Hiring: Planning Specialist. Konvergent Wealth Management. Location. Gig Harbor, WA (full-time, on-site). Job Type. Full-time W2. Business Stage. $800M AUM → $5B AUM (three year strategic goal). Position Summary. The Planning Specialist will serve as a core member of Konvergent’s advisory and client strategy team. This role supports the firm’s advisors in delivering sophisticated planning, investment, and wealth strategies to ultra-high-net-worth...
WHO WE ARE. Four Corners Capital is redefining the financial planning and wealth management space by providing an all-encompassing planning approach that focuses on achieving our clients’ most important goals at every life stage. We are unique in that we provide a written, personalized financial plan for each client that addresses all four key financial strategies one must consider long-term. PLANNING. (Protect). INVESTMENTS. (Grow). RETIREMENT. ...
Company Summary Statement : As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities — PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy — provide an outstanding experience for our cus...
Financial Planning Specialist. We’re hiring. AFCFC is seeking a highly motivated. Financial Planning Specialist. to join our team. About Us. Since 1986, we’ve been redefining fresh and convenient dining as North America’s largest franchisor of supermarket-based food service counters featuring sushi and other authentic Asian-inspired cuisine. Our well-loved brands. ZENSHI Handcrafted Sushi. and. Wild Blue Sushi. are trusted names that bring flavor...
Company Description. Heartwood Planning Group, part of Northwestern Mutual Private Client Group, embodies the strength and stability akin to the central part of a tree, the heartwood. Our mission is to provide our clients with financial strength and stability throughout their lifetime and beyond by creating holistic, needs-based plans tailored to their individual goals and aspirations. With over 70 combined years of experience, we excel in levera...
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exception...
Position Summary. The Financial Planning Specialist has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client. Duties & Responsibilities. Responsible for all aspects of coordinating financial planning services, including meeting with client and Wealth Advisor to gather information, input of d...
What You'll Be Doing. The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stifel's online Financial Planning plat...
