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Financial Planner Salary in State of New York, USA

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Certified Financial Planner CFP
Right Executive Search, LLC, New York
Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office)Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and partner with internal and external stakeholders.Duties and Responsibilities of the Certified Financial Planner (CFP):The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Responsibilities include:• Relationship Management: Be a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care.• Financial Plan development: Based on a client's goals and circumstances, create comprehensive and holistic financial plans inclusive of:- Defining clients' goals and objectives- Income Tax Planning- Balance Sheet- Risk Management and Insurance- Retirement, Education, and Special Needs- Cash Flow Statement- Estate Planning- Investment Planning• Client Service: Provide exceptional tailored, consultative client service that exceeds clients' expectations• Prepare customized presentations and materials for individual client meetings• Contributing to company projects and initiatives when needed• Occasional travel as neededQualifications of the Certified Financial Planner (CFP):• 5 plus years' experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Specific experience with tax and/or insurance planning is a plus.• Holds the CFP® designation• Experience either presenting at or participating in client meetings• Extensive experience serving Ultra High Net Worth clientele with a focus on generational wealth management and preservation is preferred• Bachelor's degree in finance or related discipline• Strong demonstrated Financial Planning interest, acumen, and judgment• Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts for a non-financial audience• Familiar with financial planning software; experience with eMoney is a plus• Proficiency with Microsoft Office programs, including Excel. Tech-savvy.• Detail-oriented, self-starter, takes initiative• Team player, collaborative, able to work effectively with others, including staff in other network branches• Organized and able to set priorities• Of the highest integrity, fiduciary professionalism, and polished demeanorCompensation: Base: 120-144k plus bonus ("all in" up to $170)Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow
Financial Professional
Equitable Advisors, New York
If you want to unlock your potential as a financial professional, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico,Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.We are looking for confident, personable and driven individuals to serve as financial representatives. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Professionals are those who consistently build relationships and leverage them into business opportunities.Job Responsibilities: As on of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Your basic responsibilities will include:Prospecting and networking with potential clientsClosing and executing sales transactionsServicing existing clientsAnalyzing and compiling presentationsAttending training sessions and meetingsPursuing personal and professional development via individual study and continuing education courses which can include pursuit of Certified FinancialPlanner (CFP) designationJob Requirements: As a financial professional for Equitable Advisors, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Equitable Advisors' Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.Specific requirements for the Financial Professional position include:2 year degreeExcellent communications skills, verbal and writtenAuthorization to work in the Unites StatesSales experience is helpful, but not requiredIf relocation required must have one of the following FINRA/Licenses L&H, S63, SIE, S7 before your first interview. We recommend the S63 which takes 1-2 weeks to complete.If local candidate, have to have at least one license acquired on their own for us to give an offer.Benefits: As an Equitable Advisors' Financial Professional, you can look forward to a robust training program, career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:Base pay & commission or commission & bonusHealth, dental, life and disability insurance401(k) plus employer matchStock-purchase plan, stock options and share planDeferred compensationAbout Equitable:As one of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Equitable Advisors is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.You'd be working closely with:Austin JettRegional Vice President1290 Avenue of the Americas, 4th FloorNew York, NY 10104Tel: 212-824-4537www.austin-jett.com [email protected]
Financial Advisor
Equitable Advisors, Melville
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.Our peopleOur Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.• We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment • Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit • Social impact and community engagement prosper thru our programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually • Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selvesTraining and supportOur entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.Requirements• Applicants must be authorized to work in the United States• A four-year college degree is preferred but not required• We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding• We will sponsor your pursuit of FINRA Series 7 and 66 registrations (to be completed on your own time but no later than within 240 days of joining)• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsCompensation and BenefitsEntry level Financial Professionals start out in our Preliminary Employment Program ("PEP"), the first week of which is a 40 hour week of paid training. During this first week, you will be paid the hourly minimum wage for your location which will range from $546-762.40 for the week. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 240 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program ("PEP") Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules and vary depending on the financial product sold. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP").Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE- 5823023.1(7/23)(Exp.7/25)
Financial Consultant
Equitable Advisors, New York
If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico,Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.We are looking for confident, personable and driven individuals to serve as financial representatives. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Professionals are those who consistently build relationships and leverage them into business opportunities.Job Responsibilities: As on of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Your basic responsibilities will include:Prospecting and networking with potential clientsClosing and executing sales transactionsServicing existing clientsAnalyzing and compiling presentationsAttending training sessions and meetingsPursuing personal and professional development via individual study and continuing education courses which can include pursuit of Certified FinancialPlanner (CFP) designationJob Requirements: As a financial professional for Equitable Advisors, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Equitable Advisors' Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.Specific requirements for the Financial Consultant position include:2 year degreeExcellent communications skills, verbal and writtenAuthorization to work in the Unites StatesSales experience is helpful, but not requiredIf relocation required must have one of the following FINRA/Licenses L&H, S63, SIE, S7 before your first interview. We recommend the S63 which takes 1-2 weeks to complete.If local candidate, have to have at least one license acquired on their own for us to give an offer.Benefits: As an Equitable Advisors' Financial Professional, you can look forward to a robust training program, career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:Base pay & commission or commission & bonusHealth, dental, life and disability insurance401(k) plus employer matchStock-purchase plan, stock options and share planDeferred compensationAbout Equitable:As one of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Equitable Advisors is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.You'd be working closely with:Austin JettFinancial Consultant1290 Avenue of the Americas, 4th FloorNew York, NY 10104Tel: 212-824-4537www.austin-jett.com [email protected] is a performance-based career and not subjected to seniority or vacancies.
