Strategic Planning Analyst jobs in Derry, NH

Strategic Planning Analyst assists in the development of long-term goals and strategic objectives for an organization. Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity. Being a Strategic Planning Analyst may be responsible for external corporate communications with industry analysts and the investment community. May also be responsible for recommending strategic alternatives and developing and maintaining operational plans. Additionally, Strategic Planning Analyst requires a bachelor's degree. Typically reports to project leader or manager. The Strategic Planning Analyst works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Strategic Planning Analyst typically requires 0-2 years of related 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

  • 3 Days Ago

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Behavioral Health Technician ABA Paraprofessional
  • Licensed behavior analyst professional Services PLLC
  • Manchester, NH CONTRACTOR
  • Join Our LBAPS Team: ABA Paraprofessional Are you looking for a position where you see progress happen in real life? Where you get to watch children master their goals? If so, then a position within L...
  • 22 Days Ago

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Behavioral Health Technician RBT
  • Licensed behavior analyst professional Services PLLC
  • Manchester, NH CONTRACTOR
  • Join Our Licensed Support ABA Services Team: ABA Paraprofessional Are you looking for a position where you see progress happen in real life? Where you get to watch children master their goals? If so, ...
  • 4 Days Ago

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Analyst 3, Financial Planning & Analysis Voice & Video Revenue
  • Comcast Corporation
  • Manchester, NH FULL_TIME
  • Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of i...
  • 1 Day Ago

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Strategic Sales
  • Kimball Midwest
  • Manchester, NH FULL_TIME
  • Position Summary In this role you will be expected to work with our team of sales professionals selling maintenance and repair products to larger customers in industrial, automotive, fleet, manufactur...
  • 2 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...
  • 23 Days Ago

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0 Strategic Planning Analyst jobs found in Derry, NH area

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IT Audit and Risk Analyst
  • Bottomline
  • Portsmouth, NH
  • Bottomline is at the forefront of digital transformation. We are a growing global market leader uniquely equipped to add...
  • 3/28/2024 12:00:00 AM

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Inventory Analyst Manager
  • Lonza
  • Portsmouth, NH
  • Today, Lonza is a global leader in life sciences operating across three continents. While we work in science, there's no...
  • 3/28/2024 12:00:00 AM

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Business Analyst
  • Eliassen Group
  • Merrimack, NH
  • Job Description **Hybrid - one week a month onsite in Dallas-Fort Worth Metroplex area.** Our financial services client ...
  • 3/28/2024 12:00:00 AM

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Area Marketing Manager - Northern New England
  • The Judge Group
  • Seabrook, NH
  • ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community ...
  • 3/28/2024 12:00:00 AM

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Senior Sales Analyst
  • Gorton's
  • Gloucester, MA
  • Be part of something BIG here at Gorton’s. With the iconic yellow slicker and a catchy jingle, Gorton’s is now reaching ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent - Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Senior Project Analyst
  • Pyramid Consulting, Inc
  • Waltham, MA
  • Immediate need for a talented Senior Project Analyst. This is a 12+ Months contract opportunity with long-term potential...
  • 3/25/2024 12:00:00 AM

8
Strategy Analyst
  • 813 Consultants
  • North Andover, MA
  • Strategy Analyst The company is a rapidly growing company with over 25 years supporting various Government agencies. We ...
  • 3/24/2024 12:00:00 AM

Derry is a town in Rockingham County, New Hampshire, United States. The population was 33,109 at the 2010 census. Although it is a town and not a city, Derry is the fourth most-populous community in the state. The town's nickname, "Spacetown", derives from the fact that Derry is the birthplace of Alan Shepard, the first astronaut from the United States in space. Derry was also for a time the home of the poet Robert Frost and his family. The Derry census-designated place, with a population of 22,015, occupies the central part of the town, extending from the primary settlement of Derry in the we...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Strategic Planning Analyst jobs
$69,624 to $85,972
Derry, New Hampshire area prices
were up 1.4% from a year ago

Strategic Planning Analyst in Kansas City, KS
We are now inviting applications for the role of a Financial Planning Analyst in our Musgrave Finance Team in Airport Road.
December 11, 2019
Strategic Planning Analyst in Nashua, NH
Applicant must have experience in forecasting and model building and must possess an understanding of financial statistics and strategic planning initiatives.
November 27, 2019
Strategic Planning Analyst in Green Bay, WI
In government, management analysts usually specialize by type of agency.
February 15, 2020