Top 263 Planner Jobs in Seminole, Fl

Financial Planning Associate (CFP Required)
Menke Financial —Saint Petersburg, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
4d
Legal Assistant/Paralegal-Estate Planning
Confidential —Oldsmar, FL
- $58,251.99 - $61,993.00 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Dental insurance
- 401(k)
Quick Apply
9d
PSYOP Planner
General Dynamics Information Technology —Tampa, FL
- $89,250 - $120,750 a year
- 7 years
- Analysis skills
- Bachelor's degree
- Paid time off
- 401(k) matching
Media Buyer and Planner (Linear/Traditional)
Traffic Advertising —Palm Harbor, FL
- $60,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
8d
Advertising and Promotions Planning Manager
Seatmatch —Florida
- $80,000 - $110,000 a year
- Full-time
- Remote
- Background check
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Advertising and Promotions Planning Manager
Seatmatch —Florida
- $80,000 - $110,000 a year
- Full-time
- Remote
- Background check
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Production Planner
Eagle Labs, Inc —Largo, FL
- $50,000 - $60,000 a year
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
Senior Operations Manager - Manufacturing
GE Aerospace —Clearwater, FL
- Full-time
- 5 years
- Pass drug screening
- High school diploma or GED
- Relocation assistance
Sr. Production Control Analyst
Collins Aerospace —Largo, FL
- $68,900 - $131,100 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
- Paid holidays
- Loan repayment program
13d
Revenue Operations Analyst, GTM & Central Planning (Remote)
KnowBe4 —Clearwater, FL
- $120,000 - $140,000 a year
- Remote
- Background check
- Presentation skills
- Senior level
- Tuition reimbursement
- Adoption assistance
Quick Apply
Program Director - Home Health Coordinator Planning Office (Florida Health Plan) - Remote in Florida
Molina Healthcare —Saint Petersburg, FL
- $80,412.00 - $156,803.45 a year
- Full-time
- Remote
- 3 years
- Finance
- Master's degree
- Health insurance
Production Manager
MiTek USA Inc —Largo, FL
- Full-time
- 5 years
- Office
- Travel
- Profit sharing
- Paid parental leave
Quick Apply
Planner I (1st Shift)
Jabil Circuit —Saint Petersburg, FL
- Full-time
- Mid-level
- Analysis skills
- Organizational skills
Event Planning & Technology Specialist, Cvent | AI Driven | National & International Con
DeMarse Meetings and Events —Tampa, FL
- $60,000 - $68,000 a year
- Weekends as needed
- Remote
- Mid-level
- Continuous improvement
- Quality control
- Opportunities for advancement
Quick Apply
Manager Special Events - MPM Foundation
BayCare —Clearwater, FL
- Full-time
- Office
- Bachelor's degree
- Home Health
3d
Operations Plant Manager
Frontline Communications —Clearwater, FL
- $103,300 - $177,700 a year
- Full-time
- 5 years
- Ability to lift 50 pounds
- Analysis skills
2d
PSYOP Planner- Subject Matter Expert
Parsons —Macdill AFB, FL
- $112,200 - $196,400 a year
- Holidays
- 11+ years
- Office
- Master's degree
- Wellness program
- Paid holidays
VP Financial Planning & Analysis (Remote)
KnowBe4 —Clearwater, FL
- $250,000 - $275,000 a year
- Remote
- Background check
- Finance
- Bachelor's degree
- Tuition reimbursement
- Adoption assistance
Quick Apply
Event Operations Manager
UDREAM EVENTS —Largo, FL
- $50,000 - $55,000 a year
- Weekends as needed
- Background check
- Mid-level
- Office
- Paid time off
- 401(k) matching
Quick Apply
6d
Coordinator, Financial Planning and Analysis
Tampa Bay Rays —Saint Petersburg, FL
- Mid-level
- Office
- Finance

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planner jobs near seminole, fl

Financial Planning Associate (CFP Required)

Menke Financial
Saint Petersburg, FL

Quick Apply

Job Details

Full-time
4 days ago

Benefits

License reimbursement
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Series 6
Microsoft Excel
Microsoft Outlook
CFP
Series 7
Bachelor's degree
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

COMPANY OVERVIEW

Menke Financial, an established affiliate of Northwestern Mutual, is a thriving, growing firm based out of the St. Petersburg Northwestern Mutual office. Menke Financial is governed by five core values: excellence, enthusiasm, innovation, commitment, and growth. Our core focus is to enhance client lives through financial clarity and peace of mind by providing tax strategic wealth management.

