Financial Planner
Pivotal Talent Search
Hybrid Opportunity In Retail FinanceWe are partnering confidentially with a globally recognized, multi-billion-dollar retail leader on a high-impact hybrid opportunity based in New York City.This is an exciting opportunity to join a highly visible planning and merchandising finance team at the center of commercial decision-making, inventory strategy, and vendor partnership. The organization is seeking a strong analytical and commercially minded planner who can help shape sales, margin, and inventory performance across an omnichannel retail environment.This role is ideal for someone who enjoys blending financial rigor, product strategy, and cross-functional partnership to drive business performance.Why This OpportunityThis position offers broad exposure across Buying, Assortment Planning, Vendor Management, and senior Planning leadership, with the opportunity to influence both pre-season and in-season financial decisions that directly impact sales and margin outcomes.The right candidate will thrive in a fast-paced, trend-driven retail environment and enjoy using data and insight to drive smarter business decisions.What You'll OwnBuild pre-season and in-season financial plans across sales, markdowns, receipts, and marginPartner with Planning leadership to reconcile bottom-up and top-down financial targetsDrive the Open to Buy process, balancing opportunity identification with inventory disciplineLead Open to Buy meetings and facilitate cross-functional financial decision-makingAnalyze pricing structures and recommend in-season pricing and margin strategiesLead weekly product and business performance reviews, identifying risks, trends, and action plansPartner closely with Buyers, Assortment Planners, and vendors on seasonal forecasts and product strategiesAnalyze vendor performance, trade terms, and financial opportunities to support stronger outcomesBuild trusted relationships across internal stakeholders and external brand partnersWhat Makes You a Strong Fit3+ years of experience in financial planning, merchandise planning, retail finance, or related functionsStrong experience building and managing financial plans within a retail or consumer environmentAdvanced Excel skills requiredExperience with planning systems such as SAS, SAP, Marketmax, or similar platforms preferredStrong business math, analytical, and critical thinking capabilitiesStrong problem-solving and decision-making skillsCommercially minded with strong business and margin acumenStrong communication and influencing skills across cross-functional teamsExperience in trend-driven, high-volume retail strongly preferredPassion for sneaker culture and consumer retail a plus
$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working today$130k - $150k
...work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. Spanish language proficiency is highly desirable. Key...SuggestedWork at officeLocal area$75k - $90k
...Financial PlannerFoot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial strategies to generate sales, profit, and liquidation levels. The translation of the...SuggestedTemporary workSeasonal workFlexible hours- ...A financial services firm is seeking hard-working individuals for entry-level financial professional positions. No prior experience is required, as the company provides a comprehensive training program. The role involves assisting clients in defining their financial goals...SuggestedFull timePart timeFlexible hours
- ...A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications...Suggested
- ...Modern Woodmen of America is recruiting financial representatives to help families achieve their financial goals through tailored plans. You will illustrate members’ current situations, outline future aspirations, and provide the necessary tools and support to reach those...
- ...Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We... ...people! About the role We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting...Work at officeRelocationMonday to FridayFlexible hours
- Prudential Advisors is looking for experienced financial professionals in the Union Hunterdon County, New Jersey area that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people...Full time
$76.5k - $90k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible...Temporary workWork at officeLocal areaHome officeMonday to Friday- A financial services firm in New Jersey is seeking a Regional Director to service an existing book of clients and build a strong client base. The ideal candidate will have three or more years in investment sales, along with required securities and insurance licenses. This...
- Northwestern Mutual - NYC is seeking motivated individuals for the role of Financial Representative. In this role, you will build long-lasting relationships with clients and provide them with tailored financial solutions, leveraging extensive resources and support. You...
- Overview Prudential Advisors is looking for an experienced financial professional in the Broome County area that is interested in growing their practice. Prudential will provide you with the tools, the products and a platform powered by LPL to deliver an outstanding client...
- ...A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop...Part timeFlexible hours
$116k
...A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent...- ...BPP Wealth Solutions is looking for a Senior Financial Planner to help lead our team and work with our clients to help fulfil their dreams. You'll join a collaborative team of 2 other financial planners who share in the workload, so you're never carrying it alone. If you...Work at office2 days per week3 days per week
$110k - $130k
...As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small. You will not only be responsible for...Temporary workRemote workFlexible hoursNight shift$165k
...serving as a trusted advisor across every aspect of our clients’ financial lives. Our approach integrates investment management, tax... ...professionals. Leadership & Collaboration Mentor and develop junior planners and associate advisors. Collaborate with firm leadership on...Summer workWork at officeFlexible hours$192k - $288k
...client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues...Full timeWork at officeRemote work$46.8k - $60.32k
...bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and...Full timeWork at officeLocal areaWork from homeFlexible hours- ...leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.Lead...Full timeWork experience placement
$52k - $68k
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Full timeImmediate startAfternoon shift$50.44k - $67.6k
...Banking Job Description: The Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement...Work at officeLocal areaWork from homeFlexible hours- ...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears...
$80k - $160k
YOUR IMPACTAre you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow...Full timeTemporary workPart timeWork at office$52k - $55.68k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeShift workWeekend workDay shift$61.28k - $85.52k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Full time$47.84k - $64.48k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placementFlexible hours$150k - $165k
...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Full timeTemporary workWork experience placementLocal area$47.84k - $64.48k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placementFlexible hours- ...Senior Financial PlannerAt Range, we're building towards a world where anyone can live the financial life they imagine for themselves.... ...About the roleWe're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting...Work at officeRelocationMonday to Friday
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