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

Financial Planner - 2269

Pivotal Talent Search

Hybrid Opportunity In Retail Finance

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
Pivotal Talent Search
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planner - 2269 in New York, NY vacancy
  • $175k - $205k

     ...Join our team as a Certified Financial Planner and unlock the potential to shape your career while making a genuine impact. At MassMutual Metro NY, we prioritize empowering our advisors with personalized coaching and hands-on experience in financial planning. You'll guide... 
    Suggested

    MassMutual Metro NY

    New York, NY
    3 days ago
  • $63.25k - $121.2k

     ...Position Title Financial Planner Location New York, NY 10018 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors... 
    Suggested
    Work at office
    Local area
    Day shift

    Flagstar Bank

    New York, NY
    2 days ago
  • $90k - $100k

     ...About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one‑on‑one guidance from Certified Financial Planner™ professionals. Our award‑winning program helps employees navigate critical financial... 
    Suggested
    Full time
    Local area
    Remote work
    Monday to Friday
    Shift work
    Afternoon shift

    LearnLux

    New York, NY
    1 day ago
  • $175k - $205k

    Overview We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial... 
    Suggested
    Work at office
    Remote work

    MassMutual Metro NY

    New York, NY
    1 day ago
  • $70k - $80k

    Bank of America is seeking a financial advisor in Oklahoma. The role involves providing comprehensive advice to clients, helping them achieve financial goals through strategic planning and recommendations of brokerage products. Candidates must possess Series 7 & 66, with... 
    Suggested

    Bank of America

    Brooklyn, NY
    1 day ago
  • 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... 

    Prudential Financial

    New York, NY
    1 day ago
  • $70k - $80k

     ...has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management...  ...abilities. Essential Job Functions The Financial Planner’s responsibilities include, but are not limited to: Preparing... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Brooklyn, NY
    9 hours ago
  • Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put... 

    American Career College

    New York, NY
    2 days ago
  •  ...and high-net-worth individuals. We help clients navigate complex financial situations, including succession planning for family-owned...  ...Opportunity We are seeking a motivated and client-focused Financial Planner to join our growing team. This is an excellent opportunity for... 

    ShoreHaven Wealth Partners

    New York, NY
    4 days ago
  • $67.15k - $79k

    Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners...  ...excellent communication abilities. Essential Job Functions Financial Planner’s responsibilities include, but are not limited to: Preparing... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday

    Mercer Advisors

    New York, NY
    3 days ago
  • $75k - $90k

     ...hybrid in-office schedule is three days a week, typically Tuesday, Wednesday, and Thursday. 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... 
    Temporary work
    Seasonal work
    Work at office
    Flexible hours
    3 days per week

    Foot Locker, Inc.

    New York, NY
    1 day ago
  • $70k - $80k

    Mercer Advisors is seeking a Financial Planner based in the United States, Oklahoma. This role focuses on preparing comprehensive financial plans for clients and offers an opportunity to build expertise in financial planning. Candidates should possess a degree in related... 

    Mercer Advisors

    Brooklyn, NY
    3 days ago
  •  ...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 time
    Internship

    TEEMA Solutions Group

    New York, NY
    3 days ago
  • $76.5k - $90k

     ...Financial Planner (New York) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    23 hours ago
  •  ...Certified Financial Planner (CFP) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner (CFP) who will: Formulate... 

    MRINetwork

    New York, NY
    4 days ago
  •  ...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 time
    Remote work

    Crossing Hurdles

    New York, NY
    1 day ago
  • $50 - $110 per hour

     ...Position: Personal Finance Advisor / Certified Financial Planner Type: Part-time Compensation: $50-$110/hour Location: Remote Commitment: 10-40hrs/week Role Responsibilities Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff,... 
    Part time
    Remote work

    Crossing Hurdles

    New York, NY
    1 day ago
  •  ...Senior 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 office
    Relocation
    Monday to Friday
    Flexible hours

