20 Best planner jobs (Hiring Now!)

Financial Planning Associate (FPA)
TCI Wealth Advisors, Inc. —Tucson, AZ
Series 65 license or can be obtained within the first year of employment. Prepare and present cash flow analysis to prospective and current clients.
$24.04 - $46.63 an hour
Probate/Trust Administration & Estate Planning Paralegal
Wenzel Bennett & Harris, PC —Alpena, MI
We are seeking an experienced, highly motivated, and detail-oriented Probate/Trust Administration & Estate Planning Paralegal to join our dynamic team at our…
Estimated: $46.9K - $59.4K a year
Quick Apply
Regional Planner
East-West Gateway Council of Governments —St. Louis, MO
A graduate degree in a directly related field may be substituted for 1 year of experience. This position requires a bachelor’s degree with major coursework in…
From $44,322 a year
Quick Apply
4d
Area-Transmission Planner(I, II, Senior or Senior II) - Salt Lake City, UT or Portland, OR
PacifiCorp —Salt Lake City, UT
Develops engineering studies, plans, specifications, calculations, evaluations, design documents, and performance assessments associated with the planning,…
Associate Supply Planner
Uline —Pleasant Prairie, WI
Utilize established demand planning tools to review historical sales trends, research demand drivers, develop forecast models and evaluate forecast results.
Estimated: $62.4K - $79.1K a year
Production Planner/Scheduler
American Maplan Corporation —McPherson, KS
Health Savings Account with employer matching contribution. Life and Accidental Death insurance paid by the company, no premium cost to employees.
Estimated: $55K - $69.6K a year
Quick Apply
A Shift General Production-Logansport Plant (New Hires Only) July
Tyson Foods —Logansport, IN
Some positions may involve the use of powered equipment, such as saws or skinner machines. This position could work in any area or department of this pork…
Estimated: $33.9K - $42.9K a year
12h
Production Manager - First Texas Honda
Continental Auto Group —Austin, TX
Provide photos of any failed recommendations on multipoint inspections. Responsible for shop maintenance oversight and ensuring all equipment is in proper…
$90,000 a year
Quick Apply
1d
Buyer/Planner
DP Doors and Millwork —Belgrade, MT
Monitoring the stock quality and escalating any discrepancies to suppliers and management. Identifying the organization's purchasing needs.
Estimated: $48.3K - $61.1K a year
Quick Apply
Korean Speaking Planning Specialist
Brantham Ltd T/A D&D Recruit —Savannah, GA
Coordinate container delivery schedules from multiple points of entry including rail, sea, ground, or air ensuring adequate levels of inventory are replenished…
Estimated: $48.7K - $61.6K a year
Paralegal - Estate Planning
Ward and Smith, P.A. —Wilmington, NC
The role of the Estate Planning Paralegal is to draft correspondence and legal documents; confer with clients, insurance companies, financial institutions, and…
Estimated: $40.7K - $51.5K a year
Production Planner
Golden State Assembly, LLC —Morgan Hill, CA
Bachelor’s degree in supply chain management, industrial engineering, business administration, or a related field. Strong problem-solving skills.
$100,000 - $125,000 a year
Quick Apply
1d
Materials Planner
INERT —Amesbury, MA
Coordinating with operations, engineering, manufacturing and oversight of the production schedule are key components of this position.
$70,000 - $80,000 a year
Quick Apply
5d
Civilian Role Player
Terrestris Global Solutions —West Virginia
Must possess appropriate personal gear to facilitate 1 or more overnights in the field. Their experiences vary widely depending on the nature of the conflict,…
Estimated: $73.7K - $93.3K a year
Quick Apply
TRIO ETS 8th Grade Recruiter/Planner
Idaho State University —Idaho Falls, ID
Bachelor's degree in related field required or equivalent experience, preferably in an academic discipline, education, student personnel, counseling, or related…
$19 - $21 an hour
Quick Apply
Estate Planning Attorney
Sherman Sherman Johnnie & Hoyt LLP —Salem, OR
Juris Doctor (J.D.) degree from an accredited law school. Chance to make a meaningful impact on clients' lives. Strong analytical and problem-solving abilities.
From $90,000 a year
Quick Apply
Plant Manager - Ready Mixed Concrete
Knights Companies Inc —Beaufort, SC
Work with Plant Maintenance department to perform routine plant maintenance; communicate and coordinate plant repairs, and to report and troubleshoot issues.
Finished Goods Planner
Marshall Pottery —Marshall, TX
The Finished Goods Planner will be working in a collaborative, cross-functional environment to develop, plan and execute purchases of finished goods with third…
Estimated: $61.1K - $77.3K a year
Quick Apply
5d
Business Planner
Microsoft —Redmond, WA
5+ years product marketing, product management, program management, or related experience AND Bachelor's Degree in Engineering/Computer Science, Economics,…
$83,400 - $167,800 a year
5d
Events Operations Associate
Fanatics Inc. —New York, NY
Serve as the primary contact for all incoming exhibitor questions. Establish and maintain strong relationships with third party vendors and contract…
$63,000 - $82,000 a year
2d

