80 financial planner jobs found

Financial Planner Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus. Position Summary: We are looking for a Financial Planning professional who will deliver comprehensive, tailored...

About XYPN XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services. This is an opportunity to join a company on a mission to help others—and you—live your best lives. About the role The Client Service Specialist is a frontline member of the Client Service team, responsible for delivering accurate, timely, and high-quality operational support to financial advisors across our TAMP and Sapphire platforms. This role focuses on execution, follow-through, and clear communication. Client Service Specialists work service requests end-to-end, collaborate closely with teammates, and escalate questions or complex issues to the Client Service Manager for guidance and coaching. We’re looking...

About Vcheck We started in 2012, in an era when due diligence was still largely manual, opaque, and inconsistent. Financial institutions needed reliable intelligence but faced a frustrating choice: slow, expensive boutique firms or fast, superficial automated checks. We saw an opportunity to bring the investigative rigor of boutique firms to scale through technology. From our early days conducting background checks for commercial real estate lenders and private equity deals to building a best-in-class portfolio monitoring platform and what is arguably the industry's most advanced investigations platform, our vision remains unchanged: help businesses see clearly through complexity and make decisions with confidence. Where We Are Today Based in New York City with global operations spanning the US, Romania, India, and soon-to-be London 25,000+ investigations annually across six continents Five consecutive appearances on the Inc. 5000 list of fastest-growing companies...

Since its founding in 1937, Krispy Kreme's focus has remained the same - making fresh doughnuts using our founder's original recipe. The brand's iconic Hot Light lets consumers know when doughnuts are being made in the shop so they can stop in and enjoy them hot, right off the line. Krispy Kreme's Senior Manager, Retail Marketing FP&A , is a strategic business partner responsible for translating business objectives into actionable financial plans to help deliver profitable growth across the company's retail channels. This role blends financial leadership, analytical acumen and marketing strategy to optimize revenue performance, manage financial planning, and improve marketing ROI. The Senior Manager will serve as a key collaborator for our Marketing team, providing data-driven support, strategic recommendations, and financial guidance to achieve organizational goals. A TASTE OF WHAT YOU WILL BE DOING: Financial Management & Analysis Lead financial...

About BizzyCar BizzyCar is an innovative software platform that enhances automotive dealership service operations by streamlining service appointments, recall management, mobile service, customer engagement, and retention. Our mission is to empower dealerships to maximize operational efficiency, boost revenue, and enhance customer satisfaction. About the role We are seeking a dynamic and detail-oriented Marketing Associate to join the BizzyCar team. In this role, you’ll support the planning and execution of marketing initiatives, campaigns, and events. You’ll work closely with Marketing leadership, Sales, and Customer Success teams to increase brand awareness, generate qualified leads, and engage current and prospective customers. If you’re passionate about digital marketing and growth-driven campaigns, this role is an exciting opportunity to make a significant impact in a fast-paced and growing company. Requirements Campaign Management & Execution...

About BizzyCar BizzyCar is an innovative software platform that enhances automotive dealership service operations by streamlining service appointments, recall management, mobile service, customer engagement, and retention. Our mission is to empower dealerships to maximize operational efficiency, boost revenue, and enhance customer satisfaction. About the role We are seeking a dynamic and detail-oriented Marketing Associate to join the BizzyCar team. In this role, you’ll support the planning and execution of marketing initiatives, campaigns, and events. You’ll work closely with Marketing leadership, Sales, and Customer Success teams to increase brand awareness, generate qualified leads, and engage current and prospective customers. If you’re passionate about digital marketing and growth-driven campaigns, this role is an exciting opportunity to make a significant impact in a fast-paced and growing company. Requirements Campaign Management & Execution...

