Jackson, MS · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 ...
Jackson, MS · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 ...
Whether you're in propulsion, manufacturing, software, avionics, or a corporate function, you'll ... You will serve as the owner's representative with external consultants, contractors, and regulatory ...
Quick apply
Whether you're in propulsion, manufacturing, software, avionics, or a corporate function, you'll ... You will serve as the owner's representative with external consultants, contractors, and regulatory ...
Kiln, MS · On-site
$86K - $117K/yr
Whether you're in propulsion, manufacturing, software, avionics, or a corporate function, you'll ... You will serve as the owner's representative with external consultants, contractors, and regulatory ...
Quick apply
Kiln, MS · On-site
$86K - $117K/yr
Whether you're in propulsion, manufacturing, software, avionics, or a corporate function, you'll ... You will serve as the owner's representative with external consultants, contractors, and regulatory ...
Whether you're in propulsion, manufacturing, software, avionics, or a corporate function, you'll ... You will serve as the owner's representative with external consultants, contractors, and regulatory ...
Quick apply
Whether you're in propulsion, manufacturing, software, avionics, or a corporate function, you'll ... You will serve as the owner's representative with external consultants, contractors, and regulatory ...
Hernando, MS · On-site
$120K - $150K/yr
Prepares construction plans, specifications, and contract documents for contracting and bidding of ... Prepares project design using sound engineering principles, engineering software and tools.
Hernando, MS · On-site
$120K - $150K/yr
Prepares construction plans, specifications, and contract documents for contracting and bidding of ... Prepares project design using sound engineering principles, engineering software and tools.
Commercial general contracting experience, preferably in the data center or mission-critical space ... Advanced proficiency in using estimating software and tools. * Excellent communication and ...
Commercial general contracting experience, preferably in the data center or mission-critical space ... Advanced proficiency in using estimating software and tools. * Excellent communication and ...
Canton, MS · On-site
$85 - $115/hr
Commercial general contracting experience, preferably in the data center or mission‑critical ... Advanced proficiency in using estimating software and tools. * Excellent communication and ...
Canton, MS · On-site
$85 - $115/hr
Commercial general contracting experience, preferably in the data center or mission‑critical ... Advanced proficiency in using estimating software and tools. * Excellent communication and ...
Canton, MS · On-site
$90 - $130/hr
Commercial general contracting experience, preferably in the data center or mission‑critical ... Advanced proficiency in using estimating software and tools. * Excellent communication and ...
Canton, MS · On-site
$90 - $130/hr
Commercial general contracting experience, preferably in the data center or mission‑critical ... Advanced proficiency in using estimating software and tools. * Excellent communication and ...
Jackson, MS · On-site
... software development process and its technologies - 7 years • Strong knowledge of computer ... First/last name of reference, Title, Company Name, Job title of contractor while reporting to this ...
Jackson, MS · On-site
... software development process and its technologies - 7 years • Strong knowledge of computer ... First/last name of reference, Title, Company Name, Job title of contractor while reporting to this ...
Jackson, MS · On-site
$110 - $150/hr
Serve as the executive point of contact for clients, general contractors, engineers, and key ... Proficient in Microsoft Office, Bluebeam, scheduling, and project management software (Procore ...
Jackson, MS · On-site
$110 - $150/hr
Serve as the executive point of contact for clients, general contractors, engineers, and key ... Proficient in Microsoft Office, Bluebeam, scheduling, and project management software (Procore ...
Jackson, MS · On-site
Serve as the executive point of contact for clients, general contractors, engineers, and key ... Proficient in Microsoft Office, Bluebeam, scheduling, and project management software (Procore ...
Jackson, MS · On-site
Serve as the executive point of contact for clients, general contractors, engineers, and key ... Proficient in Microsoft Office, Bluebeam, scheduling, and project management software (Procore ...
Jackson, MS · On-site
This contractor will assist DOM with the Cost Allocation Plan (CAP) as described below. Vendor ... Experience in updating AlloCAP software configurations and settings
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Jackson, MS · On-site
This contractor will assist DOM with the Cost Allocation Plan (CAP) as described below. Vendor ... Experience in updating AlloCAP software configurations and settings
Hattiesburg, MS · On-site
$24.75 - $34/hr
Manages and oversees new construction and maintenance of outside contractors working on ... Skill in the use of standard office equipment and software. * Skill in using logic and reasoning to ...
