Sales Planning

Sales Planning Finance Jobs

111 jobs found

13d ago

Financial Advisor

Kellogg Community Credit Union Battle Creek, MI

Battle Creek, MI

13d ago

Full time Marketing Advisor Business Development

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Job Description

The Financial Advisor role at Kellogg Community Credit Union is an onsite position in Battle Creek, MI, focused on promoting investment services, processing securities transactions, and managing client relationships across branch offices.

Responsibilities

Process securities orders to facilitate sales activity from receipt to execution.
Qualify prospects and open new brokerage accounts for clients who do not require a personal Financial Advisor meeting.
Lead the planning and execution of seminars, campaigns, and sales literature across the offices in their market.
Design and oversee branch training and referral initiatives.
Set up brokerage accounts and assemble all required documentation to open them.
Handle cashing and booking of checks and stock certificates, ensuring compliance with legal requirements for stock certificates in brokerage accounts.
Track and close all outstanding paperwork.
Process journals between brokerage accounts.
Coordinate with the corporate office to resolve issues.
Establish and maintain mutual fund periodic investment plans and systematic withdrawal plans.
Configure money movement arrangements, including ACH or EFT transfers, to settle trades.

Requirements

A college degree or equivalent business experience is required; related experience may substitute for formal education.
Securities licenses Series 7 and 63, plus a State Insurance License.
Minimum of two years of experience in a related role.
Clean U-4 on file.
Customer relations and sales experience is required.
Actual business experience in the field.
Ability to learn the detailed requirements of the position.
Participation in all required compliance training, including Bank Secrecy Act / anti-money laundering training, along with internal and external training programs, online courses, meetings, and seminars.

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13d ago

Brand Finance Manager

Trilliant Food Little Chute, WI

Little Chute, WI

13d ago

Full time Manager Marketing Brand

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Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

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14d ago

Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC Murfreesboro, TN

Murfreesboro, TN

14d ago

$60k+/yr Full time Advisor Client Client Relations

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Job Description

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
Conduct thorough financial assessments to understand clients' current financial situations and future goals
Develop customized financial plans based on clients' needs and risk tolerance
Monitor clients' investment portfolios and make recommendations for adjustments as needed
Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Educate clients on various financial products and services available to them
Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

Bachelor's degree in finance, business, or a related field - preferred
Proven experience working in the financial services industry as a Financial Advisor or similar role
Strong knowledge of asset management, tax planning, cash management, and financial planning principles
Excellent mathematical skills with the ability to analyze complex financial data
Exceptional customer relationship management skills with the ability to build trust and rapport with clients
Strong sales abilities with a track record of meeting or exceeding targets
Knowledge of wills, trusts, estate law is preferred but not required
Excellent communication skills, both verbal and written
Ability to work independently and as part of a team

Experience & Licenses

Financial concepts: 5 years (Required)
Client services: 5 years (Required)

Licenses & Certifications

Series 65 (Required)
Life Insurance License (Required)

Compensation & Benefits

Salary: USD 60,000 per year
Bonus opportunities
Commission pay

Benefits

Paid time off
Paid training

Job Type

Full-time

Location & Relocation

Location: Murfreesboro, TN 37129 (onsite)
Relocation: Relocate to Murfreesboro, TN 37129 before starting work (Required)
Ability to commute: Murfreesboro, TN 37129 (Required)
Work location: In person

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14d ago

Financial Advisor

Northwestern Mutual Cape Girardeau, MO

Cape Girardeau, MO

14d ago

$65k - $112k/yr Full time Advisor Business Development Client Relations

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Job Description

Join Northwestern Mutual as a Financial Advisor in Cape Girardeau, where you help clients translate aspirations into actionable plans. Working onsite with The Lowery Group, you’ll guide individuals and families through personalized strategies across protection, investments, retirement, college planning, and business considerations in a fast-paced, client-centered environment.

