Financial Planning Specialist
Virtual Vocations Inc
To elevate the technical planning acumen of our advisor community, the full-time hybrid Financial Planning Specialist will translate client goals into actionable planning strategies, integrating protection, income, and accumulation concepts into cohesive recommendations. Key responsibilities Translate advisor-submitted client data into structured planning proposals addressing various client objectives Design clear, modular planning recommendations that connect asset management, annuities, and life insurance to broader financial plans Guide advisors through technical questions related to planning logic, case design, and suitability considerations Required qualifications Deep knowledge of insurance products, especially annuities 1-2 years of experience in financial planning or paraplanning Ability to independently translate ideas into actionable plans Customer-centric approach with a focus on creating exceptional experiences Strong problem-solving skills to navigate challenges in a startup environment
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Specialist in United States vacancy
- Role Description Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront... ...00 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those...SuggestedFull timeTemporary workPart timeFlexible hours
Traction Forge Financial
Remote9 days ago $75k - $124.5k
...enabling innovation and value creation within a technology-driven Utilities & Energy environment. The position provides end-to-end financial planning, analysis, and operational support across actuals, budgets, forecasts, and long-range plans. By delivering clear insights,...SuggestedWork at officeShift workItron | Urbint
Washington, PA3 days ago$65.9k - $90k
...Essential Duties & ResponsibilitiesDesigns, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college’s finances and operationsMaintains analysis and financial forecasting across the...SuggestedWork experience placementWork at officeRemote work1 day per weekRochester Institute of Technology
Rochester, NY5 days ago- ...Financial Planning Specialist CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to clients to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm....SuggestedTemporary workFlexible hours
CAPTRUST
Greensboro, NC1 day ago $31.25 - $43.27 per hour
...Financial Planning Specialist Location: Orange, CA We are a client-focused financial planning practice dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team...SuggestedFull timeWork at officeHome officeMonday to FridayJambalaya Group Recruiting
Calabasas, CA2 days ago- ...Support financial planning efforts by partnering with investment professionals. Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. This is an internal support role...Local area
Ultimate Staffing
Pasadena, CA4 days ago - ...Financial Planning Specialist At Ameriprise Financial, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate...Full timeWork at office
Ameriprise Financial
Leesburg, FL4 days ago - ...Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable...Work at office
Kestra Financial Independent Advisor
Avon, CT3 days ago $80k
...General information Client / Corporate Client Work Mode In-Office Name Financial Planning Specialist Job ID 21664 City Glendale Published date 12-Mar-2026 State...Private practiceWork at officeLocal areaInsperity
Glendale, CA3 days ago- ...comprehensive benefits package Position Overview: Our client is a successful, boutique wealth management firm seeking a Financial Planning Specialist who plays a critical role in bridging financial planning strategy and operational execution. This position is...Full timeWork at office
Claire Myers Consulting
Hudson, WI4 days ago - ...Financial Planning Specialist K. Hovnanian is celebrating over 65 years of quality and leadership in the home building and community development industry. Do you want to play a large role in those every day decisions that help build dream homes? It's the homes where...
Hovnanian Enterprises , Inc.
