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Life Planner Jobs in California (NOW HIRING)

Snap-on Inc

RCI Coordinator/Demand Planner

San Jose, CA · On-site

$67K - $80K/yr

Support new product introductions, product transitions, and end-of-life planning * Create dashboards and reporting to communicate demand signals and performance * Drive continuous improvement of ...

Revelyst

Demand Planner

Irvine, CA · On-site

$83K - $87K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Evaluate new and end of life planning. Consolidate inputs, develop constrained demand plans. * Demand Planning - Conduct SKU analysis to create line architecture targets for the Product Marketing ...

Revelyst

Demand Planner

Irvine, CA · On-site

$83K - $87K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Evaluate new and end of life planning. Consolidate inputs, develop constrained demand plans. * Demand Planning - Conduct SKU analysis to create line architecture targets for the Product Marketing ...

Snap-On Tools

RCI Coordinator/Demand Planner

San Jose, CA · On-site

$80 - $110/hr

Support new product introductions, product transitions, and end-of-life planning * Create dashboards and reporting to communicate demand signals and performance * Drive continuous improvement of ...

New

Snap-on Inc

RCI Coordinator/Demand Planner

San Jose, CA · On-site

$67K - $80K/yr

Support new product introductions, product transitions, and end-of-life planning * Create dashboards and reporting to communicate demand signals and performance * Drive continuous improvement of ...

Snap-on Inc

RCI Coordinator/Demand Planner

San Jose, CA

$67K - $80K/yr

Support new product introductions, product transitions, and end-of-life planning * Create dashboards and reporting to communicate demand signals and performance * Drive continuous improvement of ...

AO Architects

Planner

Orange, CA · On-site

$90K - $110K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

We are seeking an experienced Intermediate Urban Planner to join our growing Planning Team. This ... Medical, dental, life, and supplemental insurance * Most medical plans fully paid for employee-only ...

Suja Life LLC

Buyer Planner

Oceanside, CA · On-site

$71K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Summary The Buyer Planner is responsible for overseeing the end-to-end purchasing and ... Medical, dental, vision, life insurance, and more * Paid Parental Leave - 12 Weeks at 100% Pay ...

New

Suja Life LLC

Buyer Planner

Oceanside, CA

$71K - $80K/yr

Position Summary The Buyer Planner is responsible for overseeing the end-to-end purchasing and ... Medical, dental, vision, life insurance, and more * Paid Parental Leave - 12 Weeks at 100% Pay ...

New

Suffolk Construction

Planner

Los Angeles, CA · On-site

$115K - $162K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... life sciences, education, gaming, aviation, transportation, government, mission critical, and ... Responsibilities * Assist Project Managers and Superintendents with planning and developing ...

Suffolk Construction

Planner

Los Angeles, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... life sciences, education, gaming, aviation, transportation, government, mission critical, and ... Responsibilities * Assist Project Managers and Superintendents with planning and developing ...

Suffolk Construction

Planner

Los Angeles, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... life sciences, education, gaming, aviation, transportation, government, mission critical, and ... Reconcile discrepancies from actual vs. planned progress and facilitate an action plan with the ...

Architects Orange LLP

Planner

Orange, CA · On-site

$70 - $90/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

We are seeking an experienced Intermediate Urban Planner to join our growing Planning Team. This ... Medical, dental, life, and supplemental insurance * Most medical plans fully paid for ...

New

Emerald Technologies

Planner

San Jose, CA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Planning, scheduling and coordinating production of the company's products * Evaluating raw ... Defense, Life Sciences, Renewable Energy, Industrial Controls, Power & Infrastructure ...

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Life Planner information

What is a life planner?

A Life Planner is a professional who helps individuals set and achieve their financial and personal goals. They provide guidance on insurance, investments, retirement planning, and wealth management. Life Planners assess clients' needs, recommend financial solutions, and support long-term financial security. They often work for insurance companies or financial institutions, building lasting relationships with clients to ensure financial well-being.

What does a life planner do?