Financial Advisor/Financial Planner
John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC, New York
The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They should have a book of business preferably, and be comfortable creating comprehensive financial plans as well as developing areas that need implementation to enhance client growth.ResponsibilitiesProvide comprehensive financial planning support to clientsSupport investment professionals to cultivate and build on client relationshipsDevelop new opportunities for growthQualificationsBachelor's degree or higherSeries 7, 63CFP, ChFC, etc. a plus, but not needed5+ years of industry experienceBook of businessStrong understanding of the investment and wealth management market
Financial Advisor Development Program
Northwestern Mutual, New York
Northwestern Mutual | Financial Advisor AssociateWe are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual's Financial Advisors, stemming from different backgrounds and experiences, build rewarding practices and client relationships.Our Representatives are given the support of the highest quality training, a network of specialists, and mentoring opportunities. As a representative, you'll have the satisfaction of knowing that you are building your own practice by helping their clients protect and grow their financial assets. Additionally, you'll benefit from an unlimited earning potential based on your commitment, time, and effort.As a Financial Planner, you will:Identify client needs and goals to provide a sense of security and safety surrounding their financial life.Develop meaningful long-term mutually beneficial relationships.Gain knowledge about the financial products Northwestern Mutual offers as well as financial market trends.Build, maintain, and continuously grow a portfolio of clients.Provide first-class client experiences.You Will Gain Access To:A world-class training program to help you get started.Ongoing professional training and development throughout your career.Exclusive Northwestern Mutual financial products and solutions.Sponsorship for requisite licenses and certifications.A culture focused on ensuring a healthy work/life balance, collaboration, and diversity as well as recognition and rewards.An unlimited income potential directly tied to productionCareer growth opportunities with management and leadership potential.Benefits, including: Comprehensive Medical Coverage, Retirement Package/ Pension Plan, and Group Life and Disability Income Insurance.Compensation is 100% commission. In addition, you may become eligible for the following benefits:Commission structure to support early developmentBonus programs and Production AllowanceSupport for insurance licensing, SIE, Series 6, Series 63, CFP®Retirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily PlanningQualifications:Bachelor's degree from a four-year institution preferredMUST live in Tri-State Area (NYC, Varying counties within NJ and CT)*Strong interpersonal and networking skillsExcellent written and communication skillsProfessional appearance and work ethic3-5 years of sales/business or customer service experience preferredSelf-motivated, goal-oriented and enthusiastic presenceAn entrepreneurial spirit/desire to manage your own business and be accountable to your resultsAbout UsA career with Northwestern Mutual not only provides outstanding income potential but will provide you the opportunity of impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success. Some of our accolades include:#97 on Fortune 100 in 2021"World's Most Admired" Company in our Industry by FortuneTop 125 Companies for Training & DevelopmentTop 10 Independent Broker-Dealer by Financial Planning Magazine ('05-'21)Top 50 Companies to Launch a Career with by Business Week from ('06-'21)Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazineTop 5 independent broker-dealersNorthwestern Mutual has always received the highest possible financial strength ratings from the four major rating agencies:A.M. Best: A++Fitch Ratings: AAAStandard & Poor's: AA+Moody's Investors Service: AAAS&P Global: AA+Job Type: Full-timeBenefits:401(k)Dental insuranceFlexible scheduleHealth insuranceLife insuranceProfessional development assistanceRetirement planVision insurance
Demand Planner
Meta, New York
Reality Labs is seeking an experienced, highly quantitative, driven and creative Demand Planner to focus on Telco Regional demand forecasting and strategic planning. This position will require cross-functional coordination across several groups, with an emphasis on partnering with Sales Account Managers, Finance, Marketing and Channel Inventory Operations. The successful candidate will combine strategic planning and decision making with deep data analytics and insights. The ideal candidate will be passionate about AR/VR and consumer hardware, have a demonstrated interest in data and technology, work well independently, be highly analytical and demonstrate the ability to clearly communicate highly complex topics to a broad audience. This role will challenge the candidate to understand and impact many facets of hardware business strategy, including sales planning, financial forecasting, strategic pricing, trade marketing, sales analytics and supply chain analytics. Demand Planner Responsibilities: Partner with sales account managers, category managers, data analysts and business unit marketing teams to drive accurate demand planning and identify growth initiatives based on robust