Financial Planning Jobs

The Wealth Advisor role at Stockman Wealth Management focuses on delivering comprehensive financial planning and portfolio management services while driving business growth. Key responsibilities include developing new client relationships, deepening existing connections through personalized service, and participating in corporate meetings and special projects. The position requires a strong commitment to exceptional client care, the ability to work independently, and proficiency in complex financial analysis. This opportunity appeals to professionals seeking a dynamic environment that values action-oriented problem-solving and professional growth. The role involves regular travel, including overnight trips, and is ideal for individuals with a Bachelor's degree and Series 65 certification who thrive in a collaborative, client-focused culture.

This senior-level Staff Management and Budget Specialist role supports Arlington County, VA, by building a pipeline of financial professionals for anticipated government contracts. The position focuses on strategic financial planning and program analysis, requiring the individual to lead the development of operating, capital, and grant-funded budgets while monitoring performance and expenditures. Key duties include conducting cost-benefit analyses, forecasting long-term financial needs, and preparing executive-level briefings to guide decision-making. The role appeals to candidates seeking high-impact work in the public sector, offering opportunities to collaborate with leadership and influence organizational goals. It is a future contract opportunity designed for experienced professionals with strong analytical skills and a background in public administration or finance.

This senior Administrative Officer role serves as a strategic leader within a future government contract pipeline supporting Arlington County, Virginia. The position involves overseeing budget development, financial planning, and fiscal operations for major programs while ensuring strict regulatory compliance. Key responsibilities include managing procurement and grant administration, supervising administrative staff, and providing high-level guidance to leadership on operational efficiency and policy matters. The role offers significant independence and the opportunity to drive organizational performance through data analysis and stakeholder collaboration. It is designed for experienced professionals seeking to apply their expertise in public sector financial management and operations leadership within a dynamic, mission-driven environment.

The Accountant role at Gratiot Integrated Health Network supports financial operations within a healthcare organization. Key responsibilities include managing journal entries, reconciliations, and accounts payable, while also assisting with salary budget preparation, payroll processing, and grant budget tracking. The position requires maintaining accurate general ledger records and ensuring compliance with financial audits and patient data confidentiality standards. This full-time position offers a hybrid work arrangement with flexible in-person and remote options. The role is appealing due to a strong emphasis on work-life balance, comprehensive benefits including employer contributions to retirement plans, and a supportive culture focused on professional growth and community health.

The Senior Director of Finance serves as a strategic financial leader within the Administration Department of Wellspring Living, a faith-based non-profit dedicated to transforming lives affected by sexual exploitation. This role oversees all accounting operations, including budgeting, financial reporting, grant compliance, and audit coordination, while ensuring adherence to GAAP and federal regulations. Key responsibilities involve managing financial systems like SAGE Intacct, leading the annual budgeting process, supervising finance staff, and providing fiscal insights to the Executive Director and Board. The position offers the opportunity to align financial stewardship with a meaningful mission in a collaborative, values-driven culture. The role is based in Atlanta with moderate local travel to program locations and occasional regional travel.

This full-time Private Client Advisor role within J.P. Morgan Wealth Management focuses on delivering comprehensive financial planning and investment solutions to individuals and families in the Austin area. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking a collaborative environment that champions diversity and offers access to a broad platform of investment products and thought leadership. Success in this position requires strong business judgment and a commitment to integrity, with opportunities for growth within a leading financial institution.

This senior management role within the Wealth Advisory department focuses on guiding a team of Private Client Advisors to deliver personalized, fee-based investment solutions. Key responsibilities include managing client relationships, utilizing specialized financial planning software to create customized portfolio strategies, and leveraging proprietary research to support investment advice. The position is appealing due to a culture that prioritizes integrity and continuous professional development without commission-driven sales pressures. The role offers a hybrid work arrangement that balances remote flexibility with in-person collaboration, supported by a comprehensive benefits package including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

The VP, Finance, Strategy & Controller role leads finance operations, accounting, and strategic planning for the organization. This position reports directly to the CEO and executive leadership team. Key responsibilities include managing financial reporting, forecasting, and internal controls while driving improvements in profitability, cash flow, and operational efficiency across all offices. The role offers a high-impact opportunity to shape the company's financial direction and work closely with top-level leadership in a dynamic environment.

This full-time FP&A Analyst or Manager role supports the finance team of a growing government contracting firm in a hybrid capacity based in Fairfax, Virginia. The position focuses on driving financial planning and analysis within a compliance-driven environment. Key responsibilities include leading annual budgeting and forecasting processes, performing financial modeling and variance analysis, and partnering with program managers to monitor contract performance and project results. The role appeals to professionals seeking to leverage their analytical skills in a dynamic industry while contributing to process improvements and reporting automation. Candidates will work closely with cross-functional teams to ensure alignment with government contracting requirements and operational priorities.

