Planning Director jobs in Keene, 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 Keene, NH area

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Director of Financial Planning and Analysis
  • Garlock Flexibles
  • Gardner, MA
  • As the Director of Financial Planning & Analysis, you will play a pivotal role within the finance leadership team, overs...
  • 3/29/2024 12:00:00 AM

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Director of Financial Planning and Analysis
  • Garlock Flexibles
  • Gardner, MA
  • Job Description Job Description Job Summary As the Director of Financial Planning & Analysis, you will be a key member o...
  • 3/29/2024 12:00:00 AM

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Senior Director of Technical Program Management (Bank Tech)
  • Capital One
  • Keene, 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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Senior Director, Software Engineering (Engineering 360)
  • Capital One
  • Keene, NH
  • Center 1 (19052), United States of America, McLean, Virginia Senior Director, Software Engineering (Engineering 360) Are...
  • 3/29/2024 12:00:00 AM

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Junior Operational Service Manager NHS AfC: Band 4 Speciality: Specialised Medicine Salary: 22,549 - 24,882 per annum Weekly working pattern: 37.5 hours per week (Full time - 37.5 hours per week)
  • University Hospitals of North Midlands
  • Peru, VT
  • ** Junior Operational Service Manager** **NHS AfC: Band 4** If there is a high volume of applications the advert may be ...
  • 3/28/2024 12:00:00 AM

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Childcare Site Manager
  • Keene Young Mens
  • Keene, NH
  • Job Type Full-time Description Position Summary The Keene Family YMCA is seeking a Childcare Site Manager for their mult...
  • 3/26/2024 12:00:00 AM

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Chef Manager ~ Executive Chef ~ Hands on ~ Private Boarding School
  • Sage Dining
  • Meriden, NH
  • SAGE Dining Services is seeking a Talented HANDS ON Executive Chef/ Assistant Food Service Director of Production for go...
  • 3/25/2024 12:00:00 AM

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Assistant General Manager
  • Great Wolf Lodge
  • FITCHBURG, MA
  • Pay: $0 per hour - $0 per hour At Great Wolf, the Assistant General Manager assists the General Manager in driving opera...
  • 10/9/2023 12:00:00 AM

Keene is located at 42°56′01″N 72°16′41″W / 42.93361°N 72.27806°W / 42.93361; -72.27806 (42.9339, −72.2784). According to the United States Census Bureau, the city has a total area of 37.5 square miles (97.1 km2). 37.3 square miles (96.5 km2) of it is land and 0.3 square miles (0.7 km2) of it is water, comprising 0.67% of the town. Keene is drained by the Ashuelot River. The highest point in Keene is the summit of Grays Hill in the city's northwest corner, at 1,388 feet (423 m) above sea level. Keene is entirely within the Connecticut River watershed, with all of the city except for the nor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planning Director jobs
$159,640 to $243,493
Keene, New Hampshire area prices
were up 1.4% from a year ago

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