Top 794 Planner Jobs in Flower Mound, 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
- Paid time off
- Retirement plan
Quick Apply
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Electrical Engineer - Overmolded Custom Cable Assemblies (Dallas Fort Worth)
MRO Electronics —Dallas, TX
- $70,000 - $100,000 a year
- Full-time
- 5 years
- Engineering
- Assembly
- Health insurance
- Paid time off
Quick Apply
Catering Sales Manager
Mercado Juarez —Arlington, TX
- From $50,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Supply Chain Planner - Entry Level
Carrera Consulting Group —Dallas, TX
- $25 - $35 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- Health insurance
- Dental insurance
Quick Apply
12d
Manager, Retirement Plans
ATI —Dallas, TX
- 7 years
- System design
- Office
- 401(k)
Quick Apply
Event Sales Manager
LEGACY HALL, LLC —Plano, TX
- $60,000 - $70,000 a year
- Microsoft Outlook
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Insurance Broker (Professionals Seeking Career Change into Retirement Planning & Life Insurance)
Nobility Financial —Plano, TX
- $3,750 - $13,600 a month
- Part-time
- Hybrid work
- Background check
- Management
- Computer literacy
- 401(k)
- Flexible schedule
Quick Apply
Event Support and Digital Creative Specialist-Japanese Bilingual
PASONA N A, INC. —Plano, TX
- $65,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Travel
Senior Event Producer
PRA Business Events —Dallas, TX
- Weekends as needed
- Hybrid work
- Sales
- Presentation skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Production Planning Specialist
SCHLUTER SYSTEMS L.P. —Roanoke, TX
- $22 an hour
- ERP systems
- Mid-level
- Ability to lift 50 pounds
- Wellness program
- Paid holidays
Quick Apply
13d
Experienced Carton Plant Manager
Confidential —Dallas, TX
- $135,000 - $150,000 a year
- Full-time
- Background check
- 7 years
- Engineering
- Health insurance
- 401(k)
Quick Apply
Insurance Broker (Retirement Planning, Estate Planning & Life Insurance)
Nobility Financial —Plano, TX
- $3,700 - $9,000 a month
- Part-time
- Background check
- Computer literacy
- Mid-level
- 401(k)
- Flexible schedule
Quick Apply
Director of Banquets
Hall Arts Hotel —Dallas, TX
- From $75,000 a year
- Weekends as needed
- 7 years
- Mid-level
- 3 years
- Paid training
- Health insurance
Quick Apply
9d
Production Manager
A.O. Smith —Haltom City, TX
- Full-time
- Residential
- Master's degree
- Supervising experience
- Disability insurance
- Health insurance
Quick Apply
10d
Client Service Manager, Stock Plan Services
Charles Schwab —Westlake, TX
- $80,000 - $120,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid parental leave
- Employee stock purchase plan
3d
Production Planner
Pavestone —Grapevine, TX
- Online Application
- Bilingual
- Mid-level
- Commercial
- Disability insurance
- Health insurance
Quick Apply
Event & Ministry Coordinator
Apartment Life —Fort Worth, TX
- $23.77 - $28.62 an hour
- Part-time
- 18 years or older
- Apartments
- US work authorization
- Flexible schedule
- Referral program
Quick Apply
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
Manufacturing Planner
Megger —Dallas, TX
- From $65,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply

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planner jobs near flower mound, tx

Full-time eMoney & Planning Associate

Royal Wealth Planners
Fort Worth, TX

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Paid time off
Retirement plan

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.

Benefits:

Retirement Plan after 1 year
7 days of PTO (increases each year employed)
Insurance potentially available
W2 Position

Estimated Start Date 10/1/2026

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 flower mound, tx

Full-time eMoney & Planning Associate

Senior Estate Planning Professional

Electrical Engineer - Overmolded Custom Cable Assemblies (Dallas Fort Worth)

Catering Sales Manager

Supply Chain Planner - Entry Level

Manager, Retirement Plans

Event Sales Manager

Insurance Broker (Professionals Seeking Career Change into Retirement Planning & Life Insurance)

Event Support and Digital Creative Specialist-Japanese Bilingual

Senior Event Producer

Production Planning Specialist

Experienced Carton Plant Manager

Insurance Broker (Retirement Planning, Estate Planning & Life Insurance)

Director of Banquets

Production Manager

Client Service Manager, Stock Plan Services

Production Planner

Event & Ministry Coordinator

Principal Production Planner and Scheduler

Manufacturing Planner

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

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