Top 83 Senior planner Jobs in Alpharetta, Ga

Senior Financial Planner
Wealth With No Regrets —Alpharetta, GA
- $95,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
- Relocation assistance
Quick Apply
Senior Manager, Strategic Events
Manhattan Associates —Atlanta, GA
- Full-time
- Hybrid work
- Office
- 8 years
- Travel
- Health insurance
- 401(k) matching
Senior Material Planner Analyst
Nordson —Duluth, GA
- Online Application
- Microsoft Excel
- Customer service
- 5 years
Senior Buyer / Planner
Scientific Games —Alpharetta, GA
- Full-time
- Oracle
- 5 years
- Office
4d
Senior Production Planner
Intuitive Surgical —Peachtree Corners, GA
- $112,100 - $189,900 a year
- Day shift
- Spanish
- Surgery
- English
Senior Director, Global Connected Media Strategy
Coca-Cola —Atlanta, GA
- $193,000 - $224,000 a year
- Full-time
- Office
- Continuous improvement
- Travel
13d
Senior Manager - Biddable Media
Inspire Brands —Atlanta, GA
- 5 years
- Analysis skills
- Mentoring
Senior Planner – Full-Time Job Opportunity
City Of Sugar Hill —Sugar Hill, GA
- Weekends as needed
- Management
- Construction site
- Office
Senior Manager, Event Demand & Registration
Manhattan Associates —Atlanta, GA
- Full-time
- Hybrid work
- 8 years
- Analysis skills
- US work authorization
- Health insurance
- 401(k) matching
Sr Conservation Planner SE
The Westervelt Company —Lawrenceville, GA
- $112,000 - $140,000 a year
- Full-time
- Microsoft Excel
- Office
- Master's degree
11d
Senior Manager, Enterprise Innovation (Program Management) - Emory Health Plan
Emory University —Atlanta, GA
- Full-time
- System design
- Office
- 8 years
Sr Analyst, Merch Planning - Online Pricing
Home Depot / THD —Atlanta, GA
- 18 years or older
- Merchandising
- No experience needed
Senior Manager, Enterprise Innovation (Change Management) - Emory Health Plan
Emory University —Atlanta, GA
- Full-time
- System design
- Office
- 8 years
Sr Director Planning, BA - Materials Management
Honeywell —Atlanta, GA
- Full-time
- 5 years
- Finance
- Analysis skills
- Health savings account
- Paid holidays
Senior Director II, RGM Multi-Year & Bottler Planning
Coca-Cola —Atlanta, GA
- $197,000 - $222,000 a year
- Full-time
- Office
- Finance
- Master's degree
9d
Senior Program Manager, Business Planning & Transformation (RapidScale)
Cox Communications —Atlanta, GA
- $122,600 - $204,400 a year
- Full-time
- Management
- 3 years
- Master's degree
- Paid jury duty
- Paid holidays
Senior Analyst, Assortment Planning
Home Depot / THD —Atlanta, GA
- 18 years or older
- Microsoft Excel
- Microsoft Access
Senior Analyst - Financial Planning & Analysis
Yamaha Motor US —Kennesaw, GA
- Microsoft Outlook
- CPA
- 5 years
- Profit sharing
- Wellness program
Sr Director, Strategy & Planning - Client Office
FIS Global —Atlanta, GA
- $187,270 - $318,360 a year
- Full-time
- Pass drug screening
- Analysis skills
- Team management
Senior Production Manager
CorDx —Alpharetta, GA
- Full-time
- PMP
- 5 years
- Mentoring
- Health insurance
- Dental insurance
Quick Apply

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senior planner jobs near alpharetta, ga

Senior Financial Planner

Wealth With No Regrets
Alpharetta, GA

Quick Apply

Job Details

Full-time
$95,000 - $150,000 a year

Benefits

Relocation assistance

Qualifications

Financial planning software
Income tax planning
Bachelor's degree
Series 65
Business
Accounting
Series 63
Excel data analysis

Full Job Description

Wealth With No Regrets® is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons — so they can enjoy a more rewarding retirement and future.

We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings.

The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients.

Qualifications

Bachelors Degree in Finance, Accounting, Tax, Business, Economics, or related
5+ years in Financial Planning
Preferred PFS designation or PFS (Company will assist with PFS)
Proficiency in Excel & Planning software's inputs and outputs calculations
Ability to problem-solve around planning strategist and tax, cash-flow, and investing
Proven quality of work with strong accuracy and communication skills

Nice to Have

CFP – Certified Financial Planner
CPA - Certified Public Accountant
Series 65/63/Industry licensure

Day to Day

Analyzing current plans for prospective clients
Preparing plans for new clients
Demonstrating the value of financial planning strategies
Calculating the value of tax-savvy solutions
Preparing presentation materials for Financial Advisors to communicate planning strategies
Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
Organize information, build personal financial statements, and cash flow models
Build scenarios in financial planning software to evaluate, compare, and present planning techniques
Be able to follow direction and processes for gathering and analyzing data
Be comfortable around analyzing investment holdings and performance evaluation
Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant material

Pay: $95,000.00 - $150,000.00 per year

Benefits:

Relocation assistance

Application Question(s):

Why are you looking to join Wealth With No Regrets?
Do you already have/are you willing to obtain your PFS designation?

License/Certification:

CPA or CFP (Preferred)

Ability to Commute:

Alpharetta, GA 30004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior planner jobs in alpharetta, ga

Senior Financial Planner

Senior Manager, Strategic Events

Senior Material Planner Analyst

Senior Buyer / Planner

Senior Production Planner

Senior Director, Global Connected Media Strategy

Senior Manager - Biddable Media

Senior Planner – Full-Time Job Opportunity

Senior Manager, Event Demand & Registration

Sr Conservation Planner SE

Senior Manager, Enterprise Innovation (Program Management) - Emory Health Plan

Sr Analyst, Merch Planning - Online Pricing

Senior Manager, Enterprise Innovation (Change Management) - Emory Health Plan

Sr Director Planning, BA - Materials Management

Senior Director II, RGM Multi-Year & Bottler Planning

Senior Program Manager, Business Planning & Transformation (RapidScale)

Senior Analyst, Assortment Planning

Senior Analyst - Financial Planning & Analysis

Sr Director, Strategy & Planning - Client Office

Senior Production Manager

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