The Assistant Store Leader role supports the Store Manager in overseeing daily operations for a major grocery retailer. Key responsibilities include managing scheduling, security, and maintenance while assisting with financial planning, sales targets, and staff development. The position requires modeling core values of integrity and inclusion to foster a positive work environment. This opportunity appeals to those seeking career growth through extensive training programs and tuition reimbursement. The role offers flexible scheduling options and a supportive culture focused on employee well-being and community engagement.

This Vice President or Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising affluent families on building, preserving, and managing their wealth. The position involves managing existing client relationships, acquiring new assets, and providing comprehensive advice on asset allocation, investments, credit, and banking needs. Candidates will partner with internal specialists to deliver holistic financial solutions while adhering to strict regulatory guidelines. The role is appealing due to the opportunity to work alongside a talented, collaborative team supported by a robust institutional platform with extensive resources. It offers a dynamic environment for professionals with an entrepreneurial mindset to advance their careers through continuous learning and high-impact client engagement. The position is based in San Francisco.

This Managing Director role within J.P. Morgan's International Private Bank focuses on advising offshore clients across Asia on building and preserving their wealth. The position involves managing high-net-worth relationships, providing holistic balance-sheet advice on investments and credit, and driving new asset acquisition. Candidates will leverage a strong institutional platform to deliver tailored financial solutions while collaborating with internal specialists. The role appeals to professionals seeking a client-first culture with broad exposure to global markets and significant career growth opportunities. Fluency in English and Mandarin is required, and the position supports a dynamic environment where entrepreneurial thinking is valued.

This full-time Assistant General Counsel role within the Litigation Team at Northwestern Mutual involves managing complex civil disputes for a Fortune 109 financial services company. Key responsibilities include developing litigation strategies with outside counsel, overseeing all phases of discovery and eDiscovery, preparing executives for depositions and trials, and evaluating settlement options to mitigate enterprise risk. The position appeals to legal professionals seeking a collaborative environment where they can partner closely with business leaders to deliver practical, strategic advice. The role offers a flexible work schedule, comprehensive benefits, and opportunities for career growth within a culture that prioritizes client interests and employee well-being.

This full-time Insurance & Retirement Advisor role supports the lead sales and advisory team at Vantage Insurance in Redlands, California. The position focuses on facilitating the financial planning workflow by preparing for client meetings, processing new business, and managing client onboarding. Key responsibilities include taking detailed meeting notes, sending recaps, maintaining CRM data, preparing illustrations and reports, and assisting clients with applications for life insurance and annuities. The role also involves coordinating underwriting and policy delivery processes while ensuring clients complete satisfaction surveys. This opportunity appeals to individuals seeking a collaborative environment that values integrity and excellence. The position requires a minimum of two years of experience in the industry and a valid life insurance license, offering a chance to work closely with senior leadership in a supportive team setting.

This full-time Project Accountant role within the finance department of a construction firm manages the financial administration of building projects. Key responsibilities include preparing monthly AIA owner billings, processing subcontractor and vendor payments, and ensuring compliance with lien waivers and contract terms using tools like Vista Viewpoint and Procore. The position offers a collaborative office environment with opportunities to work closely with the CFO on financial metrics and departmental goals. The role is appealing for its focus on financial integrity from project start to closeout, supported by a comprehensive benefits package including 401k matching, paid sabbatical leave, and tuition reimbursement.

The Junior Staff Accountant role supports the Accounting department within a credit union, focusing on accurate financial reporting and compliance. Key responsibilities include analyzing general ledger accounts, reconciling sub-ledgers, preparing journal entries, and reviewing monthly income statement variances. The position also involves developing process improvements, ensuring adherence to federal regulations, and assisting with internal and external financial audits. This opportunity appeals to candidates seeking professional growth through mentorship, the chance to lead meetings, and the ability to influence capital project planning. The work arrangement is hybrid, offering flexibility while maintaining a collaborative culture centered on service excellence and integrity.

The Catering Manager 3 role operates within Sodexo's educational sector team to deliver high-quality food and beverage services that support campus well-being. Key responsibilities include planning and executing diverse catering events, leading staff through hiring and training, and managing departmental budgets and financial forecasts. The position requires ensuring strict compliance with health and safety standards while maintaining strong relationships with clients and vendors. This opportunity appeals to those seeking a dynamic environment where they can drive operational efficiency and foster team growth. The role offers a comprehensive benefits package including medical, dental, and vision coverage, along with a 401k plan, supporting a balanced and secure career path.

