Top 310 Planner Jobs in Tampa 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
Lunar Manufacturing Vehicle Manager
Blue Origin —Florida
- Background check
- 7 years
- Presentation skills
- Paid parental leave
- Paid holidays
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
Operations Manager
Edmund Optics, Inc. —Oldsmar, FL
- $120,000 - $140,000 a year
- Full-time
- Background check
- Oracle
- OSHA
- Health insurance
- Dental insurance
Social Media & Special Events Manager
The Minto Group —Tampa, FL
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Quick Apply
Resource Planning Consultant (Full Relocation)
Rise Technical Recruitment Limited —Florida
- $150,000 - $180,000 a year
- Senior level
- Electrical Engineering
- Relocation assistance
- Paid time off
Quick Apply
2d
Materials Planner
Siemens Energy —Gibsonton, FL
- Full-time
- 5 years
- Analysis skills
- Continuous improvement
- Paid holidays
- Health insurance
Financial Planning Counselor
Fisher Investments —Tampa, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
TSA - Director of Events
Hillsborough County, Florida —Tampa, FL
- $93,100 - $148,800 a year
- Overtime
- Ability to walk for extended periods
- English
- Bachelor's degree
11d
Manager, Event Strategy & Optimization
Seminole Hard Rock Hotel & Casino Tampa —Tampa, FL
- Full-time
- Background check
- Marketing
- 5 years
Quick Apply
Special Events Manager - SJH Foundation
BayCare —Tampa, FL
- Full-time
- Hospitality
- Research
- High school diploma or GED
12d
Senior Events Specialist
Johns Hopkins All Children's Hospital —Saint Petersburg, FL
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Free parking
- Tuition reimbursement
12d
Events Coordinator - Marketing Events
Tampa General Hospital —Tampa, FL
- $50,065.60 a year
- Full-time
- Hospital
- Research
- Mid-level
6d
Assistant Plant Manager - Future Plant Manager Development Program
Ball Corporation —Tampa, FL
- $115,000 - $164,300 a year
- 5 years
- Bachelor's degree
- US work authorization
- Relocation assistance
Quick Apply
TSA - Event Coordinator - Sportsplex
Hillsborough County, Florida —Tampa, FL
- $21.53 - $34.44 an hour
- Overtime
- Ability to walk for extended periods
- English
- Mid-level
10d
Operations Manager
Princeton Tool South —Tampa, FL
- $95,000 - $105,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Health savings account
Quick Apply
Strategic Operations Planner
CACI —Tampa, FL
- $85,800 - $180,200 a year
- Full-time
- Writing skills
- 3 years
- Bachelor's degree
- Health insurance
Catering Sales Specialist
CBK Catering & Events —Tampa, FL
- $74,000 - $95,000 a year
- Full-time
- Background check
- Sales
- Computer literacy
- Paid training
- Mileage reimbursement
Quick Apply
9d
Marketing and Special Event Manager
THE SALVATION ARMY A GEORGIA CORP —Clearwater, FL
- $50,024 - $62,525 a year
- Full-time
- Marketing
- Research
- Mid-level
- Health insurance
- Dental insurance
Sr. Manager, Sports Training & Competition –West Coast
Special Olympics Florida —Tampa, FL
- Weekends as needed
- 5 years
- Word processing
- Bachelor of Science

I want to receive the latest job alert for planner in tampa fl

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

Financial Planning Associate (CFP Required)

Menke Financial
Saint Petersburg, FL

Quick Apply

Job Details

Full-time

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 tampa fl

Financial Planning Associate (CFP Required)

Lunar Manufacturing Vehicle Manager

PSYOP Planner

Operations Manager

Social Media & Special Events Manager

Resource Planning Consultant (Full Relocation)

Materials Planner

Financial Planning Counselor

TSA - Director of Events

Manager, Event Strategy & Optimization

Special Events Manager - SJH Foundation

Senior Events Specialist

Events Coordinator - Marketing Events

Assistant Plant Manager - Future Plant Manager Development Program

TSA - Event Coordinator - Sportsplex

Operations Manager

Strategic Operations Planner

Catering Sales Specialist

Marketing and Special Event Manager

Sr. Manager, Sports Training & Competition –West Coast

I want to receive the latest job alert for planner in tampa fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected