Top 25 Project planner Jobs in Sarasota, Fl

Financial Planner - Associate
SmartPro Financial —Bradenton, FL
- $45,000 - $65,000 a year
- Full-time
- Office
- Finance
- In-person
- Health insurance
- Paid time off
Quick Apply
10d
Healthcare Administrative Support/Surgery Scheduler
COASTAL ORTHOPEDICS & SPORTS MEDICINE —Bradenton, FL
- Surgery
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Planner II or Planner III
Sarasota County Government —Sarasota County, FL
- $64,812.80 - $96,283.20 a year
- Full-time
- Mid-level
- Office
- Master's degree
- Wellness program
- Paid holidays
Supply Chain Planner
Tropicana Brands Group —Bradenton, FL
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
10d
Development Review Planner
City of Sarasota —Sarasota, FL
- $33.91 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Scheduler Manatee Diagnostic Center Full Time Days
Manatee Memorial Hospital —Bradenton, FL
- Full-time
- Hospital
- High school diploma or GED
- Children
- Health insurance
- Dental insurance
1d
Zoning Counselor (Planner II)
Sarasota County Government —Sarasota County, FL
- $64,812.80 - $80,828.80 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Wellness program
- Paid holidays
Surgical Scheduler - FPG Urology, Sarasota
Sarasota Memorial Health Care System —Sarasota, FL
- Full-time
- Background check
- Surgery
- High school diploma or GED
Surgical Scheduler - FPG Urology, Sarasota
First Physicians Group - Sarasota Memorial Health Care System —Sarasota, FL
- Full-time
- Background check
- Surgery
- High school diploma or GED
Care Coordinator and Discharge Planner
International SOS Government Medical Services —Sarasota, FL
- 12 hour shift
- Nursing
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Scheduler- Private Duty Care
Freedom Village Bradenton —Bradenton, FL
- $23 - $25 an hour
- Weekends as needed
- Microsoft Word
- Microsoft Outlook
- Management
- Health insurance
- Dental insurance
3d
Procedure Scheduler
Florida Digestive Health Specialists LLP —Bradenton, FL
- $19 - $21 an hour
- Customer service
- Medical office experience
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
4d
Senior Production Planner
Pilatus Aircraft Ltd —Sarasota, FL
- Online Application
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
Hospice Office Scheduler
Affinity Care of Sarasota —Sarasota, FL
- $20 - $22 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Team management
Quick Apply
Procedure Scheduler - Bradenton
Florida Digestive Health Specialists LLP —Bradenton, FL
- $18 - $26 an hour
- Full-time
- Customer service
- Medical office experience
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Patient Appointment Scheduler
Florida Digestive Health Specialists LLP —Sarasota, FL
- $16 - $18 an hour
- Office
- Ability to climb stairs
- High school diploma or GED
Quick Apply
Parts Planner 1 - 1st Shift ($20.71+ per hr to start)
Pierce Manufacturing —Bradenton, FL
- From $20.71 an hour
- Urgently hiring
- Microsoft Excel
- Mid-level
- Organizational skills
- Paid holidays
- Health insurance
12d
Interior Designer / Space Planner
Hoyt Architects —Sarasota, FL
- $60,000 - $85,000 a year
- Email
- Hospitality
- 5 years
- Office
- Health insurance
- Paid time off
Quick Apply
Medical Office Spanish Interpreter and Scheduler
Sarasota Orthopedic Institute —Bradenton, FL
- $18 - $20 an hour
- Full-time
- Hybrid work
- HIPAA
- In-person
- Communication skills
Quick Apply
2d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

I want to receive the latest job alert for project planner in sarasota, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planner - Associate

SmartPro Financial
Bradenton, FL

Quick Apply

Job Details

Full-time
$45,000 - $65,000 a year
10 days ago

Benefits

Health insurance
Paid time off
Life insurance
Retirement plan

Qualifications

Investment
Financial planning software
Finance
Risk management
Relationship management

Full Job Description

Position Overview

The Financial Planner Associate is a structured, mentorship-based role for building a career in financial planning under the direct guidance of a Lead Financial Advisor. The role is based on-site at SmartPro Financial in Sarasota, Florida, and provides hands-on experience across the full financial planning process.

Candidate Profile

We are looking for candidates with, at minimum, one to three years of relevant work experience — or recent college graduates with coursework in financial planning, finance, or a related field — who have a sincere desire and goal to build a career centered on the CFP® curriculum and planning process.

Mentorship & Credentialing

Mentorship is provided directly by the Lead Financial Advisor, who holds the CFP® (Certified Financial Planner), CKA® (Certified Kingdom Advisor), and CFA® (Chartered Financial Analyst) designations. Training and curriculum draw on both the CFP® and CKA® bodies of knowledge, and the associate's development is tracked and coordinated against both frameworks.

