Planning Director jobs in Bedford, NH

Planning Director directs and oversees the patient service planning function for a hospital or healthcare system. Performs analysis of trends in healthcare and makes recommendations for new services or changes in existing services. Being a Planning Director supports feasibility analysis and new program planning. Requires a bachelor's degree. Additionally, Planning Director typically reports to top management. The Planning Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Planning Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Planning Associate
  • Northeast Planning Associates
  • Bedford, NH FULL_TIME,PART_TIME
  • We are an independent Wealth Management firm located in Southern NH seeking a high quality, energetic individual to work directly with our financial planning team serving a group of successful financial planners. This is an excellent opportunity for growth in the financial services industry.

    Job Overview:

    We are seeking a financial planning associate to join our firm. The ideal candidate would have financial services experience, and preferably hold Series 7 and 66 securities licenses. However, we would also be willing to assist in obtaining these licenses for the right person. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we resource our advisors. Candidates that fit into our firm and culture will embrace technology, and enjoy a collaborative environment.

    Responsibilities:

    • Assist Wealth Managers in managing client relationships, including scheduling meetings, preparing materials, and following up on action items.
    • Prepare and process client documentation, such as account openings, transfers, and investment transactions.
    • Coordinate with internal departments to facilitate client requests and resolve inquiries in a timely manner.
    • Assist in the preparation of client reports, presentations, and other communication materials.
    • Organization of gathered data and input into various financial planning software
    • Work closely with head of department to deliver high quality financial planning output to financial advisors
    • Work with advisors to clarify client goals and objectives, and help provide adjustments when needed
    • Tracking and reviewing of fee-based financial plans to ensure the plan satisfies the client agreement forms
    • Run investment research reports
    • Oversee the process for the collection and reporting of financial planning fees
    • Monthly and annual reporting projects

    Desired Skills:

    • 4-year College degree
    • 2-3 years in a professional office environment preferred, but not necessary for the right career-oriented candidate
    • FINRA Series 7 & 66 licenses is a plus but not required
    • FPQP, ChFC or other similar designation is a plus but not required
    • Ability to learn various software applications
    • Proficient in Microsoft office applications, including Excel and Outlook
    • High level of attention to detail
    • Strong verbal and written communication skills
    • Capacity to work in a collaborative environment and work independently

    Perks:

    • Ideally a full-time position but could be structured as a part-time position for the right candidate
    • Salary commensurate with experience and licensing if applicable
    • Includes benefits package
    • Mentorship and Learning Opportunities
    • Straightforward, professional, and enjoyable work environment

    If you are interested in joining our firm, please respond with your resume and a cover letter that addresses how your experience relates to the job duties and responsibilities of this particular position. Please include your salary level desired as well.

    Job Types: Full-time, Part-time

    Pay: $50,000.00 - $60,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Paid time off
    • Professional development assistance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Work Location: In person

  • 4 Days Ago

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Planning Consultant
  • Happy Vibes Adventures
  • Manchester, NH FULL_TIME
  • About the job Are you looking to do something new and different? Are you looking for a way to supplement your income AND enjoy perks and discounts to cruises, tropical resort getaways, and exciting th...
  • 24 Days Ago

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Planning Manager
  • Sanmina Corporation
  • Manchester, NH FULL_TIME
  • Sanmina Corporation (Nasdaq: SANM) is a leading integrated manufacturing solutions provider serving the fastest-growing segments of the global Electronics Manufacturing Services (EMS) market. Recogniz...
  • 13 Days Ago

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Planning Expeditor
  • Intervala,LLC
  • Manchester, NH FULL_TIME
  • Job Summary & Essential FunctionsCoordinate and expedite materials, parts and assemblies between departments while supporting production schedules to ensure customer commitments are satisfied. Initiat...
  • 15 Days Ago

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Town Planning Specialist
  • Project People
  • Manchester, NH FULL_TIME
  • Town Planning Specialist - Permanent We are seeking a dynamic and experienced Town Planning Manager join a team and collaborate with the Head of Town Planning. This Town Planner role is working for a ...
  • 2 Days Ago

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Planning and Procurement Specialist
  • Markem-Imaje Corporation
  • Keene, NH FULL_TIME
  • Markem-Imaje is a trusted world manufacturer of product identification and traceability solutions, offering a full line of reliable and innovative inkjet, thermal transfer, laser, print and apply labe...
  • 3 Days Ago

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0 Planning Director jobs found in Bedford, NH area

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Associate Chief Nursing Officer - Relocation Assistance
  • Rochester Regional Health
  • Manchester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Associate Chief Nursing Officer - Rochester General Hospital
  • Rochester Regional Health
  • Manchester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Associate Chief Nursing Officer - Unity Hospital
  • Rochester Regional Health
  • Manchester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Senior Director of Technical Program Management (Bank Tech)
  • Capital One
  • Manchester, NH
  • Center 1 (19052), United States of America, McLean, Virginia Senior Director of Technical Program Management (Bank Tech)...
  • 3/29/2024 12:00:00 AM

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24-030 Planning Division Supervisor
  • City of Dover, NH
  • Dover, NH
  • The Planning Director is seeking a responsible individual to manage and perform routine and complex technical and profes...
  • 3/28/2024 12:00:00 AM

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Outreach Admission / Career Preparation Coordinator
  • NH Job Corps
  • Manchester, NH
  • Job Description Job Description Work for a company that makes a difference. We are growing! NH Job Corps is hiring for a...
  • 3/28/2024 12:00:00 AM

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Director, New England Heart & Vascular Institute, Advance Practice Providers
  • Catholic Medical Center
  • Manchester, NH
  • POSITION SUMMARY: Acts as clinical management resource to the Executive Director of Operations and Medical Director of t...
  • 3/28/2024 12:00:00 AM

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Strategic Project Manager
  • WestCongress Insurance Services LLC
  • Manchester, NH
  • Champlain Insurance Group is a fast-growing, specialty, surplus and excess lines insurance enterprise. Which, through ou...
  • 3/26/2024 12:00:00 AM

Bedford is a town in Hillsborough County, New Hampshire, United States. The population was 21,203 at the 2010 census and an estimated 22,458 in 2017. Bedford is a suburb of Manchester, the largest city in the state of New Hampshire. According to the United States Census Bureau, the town has a total area of 33.1 square miles (86 km2), of which 32.8 sq mi (85 km2) is land and 0.3 sq mi (0.78 km2) is water, comprising 0.85% of the town. The largest body of water other than the Merrimack River is Sebbins Pond, which is connected to smaller, neighboring bodies of water by Sebbins Brook. Bedford is ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planning Director jobs
$158,029 to $241,035
Bedford, New Hampshire area prices
were up 1.4% from a year ago

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