Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Director of Financial Planning & Paraplanner Hybrid

Energy Jobline ZR

Energy Jobline ZR in Mount Laurel Township, NJ, is seeking a Director of Financial Planning. This hybrid role focuses on preparing financial plans and supporting client meetings without the pressure to sell. You'll work closely with the CEO, triage client communication, and manage multiple priorities across the advisory calendar.

The ideal candidate will have a Bachelor's degree, at least 3 years of relevant experience, and strong technology skills. Benefits include salary, bonus, profit sharing, and health coverage.

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Director of Financial Planning & Paraplanner Hybrid in Montana vacancy
  •  ...Job Description We're hiring a Director, Financial Planning (Paraplanner). Mt. Laurel, NJ. Hybrid. If you love the planning side of financial services and want zero pressure to sell, this could be your perfect role. We're a well-established and growing wealth... 
    Suggested

    Energy Jobline ZR

    Montana
    2 days ago
  • $142k - $200k

     ...~ Mobility  – Locations throughout the U.S. and Canada, with continued expansion Position Summary The Director of Financial Planning & Analysis serves as a strategic finance leader responsible for driving profitable growth through actionable insights,... 
    Suggested
    Full time

    Erie Home

    Granite County, MT
    19 hours ago
  •  ...~ Ability to translate business needs into IT deliverables. ~ Possess the ability to successfully apply waterfall, agile, and hybrid project delivery methodologies. ~ Multi-disciplinary information technology familiarity with proven systems deployment experience... 
    Suggested

    The Dignify Solutions, LLC

    Montana
    10 hours ago
  •  ...within a flexible growth environment. This role requires ACCA qualification or being in final stages, along with 3+ years of relevant experience. The position offers hybrid working, health insurance, pension plans, and continuous training. #J-18808-Ljbffr Manpower Malta
    Suggested
    Flexible hours

    Manpower Malta

    Malta, MT
    3 days ago
  • $204.4k - $304k

     ...growth, profitability, and performance. Lead annual planning, forecasts, and business performance reviews. Translate financial data into clear insights and actions that drive...  ...that uniqueness sparks growth. #LI-AW1 #LI-Hybrid At nVent, we are committed to equal employment... 
    Suggested
    Minimum wage
    Full time
    Temporary work
    Work at office
    Local area
    Worldwide
    Flexible hours

    nVent

    Park County, MT
    10 hours ago
  •  ...is seeking a qualified professional to enhance their career in a hybrid working environment focused on Malta tax compliance. This role...  ...possess strong English communication skills. The package includes health insurance and a pension plan. #J-18808-Ljbffr Manpower Malta

    Manpower Malta

    Malta, MT
    10 hours ago
  •  ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing...  ...and create complex financial plans, then join a team that is a stable industry...  ...Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite... 
    Work at office

    Fidelity Investments

    Montana
    6 days ago
  • $50k - $150k

     ...As a Financial Advisor, you will partner with individuals and families to navigate important...  ...decisions at every stage of life—from planning for major milestones to preparing for the...  ...before starting work • Work Location: Hybrid remote in Riverside, CA Benefits: • 40... 
    Full time
    Contract work
    Work experience placement
    Relocation
    Flexible hours

    True Path Financial

    Kalispell, MT
    1 day ago
  •  ...Director of Merchandise Planning & Allocation Position Summary: » The Director of Merchandise Planning...  ...and finance to develop merchandise financial plans, lead assortment strategy, and...  ...and InventoryLocationMt. Angel (Hybrid)Scope28 Stores | 5 Signature... 
    Seasonal work
    Shift work

    Wilco

    Montana
    1 day ago
  •  ...Isabella Citizens for Health based in Mount Pleasant, Michigan is seeking a Director of Finance who will oversee financial strategy and operations to ensure financial sustainability. This role includes responsibility for budgets, financial statements, and compliance with... 

    Isabella Citizens for Health

    Montana
    2 days ago
  • $132.23k - $176.31k

     ...connectivity, join us today. The Role The Senior Manager of Financial Intelligence and Data Analytics is responsible for leading the...  ...detect anomalies, forecast performance, and support strategic planning. · Lead and build a high-performing technical team,... 
    Temporary work
    Remote work

    Lumen Inc

    Helena, MT
    1 day ago
  • $140k

     ...Position Overview The Director, Strategic Accounts is responsible for positioning Sonosite as the preferred vendor of hand carried...  ...growing new buyers and delivering revenue targets. Researching, planning and implementing new market programs and assisting the field... 
    Contract work
    Work experience placement
    Remote work
    Shift work

    FUJIFILM Corporation

    Helena, MT
    1 day ago
  •  ...Young World Physical Education is hiring for the role of Director of Finance in Saint Louis Park, Minnesota. This position oversees fiscal operations, budgeting, and financial reporting for the organization. The ideal candidate will possess a Bachelor’s degree in Accounting... 
    Work at office

    Young World Physical Education

    Park County, MT
    2 days ago
  •  ...Group Manager Finance in Mount Laurel, New Jersey, to lead a team of Business Finance professionals. The role focuses on strategic financial analysis, decision support, and stakeholder guidance while maintaining strong relationships with internal and external finance... 

