Forecast Planning Manager manages the organization's forecast planning function using inventory levels, production speed, and product demand to estimate output. Gathers and evaluates data to develop solutions for increasing production. Being a Forecast Planning Manager may work with vendors, customers, and other departments within the organization to determine optimal inventory levels. May require a bachelor's degree. Additionally, Forecast Planning Manager typically reports to a director or head of a unit/department. The Forecast Planning Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Forecast Planning Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients. This is an excellent opportunity for individuals who are passionate about helping others achieve their financial goals. Duties: - Build and maintain strong relationships with clients, providing personalized financial advice and guidance - Conduct thorough financial assessments to understand clients' current financial situations and future goals - Develop and implement customized financial plans based on clients' needs and risk tolerance - Provide recommendations on investment strategies, asset allocation, retirement planning, and estate planning - Monitor clients' portfolios and make adjustments as needed to ensure alignment with their goals - Stay up-to-date on market trends, investment products, and industry regulations - Collaborate with other professionals, such as tax advisors and attorneys, to provide holistic financial solutions - Conduct regular reviews with clients to assess progress towards their goals and make necessary adjustments Experience: - Proven experience in customer relationship management within the financial services industry - Strong knowledge of wealth management principles and practices - Demonstrated track record of success in financial sales and account management - Technical accounting skills with the ability to analyze complex financial information - Proficient in financial analysis techniques and tools - Excellent sales and negotiation skills - Familiarity with corporate accounting principles - Ability to conduct thorough research on investment opportunities - Knowledge of tax regulations related to investments If you are a dedicated professional with a passion for helping individuals achieve their financial aspirations, we invite you to apply for this position. We offer competitive compensation packages, including base salary plus commission, as well as opportunities for career advancement. Note: All positions at our company are paid positions, including internships.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
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Work Location: In person
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0 Forecast Planning Manager jobs found in Sarasota, FL area