About BizzyCar BizzyCar is an innovative software platform that enhances automotive dealership service operations by streamlining service appointments, recall management, mobile service, customer engagement, and retention. Our mission is to empower dealerships to maximize operational efficiency, boost revenue, and enhance customer satisfaction. About the role We are seeking a dynamic and detail-oriented Marketing Associate to join the BizzyCar team. In this role, you’ll support the planning and execution of marketing initiatives, campaigns, and events. You’ll work closely with Marketing leadership, Sales, and Customer Success teams to increase brand awareness, generate qualified leads, and engage current and prospective customers. If you’re passionate about digital marketing and growth-driven campaigns, this role is an exciting opportunity to make a significant impact in a fast-paced and growing company. Requirements Campaign Management & Execution...

About BizzyCar BizzyCar is an innovative software platform that enhances automotive dealership service operations by streamlining service appointments, recall management, mobile service, customer engagement, and retention. Our mission is to empower dealerships to maximize operational efficiency, boost revenue, and enhance customer satisfaction. About the role We are seeking a dynamic and detail-oriented Marketing Associate to join the BizzyCar team. In this role, you’ll support the planning and execution of marketing initiatives, campaigns, and events. You’ll work closely with Marketing leadership, Sales, and Customer Success teams to increase brand awareness, generate qualified leads, and engage current and prospective customers. If you’re passionate about digital marketing and growth-driven campaigns, this role is an exciting opportunity to make a significant impact in a fast-paced and growing company. Requirements Campaign Management & Execution...

Overview: The Executive Director of Marketing is responsible for the development and execution of strategic marketing plans and overall brand management of Golden Nugget Lake Tahoe to include the areas of casino marketing, special events, promotions, 24K Select club and player development. The Executive Director is responsible for achieving revenue, income, market share and guest service objectives in accordance with corporate policy and Nevada Gaming Commission Regulations.  This position must also exhibit a high level of professional and personalized guest service that embodies the Company’s brand standard and core values (K.E.E.P. – Kindness, Engagement, Empathy and Positivity).   Responsibilities: ESSENTIAL DUTIES AND RESPONSIBILITIES :     Provide overall strategic casino marketing direction for Golden Nugget Lake Tahoe to include advertising, customer relationship market, direct/on-line/email marketing, social media, digital marketing, promotions and...

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...

What You'll Do: Do you love digital marketing and data?   If so, we have an exciting opportunity to join Principal! We're looking for a Journey Activation Engineer, Marketing Operations to assist with the development and implementation of digital marketing journeys. You'll work in Salesforce Marketing Cloud (SFMC) and Data Cloud to build audiences, as well as technically implement customer engagements across channels in Salesforce Marketing Cloud. A working knowledge of Salesforce CRM, Salesforce Data Cloud, and Salesforce Marketing Cloud Personalization is a plus. Here is how you'll spend your day: Build and manage target audiences using Data Extensions, Filters, and SQL Queries. Create and optimize Customer Journeys using Journey Builder and Automation Studio. Execute and monitor email and cross-channel marketing campaigns. Perform quality checks and troubleshoot issues related to campaign deployment and data flow. Collaborate with cross-functional...

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...

What You'll Do: Challenge the status quo. Shape digital journeys. Make an impact.   Are you a digital marketing leader who thrives at the intersection of strategy, technology, and customer experience? At Principal, we’re looking for a Digital Marketing Senior Strategist to own and evolve our flagship digital experience at **www.principalam.com**—helping turn complex customer needs into intuitive, high-impact digital journeys. In this highly visible role, you’ll act as the digital journey product owner, partnering across marketing, digital, and technology teams to deliver meaningful improvements to how customers engage with our brand. Reporting to the Head of U.S. Segment and Digital Marketing, you’ll influence priorities, guide execution, and ensure customer insights are embedded in everything we deliver.   What You’ll Do Own and evolve Principal Asset Management’s website—ensuring performance, stability, and continuous improvement of www.principalam.com . Lead...

