Top 29 Planner Jobs in Lansing Mi

Financial Planner
Tri-Star Trust Bank —Lansing, MI
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
5d
Economic Development Planner
Tri-County Regional Planning Commission —Lansing, MI
- From $77,500 a year
- Full-time
- Mid-level
- Bachelor's degree
- In-person
- AD&D insurance
- Relocation assistance
Quick Apply
Operations Supervisor, Machine
Orchid Orthopedic Solutions —Holt, MI
- Full-time
- Background check
- Basic math
- Mid-level
- Paid time off
- 401(k) matching
Quick Apply
Member Programs Coordinator
ACEC/Michigan —Lansing, MI
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Microsoft Excel
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
7d
Community & Economic Development Specialist - CED Department
City of East Lansing —East Lansing, MI
- $59,463 - $83,297 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Paid holidays
Sponsorship and Activation Manager
Legends Global —Lansing, MI
- Weekends as needed
- Microsoft Excel
- Sales
- Marketing
- Disability insurance
- Health insurance
Role Player & Simulation Specialist
Ladgov Corporation —Lansing, MI
- Full-time
- Entry level
Quick Apply
Assistant Director — Capital Planning Space Admin Asst Dir
Michigan State University —East Lansing, MI
- Full-time
- Remote
- 5 years
- Supervising experience
- University
11d
Sr. Material Planner
Spartan Chassis (Charlotte) —Charlotte, MI
- Full-time
- Microsoft Outlook
- 5 years
- Office
Transportation Planner 9-P11 (Intermodal Services Unit) - Bureau of Transportation Planning
State of Michigan —Lansing, MI
- $25.03 - $44.16 an hour
- Full-time
- Pass drug screening
- Mid-level
- Bachelor's degree
- Paid parental leave
- Health savings account
Doubletree Lansing - Catering & Convention Services Manager OEM
Aimbridge Hospitality —Lansing, MI
- Full-time
- Sales
- Mid-level
- Hotel
- AD&D insurance
- Disability insurance
Network Systems Planner
Trinity Global Consulting —Lansing, MI
- Full-time
- Senior level
- AD&D insurance
- Paid holidays
Quick Apply
Air Defense Integration Planner
Trinity Global Consulting —Lansing, MI
- Full-time
- Mentoring
- 1 year
- Senior level
- AD&D insurance
- Paid holidays
Quick Apply
Party and Event Host
Michaels Stores —Lansing, MI
- Part-time
- Merchandising
- Experience working with children
- Organizational skills
- Store discount
- Commuter assistance
Workday Adaptive Planning Manager
Baker Tilly Advisory Group, LP —Lansing, MI
- Full-time
- Mid-level
- Finance
- SQL
Quick Apply
11d
Production Superintendent
Top Wood Jobs —United States
- $125,000 - $140,000 a year
- Email
- 8 years
- Senior level
- Leadership
- Relocation assistance
1d
Network Planning Engineer (Circuit Design)
Adex Corporation —United States
- Contract
- Computer Science
- Bachelor of Science
- Senior level
Quick Apply

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Economic Development Planner
Tri-County Regional Planning Commission —Lansing, MI
Prepares administrative and technical reports, correspondence, plans, and studies as needed and makes presentations regarding program activities; responds to…
From $77,500 a year
Quick Apply
Community & Economic Development Specialist - CED Department
City of East Lansing —East Lansing, MI
Must possess an unrestricted Michigan driver’s license and excellent driving record; use of personal vehicle required. 25 days of paid time off.
$59,463 - $83,297 a year

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Executive Assistant to the Executive Director & Event Coordinator
BalletMet —Columbus, OH
Contribute to overall success of BalletMet by maintaining collaborative, productive and professional relationships with staff, dancers, guest artists, patrons,…
Fire Protection Plans Examiner II
Monroe Township —Johnstown, OH
Fire Protection Engineer, EIT, or Architect license (Required). Review engineering calculations and evaluate layout and design proposals to ensure compliance…
$35 - $70 an hour
Quick Apply

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Financial Planner

Tri-Star Trust Bank
Lansing, MI

Quick Apply

Job Details

Full-time
5 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning software
CFP
Interpersonal skills
Research
Bachelor's degree
Attention to detail
Organizational skills
Face-to-face client meetings
Financial services
Productivity software
Video conferences (communication methods)

Full Job Description

People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking a detail-oriented Financial Planner to join our team.

