NewManager, Retirement Income – Life Company USAAManager, Retirement Income – Life CompanyPlano, TXRemote$90,310–$162,550 / yearMaintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Plano, TXRemote$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Associate Financial Planner Cain Watters & AssociatesAssociate Financial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Financial Planner - Central Advice Group TIAAFinancial Planner - Central Advice GroupFrisco, TexasThis job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
Financial Planner - Central Advice Group Teachers Insurance and Annuity Association of America (TIAA)Financial Planner - Central Advice GroupDallas, TX$74,300–$90,000 / yearThis job creates high-quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on-demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. • Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal-based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
Certified Financial Planner, Tax Channel Cetera Financial Group IncCertified Financial Planner, Tax ChannelDallas, TX$90,000–$110,000 / yearCompensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.
Financial Planner Cain Watters & AssociatesFinancial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high‑quality wealth management experience aligned with CWA’s fiduciary and tax‑optimized advisory philosophy.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - DallasDallas, TXThe GPO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. Our Planning Advisors partner with GPO's Investment Management arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.
Financial Planner (Colleyville, Texas) Mercer AdvisorsFinancial Planner (Colleyville, Texas)Colleyville, TexasFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Senior Merchandise Financial Planner Sally Beauty HoldingsSenior Merchandise Financial PlannerPlano, TXThe work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, retail stores, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. Beauty Systems Group, branded as Cosmo Prof or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.
Financial Aid Planner American Career CollegeFinancial Aid PlannerRichardson, TexasFull timeJob Posting Title: Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.
Wealth Planner Huntington Bancshares IncWealth PlannerDallas, TXThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Wealth Planner Huntington National BankWealth PlannerDallas, TexasThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Financial Advisor Northwestern MutualFinancial AdvisorRockwall, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Preston Center Financial Center Bank of America CorpFinancial Solutions Advisor - Preston Center Financial CenterDallas, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewCertified Financial Advisor The Vanguard GroupCertified Financial AdvisorDallas, TexasVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Personal Financial Counselor, PFC - Grand Prairie, Texas Magellan Health IncPersonal Financial Counselor, PFC - Grand Prairie, TexasGrand Prairie, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TXDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Associate Estate Planner - Hybrid EP Wealth Advisors LLCAssociate Estate Planner - HybridDallas, TXThis position involves a fast-paced, high volume of client facing activities providing comprehensive services to existing clients, developing new business and assisting our advisors and financial planning team. This will include reviewing documents, preparing a firm-specific summary for clients that earmarks appropriate issues, and presenting that summary in client meetings with advisors and financial planners.
Financial Advisor II Frost BankFinancial Advisor IIPlano, TexasAs a Financial Advisor II , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Financial Planning Consultant - Westlake, TX FidelityFinancial Planning Consultant - Westlake, TXWestlake, TexasRemoteSales Please be advised that Fidelity’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. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Financial Advisor III Frost BankFinancial Advisor IIIDallas, TexasAs a Financial Advisor III , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
Associate Planner Unity Search GroupAssociate PlannerPlano, TXCollaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay. Associate Planner Wealth Management Firm North Dallas - 1 day remote Outstanding opportunity for someone with 2-3+ years of tax experience who is looking to transition to personal financial planning.
Financial Advisor II Cullen/Frost Bankers IncFinancial Advisor IIPlano, TXWho you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.
Financial Solutions Advisor - Central DFW Market Bank of AmericaFinancial Solutions Advisor - Central DFW MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Bank of AmericaFinancial Solutions Advisor - Greater Dallas/Ft. Worth MarketFrisco, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - NW Texas Market Bank of AmericaFinancial Solutions Advisor - NW Texas MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Ft Worth Market Bank of AmericaFinancial Solutions Advisor - Ft Worth MarketMansfield, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Advisor III Cullen/Frost Bankers IncFinancial Advisor IIIDallas, TXWho you are: As a Financial Advisor III, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
Financial Planning Analyst Morgan StanleyFinancial Planning AnalystDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningDallas, TX$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Medical Planner Perkins+Will IncSenior Medical PlannerDallas, TXHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Professional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation.
