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Showing 2925 Financial Literacy Coordinator jobs in the United States
Financial Literacy Coordinator
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Job Description
Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks enthusiastic, dedicated, and mission-aligned Financial Literacy Coordinator to join our Wealth Builds team.
Wealth Builds is an innovative effort to eliminate the racial wealth gap through nine evidence-based pillars beginning in Harlem and ultimately expanding to up to 10 cities nationwide. Our theory of action is that cradle-to-career services plus capital lead to social and economic mobility. Through Wealth Builds, we are providing financial education and infusions of capital, with the goal of increasing social, financial, and human capital, ultimately generating wealth for our youth.
We are seeking a committed and organized Coordinator to support the Financial Literacy pillar. This role will sit on the Wealth Builds team, a high-priority strategic initiative at HCZ focused on creating pathways to social and economic mobility. The coordinator will possess excellent project management, organization, and prioritization, and written and verbal communication skills. The successful candidate will be a strong collaborator who thrives in a dynamic, fast-paced, and highly team-oriented environment. This Coordinator will be primarily responsible for assisting the Director of Financial Education and the Assistant Director of Financial Education in the execution of the socialization and data strategy of the initiative.
For more information, check out Want to Work at Harlem Children's Zone? Here's 7 Things You Need to Know.
Requirements
- Bachelor’s Degree
- 1+ Years of experience planning and executing financial literacy workshops (preferably with K-12 youth)
- 2+ Years of project management experience
- Bachelor’s degree
- Excellent project management skills
- Strong organizational, planning, collaboration, and communication skills
- Demonstrated ability to multitask while maintaining attention to detail and to do so as part of a team in a collaborative, fast-paced environment
- Must be a self-starter and take initiative, highly proactive, and self-disciplined
- Possess an understanding of underserved communities and are willing to work closely with youth and families
- Support the smooth and efficient execution of program operations under the management of the Director of Financial Education and the Assistant Director of Financial Education.
- Manages event planning and workshops to complement integrated K-12 curriculum (e.g., guest speakers, community/parent engagements)
- Visit and be a liaison between the site and the educator to ensure the after-school financial literacy program runs fluidly
- Programming Experience
- Collaborates with PA, Afterschool, and Zone leadership to execute events (with support from the AD)
- Supports the smooth operation of the Wealth Builds Investment Club
- Manages a library of resources to support Financial Literacy
- Monday – Friday
- 9 am – 5 pm (flexibility required as participation will be required for occasional evening events)
- Hybrid schedule, 4 days in office, 1 day remote
Benefits
As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth.
Our exceptional full-time benefits include:
- Highly competitive base salaries
- Paid time off
- Employee referral bonus
- Career Advancement
- No-cost health insurance!
- Life Insurance
- Short-and long-term disability
- Additional voluntary benefits
- Wellness discounts
- Commuter benefits
- Financial wellness perks
- Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.)
The annual salary range for this position is $60,000-$75,000 per year, with a comprehensive benefits package including employer-covered health insurance. To be considered, interested applicants should apply directly through the posting at No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.
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financial planning
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Work Where You Matter: At Dollar General, our mission is Serving Others We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that values the unique strengths and perspectives that each individual brings. Your difference truly makes a difference at Dollar General. How would you like to Serve? Join the Dollar General Journey and see how your career can thrive. Company Overview:
Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day. by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Learn more about Dollar General at
Job Details:
General Summary:
To serve as the primary financial model builder and key member of Dollar General's Real Estate Financial Planning and Analysis team. The models will support the sales, real estate, SG&A, and capital planning functions for Dollar General. Assists in research aimed at improving the company's ability to forecast sales, profitability, and project financial returns. Provide cost-benefit, variance, and ad-hoc analysis as directed by Sr. Management.
Duties & Responsibilities:
- Develop and maintain detailed financial models in support of the Commercial Finance function for Dollar General:
- Creation of complex financial models including returns metrics (e.g. IRR, NPV, DCF, etc.) and preparation of presentation materials for Sr. leadership.
- Collaborate with various departments to gather valid assumptions and KPIs to support creation of the financial models.
- Enhance existing models by tearing down legacy models/processes to recreate more robust and efficient models.
- Analyze trends and external factors to create reasonable projections for future performance.
- Regularly review and update models to correspond with changing market conditions.
- Assist in assigned areas of the real estate budget and forecast finance cycle, including:
- Month end close support – variance analysis, communicating findings, and publishing reports.
- Reforecast – collaborate with stakeholders and recommend forecast adjustments.
- Annual budget process – in-depth review of all assigned accounts and assist in the creation of the annual plan.
- Utilize various systems and software (Excel, Anaplan, Lawson, Webfocus, Power BI, etc.) to access, manage, analyze, and summarize data.
