Senior Financial Planner
Jobtailor
Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance. Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences. Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions. Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy. Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities. Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services. Establish best practices and standards that promote quality, consistency, and regulatory compliance. Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges. Influence leaders and stakeholders through data-driven insights and strategic recommendations. Mentor associates and provide leadership across key projects and initiatives. Requirements Bachelor’s degree or equivalent combination of education and relevant experience 8+ years of experience in financial planning, wealth management, investment advisory, retirement solutions, product development, strategy, or a related field Deep expertise in one or more financial planning disciplines, such as retirement, tax, estate, insurance, or investment management Proven success leading complex initiatives from strategy through execution Strong strategic thinking, analytical, communication, and stakeholder management skills Ability to influence across teams and leadership levels Preferred: CFP®, CFA®, CPA, ChFC®, or similar professional designation Experience developing or enhancing wealth management products, advisory programs, retirement income solutions, or financial planning platforms Experience supporting both retail investors and defined contribution retirement participants #J-18808-Ljbffr
- ...A collaborative consulting firm is seeking a detailed-oriented Senior FP&A Analyst based in California, Missouri. Responsibilities include developing advanced financial models, conducting performance analytics, and shaping financial strategies for diverse insurance portfolios...Senior
Capgemini
California, MO14 hours ago $80k - $130k
...Position Summary SB Energy seeks a Senior Analyst/Associate in FP&A to support financial operations for our growth portfolio. The role requires 6+ years of experience in financial modeling, budgeting, forecasting, and reporting. Responsibilities Support project level and...SeniorWork at officeFlexible hoursDoist
California, MO2 days ago$105k
...Senior Financial Analyst of Financial Planning & Analysis Sausalito, CA or Remote Summary Serena & Lily, a fast-growing home furnishings brand, is seeking a highly motivated Senior Financial Analyst of Financial Planning & Analysis to join our team. Reporting...SeniorFull timeWork at officeRemote workSerena & Lily
California, MO1 day ago- ...Senior Financial Analyst, FP&A Our client, a publicly traded and rapidly growing diagnostics company, is seeking a Senior Financial Analyst to support strategic financial planning and reporting. Location This position is hybrid in South San Francisco, CA, with in‑office...SeniorWork at officeLocal area3 days per week
Vaco by Highspring
California, MO3 days ago $85k - $105k
...Juniper Square, situated in California, seeks a Senior Fund Accountant to enhance their Fund Administration service offering. This role focuses on delivering a high-quality accounting experience to clients in the private equity, venture capital, and real estate sectors...SeniorRemote workJuniper Square
California, MO2 days ago$105k
A growing home furnishings brand is seeking a motivated Senior Financial Analyst to join their team. The ideal candidate will lead budgeting and forecasting efforts, create financial dashboards, and monitor key performance indicators. Applicants should hold a Bachelor'...SeniorRemote jobFull time- A leading mortgage lender in California seeks a Sr. Corporate Loan Processor to handle loan documentation and communication with clients. The ideal candidate needs 3-5 years of mortgage processing experience, along with knowledge of regulations such as RESPA. Candidates...SeniorRemote work
CrossCountry Mortgage
California, MO1 day ago $110k - $120k
...Job Description Job Title: Senior Financial Planning and Analysis Department: Finance Reports To: Senior Manager, Financial Systems and Business Intelligence Classification: Exempt Primary Location: Corporate Headquarters in Monterey, CA Secondary Location: US Remote...SeniorFull timeContract workRemote workLanguageLine Solutions
California, MO3 days ago$148k - $201k
...; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success. About This Role The Senior Security Operations Analyst is Crexi’s primary internal security practitioner, responsible for day-to-day security operations, threat...SeniorLocal areaFlexible hoursCREXi
California, MO3 days ago$40 - $52 per hour
...hour, based on experience We are looking to hire a Temporary Sr Financial Analyst in City of Industry, coming from the non-profit... ...state, and local laws and/or security clearance requirements. Seniority level Mid-Senior level Employment type Full-time Job function...SeniorFull timeTemporary workLocal areaLHH
California, MO3 days ago$58k - $63k
...company that rewards performance and values people — apply today! Seniority Level Associate Employment Type Full-time Job Function Sales, Finance, and Customer Service Industries Real Estate, Financial Services, and Banking Benefits Medical insurance, Vision insurance,...SeniorFull timeWork at officeAmerican Heritage Lending Inc
California, MO14 hours ago- ...StevenDouglas has partnered with a health company that is seeking a highly skilled and detail-oriented Senior Financial Analyst with 5–10 years of experience to join the Finance team. This role is ideal for a data-driven professional with a strong command of SQL and Power...Senior
StevenDouglas
California, MO3 days ago - ...Job Description We are in search of a Senior Financial Analyst to join our team located in Tustin, California. This role involves supporting budgeting and forecasting processes, preparing monthly management reports, leading strategic plans, and driving future growth and...Senior
6AM City
California, MO1 day ago $115k - $120k
...Summary Looking to build your career and design your future? You have come to the right place. The Senior Financial Analyst provides financial analysis and guidance to the finance and operations teams of the company. This position is responsible for analyzing and interpreting...SeniorInterior Logic Group, Inc.