Sr Demand Planner Honeywell International IncSr Demand PlannerRichardson, TXAs a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. We are a leading software-industrial company committed to introducing state of the art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets.
Associate Merchandise Planner The Michaels Companies IncAssociate Merchandise PlannerIrving, TXAccordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the job, and/or to receive all other benefits and privileges of employment, please contact Customer Care at 1-800-642-4235 (1800-MICHAEL). Purchase Planning: Using MFP (Michaels Financial Planning) to create weekly sales, margin and inventory plans at subclass level for seasonal and trend programs.
Merchandise Planner The Michaels Companies IncMerchandise PlannerIrving, TXAccordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the job, and/or to receive all other benefits and privileges of employment, please contact Customer Care at 1-800-642-4235 (1800-MICHAEL). Use MFP (Michaels Financial Planning) to create weekly sales, margin and inventory plans at subclass level for seasonal and trend programs.
Planner / Scheduler IPS Custom AutomationPlanner / SchedulerArlington, TX$75,000–$148,000 / yearApply knowledge of product development planning to establish and control the program schedule baseline; coordinate with multifunctional teams to update status for management decision making on complex development and production programs and proposals. The ideal candidate will have strong teambuilding skills, exhibit strong collaboration/interpersonal skills, and possess comprehensive verbal and written communication/presentation skills.
Merchandise Planner Petco Animal Supplies, Inc.Merchandise PlannerTXWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. About Petco: We're proud to be "where the pets go" to find everything they need to live their best lives for more than 60 years - from their favorite meals and toys, to trusted supplies and expert support from people who get it, because we live it.
Conference Planner Gartner IncConference PlannerIrving, TXWhat you will do: Lead operational delivery of all exhibitor elements across multiple B2B conferences including project management, floor plan management, financial management (forecasting, budgeting and reconciliation), staff planning and production scheduling. Liaise with key conference partners and team members (internal and external) to ensure successful conference execution; build and maintain good relationships by establishing trust and strong partnerships.
Senior Tax Planner Beacon Pointe Advisors LLCSenior Tax PlannerDallas, TXThe Senior Tax Planner is responsible for implementing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Category Planner 7-Eleven IncCategory PlannerTX$100,000–$110,000 / yearProvide reporting and insights about results by month, quarter, and annually to support category teams by understanding performance drivers (assortment, seasonality, innovation, resets), communicating cross-functionally through MBRs, and reassessing category plans to drive growth and ensure strategies are achieved. KEY DUTIES & RESPONSIBILITIES: Develop monthly and annual category financial plans through partnering with Category Managers and cross-functional teams (e.g., Demand Chain, Marketing, Delivery, Finance) to deliver sales and profit financial targets.
Production Planner MTU Aero Engines AGProduction PlannerDallas, TXIn this role, you will coordinate closely with cross-functional teams, optimize schedules, and help drive on-time delivery through effective planning, data analysis, and production control. Good Work-life-balance: 35-hour week, 30 days holiday and flexible working time models with flex time options, possibility to work remotely.
Medical Equipment Planner McCarthy Holdings IncMedical Equipment PlannerDallas, TX$100,000–$120,000 / yearThe successful candidate will interact with multiple parties including but not limited to end users, architects, engineers, consultants, McCarthy field team and vendors, and ensure all data and infrastructure requirements are captured and reflected correctly for coordination and deliverable documents. NOTICE TO EXTERNAL SEARCH FIRMS: McCarthys Talent Acquisition Team is the only authorized representative permitted to engage with external search firms, staffing agencies, or other third-party recruiting partners.