Hattiesburg, MS · On-site
$24.75 - $34/hr
Manages and oversees new construction and maintenance of outside contractors working on ... Skill in the use of standard office equipment and software. * Skill in using logic and reasoning to ...
Olive Branch, MS · On-site
$85 - $115/hr
... ME software required * Develop and implement standard engineering practices including parts ... Provide direct assistance to employees and contractors to train/troubleshoot electrical/programming ...
Olive Branch, MS · On-site
$85 - $115/hr
... ME software required * Develop and implement standard engineering practices including parts ... Provide direct assistance to employees and contractors to train/troubleshoot electrical/programming ...
Olive Branch, MS · On-site
$87K - $114K/yr
... ME software required * Develop and implement standard engineering practices including parts ... Provide direct assistance to employees and contractors to train/troubleshoot electrical/programming ...
Olive Branch, MS · On-site
$87K - $114K/yr
... ME software required * Develop and implement standard engineering practices including parts ... Provide direct assistance to employees and contractors to train/troubleshoot electrical/programming ...
Using modeling tool software, assess and optimize GSE performance and operational requirements ... Oversee contractor activity in support of facility & equipment maintenance plans and projects to ...
Using modeling tool software, assess and optimize GSE performance and operational requirements ... Oversee contractor activity in support of facility & equipment maintenance plans and projects to ...
Hernando, MS · Hybrid
$98K - $135K/yr
Prepares construction plans, specifications, and contract documents for contracting and bidding of ... Prepares project design using sound engineering principles, engineering software and tools.
Hernando, MS · Hybrid
$98K - $135K/yr
Prepares construction plans, specifications, and contract documents for contracting and bidding of ... Prepares project design using sound engineering principles, engineering software and tools.
Jackson, MS · On-site
$110 - $170/hr
Serve as the executive point of contact for clients, general contractors, engineers, and key ... Proficient in Microsoft Office, Bluebeam, and project management software (Procore, Viewpoint, etc.
Jackson, MS · On-site
$110 - $170/hr
Serve as the executive point of contact for clients, general contractors, engineers, and key ... Proficient in Microsoft Office, Bluebeam, and project management software (Procore, Viewpoint, etc.
Using modeling tool software, assess and optimize GSE performance and operational requirements ... Oversee contractor activity in support of facility & equipment maintenance plans and projects to ...
Using modeling tool software, assess and optimize GSE performance and operational requirements ... Oversee contractor activity in support of facility & equipment maintenance plans and projects to ...
Work with schedulers from general contractors and design-build teams to monitor schedule risk ... Proficiency in Primavera P6 scheduling software and report preparation. Work Environment and ...
Work with schedulers from general contractors and design-build teams to monitor schedule risk ... Proficiency in Primavera P6 scheduling software and report preparation. Work Environment and ...
The most popular types of Software Contractor jobs in Mississippi are:
Cities in Mississippi with the most Senior Software Contractor job openings:
$140K - $160K/yr
Other
Medical, Dental, Vision, Retirement
Posted 19 days ago
8.1
Based on 12 frontline employees who took The Breakroom Quiz
Senior Advanced Financial Planning Opportunity in Financial Services
Senior Financial Planning Specialist, High Net Worth Planning Services
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Remoteapplicants may potentially be considered for this role.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.
Role Type: Full-time
Salary: $140,000 - $160,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.
Education Requirements:
Bachelor's degree required.
Responsibilities:
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.
Serve as a mentor to colleagues to develop their financial planning skills.
All other duties as assigned.
Basic Requirements:
10+ years of financial planning experience in a client- or advisor-facing capacity
CFP Designation
Experience delivering educational content and presenting to diverse audiences
Demonstrated ability to influence and collaborate across organizational levels
Strong communication skills, both written and verbal
Ability to manage multiple complex cases simultaneously
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Preferred Requirements:
Proficiency in financial planning software (e.g., eMoney)
CPA
FINRA Series 7, 63, and 65 licenses
J.D.
LL.M
#LI-Remote
Current Employees and Contractors Apply Here
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
Phoenix, AZ, US
2016