California, MO3 days ago$30 - $45 per hour
...Responsibilities Prepare monthly & quarterly management reporting packages (standard & ad hoc reports, metrics, and financial communications). Review and validate senior management presentations, ensuring accuracy and actionable insights. Analyze trends in key performance...SeniorFull timeManpower San Diego
California, MO3 days ago- ...Overview Universal Music Group invites a Finance & Accounting professional to support the Corporate Divisions with financial planning, forecasting, consolidation, and analysis. The role involves preparing monthly/quarterly financial forecasts, annual plans, and providing...SeniorSummer workImmediate startFlexible hours
600 UMG Recordings Inc
California, MO14 hours ago $80k - $130k
...Senior Financial Analyst – Renewables Division Pearce is seeking an experienced Senior Financial Analyst to support our Renewables division's finance leader and executives. This role will focus on regular and ad hoc reporting and analysis to drive financial and operational...SeniorDaily paidFull timeLocal areaPearce Services, Inc.
California, MO2 days ago$60 - $70 per hour
...yr - $65.00/yr Direct message the job poster from Dexian Senior Technical Recruiter || Engineering || Light Industry || BFSI ||... ...team. The successful candidate will be responsible for providing financial leadership and support to the Supply Chain Sourcing...SeniorContract workRemote workWorldwideDexian
California, MO1 day ago$86.5k - $95k
...and fashion your future with RAA. Location Rosemont, IL Schedule Hybrid (3 days in-office / 2 days remote) Position Summary The Senior Financial Analyst, FP&A – Accessories plays a key role in supporting planning, forecasting, reporting, and financial analysis for RAA’s...SeniorFull timeWork at officeRemote workWorldwideRanda Luggage LLC
California, MO1 day ago- ...Privileges loyalty program and bespoke customer contracts. The Senior Analyst is responsible for the development, maintenance, harmonization... ...using planning system and incorporates review changes of both financial and commercial management. Prepares variance analysis for each...SeniorTemporary workLocal area
6AM City
California, MO3 days ago $135k - $155k
...been a “sleepy” industry for decades is now at the epicenter of sustaining the global economy. About the role We're hiring an Senior Financial Analyst to serve as a true business partner to functional leaders across the company, own Mytra's three-statement model, and drive...SeniorWork at officeFlexible hoursMytra, Inc.
California, MO19 days ago- ...A leading renewable energy platform is seeking a Senior Analyst or Associate in Project Finance to support various financing activities. This role involves building financial models, coordinating with stakeholders, and requires a background in finance or related fields...Senior
Talisman Corporation
California, MO1 day ago - ...mission to bring clarity for all of life’s financial decisions and every great mission needs... ...one Nerd levels up, we all do. As a Senior Financial Analyst reporting to our Director... ...access to a Certified Financial Planner (CFP) through Northstar Disability and Life...SeniorWork at officeLocal areaRemote workWork from homeFlexible hours
NerdWallet
California, MO14 hours ago $112.5k - $147.5k
...Job Overview Senior Finance Systems Analyst – responsible for designing and architecting scalable finance systems for Circle. Responsibilities... ...relevant work experience, working on Oracle Cloud Fusion ERP Financial applications and other finance systems. Experience implementing...SeniorWork experience placementCircle Internet Management Services LLC
California, MO4 days ago$102.7k - $134.82k
...need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well‑being. The Senior Financial Analyst is responsible for preparing and delivering financial reporting, performing variance analyses, and...SeniorFull timeWork at officeLocal areaImmediate startRemote workMonday to FridayPacific Service Credit Union
California, MO3 days ago- We are partnering with a rapidly growing Registered Investment Advisor (RIA) seeking an experienced Certified Financial Planner (CFP) to join its San Diego office. This is an ideal opportunity for a relationship-driven advisor who wants to focus on financial planning and...Work at office
- ...professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the... ...achieve financial security. About the Role As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals...Work at officeWork from homeVisa sponsorshipFlexible hours
$95k - $125k
...Storyful is seeking a Senior Courts & Crime Reporter for the California Post team. The role involves leading coverage of breaking stories on civil courts, crime, and public safety in the Bay Area. With at least 7-10 years of experience, you will deliver fast and accurate...SeniorRemote workStoryful
California, MO1 day ago- ...DescriptionAt Mabrey Bank, you’ll do more than process transactions — you’ll build lasting relationships and help customers reach their financial goals. As a **Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller...Full timeMonday to Friday
The Broken Arrow Economic Development Corporation
California, MO1 day ago - ...UMB Financial Corporation seeks a Personal Banker to build customer relationships, advise on products, and drive sales. You’ll receive extensive training on UMB’s offerings and work with leaders who mentor and share expertise. The role emphasizes personalized questions...
UMB Financial Corporation
California, MO2 days ago
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