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Financial Planning Associate (FPA)

TCI Wealth Advisors, Inc. Tucson, AZ

Apply Now

Job Details

Full-time $24.04 - $46.63 an hour

Qualifications

Financial planning
Cash flow analysis
Financial software
Bachelor's degree
Client services
Series 65
Communication skills

Full Job Description

Description:

The Financial Planning Associate (FPA) is part of the client facing service team of advisory professionals fulfilling TCI’s mission to empower purpose filled lives. The FPA will perform a wide range of planning and research related tasks including analyzing financial data, administering planning software, composing client deliverables, and preparing financial plans. A successful candidate will have strong critical thinking skills, work independently, and anticipate advisory team needs in service to the client. The position requires excellent communication skills and the ability to collaborate with various service roles and work styles.

To be considered for the Financial Planning Associate position, please submit a cover letter, and resume during the application process. Requirements:

SCOPE & EXPECTATIONS

The FPA can expect to focus the planning process in the following areas reflective of TCI’s client standard of care:

Financial education for clients and their families
Insurance planning/risk management
Estate planning
Tax planning and analysis
Cash flow management

POSITION RELATED RESPONSIBILITIES

Assist advisory teams with several elements of the financial planning process including, but not limited to:

Analyzing data from current or prospective clients, including assets, liabilities, insurance policies, estate documents, and tax returns
Analyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocations
Evaluating investment options available in outside accounts and implementing account allocations with respect to client’s investment objectives
Create net worth statements
Utilize financial planning software to create and maintain financial plans for prospects and clients
Summarize key components of life, disability, and long-term care insurance
Research financial planning issues and contact/collaborate with outside experts as necessary

Attend client meetings in a technical and support role:

Prepare and present cash flow analysis to prospective and current clients
Assist with documenting information relative to the development of financial plans and other related workflows
Utilize analytical tools to identify and provide client planning opportunities to Advisors in specific planning areas

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.

KNOWLEDGE, SKILLS & ABILITIES

Bachelors Degree required
Series 65 license or can be obtained within the first year of employment
Minimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional setting
Committed to TCI’s mission, vision, and core values upholding the highest ethical behavior
Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships
Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred
Manage a variety of complex projects, be adaptable, and able to reassess priorities, possess the drive to strategize and problem solve
Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships
Ability to effectively communicate and build rapport with clients and Team TCI
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship
Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner

TCI Wealth Advisors is an Equal Opportunity Employer

Apply Now

planner jobs

Financial Planning Associate (FPA)

Probate/Trust Administration & Estate Planning Paralegal

Regional Planner

Area-Transmission Planner(I, II, Senior or Senior II) - Salt Lake City, UT or Portland, OR

Associate Supply Planner

Production Planner/Scheduler

A Shift General Production-Logansport Plant (New Hires Only) July

Production Manager - First Texas Honda

Buyer/Planner

Korean Speaking Planning Specialist

Paralegal - Estate Planning

Production Planner

Materials Planner

Civilian Role Player

TRIO ETS 8th Grade Recruiter/Planner

Estate Planning Attorney

Plant Manager - Ready Mixed Concrete

Finished Goods Planner

Business Planner

Events Operations Associate

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