional Consultant to lead the manufacturing core of a Business One to S/4HANA migration. The role covers the configuration and deployment of discrete, process, and/or repetitive manufacturing, MRP, BOMs, routings, and capacity planning, transitioning the client from B1's light MRP to S/4HANA MRP Live.</p><p></p><p><b><br>
Key Responsibilities</b></p><br>
<p></p><ul><li>
Manufacturing Configuration: Configure discrete, process, and repetitive manufacturing scenarios in S/4HANA.</li>
<li><br>
MRP Live: Implement S/4HANA MRP Live and demand/supply planning, migrating from B1 light MRP.</li>
<li><br>
Master Data: Set up and migrate multi-level BOMs, routings, work centers, and production versions.</li>
<li><br>
Capacity Planning: Configure capacity evaluation and leveling.</li>
<li><br>
Integration: Align PP with MM, QM, and CO product costing flows.</li>
<li>Shop Floor: Support integration to MES / shop floor data collection where in scope.</li></ul><br>
<p></p>
<p><b>
Qualifications &amp; Experience</b></p><p></p><p><br>
Bachelor's degree in Engineering, Supply Chain, Computer Science, or related field. SAP S/4HANA Manufacturing (PP) certification preferred.</p>
<p>
5-10 / SAP PP manufacturing</p><p></p><p><b><br>
What We Offer</b></p><br>
<ul>
<li>Remote-first work environment<br>
</li>
<li>Market Competitive Tax Free Salary</li>
<li>Collaborative, innovation-driven culture</li></ul><br>
<p></p>
<p><b>
Work Schedule</b></p>
<p>
Ability to work on Eastern Time Zone, Remotely.</p><p></p><p><b><br>
Equal Opportunity</b></p>
<p>
We value diversity and provide equal opportunities without regard to religion, gender, age, disability, or national origin.</p></div>

SAP S/4HANA Production Planning (PP) Functional Consultant

TAWANTECH

<div><p>We are seeking an experienced Oracle Financial Services Analytical Applications Consultant to support Enterprise Performance Management (EPM) and Enterprise Risk Management (ERM) initiatives within a banking environment.</p>
Key Responsibilities<ul><li>
Implement and support Oracle Financial Services Analytical Applications (OFSAA) solutions.</li><li>
Configure and maintain EPM and ERM modules.</li><li>
Support risk management, financial planning, and regulatory reporting processes.</li><li>
Collaborate with business stakeholders to gather and analyze requirements.</li><li>
Develop and maintain OFSAA data models and reporting solutions.</li><li>
Ensure compliance with banking regulations and reporting standards.</li><li>
Participate in system enhancements and transformation initiatives.</li></ul><br>
<b>
Requirements</b><br>
<ul><li>
5+ years of OFSAA implementation and support experience.</li><li>
Strong knowledge of OFSAA EPM and ERM modules.</li><li>
Experience with Oracle databases and SQL.</li><li>
Understanding of banking risk and finance processes.</li><li>
Knowledge of Basel regulations, IFRS9, ALM, or related frameworks.</li></ul>
Preferred Qualifications<ul><li>
Banking experience is mandatory.</li><li>
Experience in regulatory reporting and risk management programs.</li><li>
Oracle certifications are a plus.</li></ul></div>