Plano, TX1 day ago - ...medical/dental/vision coverage discounts on mortgages and home appliances 401(k) plan with match Job Details We are seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for developing and implementing...Local area
Jobot
Plano, TX3 days ago - ...enter our campus recruiting and entry-level process for position offers being made for 2026*** What does it mean to be a Financial Planning Specialist at GLS? As a Financial Planning Specialist, you will support several functions that contribute to the overall...Temporary workCasual workImmediate startMonday to FridayAfternoon shift
Global Lending Services LLC
Greenville, SC1 day ago $75k - $95k
...management firm in West Hartford that works with high-net-worth clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial Planner. This is an excellent opportunity for someone with 2+ years in financial planning...Local areaMonday to FridayMOHR Talent
Hartford, CT5 days ago$100k - $125k
...types Annual Bonus Specializing in Talent Solutions for the Financial Planning and Wealth Management Industries Garry Executive Search has... ...Management firm in the Twin Cities to recruit a Financial Planning Specialist. This is a role designed for a credentialed planner who...Garry Executive Search
Edina, MN3 days ago- ...Are you detail‑driven, collaborative, and passionate about supporting advisors with smart financial planning solutions? If you’re excited to be a go‑to resource who helps move cases forward, this could be a great fit. Gradient Financial Group is a financial services organization...Work at officeRemote work
Gradient Financial Group
Shoreview, MN1 day ago - ...Financial Planning & Analysis Specialist Manager will lead the business planning process across all lines of business. Also responsible for preparing and supervising the preparation of the financial reporting and analysis. Essential Duties and Responsibilities...Work at office
eMDs
Austin, TX3 days ago - ...Position Summary The Financial Planning Specialist role supports The Heitkamp Group at Focus Financial in delivering financial planning, investment implementation, and ongoing client service. This role is designed as a training and development position for future lead...Work at office
Retirement Resource Center LLC
Bloomington, MN4 days ago - ...while having a lot of fun along the way. Job Overview The Financial Analyst Specialist is responsible for budgeting, forecasting, financial analysis... ...with internal partners to develop Annual/Seasonal plans. Provide guidance in season to ensure established budgets...Temporary workSeasonal workWork at officeFlexible hours
brobstongroup.com - Jobboard
New York, NY4 days ago $75k - $125k
...help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Financial Planning Specialist to join their dynamic team. The Financial Planning Specialist will deliver comprehensive financial planning to clients....Work at officeLocal areaRemote workFlexible hoursAprio
Atlanta, GA5 days ago- ...the environment. A commitment to Real. Simple. Better™ drives our innovation team to discover new, on trend solutions. Financial Planning Specialist You will be responsible for delivering actionable financial insights through analysis, modeling, and reporting. This critical...H1bLocal areaRemote workRelocation
Vibrant Ingredients
Florida, NY3 days ago - ...Responsibilities Operate within the Centralized Planning Team to build, present (internally) and analyze financial plans for our clients. Create comprehensive financial plans based on individual client needs, integrating aspects such as savings, investments, tax planning...Work at office
Diversified
Wayne, PA5 days ago - ...Planning Project Manager HDR is seeking qualified applicants for a Senior Project Manager and Technical Lead for Utility Infrastructure... ...in the successful delivery of technical projects. Manage financial aspects of project contracts to protect HDR's interests and simultaneously...Contract workFor subcontractorWork at office
HDR
Irvine, CA3 days ago $65k - $90k
...Financial Planning Specialist Needed in North Dallas. Hybrid work format. Salary: $65,000 - $90,000 per year. Responsibilities Develop comprehensive financial plans and strategies to support the company's business objectives. Conduct detailed cash flow projections to anticipate...Local areaJobot
Plano, TX3 days ago- Merit Financial Advisors in Marietta, GA is seeking a Financial Planning Administrator to work virtually with advisor teams nationwide. This position includes assisting senior planners with financial recommendations, supporting client data transitions, and contributing...Remote job
$64k - $80k
Position Summary The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client....Temporary workWork at officeLocal areaFlexible hours- Job Summary As a Financial Analyst within the Accounting and Finance team, you will provide timely and effective financial reporting and... ...skilled in Excel. 3+ years of experience in a Financial Planning & Analysis role. Physical Demands and Work Environment Must...Work at office
$62k - $70k
...the Job: This role plays a critical part in supporting the financial planning and reporting needs of the Corporate Aftersales organization... ...and clear financial visibility. The Parts Financial Planning Specialist ensures alignment between financial targets and operational...Work at officeRemote work$64k - $80k
Busey Bank in St. Louis is seeking a Financial Planning Specialist II, responsible for gathering and analyzing information for financial plans, collaborating with Wealth Advisors, and ongoing client interaction. The ideal candidate will hold a Bachelor's degree in Finance...- GFI Team Ikigai is seeking a part-time Financial Planning Specialist to design strategic financial plans and support clients in achieving their financial goals. With a flexible, fully remote position, you'll enjoy a commission-based compensation structure and comprehensive...Remote jobPart timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Specialist. Be the first to apply!
Related searches
- fully remote student finance specialist United States
- financial clearance specialist United States
- financial administrative specialist United States
- financial services specialist United States
- financial operations specialist United States
- finance specialist United States
- financial crimes specialist United States
- financial management specialist United States
- discharge planner United States
- retail planner United States