    Range

    New York, NY
    3 days ago
  • $125k - $200k

     ...Domain Money is seeking a CERTIFIED FINANCIAL PLANNER® to provide flat-fee financial planning and tax services remotely. The role involves onboarding clients, performing deep analysis for insurance and college funding, and ensuring seamless tax coordination with CPA teams... 
    Remote work
    Flexible hours

    Domain Money

    New York, NY
    1 day ago
  • $50 - $110 per hour

     ...A financial advisory firm is seeking a remote Personal Finance Advisor / Certified Financial Planner® who will provide comprehensive financial planning advice, evaluate AI-generated guidance, and develop financial rules for clients. The ideal candidate will have strong... 
    Hourly pay
    Contract work
    Remote work
    10 hours per week

    Crossing Hurdles

    New York, NY
    1 day ago
  •  ...A financial wellbeing company in the United States is seeking a part-time Certified Financial Planner to provide unbiased financial guidance using a digital platform. This remote role requires a CFP® designation and offers 5-15 hours per week, focusing on various financial... 
    Part time
    Remote work

    LearnLux

    New York, NY
    1 day ago
  • $50 - $110 per hour

     ...Crossing Hurdles is looking for a Personal Finance Advisor / Certified Financial Planner to work remotely. Responsibilities include reviewing financial planning scenarios, evaluating AI-generated advice, and providing structured guidance. The ideal candidate has strong... 
    Hourly pay
    Contract work
    Remote work
    10 hours per week

    Crossing Hurdles

    New York, NY
    1 day ago
  •  ...A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time remote role. The advisor will review financial planning scenarios, evaluate AI-generated advice, and provide actionable financial strategies. Candidates should... 
    Part time
    Remote work

    Crossing Hurdles

    New York, NY
    1 day ago
  • $100k - $115k

     ...all. About Northstar (Powered by Nayya): Northstar is a financial wellness benefit that provides personalized guidance to support...  ...paycheck—combining 1-on-1 advice from CERTIFIED FINANCIAL PLANNER® professionals with easy-to-use tools and education. In 2025... 
    Work at office
    Remote work
    Flexible hours

    Nayya

    New York, NY
    3 days ago
  •  ...SLP Wealth (sister company to Student Loan Planner) is seeking a dedicated and knowledgeable full-time Paraplanner to join our growing financial planning practice. This is a fully remote position, offering the flexibility to work from anywhere with a reliable computer... 
    Full time
    Live in
    Remote work
    Monday to Friday
    Weekend work
    Afternoon shift

    SLP Wealth LLC

    New York, NY
    1 day ago
  • $62k - $72k

     ...Paraplanner (Licensed) must reside in EST or CST zones Grinney& Davis Wealth Management A private wealth advisory practice of Ameriprise Financial Services Grinney& Davis Wealth Management is an exclusive, customized wealth management practice known for delivering a high-touch... 
    Hourly pay
    Temporary work
    Private practice
    Remote work
    Flexible hours

    Ameriprise Financial

    New York, NY
    4 days ago
  •  ...support advisers within the Adviser Support Centre, working fully remote. The candidate will build strong relationships with financial planners, create quality suitability reports, and provide solutions to meet client needs. Essential skills include attention to detail... 
    Work at office
    Remote work

    Quilter

    New York, NY
    1 day ago
  • $62k - $72k

     ...Grinney & Davis Wealth Management, a part of Ameriprise Financial, is hiring a Remote Paraplanner. This role requires valid Series 7 and 66 licenses, a bachelor's degree, and at least a year of experience in financial planning. Responsibilities include executing trades... 
    Remote work

    Ameriprise Financial

    New York, NY
    4 days ago
  • $75k - $90k

    A leading athletic footwear retailer in New York is hiring Financial Planners. This hybrid role requires creating pre-season plans and leading performance reviews. Candidates should have a bachelor's degree and at least 3 years of experience, with advanced Excel skills... 

    Foot Locker

    New York, NY
    1 day ago
  • $50k - $75k

    A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication... 
    Work experience placement

    Prudential Financial

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner - 2269. Be the first to apply!