Procurement Buyer II - 602 We are seeking a Procurement Buyer II in our Broomfield, CO Location, Hybrid. Quantinuum believes that employees work better, more efficiently and more collaboratively in close proximity to other employees, where ideas can be exchanged readily, and decisions can be made more quickly for the benefit of the Company and our customers. All employees should work at their assigned location; however, this role may offer the opportunity to work remotely 2 days per week, with approvals. Key Responsibilities: Establish and drive procurement of material and services in support of business requirements for multiple sites Procurement activities including RFQ processes, supplier selection, purchase order placement, monitoring shipment and services and supplier performance Run reports and work with procurement data to analyze and support procurement processes Act as main point of contact for suppliers and internal customers Work with internal teams on...

Position Summary: The CLTS Waiver Program is one of Wisconsin’s Home and Community Based Services (HCBS) Medicaid Waiver programs, federally authorized under § 1915(c) of the Social Security Act. HCBS waiver programs provide Medicaid funding that may be used to fund allowable support and services that promote individuals in the waiver access and inclusion in their home and community. Eligible participants include youth between the ages of 0-22 with developmental, severe emotional, and/or physical needs, who are also functionally and financially eligible for Medicaid. The Support and Service Coordinator (SSC) coordinates and facilitates access to all services and support, both formal and informal, which are needed by the child and family to meet their identified needs. Support and service coordination assists a child or youth and his or her family to achieve an inclusive, interdependent, and self-empowered life. The child’s or youth’s SSC uses their knowledge of...

*About Universal Health Services* One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual revenues were over $11 billion in 2020. In 2021, UHS was again recognized as one of the World’s Most Admired Companies by Fortune; and listed in Forbes ranking of U.S.’ Largest Public Companies. Headquartered in King of Prussia, PA, UHS has over 89,000 employees and continues to grow through its subsidiaries. Operating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located all over the U.S. states, Finish Washington, D.C., Puerto Rico and the United Kingdom. www.uhsinc.com *About Rivendell* Rivendell is a 125 inpatient psychiatric hospital...

*About Universal Health Services* One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual revenues were over $11 billion in 2020. In 2021, UHS was again recognized as one of the World’s Most Admired Companies by Fortune; and listed in Forbes ranking of U.S.’ Largest Public Companies. Headquartered in King of Prussia, PA, UHS has over 89,000 employees and continues to grow through its subsidiaries. Operating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located all over the U.S. states, Finish Washington, D.C., Puerto Rico and the United Kingdom. www.uhsinc.com *About Rivendell* Rivendell is a 125 inpatient psychiatric hospital...

Job Summary: The hospital case manager coordinates patient care, ensuring a smooth transition through the hospital stay and beyond. They assess patient needs, develop care plans, and facilitate communication between patients, families, and the healthcare team. Case managers also play a key role in discharge planning and utilization review, helping patients access appropriate resources and services. Essential Functions: The case manager plans, coordinates, develops, evaluates, and monitors the care of assigned group of patients to achieve quality cost-effective patient outcomes. Completes & documents in the EMR, a discharge assessment on all assigned patients, which would include meeting with all new admissions to assess and discuss a proposed discharge plan and follow the progress of the discharge plan until discharged. The Case Manager in the discharge planning role, will attend daily care management team meetings on their assigned unit....

JOB SUMMARY The Nursing Assistant/Unit Coordinator at North Mississippi Health Services is responsible for providing routine patient care, coordinating nursing unit activities to support effective and and positive patient experience. This role engages strong organizational and communication skills to complete clerical and administrative duties, support inventory and document management, maintain accurate records, and facilitate information and communication across a range of stakeholder groups such as physicians, patients, and visitors to promote overall smooth and effective operational function. JOB FUNCTIONS Coordination: Effectively and efficiently coordinates the activities of the nursing unit. Assists with all admissions, discharges, transfers and changes within the unit utilizing the electronic patient tracking system and electronic medical record. Clerical: Performs a variety of office, secretarial...