Event Planning Consultant - Bronx

FLACS will host its inaugural 25th Anniversary Gala in October/November 2026. The event seeks an experienced Event Planning Consultant to manage the end-to-end planning and execution of the gala.Project & Timeline Management · Budget & Vendor Management · ...

Fidelity is seeking a Planning Consultant to provide a world-class planning experience for clients. The role involves conducting financial planning interactions, supporting client relationships, and using innovative technologies to maximize efficiencies. · ...

Job Description · As a Planning Consultant you will provide a world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · The Expertise We're Looking ForFINRA Series 7 & 63 required prior to hire · ...

We are seeking a Planning Consultant to provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire ...

A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. · We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializin ...

Join our team as a Vacation Planner helping parents and families design vacations that balance relaxation and kid-friendly fun. · ...

+ Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting.+ Provide timely, exceptional customer service,+ Act as a mentor to Retirement Plan Coordinators+ Assist clients with all initial and ongo ...

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. · CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. · CBI strives to be our team members' employer of choice by c ...

+Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. · +Bachelors degree pre ...

As an Advanced Planning Consultant at New York Life,you will provide expert case consultation and strategic planning support to agents and management teams within the West Central Zone. · Partner with agents... · ...

Join a globally recognised technology consultancy specialising in Planning Analytics. Work across a varied client base, delivering tailored solutions while strengthening your profile as a trusted expert in the space. · Lead full lifecycle Planning Analytics engagements, from disc ...

The Opportunity · As a Financial Planning Strategy Consultant you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. · Instruct stakeholders on how to practically apply advice and sales tools changes into their client engageme ...

We are seeking detail-oriented professionals to join our growing team as Travel Planning + Sales Consultant. · Conduct client consultations to understand travel preferences, expectations, and budgetDesign customized luxury itineraries including flights, accommodations,cruises,pri ...

We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. · ...

The eMoney Advisor Planning Consultant serves as a subject matter expert on financial planning technology and workflows, leveraging the eMoney platform to support advisors in creating comprehensive financial plans with Financial Advisors for clients . · Act as the primary resourc ...

Join a globally recognised technology consultancy specialising in Planning Analytics. · ...

The Strategic Planning Lead in the Legal & Regulatory U.S. business will be responsible for driving the formulation of the business strategy, leading governance of key initiatives, and managing operating rhythm for the business. · ...

Job summary: · We are seeking a dynamic and enthusiastic individual to join our team as a Retirement Plan Education Consultant.In this role, you will be responsible for promoting retirement plan participation and providing educational support to employees of our client companies. ...

Wells Fargo is seeking an eMoney Advisor Planning Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management. · Act as the primary resource for advisors using eMoney, · Conduct onboarding sessions and ongoing training for advisors and support sta ...

We are seeking a Planning Consultant who will provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · The ideal candidate will have a thorough understanding of financial planning concepts to help clients buil ...