The Senior Finance Manager role leads the finance and accounting team within a dynamic organization. Key responsibilities include overseeing daily accounting operations, managing monthly close processes under IFRS and US GAAP standards, and coordinating tax compliance across multiple US jurisdictions. The position also involves leading audit activities, performing variance analysis, and driving process improvements for efficiency. This opportunity is appealing for its focus on strategic financial planning and the chance to mentor and develop high-performing team members. The role requires a candidate with extensive experience in financial leadership and proficiency in ERP systems, offering a platform to shape robust financial systems in a fast-paced environment.

The Finance Coordinator role supports Graduate Medical Education programs under the CFO and Designated Institutional Official. Key responsibilities include managing program budgets, overseeing lease agreements and utilities, processing quarterly IRIS reports, and handling reimbursement requests for unfunded spots. The position involves supervising department coordinators to ensure accurate data processing and compliance with billing practices. This full-time opportunity appeals to candidates seeking a stable environment where they can apply their finance or accounting background to directly impact medical training operations. The role requires a bachelor's degree and offers the chance to work closely with leadership to achieve organizational goals.

This full-time Controller role leads the finance team within a mission-driven nonprofit organization, reporting to the Chief Financial Officer. Key responsibilities include overseeing GAAP-compliant accounting, managing financial reporting and audits, coordinating annual budgeting, and strengthening internal controls to ensure financial integrity. The position requires supervising staff, collaborating with leadership on strategic planning, and supporting grant-related financial activities. The role appeals to candidates seeking to make a meaningful community impact while working in a culture that values innovation, diversity, and service excellence. The organization offers a collaborative environment focused on operational efficiency and professional growth.

This full-time role within J.P. Morgan Wealth Management's National Branch group in Irvine, CA, focuses on serving clients as a Personal Advisor. The position involves partnering with individuals to create custom financial plans, matching them with investment portfolios managed by the firm's Chief Investment Officer, and providing ongoing advice to navigate life changes. Key responsibilities include converting leads into clients, utilizing a solution-oriented mindset for holistic planning, and educating clients on digital tools for financial monitoring. The role is appealing for its emphasis on building trusted, long-term relationships supported by top-tier technology and a collaborative office environment. Success in this position requires active Series 7 and Series 66 licenses, with a preference for candidates holding a CFP designation and prior financial planning experience.

The High Voltage Technician role involves providing technical leadership and onsite support for wind and solar energy substations. Key responsibilities include troubleshooting complex electrical equipment like power transformers and switchgear, preparing detailed job planning documents, and mentoring field teams to ensure safety and efficiency. The position requires strong communication skills to direct site personnel and customers while managing administrative tasks such as reporting and cost control. This opportunity appeals to professionals seeking a challenging career within a company that prioritizes professional development and a collaborative work environment. The role offers flexibility with a mix of onsite and remote duties, though travel is required to various customer sites.

This full-time Aviation Project Manager role supports Ardurra's growing aviation group in Texas, focusing on airport design and construction projects from planning through completion. Key responsibilities include managing client relationships, overseeing regulatory approvals and environmental compliance, supervising junior staff, and ensuring quality control for design documents. The position offers a hybrid or fully remote work arrangement for candidates residing in Texas, providing flexibility to balance professional and personal life. The role is appealing due to the company's people-centric culture that prioritizes career development through internal training programs, mentorship opportunities, and a collaborative environment dedicated to shaping sustainable aviation infrastructure.

This full-time contract role serves as a hybrid Medical Assistant position within a unique healthcare and finance department, specifically welcoming new graduates. The successful candidate will provide clinical support by performing routine tasks such as taking vitals and administering medication, while simultaneously assisting the finance team with budget preparation, invoice processing, and cost management. Key responsibilities also include managing patient scheduling, maintaining compliance with healthcare regulations, and preparing reports on health outcomes and financial data. The position offers a collaborative environment with comprehensive benefits including medical, dental, vision, and a retirement plan with employer matching. The role is based on-site with a full-time schedule from Monday to Friday, including some Saturdays.

This junior accountant role supports the finance team at Northeast Power Dry, a company dedicated to a supportive and growth-oriented culture since 1996. The position focuses on maintaining accurate financial records through invoice processing, managing accounts payable and receivable, and performing bank reconciliations. A key responsibility involves calculating and verifying commission-based payroll while ensuring compliance with company policies. The role appeals to detail-oriented professionals seeking career advancement within a stable organization that offers comprehensive benefits, including health coverage, a 401(k) match, and paid training. The position requires three to five years of bookkeeping experience and proficiency with accounting software and Excel, operating in a fast-paced environment where independent task management is essential.