Director of Financial Planning Fiduciary Wealth Growth
Edelman Financial Engines
A financial advisory firm in Providence, RI, seeks a Director of Financial Planning to provide fee-based financial advice and asset management for clients. The ideal candidate will have client-facing experience in financial planning, supporting individuals to build better financial futures. Responsibilities include evaluating client needs and presenting recommendations. The role offers competitive compensation with performance incentives up to $350,000, requiring an active Series 65 and insurance licenses. #J-18808-Ljbffr
$125k - $350k
...Director, Financial Planning (Providence, RI) At Edelman Financial Engines (EFE), our purpose is to guide... ...a better financial future. We are a fiduciary and neither the firm nor our advisors... ...‑facing experience in a fee‑based wealth management or planning role Results‑driven...Suggested$100k
New England Financial Advisors provides the ability to create your own... ...Develop customized financial plans to address each of the clients... ...comprehensive financial planning and wealth management services to help... ...results Significant career growth opportunities within the...SuggestedPermanent employmentWork at officeLocal area- ...safeguard what matters most. We are passionate about continuous growth, innovation, and maintaining a culture that thrives on... ...finance leadership role responsible for driving enterprise-wide financial planning, forecasting, reporting, and performance analysis across the...SuggestedCasual workFlexible hours
- ...Controller to oversee accounting operations and provide strategic financial analysis. The ideal candidate will have a degree in Accounting... ...project performance analysis. Join a dynamic team focused on growth and operational excellence, offering competitive compensation and...Suggested
$100k - $231.54k
7505 Caremark, L.L.C. is seeking a Director, Trade Formulary Innovation to develop and execute innovative strategies that meet growth targets in healthcare. This position plays a crucial role in driving new initiatives and ensures effective communication with cross-functional...Suggested- ...A leading polymer solutions provider in Pawtucket, Rhode Island, seeks an experienced Product Manager to drive growth in their product portfolio. This role involves product strategy development, lifecycle management, and cross-functional collaboration. The ideal candidate...
- A leading financial institution is seeking a Senior Auditor to join their Wealth Management team in Johnston, Rhode Island. This role involves conducting audits related... ...environment with opportunities for professional growth and a commitment to inclusivity. #J-18808-Ljbffr...
- ...Reporting to the VP of Financial Planning and Analysis (FP&A), the FP&A Manager will take a lead role in the strategic and annual operating plan process and provide clear direction on day-to-day tasks and initiatives for analysts within the department. Responsible for...Interim role
$105.1k - $150.1k
...What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems...Temporary workWork experience placementLocal areaImmediate startFlexible hours$102.7k
...enGen Job Description : JOB SUMMARY The Manager of Financial Planning & Analysis is a key member of the Finance team, responsible... ...from senior leadership. This position reports directly to the Director of FP&A and works closely with the CFO and senior business...For contractorsWork at officeLocal area$105.1k - $150.1k
...What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems...Temporary workWork experience placementLocal areaImmediate startFlexible hours- ...Overview The Director, Cost & Financial Planning is responsible for analyzing trends and metrics, and designing and executing project plans to convert... ...Lead scenario modeling efforts for the development and growth of the portfolio Participate as a key thought leader of...Temporary workWork experience placementWork at office
$103.6k - $189.7k
...leader in serving the global financial services marketplace and the... ...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...for Exceptional Delivery and Growth Engine because this team... ...structuring, tax minimization planning, on-call advice, and tax compliance...Summer holidayWork at officeLocal areaFlexible hours$200.7k - $229.1k
...OverviewSenior Product Manager, Growth - Capital One Shopping (Remote-Eligible)Product Management... ...or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total...Full timePart timeLocal areaRemote work$110k - $185k
...Financial Planning Director Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy... ...core of wealth management – driving long-term firm growth Qualifications ~ Bachelor's degree required...Temporary work$120k - $140k
KLR is seeking a Tax Manager for its Strategic Business Solutions Group. The role, based in Andover, Boston, or Providence, involves serving as the primary client contact, overseeing various engagements, and managing staff to ensure quality service is delivered in a timely...Full time- Finance Manager - Financial Planning and Analysis Job Summary We are seeking a Finance Manager to lead financial planning, analysis, and decision support for manufacturing operations business unit within a large global organization. This is a senior individual contributor...
$120k - $130k
...Evolves Here Evolent partners with health plans and providers to achieve better outcomes... ...care journey. We are hiring for a Director, Strategic Accounts to join our Customer... ...partner, helping to identify opportunities for growth within health plan specialty management...Ongoing contractWork experience placementImmediate start$140k
...Position Overview The Director, Strategic Accounts is responsible for positioning Sonosite... ...teams with new and innovative growth ideas to leverage Sonosite's value proposition... ...delivering revenue targets. Researching, planning and implementing new market programs and...Contract workWork experience placementRemote workShift work$145k - $210k
Hilton is seeking a Senior Director, Direct Distribution Strategy to join their Global Distribution Team. The role involves leading the... ...distribution platforms and executing a global strategy focused on growth and efficiency. Candidates must have a minimum of 12 years of...$250k - $280k
...Prime Healthcare in Rhode Island is seeking a Chief Financial Officer to manage hospital finances and ensure compliance with all accounting... ...accounting or finance. They will be responsible for financial planning, budget preparation, and supervising financial activities. The...$98k - $122.5k
...A global packaging company is seeking a Sales Representative to drive profitable growth and manage customer relationships within the North American region. The successful candidate will deliver on sales goals, coordinate cross-functional efforts, and build strong client...$100k - $231.54k
...CVS Health is looking for a Lead Director of Financial Planning and Analysis in Cumberland, Rhode Island. The successful candidate will lead a team focusing on finance support for CVS Retail Pharmacy while collaborating with senior leadership to drive financial processes...- ...maintaining general ledger, performing reconciliations, and supporting financial reporting. Candidates should have 1-2 years of accounting... ...compensation, benefits, and opportunities for career growth and professional development in a supportive work environment....
$52k - $55k
...general ledger, processing accounts payable, and assisting with financial report preparation. The role offers a competitive salary range... ...52,000 to $55,000 annually, alongside opportunities for career growth and development within a supportive team. #J-18808-Ljbffr City...- ...communication skills. Responsibilities include providing client services, preparing financial statements, and ensuring professional development. The company offers a supportive environment, generous benefits, and opportunities for growth within. #J-18808-Ljbffr Doucette CPAs
- ...role in overseeing the Club’s insurance financial operations, ensuring accuracy, compliance... ...collaborates closely with the Financial Planning & Analysis (FP&A) team to deliver... ...relationships. A strong commitment to professional growth and staying current with emerging...Full timeWork at officeRemote work
$135k - $180k
...seeking talented, motivated, growth-minded, and creative individuals... ...and ad hoc reporting, financial and business analysis, budgeting... ...departments, and converts the Director of Finance’s strategies into... ...priorities into clear operational plans, reporting packages, and...Work at officeRemote work$120k - $140k
...years, KLR is committed to fostering a culture of collaboration, growth, and innovation. Due to growth, we are seeking a Manager for... ...issues as needed Support clients with business and individual tax planning needs, including preparation and review of tax returns,...Full timeWork experience placementWork at officeMonday to FridayFlexible hoursAfternoon shift$145.35k - $253.23k
...development, thereby creating new pathways for growth. In this ever-changing market environment... ...are our number one priority. With a wealth of learning and career development... ...solution architect for SAP Analytics Cloud for Planning (SAC) and S/4HANA Group Reporting implementations...H1bLocal area
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