Financial Planner
$75k - $90kPivotal Talent Search
We 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 Opportunity
This 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 Own
- Build pre-season and in-season financial plans across sales, markdowns, receipts, and margin
- Partner with Planning leadership to reconcile bottom-up and top-down financial targets
- Drive the Open to Buy process, balancing opportunity identification with inventory discipline
- Lead Open to Buy meetings and facilitate cross-functional financial decision-making
- Analyze pricing structures and recommend in-season pricing and margin strategies
- Lead weekly product and business performance reviews, identifying risks, trends, and action plans
- Partner closely with Buyers, Assortment Planners, and vendors on seasonal forecasts and product strategies
- Analyze vendor performance, trade terms, and financial opportunities to support stronger outcomes
- Build trusted relationships across internal stakeholders and external brand partners
What Makes You a Strong Fit
- 3+ years of experience in financial planning, merchandise planning, retail finance, or related functions
- Strong experience building and managing financial plans within a retail or consumer environment
- Advanced Excel skills required
- Experience with planning systems such as SAS, SAP, Marketmax, or similar platforms preferred
- Strong business math, analytical, and critical thinking capabilities
- Strong problem-solving and decision-making skills
- Commercially minded with strong business and margin acumen
- Strong communication and influencing skills across cross-functional teams
- Experience in trend-driven, high-volume retail strongly preferred
- Passion for sneaker culture and consumer retail a plus
Compensation:
$75,000-$90,000 per year
$75k - $90k
...Financial Planner Foot 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...SuggestedTemporary workSeasonal workFlexible hours$130k - $150k
...Financial Planner We are seeking a Wealth Planning Specialist to serve as a dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private Bankers across our New York, California, and Florida...SuggestedWork at office- ...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
- ...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
- ...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...Suggested
$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...Start working today- ...Financial Planner Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring...Work at officeRelocationMonday to FridayFlexible hours
- 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...
$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- ...Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation:... ...This posting represents the type of Strategic Financial Planner roles featured within the Career Launch AI Private Job Board ....Full timeInternship
- 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
- 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...
- ...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
- ...A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics...Part timeRemote work
$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...- ...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
- ...Description 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...Start working todayWork at office
$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- ...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...
$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$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- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Life Sciences Banking team, you will be responsible for growing and retaining profitable...
- ...complex client relationships through 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;...Full timeWork experience placement
- ...A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business...Remote work
$250k
...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business, which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...Full timeBank staff- Primary Office Location: 58 West Main Street. Uniontown, Pennsylvania. 15401. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This...Work at office
- ...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...Immediate startAfternoon shift
$38.25k - $61k
...Relationship Banker, Muhlenberg, PaCountry: Vereinigte Staaten**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$25 - $27.88 per hour
.... The position handles accurate and efficient cash transaction processing and deep conversations with clients to understand their financial priorities and provide solutions that match their goals. Key Responsibilities Executes the bank’s risk culture and strives for operational...Hourly payShift workWeekend workDay shift- ...the main point of contact for affluent clients, managing full banking relationships and delivering education and advice tailored to financial needs. You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
- oracle financial functional consultant New York, NY
- financial advisor part time New York, NY
- financial advisor development program New York, NY
- financial advisor no experience New York, NY
- financial associate New York, NY
- junior oracle financial functional consultant New York, NY
- project finance associate New York, NY
- wealth advisor associate New York, NY
- morgan stanley financial advisor New York, NY
- jde finance consultant New York, NY