NewDemand Inventory Planner exp. supply chain /SAP/ Excel required PECSA Panasonic Energy Sales Company of AmericaDemand Inventory Planner exp. supply chain /SAP/ Excel requiredThe Colony, Texas$68,000–$78,000 / yearFull timeHealth Management and Wellbeing Programs –Lifestyle Spending Account, EAP, virtual health management, chronic condition, neurodiversity, tobacco cessation, substance abuse support, and life stage and fertility resources. Panasonic prioritizes total well-being and offers comprehensive benefits options to support physical, emotional, financial, social, and environmental health: Health Benefits – Offering medical, dental, vision, prescription plans, plus Health Savings Account and Flexible Spending Account options.
Construction Logistics Planner Compass DatacentersConstruction Logistics PlannerDallas, TXIt reports into the SVP, Delivery and works directly with Development, Design, Finance, Customer Success, General Contractors, and Commissioning/Operations — serving as the connective tissue that ensures every logistics decision is made early, intentionally, and in service of continuously improving the schedule performance of Compass's data center builds. Compass is looking for a Construction Logistics Planner who can translate high-rise and heavy OFCI construction logistics expertise into the Compass campus build model — shifting the organization from downstream firefighting to upstream, prescriptive planning.
Paid Social Media Planner Mindstream Media GroupPaid Social Media PlannerDallas, TXLead the strategic planning, development, execution, and optimization of paid social campaigns across platforms such as Meta, TikTok, LinkedIn, Pinterest, X, Snapchat, and emerging channels. This role partners closely with internal teams and clients while mentoring junior talent and driving innovation across the social discipline.
Lead Inventory Planner PACCAR IncLead Inventory PlannerLewisville, TX$80,800–$111,650 / yearAftermarket support includes world class customer centers that deliver industry leading uptime in conjunction with our outstanding supply chain that delivers record levels of inventory availability for dealers and customers. In addition to hands-on inventory management, the Lead Inventory Planner mentors and trains other planners, drives process enhancements, and collaborates cross-functionally to improve internal workflows and customer satisfaction.
Route Planner Flex Specialist Keurig Dr Pepper IncRoute Planner Flex SpecialistTX$68,000–$73,000 / yearFlex Specialists communicate proactively, positively, and concisely with field partners at region, area, and location level while demonstrating a continuous improvement mindset and adhering to our company values. Flex Specialists must be highly proficient in all routing delivery methods (GEO, Bulk, Bay, & FSV), and highly versed in all systems (Descartes Route Planner, BlackBox, Route Manager).
Sr. Pricing and Revenue Planner Samsara Inc.Sr. Pricing and Revenue PlannerDallas, TXRemote$116,280–$136,800 / yearYou will work with cross-functional teams to identify deal-related impacts, deliver market insights on customer trends, evaluate key discounting assumptions, and provide subject matter expertise to executive stakeholders and the rest of the Planning team. Working at Samsara means you'll help define the future of physical operations and be on a team that's shaping an exciting array of product solutions, including Video-Based Safety, Vehicle Telematics, Apps and Driver Workflows, and Equipment Monitoring.
Retail Planner Rebel AthleticRetail PlannerCarrollton, TexasWHO WE ARE LOOKING FOR: We are currently seeking an experienced Planner for our retail division (DTC, ecommerce, Amazon, events) to join our planning team, working out of our headquarters near Dallas, TX. Success will be predicated on the ability to work cross-functionally with Product, Marketing, Sourcing, Finance, Operations and Supply Chain partners.
Occupancy Planner Remote in W & SW Region Cbre ValuationOccupancy Planner Remote in W & SW RegionIrving, TXRemoteCBRE Global Workplace Solutions (GWS) propose des prestations multi techniques et multi services afin d'assurer une gestion efficace et pérenne des services généraux de nos clients. Dallas - Texas - United States of America, Fort Worth - Texas - United States of America, Houston - Texas - United States of America, Irving - Texas - United States of America, Tempe - Arizona - United States of America.