forecast models.Forecast and track weekly, monthly, quarterly and yearly sales performance of AR products.Own the actuals vs forecast and goal performance analysis, drive identification of root causes and plan mitigation measures for gaps in performance.Share forecast assumptions and impact of strategic activities to forecast outcomes to broader organization and various stakeholders.Drive implementation of tools and techniques for continuous forecast accuracy improvement by analyzing large datasets, identifying trends, dependencies, correlations, and creating future outlooks based on that.Partner with supply chain teams to impact production and launch decisions.Partner with marketing and finance teams to impact and evaluate pricing and promotion strategy across the entire portfolio of products and assess new markets for business growth.Present outcomes at reviews with business leaders across Facebook. Minimum Qualifications:8+ years of experience in business strategy, finance, analytics or sales planning experience with Excel and PowerpointExperience with forecasting tools (e.g. Anaplan, Algo, e2open, Logility etc.)Experience in problem solving individually and in a group setting and knowledge of financial drivers of the businessExperience with statistical forecasting methods and forecast accuracy metrics Preferred Qualifications:Experience with advanced ExcelExperience in shifting priorities, while maintaining organization and controlExperience in strategic planning in tech company, investment banking or strategy consulting with a focus on technologyExperience in SQL/Tableau/Power BI/visualization toolsExperience in consumer electronics businessesExperience of communicating insights gained from data with clarity and impactBachelor's degree in business-related or quantitative field (Economics, Finance, Math, Engineering, or similar discipline)Experience with hardware products demand forecasting About Meta: Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at [email protected].
Financial Planner - Retail
Adecco, New York
Adecco has partnered with women's fashion house to hire a Senior Manager Company Planner.This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr.About the Position:The role of Company Planning is to generate and promote strategic planning ideas to help drive margin, mitigate liabilities and manage inventory effectively. The Company Planning team acts as the hub of Planning and the liaison between Merch Planning and Finance.The Senior Manager, Company Planning is responsible for supporting the planning and forecasting processes for the Brands by acting as a hub of information between Finance and brand CFTs (MP, LP&A, Stores, Merchandising, Ecomm, and Marketing) to create brand plans. This role will focus primarily on sales & margin forecasting, annual budget development, business reporting, and evaluating current business trends and new business opportunities. This position will provide exposure across the organization and will play a critical role in generating and promoting strategic planning ideas that help drive margin, mitigate liabilities and manage inventory effectively to ensure the Brands continue to deliver against financial plans.Role and Responsibilities:Establish and maintain business relationships with Finance, Marketing, Store Ops, Direct, Merch Planning and Location Planning to build and maintain pre-season plans and in-season forecasts at Brand and Channel levelOwn the pre-season and in-season company plan at the channel level for both stores and EcommShare plans with business partners and serve as a guide for reconciling bottoms up and tops down plans and marketing budgetsProvide weekly business updates, including risks and opportunities at the brand and channel levelCreate and maintain promotional calendar for ChannelMaintain and reforecast midweek, weekly and dailies (when required)Create topline strategies to help drive sales and marginProvide clear, accurate direction on sales, margin, *inventory, *turn, promotional calendar and fiscal calendar shifts.Review Bottoms up vs Tops down plan and communicate key variancesParticipate in weekly Brand meetings to provide business updates for Brands and channel, including financial results, promotional strategy results/shifts, calendar shifts, and identify risk/opportunity to ensure we are meeting goals for all key metricsMentor and develop direct report(s) and junior team membersExperience and Qualifications:Experience in Planning preferably company or central planningBachelor's degree, or equivalent; advanced degree a plusAbility to provide strategic guidance and build business cases for a multidimensional business and take analysis into action, execute to timelines and provide timely solutionsAbility to influence key decisions makers and build strong and engaged relationshipsStrong analytical skills and clear understanding of financial measurementsOutstanding verbal and written communication skillsStrong decision-making and leadership capabilities; strong point of view and negotiation skillsProficient in Microsoft Office Applications and Business Intelligence tools (i.e. APT)Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401k plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.Must be authorized to work in the U.S. without employer sponsorship.Equal Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adeccousa.com/candidate-privacyThe Company will consider qualified applicants with arrest and conviction records.