Job Summary:

The Financial Planner serves as a trusted advisor responsible for delivering comprehensive, goal-based financial planning to individuals, families, and businesses. This role applies advanced analytical judgment, technical planning expertise, and client relationship management to develop tailored strategies that support long-term financial objectives and contribute to a differentiated client experience.

Responsibilities:

·Evaluate complex financial information for individuals, families, and businesses to develop comprehensive plans aligned with each client’s goals, priorities, risk profile, and broader financial circumstances.

·Gather, synthesize, and interpret client data to support high-quality financial planning recommendations and a disciplined planning process.

·Apply the CFP® financial planning framework to design, maintain, and refine comprehensive, goal-based financial plans.

·Advise clients on cash flow projections and planning strategies, including the development, communication, implementation, and ongoing monitoring of recommendations.

·Assess investment strategies, asset allocation considerations, and related planning recommendations in alignment with clients’ objectives, risk tolerance, liquidity needs, and long-term priorities.

·Conduct financial analysis and research to identify planning opportunities, address risks, and support informed decision-making.

·Stay current on industry trends, planning strategies, technology, and regulatory changes to support compliant, accurate, and relevant client advice.

·Build and maintain trusted client relationships through proactive, clear, and professional communication.

·Engage with clients on a timely basis for scheduled reviews, plan updates, and planning-related follow-up needs.

·Educate clients and Tri-Star team members on financial planning topics, recommendations, and client-specific strategies.

·Prepare written financial plans and present recommendations in a clear, concise, and compelling manner.

·Collaborate with other departments to introduce the financial planning process to prospects and support integrated client service.

·Communicate plans and strategies effectively through in-person meetings, video conferencing, phone calls, and other approved communication channels.

·Develop and maintain proficiency with financial planning software, client relationship systems, and supporting technology platforms.

·Other duties as assigned.

Required Skills/Abilities:

·Prior experience involving trusts in any field (accounting, legal, wealth management).

·Proficient in Microsoft Office Suite.

·Excellent verbal and written communication skills.

·Strong analytical skills.

·Excellent organizational skills.

·Able to perform successfully under time constraints.

Education and Experience:

·Bachelor’s degree.

·CFP® Certification

·3+ years' experience in the finance industry

·2+ years' experience in a client-facing role

·Familiar with financial planning software (eMoney preferred)

Why Tri-Star?

We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
We act in good faith and hold ourselves to a higher fiduciary standard.
We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform our communities.
Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
We currently serve over 1,100 relationships and manage close to $4 billion in client assets while maintaining 99.5% client retention.
Please visit our website at www.tristartrust.com to learn more.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Application Question(s):

Are you willing to undergo a background check, in accordance with law/regulations?
Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

planner jobs in lansing mi

Financial Planner

Economic Development Planner

Operations Supervisor, Machine

Member Programs Coordinator

Community & Economic Development Specialist - CED Department

Sponsorship and Activation Manager

Role Player & Simulation Specialist

Assistant Director — Capital Planning Space Admin Asst Dir

Sr. Material Planner

Transportation Planner 9-P11 (Intermodal Services Unit) - Bureau of Transportation Planning

Doubletree Lansing - Catering & Convention Services Manager OEM

Network Systems Planner

Air Defense Integration Planner

Party and Event Host

Workday Adaptive Planning Manager

Production Superintendent

Network Planning Engineer (Circuit Design)

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