- Collaborate cross-functionally to perform research and gain in depth knowledge of the business.
- Design and maintain systems and processes to support the Commercial Finance team.
- Support real estate, capital, and finance partners on various levels of ad hoc support.
- Assist in various levels of new and existing store sales budgeting, forecasting, and reporting
Qualifications:
Knowledge, Skills, & Abilities:
- Advanced knowledge of Excel, with an understanding of key formulas and functions, including Lookups, Pivot Tables, and macros.
- Mastery of financial modeling techniques inclusive of 3-statement model construction, valuation techniques, and peer benchmark analysis.
- Advanced word processing, spreadsheet, and database application skills.
- Must possess the following skills:
- Knowledge of GAAP accounting principles.
- Strong analytical, problem-solving, and decision-making skills.
- Flexible and multi-task orientation. Must be able to manage and prioritize multiple projects without delay. This is especially critical during the annual budget season.
- Creative ability to access information from different sources and summarize in a simple manner.
- Unwavering commitment to meet deadlines.
- Meticulous attention to detail with a high degree of accuracy. Must be able to detect errors and identify trends that indicate unfavorable performance.
- Excellent verbal and written communication skills.
- Customer-driven, team player committed to developing partnerships and who will maintain strong working relationships to facilitate the planning, forecasting, and analytical processes.
- Develop a thorough knowledge of the company to understand how decisions affect other areas.
Work Experience &/or Education:
- Bachelor's degree in finance, economics, or other quantitative field preferred.
- Minimum 7 years of experience in financial analysis, including a strong understanding of financial modeling, IRR, NPV, and ROI analysis.
- Ideal candidate has previous experience in investment banking, consulting, or other corporate finance environments.
- An equivalent combination of education and experience may be substituted.
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Financial Planning Consultant
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Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Advise managers how to apply a wide variety of existing procedures and precedents.
Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills:
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity.
Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers.
Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client's organization.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context.
Works without supervision and provides technical guidance when required to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges.
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward.
Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works without supervision while providing technical guidance as needed on meeting high customer service standards.
Works without supervision and provides technical guidance when required on understanding and effectively operating all customer management systems.
Works without supervision and provides technical guidance when required to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works without supervision and provides technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client.
Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.
Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained.
Works without supervision and provides technical guidance when required to carefully prepare for client interactions using established frameworks.
Works without supervision and provides technical guidance when required to identify ideal potential clients.
Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity.
Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance.
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Financial Planning Associate
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**Key Responsibilities**
+ Prepare and update financial plans, reports, and investment proposals
+ Assist with account opening, transfers, and maintenance
+ Coordinate client meetings and follow-up tasks
+ Maintain CRM records and ensure compliance documentation is complete
+ Serve as a liaison between clients and advisors for service-related inquiries
+ Support advisors with research, data entry, and plan implementation
+ Assist with clients requests, as needed
+ Provide back-up support for team, as needed
**Knowledge, Skills and Abilities:**
+ Proficiency in Microsoft Office Suite
+ Proficiency in CRM and financial planning software
+ Exceptional communication skills
+ High attention to detail and a client-first mindset
**Preferred Qualifications**
+ Bachelor's degree in Finance, Business, or related field
+ Series 7 and 66 licenses
+ Familiarity with tax, trust and estate planning
_Independent Financial Services and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._
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Financial Planning Analyst
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We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.
Responsibilities:
- Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.
- Analyze financial data to identify trends, variances, and opportunities for optimization.
- Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.
- Prepare and present financial reports and recommendations to senior leadership and stakeholders.
- Contribute to the development and implementation of financial strategies to improve operational efficiency.
- Conduct ad hoc financial analyses to address specific business challenges and opportunities.
- Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.
- Support the organization in managing multiple priorities within a fast-paced environment.
- Collaborate with cross-functional teams to ensure accurate and timely financial information.
- Assist in data mining and analysis to enhance decision-making and forecasting accuracy.
Requirements - Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 4-6 years of experience in financial planning and analysis, corporate finance, or a related role.
- Proven ability to collaborate effectively with Sales and Marketing teams for at least two years.
- Expertise in financial modeling, budgeting, and forecasting.
- Proficiency in Microsoft Excel and familiarity with financial systems like NetSuite is preferred.
- Strong communication skills, both written and verbal, with the ability to simplify complex financial concepts.
- Ability to thrive in a fast-paced environment and manage multiple priorities simultaneously.
- Solid experience in data mining techniques and variance analysis.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Manager, Financial Planning
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AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok ( .