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years.

We are proud to be part of the great Northwestern Mutual company. Our focus is on doing right by our clients, employees, and community. Northwestern Mutual enjoys premiere national recognition including:

· Ranks 111 on the FORTUNE® 500 list

· One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

POSITION OVERVIEW

Menke Financial is seeking a fast-paced, innovative team player to be an integral member of the Advisor’s team. The Financial Planning Associate will provide technical and client support to senior advisors by gathering client data, preparing financial plans, and assisting with client meeting preparation. This role involves a range of duties focused on helping clients achieve their financial objectives through comprehensive planning and relationship management.

The ideal candidate will have strong financial analysis capabilities, experience creating models and presentations, along with handling follow-up and outreach to clients. This role requires a high degree of organizational capability, strong communication skills and ability to work both independently and as part of a team. This is an exciting opportunity as the role and accompanying responsibilities have the potential to evolve as the Advisor’s practice grows.

JOB RESPONSIBILITIES

Case Preparation

· Responsible for ensuring that a complete and accurate plan is developed for every client aligned to the Wealth Management Advisor’s planning philosophy and best practices.

· Analyze client financial goals, current situation, and portfolio. Develop appropriate recommendations to meet client needs, risk profile, time horizon and preferences.

· Identify gaps and opportunities within a prospect’s financial plan and prepare insurance illustrations and investment proposals accordingly.

· Prepare Morningstar reports.

· Create Proposals and Investment Policy Statements for supported advisory programs.

· Gather information for advisor meetings with clients/prospects (ex. annual reports and marketing materials) and client reports.

· Prepare insurance proposals

·Consult advisor on the presentation of the plan, investment cases and successful client presentation.

Planning Support

· Gather and prepare all materials for client review meetings: updated plan, investment summary, consolidated investment reports, in-force illustrations, and CCVs.

· Assist advisor by providing information to answer client questions.

· As needed, provide education and guidance to advisor and staff to complete service requests.

IDEAL CHARACTERISTICS

Strong attention to detail, accuracy, and reliability
High degree of initiative, ownership, and follow-through
Excellent oral and written communication skills
Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
Strong sense of professionalism and discretion required

REQUIRED QUALIFICATIONS

Bachelor’s Degree
CFP®

· Florida Life & Health License (2-15)

· 3+ years of financial planning experience

· FINRA Series 6

· FINRA Series 63

· Proficient in Microsoft Office applications – Outlook, Word, Excel

· Committed to professional development

PREFERRED QUALIFICATIONS

· Prior Financial Advisor support experience

· FINRA Series 7

·Experience with Morningstar, NetX360 and/or CRM client management software a plus

BENEFITS

Benefits include 401k, license/credential reimbursement, group health, vision, dental insurance, short term disability, and paid time off

ADDITIONAL DETAILS

www.Menkefinancial.nm.com
Employment Structure: Full-time Location: 700 Central Ave Suite #300, St Petersburg, FL 33701

As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

planner jobs in seminole, fl

Financial Planning Associate (CFP Required)

Legal Assistant/Paralegal-Estate Planning

PSYOP Planner

Media Buyer and Planner (Linear/Traditional)

Advertising and Promotions Planning Manager

Advertising and Promotions Planning Manager

Production Planner

Senior Operations Manager - Manufacturing

Sr. Production Control Analyst

Revenue Operations Analyst, GTM & Central Planning (Remote)

Program Director - Home Health Coordinator Planning Office (Florida Health Plan) - Remote in Florida

Production Manager

Planner I (1st Shift)

Event Planning & Technology Specialist, Cvent | AI Driven | National & International Con

Manager Special Events - MPM Foundation

Operations Plant Manager

PSYOP Planner- Subject Matter Expert

VP Financial Planning & Analysis (Remote)

Event Operations Manager

Coordinator, Financial Planning and Analysis

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