Planner, Omni Merchandise Planning, Mens, Gap Specialty
Gap, New York
About Gap Gap has always been about optimistic American style. Starting with our very first store on Ocean Avenue in San Francisco, opened almost 50 years ago by Doris and Don Fisher. The thread that’s run through those five decades is the phenomenal people that make up our brand – our employees and our customers. People who are rooted in the legacy that makes Gap what it is, but who are also focused on the future. People who want to leave the world better than they found it. We’ve built our brand on staying true to our roots while always being out in front of what’s next. If you want to be part of an iconic American brand, and help lead the way for where we’re headed, we’d love to have you join us.About the RoleIn this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself. As Merchandise Planner, you will drive the success of one or more product categories by creating a financial roadmap and marrying it to brand strategy and customer needs. You are passionate about using your qualitative and quantitative skillset in a fashion retail environment and find joy and creativity in forecasting and financial planning. You are curious, innovative, and focused on executing an amazing customer experience while delivering/exceeding financial targets. Strong analytical and storytelling skills will serve you well, and a collaborative mindset is a must.What You'll Do Analyze historical data and current trends to identify risks and opportunities by division and department Create preseason sales, gross margin and inventory plans by division and department that support product strategies Reconcile top down to bottom up division/department plans Present financial forecast and supporting action plans in open to buy meeting Reforecast sales and manage inventory for all basic styles to meet department financial goals Communicate financial results and forecasts to manager and cross functional team on a weekly basis Develop and maintain effective working relationships with members of cross functional team (Merchandising, Visual, Production, Distribution, Planning and Company Planning), setting expectations around prioritization and best practices around key deliverablesWho You Are Must love Excel, have advanced technical skills, and be systems savvy Believe in the Power of Team; builds constructive and effective relationships with a broad and diverse group of business partners Possess strong business acumen and strategic agility, able to handle many projects simultaneously while effectively prioritizing workload Demonstrate strong listening, written and oral communication skillsBenefits at Gap Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. One of the most competitive Paid Time Off plans in the industry.* Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.* Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.* Employee stock purchase plan.* Medical, dental, vision and life insurance.* See more of the benefits we offer. *For eligible employeesGap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.Salary Range: $79,800 - $105,800 USDEmployee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.US CandidatesPlease note that effective, June 30, 2022, Gap Inc. will no longer require any of its employees to wear face masks or require proof of COVID vaccination, unless required by local or state/provincial mandates or as part of Gap Inc's quarantine guidelines after being exposed to or testing positive for COVID. Therefore, please disregard any language in any job posting that refers to Gap Inc.'s face mask and proof of vaccination policy as said policy is no longer effective.