Job Description
Purpose:
PRM Finance Manager to support Plastics and Regenerative Medicine business. This position takes the lead, with guidance from the PRM Finance Director, in managing the full P&L for Regen Med. The Finance Manager acts as a business partner and strategic thought leader in collaboration with the Marketing and Commercial teams. Primary responsibilities include modeling Sales to Distribution Margin, coordinating all planning cycles (Plan, LBE, LRP), and acting as financial planning lead for Regen Med (including GTN, royalties, and warranty). Other key responsibilities include promotion modeling, pricing analysis, daily/weekly/monthly reports (sales analytics), weekly sales tracking, and acting as liaison with Sales, Marketing, Operations, Customer Operations (customer service), and SP&A (sales planning & analytics). This is in addition to core finance/accounting functions such as (but not limited to) preparing journal entries, assessing balance sheet risk, month-end reporting, financial controls and ad hoc analysis to support the Commercial business.
Responsibilities:
+ + Lead the planning process for LBE, LRP and Plan and build out forecasting and revenue reporting models for Regen Med
+ Prepare month-end and LBE commentary for Commercial and Global FP&A teams
+ Responsible for demand forecast and act as the financial representative on S&Op
+ Comment on variance drivers vs. forecast targets on > 100 key SKU's
+ Support Brand's strategic decisions and ensure forecasts are aligned to Commercial strategy
+ Complete ad hoc promotion modeling and pricing analysis
+ Royalty calculation and coordinate payout
+ Prepare Rebate calculation and Journal entries and partner with commercial team to ensure adequacy of reserves
+ Coordinate all deliverables and create analysis/presentations for planning cycle presentations (Plan, LBE, LRP)
+ Lead Regen Med SG&A planning and COGS/OMC/OCOS forecasts
+ Prepare weekly sales tracking for Sales & Marketing
+ Provide in-depth analysis of business results, identifying emerging risks and opportunities and regularly communicate findings to senior management
+ Drive best practices, reducing manual work and leveraging system tools (i.e. PowerBI, Wdesk) to increase understanding and engagement of data reporting with stakeholders
+ Month-end close activities such as accruals, reserve analysis and balance sheet reconciliations
+ Perform variety of tasks, financial controls and ad-hoc analysis, as required
Qualifications
Qualifications:
+ Bachelor's degree in Finance or Accounting (CPA or MBA a plus)
+ 5-7 years of work experience in forecasting, simulation and other quantitative forecasting methodologies.
+ Strong interpersonal skills, including being a team player while also having the ability to partner with and influence others
+ Self-starter with ability to operate independently, drive processes, identify and implement process improvements, and establish & adjust priorities to achieve objectives
+ Ability to manage multiple priorities and tight deadlines
+ Excellent planning, organization, and time management/efficiency skills
+ Results & process oriented, focusing on process improvements to drive higher levels of performance
+ High competency with MS Excel, PowerPoint, and financial planning tools; experience in PowerBI is a plus; knowledge of SAP ideal, but not necessary
Additional Information
Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law:
+ The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future.
+ We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees.
+ This job is eligible to participate in our short-term incentive programs.
+ This job is eligible to participate in our long-term incentive programs
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law.
AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled.
US & Puerto Rico only - to learn more, visit & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:
$106,500 - $202,500
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VP Financial Planning
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As a key member of the finance team, the primary duty of this position is to lead the FP&A function. Responsibilities include ownership of the annual budgeting/planning process, periodic forecasting and financial reporting, acquisition integration activities and other ad hoc financial and systems analysis.
This role will be responsible for building key relationships with internal and external customers, as well as ensuring compliance and drive efficiency. In addition, the role will participate in projects to support new company initiatives, process improvement and automation.
This position reports to the Chief Financial Officer and currently has three direct reports. As we continue to build-out the Corporate and Regional teams we anticipate there will be additions to the FP&A team.
Duties and Responsibilities:
Specific areas of activity and ownership include:
- Act as a key partner to the CFO, CEO, COO, and executive leadership team to provide insights that support decision-making, optimize resource allocation, and drive growth and profitability.
- Lead monthly reporting activities including preparing financial statement reports, variance and profitability analysis and management reporting packages.
- Analyze non-financial statement metrics such as orders, backlog and employee utilization.
- Deliver meaningful financial reports including written analysis articulating key drivers and trends to support decision making.
- Lead the financial planning activities including annual budgets and periodic forecasts. Perform reviews and track project performance. Interpret and communicate results to stakeholders.
- Develop and prepare robust cash flow forecasts for support of our capital allocation decisions (investing or management of debt).
- Lead process improvement projects and system implementations/ enhancements.
- Develop financial models, participate on cross-functional project teams, and perform analysis to support strategic initiatives.
- Support company acquisition and integration activities including operational and financial activities. Build and analyze pro-forma financials and returns.