A typical day for a Life Planner involves meeting with clients to assess their current financial situations, discussing their personal goals, and developing tailored action plans. Life Planners frequently review and update client portfolios, collaborate with internal team members such as investment advisors or insurance specialists, and stay informed on the latest industry regulations and products. Throughout the day, they may also conduct research, attend training, and respond to client inquiries or life changes. The role blends independent work with interactive client sessions, providing a dynamic and fulfilling work environment.

What skills and qualifications are needed to thrive as a life planner?

To thrive as a Life Planner, a strong foundation in financial planning, client needs assessment, and goal-setting strategies is essential, often supported by certifications such as CFP (Certified Financial Planner) or equivalent qualifications. Experience with financial planning software, CRM systems, and risk analysis tools is highly valuable in this field. Strong interpersonal communication, active listening, and problem-solving abilities help Life Planners build trust and maintain long-term client relationships. These skills are critical for effectively guiding clients through complex life decisions and ensuring their financial and personal objectives are met.

How to become a life planner?

To become a life planner, you typically need strong interpersonal and organizational skills, and some roles may require certification or training in coaching or counseling. Gaining experience in related fields such as counseling, social work, or financial planning can be beneficial, and staying informed about industry tools and best practices is important.

What are popular job titles related to Life Planner jobs in California?

For Life Planner jobs in California, the most frequently searched job titles are:

What job categories do people searching Life Planner jobs in California look for?

The top searched job categories for Life Planner jobs in California are:

What cities in California are hiring for Life Planner jobs?

Cities in California with the most Life Planner job openings:

Life Planner jobs near you
Infographic showing various Life Planner job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

RCI Coordinator/Demand Planner

Snap-on Inc

San Jose, CA • On-site

$67K - $80K/yr

Full-time

Re-posted 4 days ago

Snap-on rating

7.5

Company rating: 7.5 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

270th of 491 rated machine equipment manufacturers

Job description

Overview
RCI Coordinator and Demand Planner is responsible for coordinating and facilitating RCI activities/events/training/cost savings, creating accurate forecasts to support supply planning, inventory management, and overall business objectives. This role partners cross-functionally with Sales, Finance, and Supply Chain to analyze historical data, market trends, and customer insights to drive forecast accuracy and continuous improvement.
Responsibilities
Job Responsibilites:
  • Coordination of Rapid Continuous Improvement (RCI)
  • Develop and maintain forecast at multiple levels (SKU, product Family, customer, region)
  • Analyze historical sales data, trends, seasonality, promotions, and market intelligence
  • Collaborate with Operations team to incorporate Sales planning inputs into forecasts
  • Lead or support the monthly S&OP/IBP demand review process
  • Monitor forecast accuracy (e.g., MAPE, bias) and implement corrective actions
  • Aggregate commonality demand planning, multi-source alignment
  • Maintain and update weekly MRP report using ERP LN
  • Identify demand risks and opportunities; provide scenario and sensitivity analysis
  • Partner with Supply Planning to align demand with capacity and inventory targets
  • Support new product introductions, product transitions, and end-of-life planning
  • Create dashboards and reporting to communicate demand signals and performance
  • Drive continuous improvement of forecasting processes and planning tools
  • Coordinate Rapid Continuous Improvement (RCI) activities, facilitate RCI events, and keep track of Ops associates RCI record
  • Create and update part numbers in ERP-LN
  • Update Financial Rolling Forecast as needed

Qualifications
Job Qualifications:
Education:
  • Bachelor's degree in Supply Chain, Business, Operations, or related equivalent

Years of Experience:
  • 3 - 7 years of experience in demand planning, forecasting, or supply chain analytics

Other Requirements:
  • Full time onsite
  • APICS/IBF certification
  • Advanced knowledge of SQL, Power BI, or Tableau
  • Experience with S&OP / IBP in a manufacturing or consumer-driven environment
  • People leadership or project leadership experience

This position is 100% on-site with no remote work possibilities.
Salary range: $67,000 - $80,000
Actual starting pay will depend on qualifications, experience, skills, and internal equity considerations
Snap-on is an Equal Opportunity Employer, Minority/Female/Disabled/Veteran

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