Top 183 Planner Jobs in Burleson, Tx

Full-time eMoney & Planning Associate
Royal Wealth Planners —Fort Worth, TX
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- Mid-level
Quick Apply
14d
Outside Sales Representative | Estate Planning | Warm Leads
United Placement Group —Cedar Hill, TX
- $75,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Reliable transportation
- Flexible schedule
Quick Apply
13d
Teacher/Tutor No Lesson Planning Needed
Huntington Learning Center —Mansfield, TX
- $15.00 - $15.50 an hour
- Part-time
- Teaching Certification
- Math
- Bachelor's degree
- Flexible schedule
Quick Apply
7d
Insurance Agent Trainee | Medicare, Life & Retirement Planning
Senior Insurance Brokers —Fort Worth, TX
- $40,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Travel
- Paid training
- Flexible schedule
Quick Apply
ACT/SAT MATH Tutor - NO LESSON PLANNING
Huntington Learning Center —Mansfield, TX
- $18.00 - $18.50 an hour
- Part-time
- High school
- Teaching Certification
- English
- Flexible schedule
Quick Apply
Catering Manager
Mercado Juarez —Arlington, TX
- From $50,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
1d
Water Modeling & Planning Squad Leader
Garver —Fort Worth, TX
- Call employer
- Supervising experience
- Bachelor's degree
- Mentoring
- Wellness program
Quick Apply
Race Director
Racing Systems —Fort Worth, TX
- $75,000 - $90,000 a year
- Weekends as needed
- CPR Certification
- Google Workspace
- Clean driving record
- Health savings account
- Paid holidays
Quick Apply
5d
Associate Financial Advisor | Financial Planning & Client Service
Strittmatter Wealth Management Group, LLC —Fort Worth, TX
- $75,000 - $85,000 a year
- Full-time
- Google Workspace
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
13d
Events Coordinator
The Archway Careers —Arlington, TX
- Full-time
- Mid-level
- Continuous improvement
- Negotiation
- Paid time off
Operations Manager
Primo Brands —Dallas, TX
- $132,348 - $161,594 a year
- Full-time
- Customer service
- 5 years
- English
- Commuter assistance
- Health savings account
11d
Production/Demand Planner Supervisor
Siemens —Grand Prairie, TX
- $100,603 - $172,462 a year
- Full-time
- Research
- Mid-level
- 3 years
Project Management & Planning Operations Rep Sr
Lockheed Martin Corporation —Fort Worth, TX
- Full-time
- Office
- Master's degree
- Analysis skills
- Paid jury duty
- Paid holidays
12d
Manufacturing Planner Senior (Level 3)
Lockheed Martin Corporation —Arlington, TX
- Full-time
- Bachelor's degree
- Senior level
- Communication skills
- Paid jury duty
- Paid holidays
Manufacturing Planner Associate
Lockheed Martin Corporation —Grand Prairie, TX
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid jury duty
- Paid holidays
Maintenance Planner
Halliburton —Alvarado, TX
- Full-time
- 5 years
- High school diploma or GED
- US work authorization
Plant Director
Primo Brands —Dallas, TX
- $160,363 - $205,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Commuter assistance
- Health savings account
6d
Manufacturing Planner (MRP Controller, Level 3)
Lockheed Martin Corporation —Grand Prairie, TX
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid jury duty
- Paid holidays
Principal Production Planner and Scheduler
Northrop Grumman —Fort Worth, TX
- $65,800 - $122,600 a year
- Overtime
- Microsoft Outlook
- Master's degree
- Analysis skills
- Paid holidays
- Disability insurance
4d
Engineering Planner
Lockheed Martin Corporation —Grand Prairie, TX
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid jury duty
- Paid holidays

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Full-time eMoney & Planning Associate

Royal Wealth Planners
Fort Worth, TX

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year
14 days ago

Qualifications

Financial planning software
CFP
Financial planning firm experience
Data analysis skills
Financial plan development
Finance
Bachelor's degree
Attention to detail
Investment analysis

Full Job Description

About the Role

We are seeking an experienced Financial Planning Specialist to join our growing advisory team. This individual will play a critical role in developing, maintaining, and enhancing comprehensive financial plans for clients, working closely with a team of advisors to deliver high-quality planning analyses and recommendations.

The ideal candidate is highly proficient in eMoney, enjoys detailed analytical work, and can independently create sophisticated financial plans, projections, and scenario analyses. This position is primarily remote and initially will support a team of four advisors.

Key Responsibilities

Build, update, and maintain comprehensive financial plans in eMoney.
Gather, organize, and input client financial data accurately and efficiently.
Run retirement, cash flow, tax, estate, insurance, and investment planning analyses.
Create and evaluate multiple planning scenarios and projections.
Prepare planning summaries, recommendations, and supporting materials for advisor review.
Monitor planning updates and assist with ongoing plan maintenance.
Collaborate closely with advisors to ensure planning recommendations align with client goals.
Identify opportunities to improve planning workflows and maximize the capabilities of eMoney.

Required Qualifications

Minimum of 3 years of hands-on experience using eMoney financial planning software.
Experience creating and maintaining advanced financial plans independently.
Strong understanding of comprehensive financial planning concepts, including:
Retirement planning
Cash flow analysis
Tax planning strategies
Insurance analysis
Estate planning fundamentals
Investment planning
Exceptional attention to detail and organizational skills.
Ability to prioritize multiple projects and meet deadlines.
Strong written and verbal communication skills.
Ability to work effectively in a remote environment with limited supervision.
90% remote/10% travel - Local to Dallas-Fort Worth, Austin or Houston – some in person events/travel will be required.

Preferred Qualifications

CFP® certification or CFP® coursework completed/in progress.
Experience working in a Registered Investment Advisor (RIA) or wealth management firm.
Familiarity with CRM systems and planning technology platforms.
Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, or a related field.

What Success Looks Like

The successful candidate will quickly become a trusted planning resource for the advisory team by:

Producing accurate, high-quality financial plans.
Leveraging eMoney to its fullest capabilities.
Delivering timely analyses and planning scenarios.
Helping advisors improve efficiency and enhance client planning experience.

Base salary with bonus tied to firm production may be available.

Pay: $80,000.00 - $90,000.00 per year

Application Question(s):

Do you have at least 3 years of experience using financial planning software? (Yes/No)

Which software have you used?

Do you have experience creating financial plans for clients? (Yes/No)

Which firm or company were you affiliated with in that role?

Are you proficient in Microsoft Excel? (Yes/No)

What about this position is especially interesting to you?

Work Location: Hybrid remote in Fort Worth, TX 76102

Quick Apply

Refine Your Search

planner jobs in burleson, tx

Full-time eMoney & Planning Associate

Outside Sales Representative | Estate Planning | Warm Leads

Teacher/Tutor No Lesson Planning Needed

Insurance Agent Trainee | Medicare, Life & Retirement Planning

ACT/SAT MATH Tutor - NO LESSON PLANNING

Catering Manager

Water Modeling & Planning Squad Leader

Race Director

Associate Financial Advisor | Financial Planning & Client Service

Events Coordinator

Operations Manager

Production/Demand Planner Supervisor

Project Management & Planning Operations Rep Sr

Manufacturing Planner Senior (Level 3)

Manufacturing Planner Associate

Maintenance Planner

Plant Director

Manufacturing Planner (MRP Controller, Level 3)

Principal Production Planner and Scheduler

Engineering Planner

I want to receive the latest job alert for planner in burleson, tx

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