Responsibilities

Develop and expand a personal client base through referrals, networking, community involvement, and targeted outreach.
Meet with clients to assess goals and craft comprehensive financial plans spanning protection, investments, retirement, college planning, and business considerations.
Present tailored solutions and ensure smooth implementation while delivering outstanding client service.
Collaborate with firm resources and internal teams to provide integrated service and holistic planning.
Maintain precise CRM records and ensure adherence to firm policies and regulatory standards.
Pursue ongoing professional development, licensing, and certifications with firm support.
Represent The Lowery Group at local events and community activities to expand the Cape Girardeau presence.

Requirements

Self-motivated, entrepreneurial professional with a client-service orientation.
Minimum of one year in a client-facing role in sales, financial services, insurance, or related fields preferred.
Strong interpersonal, presentation, and communication abilities.
Goal-oriented with a track record of building relationships and delivering results.
Willingness to work in the office during standard hours and participate in occasional after-hours or weekend events.
Willingness and ability to obtain state insurance licenses and FINRA registrations as required; the firm provides licensing support and training.
Valid driver’s license.

Technologies

Benefits

Competitive compensation structure
Comprehensive medical, dental, and vision benefits
Retirement savings plan with employer match
Paid time off and paid holidays
Robust training, mentoring, and career development through Northwestern Mutual and The Lowery Group leadership
Support for professional designations, including CFP and other certifications
A collaborative, high-integrity team environment focused on long-term client relationships

How to Apply

Please submit your resume and a brief cover letter via Indeed. In your cover letter, tell us why you want to join Northwestern Mutual — The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis.

Questions?

If you have questions about the role, include them in your application or contact our office directly via the contact information listed on our Indeed posting.

Pay

Salary: $65,000 – $112,000 per year

Work Location

Onsite, Cape Girardeau, MO (in-person role)

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15d ago

Senior Financial Planner + Fast-Paced + Omaha

Lutz and Company Omaha, NE

Omaha, NE

15d ago

$80k - $125k/yr Full time Senior Advisor Client Relations

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Job Description

This Senior Financial Planner role at Lutz and Company is a non-sales, client-facing position focused on high-net-worth clients and estate and tax planning within a fast-paced, relationship-driven environment. The onsite role is based in Omaha, Nebraska, with a salary range of USD 80,000 to 125,000 per year. It requires at least 3 years of experience and a Bachelor’s degree in Finance or Business, and involves collaboration with the firm’s President to deliver strategic financial guidance.

Responsibilities

Collaborate one-on-one with high-net-worth clients to design and implement estate and tax planning strategies
Co-lead client meetings with the firm President to provide expert financial planning guidance
Manage a high volume of client interactions daily in a fast-paced, detail-oriented environment
Deliver exceptional service by building relationships grounded in trust and respect
Apply strong organizational skills to balance multiple priorities with ease

Requirements

CFP Certification Required (Certified Financial Planner)
Bachelor's degree in Finance or Business
High attention to detail, strong organization, and time-management abilities
Minimum of three years of professional financial planning experience

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Why join our client?

Fast-growing firm with an attractive outlook
Close-knit, professional team where your contributions are valued
Work-life balance with a traditional Monday through Friday schedule (8 AM - 5 PM)
Collaborative culture alongside an experienced, people-focused President

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15d ago

Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

Bethesda, MD

15d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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15d ago

Experienced Financial Advisor

The Piedmont Group Dunwoody, GA

Dunwoody, GA

15d ago

$70k - $150k/yr Full time Advisor Client Relations Experienced

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Job Description

The Piedmont Group offers an Experienced Financial Advisor a structured platform, robust resources, and a true partnership to help grow a client-focused advisory practice. This onsite role in Dunwoody, GA blends thoughtful financial planning with a collaborative environment designed to scale an independent advisory effort.

Location

Dunwoody, GA (onsite)

Compensation

Salary: USD 70,000 - 150,000 per year

Responsibilities

Deliver tailored financial planning solutions to help clients achieve their short-term and long-term goals.
Create comprehensive financial plans and perform thorough reviews to ensure accuracy and completeness.
Analyze clients' financial information, design customized strategies, and guide them toward reaching their financial objectives.