- Assist with corporate wide finance initiatives such as consistent reporting and analysis, acquisition or integration support, or various system implementations
- Lead the administration, maintenance and continuous improvement efforts of our financial reporting and operational reporting tools and software (e.g. Planful)
- Other Ad-hoc tasks and duties as assigned.
Experience & Competencies:
- 10+ years of related experience
- Early public accounting experience, publicly traded company or private equity experience preferred.
- Experience in a large, multi-project-based company preferred.
- Construction, Engineering or other project-based industry experience.
- Experience and demonstrated understanding of percentage of completion accounting preferred.
- Experience working in an environment requiring both robust periodic "bottoms-up", as well as ad hoc "top-down" interim forecasting processes and procedures.
- Planful FP&A platform experience and proficiency preferred.
- Proficiency in other sophisticated G/L and business intelligence and reporting tools acceptable (Hyperion, Oracle, SAP, BI, etc.).
- MS Office suite proficiency required.
- Undergraduate degree in accounting or finance, CPA license and/or MBA preferred.
Physical Demands
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Employee understands the above job description and agrees to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employees understand that the Company reserves the right to delegate, remove, expand or change all responsibilities. Employees acknowledge that he/she can fulfill the above duties with or without reasonable accommodation.
Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so will present an undue hardship in the Company's business operations.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Financial Planning Analyst
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POSITION SUMMARY
Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients.
DUTIES and RESPONSIBILITIES:
- Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
- Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
- • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
- Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
- Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 5+ years of work experience in a field relevant to the position required
- 4-year college degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Complete and maintain internal Financial Planning Specialist designation requirements
- Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation
Knowledge/Skills
- Knowledge of financial planning
- Excellent listening skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office and internet applications
- Exceptional writing, interpersonal and client service skills
• Strong time management skills - Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task - Goal oriented, self-motivated and results driven
Reports to
- Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $50k-$95k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings. The application window is expected to close 8/18/2025 but may be extended depending on whether a candidate has been selected
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Financial Planning Analyst
Posted 1 day ago
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Overview:
The Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.
Core Responsibilities:
+ Assist in preparing monthly and quarterly performance reports.
+ Monitor and update client investment asset allocations.
+ Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.
+ Prepare meeting materials for advisors and clients.
+ Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).
+ Support estate planning strategies and wealth transfer plans for clients.
+ Manage financial transaction requests and client account movements (e.g., wires, trades).
Skills:
+ Detail-oriented and organized with the ability to manage priorities effectively.
+ Strong communicator, with experience writing client communications and interacting with clients.
+ Self-motivated team player who reliably follows through on responsibilities.
Requirements
Qualifications:
+ 2+ years of relevant experience (preferably in financial planning or wealth management).
+ Progress toward or completion of CFP®, CFA, CPA, or other certifications.
+ Pursuing or completed Series 65 license exam.
+ Bachelor's degree in financial planning, accounting, finance, or related field preferred.
+ Familiarity with custodians like Schwab or Fidelity preferred.
+ Strong understanding of financial markets, asset allocation, tax, and estate planning basics.
+ Excellent proficiency in Microsoft Excel and experience with tools like Tamarac, eMoney, or Portfolio Center beneficial.
+ Comfortable working with ultra-high-net-worth clients and adapting to a fast-paced work environment.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Financial Planning Analyst
Posted 1 day ago
Job Viewed
Job Description
Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a Financial Planning Analyst to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm's clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.
The Financial Planning Analyst will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.
Key Responsibilities:
+ Compile monthly and quarterly performance reports on client portfolios.
+ Track and update client asset allocations.
+ Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.
+ Prepare materials and coordinate efforts for client meetings.
+ Assist in compiling quarterly tax projections.
+ Support preparation or review of select client income tax returns (e.g., Forms 1040).
Operational Functions:
+ Execute money movement processes (wires and journal entries).
+ Create and maintain client accounts.
+ Handle ad hoc project management tasks.
+ Provide portfolio performance updates.
+ Ensure accurate CRM database management.
Requirements
Qualifications:
+ Some experience in financial planning or a related field. (internships count)
+ Progress towards or completion of CFP®, CFA, or similar designation preferred.
+ Bachelor's degree (or higher) in financial planning, accounting, finance, economics, or a related discipline from an accredited institution.
+ High interest in investment advisory and wealth management services.
+ Exceptional written and verbal communication skills.
+ Proficiency in Microsoft Excel, Word, PowerPoint, and basic familiarity with financial tools (e.g., Tamarac, eMoney, Zephyr, Portfolio Center preferred but not mandatory).
+ Self-motivated, detail-oriented, and reliable with excellent organizational skills.
+ Ability to manage priorities and meet deadlines in a fast-paced environment.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Is this job a match or a miss?