OFSAA EPM / ERM Consultant

<b>Summary:</b><br>
As a Senior Scheduling Consultant, you will be working independently to coordinate and manage construction schedules for various projects. Senior Consultants are responsible for performing inspections of project sites to evaluate project progress, conducting analysis of project documents and data, effectively relaying findings, and updating schedules. Senior Consultants are expected to use a large measure of independent judgement, considering, and weighing alternatives when appropriate, taking into account the financial and operational significance of the services being performed. This is a hybrid role based in Las Vegas, NV.
<br><br>
<b>Company Overview:</b><br>
YA is a professional services platform providing consulting, engineering, and related services to clients around the world. Since its inception, YA has expanded through organic growth and strategic acquisitions, and now has over 700 professionals dedicated to excellence, teamwork, and driving for innovation.
<br><br>
Planning and Construction Advisory Services (PCAS), a Business Unit of YA, specializes in pre-construction and construction consulting, including cost estimating, scheduling, and constructability reviews. Known for accuracy and strategic insight, PCAS helps clients align scope, schedule, and budget from the earliest planning stages through project execution.
<br><br>
<b>Role & Responsibilities:</b><br>
<ul>
<li>Participate in all phases of the construction planning & scheduling process, including the development of schedules and ongoing schedule updates.</li>
<li>Conduct forensic analysis of project schedules, contemporaneous documentation, and construction costs.</li>
<li>Perform inspections of construction project sites, evaluating project progress.</li>
<li>Review and organize large amounts of construction project documents and data.</li>
<li>Perform schedule delay analysis to establish the cause and extent of delays and to resolve construction delay claims.</li>
<li>Evaluate construction productivity and progress data, extended general conditions, and expediting expenses.</li>
<li>Assess the impact of project changes and schedule delays, effectively communicating findings.</li>
<li>Operates on behalf of clients to monitor and manage timelines, expenses, and other factors critical to operational efficiency and cost management during all phases of construction.</li>
<li>Review and synthesize relevant information to prepare technical project reports.</li>
<li>Maintain job files, documentation, and other relevant deliverables.</li>
<li>Interface with other department employees, contractors, and clients on a regular basis</li>
<li>Performs other duties as assigned.</li>
</ul>
<b>Qualifications:</b><br>
<ul>
<li>Bachelor's degree in construction management or engineering.</li>
<li>Minimum of 2+ years' experience managing scheduling projects within the construction or engineering industry.</li>
<li>Experience using critical path method (CPM) techniques to analyze construction project schedules.</li>
<li>Previous experience with builder’s risk insurance policies, construction claims management, and managing contractors.</li>
<li>Experience with Microsoft Project, Oracle Primavera 6, and ASTA Powerproject.</li>
<li>Ability to travel as needed to project sites and client offices (approx. 25-35%).</li>
<li>Ability to work independently and collaboratively within a team towards a common purpose.</li>
<li>Strong communications skills, with the ability to interface with various stakeholders and clients.</li>
<li>EIT or PE, PMP, and PSP certifications are considered a plus.</li>
</ul>
<b>Fraudulent Recruitment Alert:</b><br>
Please be vigilant against fraudulent recruitment attempts. YA will never ask for personal financial information (such as bank account numbers or identification numbers) via social media or chat-based apps. We also will not request money for the purchase of business equipment, post job opportunities on Craigslist or conduct interviews solely via text message.
<br><br>
All official email communications regarding your application will come from notify@dayforce.com or directly from a member of our talent team using an @yagroup.com domain name.
<br><br>
If you suspect any fraudulent activity, please contact us directly at careers@yagroup.com.

Senior Scheduling Consultant (Hybrid)

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Financial Consultant</b>
</p></div><div></div><div><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
</p></div><div></div><div><p><b>The Purpose of Your Role</b>
</p></div><div><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
</p></div><div></div><div><p><b>The Expertise We&rsquo;re Looking For</b>
</p></div><div><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions
</p></li></ul></div><div><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
</p></li></ul></div><div><ul><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
</p></li></ul></div><div><ul><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
</p></li></ul></div><div></div><div><p><b>The Skills You Bring</b>
</p></div><div><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
</p></li></ul></div><div><ul><li><p>Being coachable, collaborative, and curious are your &quot;go to&quot; attributes
</p></li></ul></div><div><ul><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive
</p></li></ul></div><div><ul><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations
</p></li></ul></div><div><ul><li><p>Extensive knowledge of investment solutions
</p></li></ul></div></div><div></div><div><div><p>Note: Fidelity is not providing immigration sponsorship for this position
</p></div><div></div><div><p><b>Our Investments in You</b>
</p></div><div><p>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!
</p></div><div></div><div><p><b>The Value You Deliver</b>
</p></div><div><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
</p></li></ul></div><div><ul><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
</p></li></ul></div><div><ul><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
</p></li></ul></div><div><ul><li><p>You have a steadfast commitment to your clients while making a positive impact in the community
</p></li></ul></div></div><div></div>The base salary range for this position is $60,000 - $75,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.<br>
</p><p><br>
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
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.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales</div>

Financial Consultant - San Diego, CA

Search 7981+ Planning consultant jobs near you this July. New roles added regularly across leading industries. Apply today.