Financial Literacy Program Specialist
Binghamton University, State University of New York, Binghamton
Category:: ProfessionalSubscribe:: Department:: Fleishman Center for Career and Professional DevelopmentLocations:: Binghamton, NYPosted:: Jun 3, 2024Closes:: Open Until FilledType:: Full-timeRef. No.:: 12182Position ID:: 177224About Binghamton University:Binghamton University is a premier public R1 research institution in the State University of New York (SUNY) system that unites more than 130 broadly interdisciplinary educational programs with some of the most vibrant research in the nation. Our unique character - shaped by our mission, outstanding academics, facilities, and community life - promotes extraordinary student success, research, and service; Binghamton University is where our students, faculty and staff thrive.Working at Binghamton University is more than about having a great job - it is about having the opportunity to flourish in an exciting, engaging environment. Our faculty and staff appreciate Binghamton's collegial and inclusive culture and its commitment to excellence, education, innovation and civic engagement. Our diverse campus community contributes to our success.Binghamton merges rigorous academics, distinguished faculty, exceptional staff, and ultramodern facilities to engage and challenge its 18,000+ students. The high-achieving Binghamton student body also represents a great diversity of life experiences, from first-generation college-goers to international students. Beyond their talent, these classmates share a desire to shape the future through technology, insight, intellectual exploration, and community service.We are an affirmative action/equal opportunity employer, and in keeping with this commitment, we welcome all to apply, including veterans and persons with disabilities.Job Description:Budget Title: Senior Staff Assistant (SL-3)Salary: $55,500 - $60,000The Fleishman Center for Career and Professional Development is recruiting for a Financial Literacy Program Specialist to lead initiatives to create a financial strategy and wellness plan that supports students from their arrival on campus at orientation through post-graduation planning and job negotiation. These efforts will contribute to student financial literacy skill building but will also improve the social mobility of graduates and their families. The successful candidate will demonstrate strategic thinking, with the ability to brainstorm and collaborate with a team to develop long-term strategies that support the success of Binghamton University students.Responsibilities include:Lead financial literacy efforts through campus-wide strategic planning, resource development and management, and collaboration with appropriate campus services/resources.Provide financial literacy coaching for students, beginning during orientation before arrival on campus, and extending through their time at Binghamton, culminating in post-graduation financial wellness strategies.Serve as an intervention service for students struggling with paying their bills or managing their finances while at school, collaborating with appropriate campus offices as a resource.Design and implement financial literacy skill-building workshops to target their specific needs and enhance their confidence about their finances.Partner with Visions Federal Credit Union, Financial Aid, Healthy Campus Initiative, Off Campus College, and relevant student organizations such as Financial Literacy for the Youth (FLY) to provide wrap-around financial literacy skill development and coaching.Occasional evening, night or weekend work may be required.Requirements:Visa sponsorship is not available for this positionBachelor's degree, 1 year experience in related field or related work experienceKnowledge of and experience with financial literacy, financial services, financial wellness programming, consultingExperience coaching or advising young adults and familiesDemonstrated experience working cooperatively and collaboratively with students, employers, staff, and faculty with diverse backgroundsStrong oral and written communication skills, with the ability to write compelling career education content that engages the readerSelf-starting, creative professional with the ability to create and manage multiple projects simultaneouslyShare core values of campus collaboration, high ethical standards, and dedication to what is best for students, employers, and Binghamton University Preferred:3-5 years experience in related field or related work experienceMaster's degree in business, management, finance, counseling, social workCertified in personal finance such as the Accredited Financial counselor (AFC), Certified Financial Planner (CFP), Financial Social Work (FSW), or another related credentialKnowledge of student development and career development theoriesKnowledge of career management and higher education systems, such as Handshake, Banner, and BrightspaceAdditional Information:Offers of employment may be contingent upon successful completion of a pre-employment background check and verification of degree(s) and credentials.Binghamton University is a tobacco-free campus.Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Governor's Office of Employee Relations at (518) 474-6988 or via email at [email protected] information can be found on our website https://www.binghamton.edu/offices/human-resources/payroll/Cover letters may be addressed "To the Search Committee."Postings active on the website, accept applications until closure.For information on the Dual Career Program, please visit:https://www.binghamton.edu/offices/human-resources/prospective/dual-career/index.htmlEqual Opportunity/Affirmative Action EmployerThe State University of New York is an Equal Opportunity/Affirmative Action Employer. It is the policy of Binghamton University to provide for and promote equal opportunity employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender identity or expression, sexual orientation, veteran or military service member status, marital status, domestic violence victim status, genetic predisposition or carrier status, or arrest and/or criminal conviction record unless based upon a bona fide occupational qualification or other exception.As required by Title IX and its implementing regulations Binghamton University does not discriminate on the basis of sex in the educational programs and activities which it operates. This requirement extends to employment and admission. Inquiries about sex discrimination may be directed to the University Title IX Coordinator or directly to the Office of Civil Rights (OCR). Contact information for the Title IX Coordinator and OCR, as well as the University's complete Non-Discrimination Notice may be found here.Binghamton University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation to participate in the job application or interview process, contact: Ada Robinson-Perez, ADA Coordinator email: [email protected] or 607-777-3660.Application Instructions:All applicants must apply via Interview Exchange: http://binghamton.interviewexchange.com/candapply.jsp?JOBID=177224Deadline for Internal Applicants: Deadline for External Applicants: Open until filledReview of applications will begin immediately and continue until the vacancy is filled.Please submit:Resume,Cover letter, andContact information for three professional referencesYou may add additional files/documents after uploading your resume. After you fill out your contact information, you will be directed to the upload page. Please login to check/edit your profile or to upload additional documents: http://binghamton.interviewexchange.com/login.jsp.