    TD

    Montana
    2 days ago
  • Senior Accounts Payable Analyst We are seeking an experienced and motivated Senior Accounts Payable Analyst to support the daily operations of a growing Accounts Payable function. This role will work closely with the Accounts Payable Manager and serve as a key contributor...
    Remote work

    Balance Health

    Montana
    4 days ago
  • $65k - $75k

     ...Fiscal Controller Under general guidance of the Associate Director for Finance and Operations and in collaboration with the TechLink...  ...TechLink in policy discussions. Examine and analyze financial records and accounting reports to ensure accuracy and compliance... 
    Contract work
    Work at office

    Montana State University-Bozeman

    Bozeman, MT
    4 days ago
  •  ...portfolio or journey Accountable for leading or conducting expert financial analysis/research, reviews and/or audits to support functional...  ...strategies Partners with the business to develop financial plans and forecasts Applies management-level focus Shareholder... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Montana
    3 days ago
  • $115k - $128k

     ...been engaged to conduct a search for a Director of Finance for a mission-driven affordable...  ...of Finance serves as the senior financial leader for a respected affordable housing...  ...oversees financial operations, strategic planning, compliance, budgeting, and reporting while... 
    Temporary work
    Interim role
    Local area
    Immediate start
    Relocation package

    Scion Staffing

    Missoula, MT
    3 days ago
  •  ...and adaptable individual to fill the role of Finance Director. The full-time position incorporates the roles of...  ...finance director and comptroller. The team player will plan, direct, control and implement the financial policies and operations of CMAA. The finance... 
    Full time
    Summer work
    Second job
    Work at office
    Local area
    Flexible hours

    Chinese Mutual Aid Association

    Montana
    1 day ago
  • $102k - $108k

     ...please contact: Chris Dobbs Executive Director Museum of the Rockies chris.dobbs@...  ...for providing leadership and direction for financial management, information technology,...  ...completed an ambitious and transformative master plan and anticipates a significant campaign on... 
    Contract work
    Temporary work

    Montana State University

    Bozeman, MT
    1 day ago
  •  ...position is exclusively on site. Job Summary The Director of Finance oversees the financial strategy and operations of the health center (the “...  ...strategic recommendations to support long-term financial planning. Essential Functions and Responsibilities... 
    Local area

    Isabella Citizens for Health

    Montana
    2 days ago
  •  ..., in the cloud, or through a hybrid approach. Teradata delivers real...  ...AI. What You’ll Do The Director of Pricing Strategy for the...  ...AI pricing ~ Strong financial modeling and scenario analysis...  ...one of our annual incentive plans, which are based on company financial... 
    Permanent employment
    Flexible hours

    Teradata

    Helena, MT
    10 hours ago
  • Manpower Malta is seeking a skilled Tax Accountant to elevate your career in a dynamic tax team. You will manage diverse client portfolios and handle complex compliance while providing focused tax guidance across various industries. The position offers significant exposure...

    Manpower Malta

    Malta, MT
    3 days ago
  •  ...faculty mentoring, evaluation, professional development, workload planning, and participation in personnel processes consistent with...  ...in higher education, such as service as a coordinator, program director, department chair/head, center director, or another comparable... 

    Montana State University-Bozeman

    Bozeman, MT
    10 hours ago
  •  ...wealth management services and contributing to the growth of Stockman Wealth Management, Inc. Key areas of responsibility include financial planning, portfolio management, client relationship management, client service, and business development. The role focuses on... 
    Full time
    Work at office
    Night shift

    Stockman Bank

    Billings, MT
    1 day ago
  •  ...CO_01 Benefis Hospitals, Inc. is seeking a Chief Financial Officer responsible for overseeing all financial functions and supporting...  .... This executive leadership role includes strategic financial planning, compliance management, and operational efficiency. The ideal... 

    CO_01 Benefis Hospitals, Inc.

    Great Falls, MT
    2 days ago
  •  ...PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB's...  ...information, visit Corporate FP&A ~Own the annual operating plan (AOP), quarterly reforecasting, and long-range financial... 
    Remote work

    EDB

    Helena, MT
    4 days ago
  •  ...include public safety, public health, infrastructure, land use planning, elections, financial services, and community and cultural programs. Key...  ...supervises departmental staff through the Financial Services Director. This role also guides investment strategies, capital... 
    Full time
    Work at office

    Montana Society of CPAs

    Missoula, MT
    3 days ago
  •  ...as they recruit an inspirational leader to be the next Chief Financial Officer of McLaren Macomb 288 bed hospital. Chief Financial...  ...strategies and operations for McLaren Macomb. Oversee financial planning, budgeting, and performance monitoring. Develop and... 
    Full time
    Part time

    Telamon Group

    Montana
    4 days ago
  • $21.99 - $25.54 per hour

     .... Classification Title Accounting Analyst Working Title Financial Associate Brief Position Overview An opportunity to join...  ...making and overall fund management. Advises department heads, directors and other key personnel regularly on departmental financial... 
    Hourly pay
    Contract work
    Temporary work

    Montana State University

    Bozeman, MT
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director of Financial Planning & Paraplanner Hybrid. Be the first to apply!