SmartPro Financial Planning Focus Areas

Coursework and hands-on experience will center on SmartPro's own interpretation and application of the CFP® topic areas, including:

Goals-based planning
Assets and liabilities planning
Cash flow planning
Tax planning
Risk management and insurance planning
Estate planning and wealth transfer planning
Additional areas, including education planning and giving/philanthropic planning

The CFP planning architecture pulls in financial circumstances and variables from prospective and existing clients through these same terms — retirement savings and income planning, tax planning, risk management planning, education and employee benefits planning, estate planning, and assets and liabilities planning — directly linking and overlapping with the SmartPro focus areas above.

Financial Planning Process

These inputs are then applied within CFP Board's seven-step financial planning process:

Understanding the Client's Personal and Financial Circumstances
Identifying and Selecting Goals
Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action
Developing the Financial Planning Recommendation(s)
Communicating the Financial Planning Recommendation(s)
Implementing the Financial Planning Recommendation(s)
Monitoring Progress and Updating

Blending CFP, CKA, and Ramsey Frameworks

The associate is expected to blend elements of the CFP process with the CKA process, particularly in areas such as cash flow planning using the Live–Give–Owe–Grow framework and the sequential investing hierarchy. The associate will also incorporate Dave Ramsey financial principles where appropriate, including a strong emphasis on budgeting and Ramsey-specific concepts such as the Baby Steps.

Client Base & Scope of Work

The practice includes approximately 150 households, spanning beginners to retirees, with a mix of existing plans that need continued support and new financial planning engagements — typically 20 to 40 new plans per year. Financial plans are compensated through a mix of flat-rate plans, subscription-based plans, and plans tied to asset-based fees.

Immediate Responsibilities

Help monitor and update approximately 60–80 existing financial plans for the Lead Financial Advisor
Work initially on approximately 5–15 new financial plans
Develop proficiency in financial planning software (e.g., eMoney) quickly
Serve clients across the full spectrum — beginners and builders, accumulators, pre-retirees and retirees, and high-net-worth households — developing a diversified approach to varied planning circumstances
Build experience across all core planning disciplines — investments, taxes, insurance, and estate planning — along with the client relationships required to support them

Year One Focus

In the first year, exposure will be weighted toward the analytical and ongoing-service stages of the planning process:

Majority of time and experience: Step 1 (Understanding the Client's Circumstances), Step 3 (Analyzing the Client's Course of Action), and Step 7 (Monitoring and Updating)
Moderate exposure: Step 6 (Implementing the Recommendations), including supporting referral relationships and assisting with implementation directly where possible
Introductory exposure: Step 2 (Identifying and Selecting Goals) and Steps 4–5 (Developing and Communicating Recommendations)

Exposure to Steps 2, 4, and 5 will increase progressively as the associate advances beyond year one.

Trajectory — Within the First Three Years

Work toward CFP® certification or equivalent coursework
Become significantly more client-facing, with the potential to hold client relationships directly
As the role matures, take on leadership responsibilities that benefit the broader advisor base — the majority of whom do not hold the CFP® certification — including contributing to hiring, management, or leadership within the financial planning function
Develop deeper specialization in one planning area of particular interest (for example: assets, cash flow, estate, or tax), with the potential for niche leadership in that area

Beyond Three Years

Successful completion of milestones — progressing from Financial Planner Associate to Financial Planner under the mentorship of the Lead Financial Advisor — opens the door to additional opportunities aligned with the candidate's own goals, whether that means building an independent book of business, leading a financial planning department, or moving into new areas within the firm.

Beyond this initial period, there are significant career and vocational growth opportunities across SmartPro as a whole — extending beyond the financial planning function into other advisory, leadership, and specialization paths firm-wide.

This is a developing role at SmartPro, and the associate should bring an entrepreneurial mindset and sense of creativity.

The Lead Financial Advisor has existing processes in place, but is looking for someone who will help refine and improve those processes to benefit SmartPro and its clients as a whole, leading to stronger, more successful financial outcomes.

Compensation

Compensation is structured as a base salary of $45,000–$65,000 during the initial training period. Once the associate has gained sufficient experience and demonstrated the ability to add value to the planning process, compensation will include a performance bonus of $15,000–$35,000, tied to new and ongoing financial plan revenue generated beyond the first year of training.

Pay: $45,000.00 - $65,000.00 per year

Benefits:

Health insurance
Life insurance
Paid time off
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

project planner jobs in sarasota, fl

Financial Planner - Associate

Healthcare Administrative Support/Surgery Scheduler

Planner II or Planner III

Supply Chain Planner

Development Review Planner

Scheduler Manatee Diagnostic Center Full Time Days

Zoning Counselor (Planner II)

Surgical Scheduler - FPG Urology, Sarasota

Surgical Scheduler - FPG Urology, Sarasota

Care Coordinator and Discharge Planner

Scheduler- Private Duty Care

Procedure Scheduler

Senior Production Planner

Hospice Office Scheduler

Procedure Scheduler - Bradenton

Patient Appointment Scheduler

Parts Planner 1 - 1st Shift ($20.71+ per hr to start)

Interior Designer / Space Planner

Medical Office Spanish Interpreter and Scheduler

Empower Financial Planner

I want to receive the latest job alert for project planner in sarasota, fl

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected