Demand Planner
Planner job in Palm Beach, FL
Lighthouse Search Advisors is partnering with a growing consumer brand to identify a skilled Demand & Inventory Planner for a contract engagement. This role offers the chance to support a high-visibility function within a fast-paced organization and make an immediate impact on forecasting accuracy and inventory performance.
Role Overview
Our client is seeking a hands-on, analytical planner with strong NetSuite experience and, ideally, a background in the apparel industry. The ideal contractor can hit the ground running, assess current planning processes, and drive improvements across demand and inventory workflows while collaborating closely with their on-site team in Palm Beach.
Responsibilities
Analyze historical data, sales trends, and demand signals to develop accurate forecasts.
Manage inventory levels to support financial targets and customer service goals.
Partner closely with Merchandising, Operations, and Finance teams.
Oversee replenishment needs and execute SKU-level planning.
Identify supply chain risks and recommend actions to address shortages or overstock.
Maintain planning reports, dashboards, and KPIs.
Lead or support process improvements across the planning function.
Qualifications
Required: Hands-on NetSuite experience supporting planning, reporting, and inventory workflows.
3+ years of experience in demand planning, forecasting, or inventory management.
Apparel or soft goods industry experience strongly preferred.
Strong analytical ability with advanced Excel/Google Sheets skills.
Excellent communication and cross-functional collaboration skills in a hybrid environment.
Detail-oriented, organized, and proactive in identifying and driving improvements.
Why This Opportunity
Hybrid schedule with meaningful in-office collaboration in Palm Beach.
Opportunity to support a high-growth brand during a pivotal stage.
Ability to influence planning processes and deliver immediate value.
Senior Planner
Planner job in Stuart, FL
Join Our Team in Beautiful Martin County, Florida! The Martin County Board of County Commissioners is hiring! Are you ready to make a real impact in your community while enjoying the unmatched lifestyle of the Treasure Coast? We're looking for talented professionals who are passionate about public service, innovation, and shaping the future of Martin County.
Why Work With Us?
* Competitive Pay & Full Benefits Package
* Florida Retirement System (FRS) Pension
* Generous Paid Time Off & Holidays
Now Hiring: Senior Planner
Location: Martin County, FL
Department: Public Works Department
Salary: $69,861.93
Click here to view the full job description and apply now!
Be a part of something bigger. Serve your community. Grow your career.
Planner I
Planner job in Davie, FL
Hours of Work: The Town of Davie operates on a four (4) day workweek schedule (10 hours per day). This position's schedule will be Monday-Thursday either 7:00am-5:30pm or 7:30am-6:00pm in person. Under general supervision, performs responsible planning and research work in the Town's Planning and Zoning Division. Position is primarily responsible for reviewing applications for compliance with Town zoning and land development regulations. The employee may conduct studies and field research, compile and analyze factual materials and prepare maps, data and graphic materials for presentations, documents and other planning activities. The position reports to the Planning and Zoning Manager.
Minimum Requirements (Must meet by the closing date of the posting unless otherwise stated)
* Graduation from a four year college or university with a degree in Urban, City or Regional Planning, Public Administration, Social Sciences, or a related field.
* Two (2) years of experience as a planner, surveyor, or computer-aided draftsperson.
Additional qualifying experience in a job related field may substitute on a year-for-year basis for the required education.
Knowledge, Skills and Abilities
* Strong written and verbal communication skills.
* Knowledge of Microsoft Word, Excel, and PowerPoint.
* Possession of a valid Class "E" Florida Driver's License with an acceptable driving record; must be physically able to operate a vehicle.
Essential Functions
* Performs technical review of site plans and various types of development and permit applications to determine compliance with Town codes; prepares staff reports and recommendations to the Planning and Zoning Manager.
* Provides information, guidance and advice to the public in response to inquiries regarding land use, zoning, platting, development applications and other planning matters under the purview of the Planning and Zoning Division.
* Performs research assignments involving matters of planning and zoning.
* Prepares reports, summaries and analysis of research projects.
ADDITIONAL JOB FUNCTIONS
* Performs other related work as required.
Fleet Planner
Planner job in Fort Lauderdale, FL
Ready to optimize fleet planning like never before? At SIXT, we're searching for a Fleet Planner to drive our day-to-day operations! You'll ensure our fleet runs efficiently and safely while playing a key role in optimizing our services. Enjoy endless growth opportunities and an hourly pay rate of
$18.50
.
YOUR ROLE AT SIXT
You are responsible for the day-to-day planning and operations of the fleet, ensuring efficiency and safety at all times
You will monitor and track shift activities, including vehicle movements, cleaning schedules, and future vehicle needs, to maintain optimal fleet performance
You will plan and dispatch vehicles based on hourly, daily, and weekly demand forecasts, ensuring our fleet is ready to meet customer requirements
You will coordinate vehicle transfers between branches, facilitating seamless operations and maintaining service levels
You will communicate effectively with both internal teams and external partners, ensuring smooth execution of all car rental transactions while managing the branch's inventory effectively
YOUR SKILLS MATTER
Education & Experience
You have a high school diploma or GED and at least 1 year experience performing administrative tasks in an office environment automotive dealership, vehicle registration, or car rental industry experience preferred
Computer Skills
You possess basic computer navigation skills and are familiar with Microsoft Office applications
Organizational Skills
You are highly organized, capable of managing fleet inventory, repair schedules, work orders, and documentation, ensuring efficient and smooth fleet operations across all tasks
Licenses & Authorization
You are at least 18 years old, hold a valid driver's license with a clean driving record, and are authorized to work in the United States without requiring sponsorship
Work Hours & Travel
You can work 40 hours per week, including day or evening shifts, and are open to travel (5-10%), some of which may be by airplane
Uniform & Language
You are willing to wear a company uniform and speaking other languages is a plus
WHAT WE OFFER
Comprehensive Benefits Package
Enjoy healthcare coverage (medical, dental, vision), life insurance, critical illness, hospital indemnity, and pet insurance, along with a 401k plan to secure your future
Paid Time Off & Holidays
Benefit from PTO, sick leave, and receive time and a half for working on public holidays
Bonus Plan
Take advantage of a bonus plan based on performance
Employee Assistance Program
Access support whenever needed through our Employee Assistance Program
Exclusive Employee Rentals
Benefit from employee-only rental rates, with family rental options and exclusive discounts for employees
Uniform & Perks
Receive a uniform with weekly dry cleaning, always ensuring a professional appearance
Additional Information
About us:
We are a globally leading mobility service provider with a revenue of €4.00 billion and around 9,000 employees worldwide. Our mobility platform ONE combines our products SIXT rent (car rental), SIXT share (car sharing), SIXT ride (taxi, ride, and chauffeur services), and SIXT+ (car subscription), giving our customers access to our fleet of 350,000 vehicles, the services of 4,000 cooperation partners, and around 5 million drivers worldwide. Together with our franchise partners, we are present in more than 110 countries at 2,000 rental stations. At SIXT, top-tier customer experience and outstanding customer service are our highest priorities. We believe in true entrepreneurship and long-term stability and align our corporate strategy with foresight. Get started with us and apply now!
Paraplanner, Retirement & Private Wealth
Planner job in Fort Lauderdale, FL
Are you a creative and detail-oriented individual who strives for excellence? Will you thrive in a dynamic environment that requires strong communication skills and the ability to work effectively with clients and data? If the answer is yes, we have the perfect opportunity for you.
Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen your client and consulting skills, while giving you the chance to work directly with seasoned Financial Planners within HUB International. The role offers a multitude of opportunities for career growth, development and mentorship. HUB offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives. This is a hybrid opportunity based in our Fort Lauderdale office.
ABOUT HUB INTERNATIONAL:
Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 20,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that's important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manage the financial planning process:
Collect client data, organizing and creating deliverables
Track plan progress per workflow
Stay up to date with broker dealer/RIA changes and updates
Manage insurance, investment and legal review processes
Serve as a Financial Analytics resource to the RPW team:
Review plan inputs and recommendations provided by back office
Review client's current financial, insurance and investment positions
Interface directly with clients consistently and be involved in the client relationship:
Collect missing data for client accounts
Lead website orientation and aggregation management efforts
Field and respond to service related questions from clients
Be able to speak to and provide information on lower level financial planning questions from clients
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
REQUIREMENTS:
4-year degree from an accredited University or equivalent and relevant experience is required
2+ years of financial services experience is required
An active Florida Life & Health license (or ability to become licensed within 90 days of hire) is required
Series 7 & 66 licenses are required or series 6 & 63 and 65 licenses
CFP or FPQPâ„¢ designation or working toward certification
Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software
Strong attention to detail and organization
Excellent written and verbal communication skills
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyPlanner I
Planner job in Hollywood, FL
Come to a City that Builds Careers! As one of the largest cities in Broward County, we provides an energetic, innovative and collaborative work environment for its employees. Want Top Notch Insurance? We offer low cost health insurance giving you the best value - Medical, Dental, Vision and Flexible Spending Plans. Need Work Life Balance? We have got you covered with a 4-Day Work Week and an Award Winning Wellness Program. And We Dont Stop There. we provides a generous Paid Time Off Program inclusive of 13 Paid Holidays, Vacation Leave, Personal Leave, and Sick Leave. Repaying Student Loans? Employees at the City with 10 years of public service and on-time payments qualify for the Federal Student Loan Forgiveness Program. Lets Partner Together and Come Grow with us.
The Requirements
EDUCATION/EXPERIENCE:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required:
Bachelor's Degree from an accredited college or university in Planning, Public Administration, Geography, Architecture, Landscape Architecture, Urban Design or closely related field.
Six months of responsible planning experience. Experience must include participation in a range of planning and zoning studies and implementation programs.
Preferred:
Masters degree in planning, or closely related field.
Additional education and experience or an equivalent combination of training and experience may be substituted for the above requirements.
CERTIFICATES, LICENSES, REGISTRATIONS:
Valid Drivers License: With proof of automobile insurance
Background Check: Must have an acceptable background record
Driving Abstract: Must have an acceptable driving record
KNOWLEDGE, SKILLS, ABILITIES:
Knowledge of generally accepted principles and practices of urban planning and zoning.
Knowledge of modern research techniques and statistical methods.
Knowledge of the applicability of local and regional zoning laws and regulations.
Ability to understand, interpret and explain land use laws and regulations.
Ability to complete projects within assigned time periods.
Knowledge of economics, public finance and sociology as it applies to urban planning.
Some knowledge of supervisory principles and practices.
Ability to express ideas clearly and concisely, graphically, orally and in writing.
Knowledge of software packages such as Microsoft Office, Adobe Suites, GIS, and the techniques of preparing maps and charts.
Ability to establish and maintain effective and professional working relationships with colleagues, supervisors, managers, administrators, and the general public.
Working Place: Hollywood, Florida, United States Company : Virtual Dec. 18th
Guest Experience Planner
Planner job in Fort Lauderdale, FL
Opening in Fall 2025, Omni Fort Lauderdale will provide South Florida with 120,000 square feet of event space, new food and beverage options, a Natural Spring inspired full-service spa and entertainment pedestrian plaza featuring high-end shopping, amphitheater, charter boat docking and beautiful promenade. The new iconic landmark offers unforgettable views of the Atlantic paired with unrivalled convenience and intelligently designed meeting spaces. The hotel will be directly connected to the Broward County Convention Center, immediately adjacent to Port Everglades cruise terminal and less than two miles from Fort Lauderdale Airport.
Job Description
The Guest Experience Planner serves as the first point of personalized contact for guests prior to their arrival, ensuring a seamless and memorable stay. This role proactively connects with guests to introduce hotel services, amenities, and special offerings tailored to their preferences. By assisting with reservations, activities, and on-property experiences, the planner enhances guest satisfaction, drives loyalty, and increases revenue opportunities.
Responsibilities
Coordinate and proactively sell guest experiences and services prior to arrival
Create and coordinate, prior to arrival, special packages that enhance the guest experience.
Participate in the amenity process for guests celebrating special occasions, including arranging personalized touches and pre-arrival calls.
Communicate guest information, preferences, and special requests promptly to the appropriate departments.
Maintain thorough knowledge of all hotel services, amenities, and hours of operation to assist guests effectively.
Maintain thorough knowledge of all pricing for items and activities on property.
Deliver personalized and memorable service by applying the Power of One philosophy.
Maintain effective communication and strong working relationships with all hotel outlets and amenities, including Food & Beverage, Spa, Recreation, and others, to collaboratively handle guest needs and ensure seamless service
Follow up on guest requests and arrangements to ensure satisfaction and service excellence.
Recognize VIPs and repeat guests, noting preferences to deliver personalized future experiences.
Regularly participate in lobby activations and welcoming large groups and arrivals
Maintain thorough knowledge of all guest rooms, packages, and special offers.
Effectively upsell guests to higher-tier rooms if applicable.
Actively encourage enrollment in loyalty program to enhance satisfaction and retention.
Maintain accurate records of all bookings for revenue tracking.
Maintain ongoing communication with guests up until arrival to ensure all needs, preferences, and special requests are addressed.
Handle and resolve any guest issues or concerns promptly to ensure a seamless and positive experience.
Follow all Moment of Service protocols to ensure consistent, high-quality guest interactions.
Follow all established procedures to ensure guest safety, security, and protection of personal information.
Uphold proper phone etiquette, ensuring a professional, warm, and courteous tone at all times.
Perform other duties and special projects as assigned by Front Office Management.
Qualifications
QUALIFICATIONS:
Minimum of 1 year of direct customer service experience required.
Previous hotel front office or guest services experience is strongly preferred.
Strong organizational skills with the ability to prioritize, multi-task, and adapt in a fast-paced environment.
Ability to work well under pressure while handling multiple guest requests and questions in a professional manner.
Customer service oriented with a strong desire to create personalized and memorable guest experiences.
Ability to remain calm, professional, and welcoming in stressful situations.
Excellent verbal and written communication skills in English, with the ability to interact effectively with guests, management, and colleagues in person and over the phone.
Strong decision-making skills with the ability to think quickly and clearly.
Ability to accurately and efficiently input information into computer systems.
Ability to work cohesively and collaboratively with team members and across departments.
Proficiency in basic computer applications; prior OPERA system experience is a plus.
Must have flexibility to work a variety of shifts, weekends, and holidays.
ENVIRONMENT & POSITION ANALYSIS:
Lift, carry and place objects weighing up to 50 lbs. without assistance.
Stand, walk or sit for an extended period or for an entire work shift.
Requires repetitive motion, including utilizing telephone/computer for an extended period or for an entire shift.
TOOLS & EQUIPMENT:
Desktop computer (Opera, Alice, SALTO, Synergy, Windows, Microsoft Office), printer, telephone, copier, fax machine, two-way radio dispatch.
Omni Hotels & Resorts is an equal opportunity employer - vets/disability. The EEO is the Law poster and its supplement are available using the following links: EEOC is the Law Poster and the following link is the OFCCP's Pay Transparency Nondiscrimination policy statement
If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to applicationassistance@omnihotels.com.
Auto-ApplyAviation Planner
Planner job in Hollywood, FL
The expansion of Our client's airport and aviation consulting practice offers an outstanding opportunity for a Junior and Senior Aviation Planner to join a firm recognized for its innovation and client focused services in the Melbourne or Hollywood, FL Locations.
The successful candidate must be self-motivated, exhibit ability to grow independently with capability to lead and manage multiple simultaneous aviation assignments and technical staff. Technical work responsibilities will include completion and oversite of aviation planning assignments, including but not limited to, all aspects of airport master plans, AutoCAD drawing development, AviPlan and/or AirTops aircraft and airport terminal/facility modeling, development of airport layout plan sets, and preparation of project definition documents. Experience with management and development of airport environmental/NEPA environmental documents including Categorical Exclusions (CATEX) and Environmental Assessments (EA) preferred. Additional work responsibilities will include working with airport sponsors regarding day to day operational planning issues, managing project tasks, schedule and budget, identifying regulatory agency (FAA and FDOT) requirements for airport operations and development and evaluating proposed improvements to meet these requirements and developing project scopes and budgets.
POSITION REQUIREMENTS
Bachelor's Degree in Urban or Regional Planning, or Aviation management, or related field required.
Minimum 1 years of progressive planning experience. (Salary varies for years of experience.)
High level of proficiency in Microsoft Office applications (Word, Excel, and PowerPoint) as well as AutoCAD, GIS, and AviPlan experience preferred.
Outstanding written and oral communication skills are required.
Possession of an industry appropriate certification, professional license, or a pilot's license is a plus.
Guest Experience Planner
Planner job in Fort Lauderdale, FL
Opening in Fall 2025, Omni Fort Lauderdale will provide South Florida with 120,000 square feet of event space, new food and beverage options, a Natural Spring inspired full-service spa and entertainment pedestrian plaza featuring high-end shopping, amphitheater, charter boat docking and beautiful promenade. The new iconic landmark offers unforgettable views of the Atlantic paired with unrivalled convenience and intelligently designed meeting spaces. The hotel will be directly connected to the Broward County Convention Center, immediately adjacent to Port Everglades cruise terminal and less than two miles from Fort Lauderdale Airport.
Job Description
The Guest Experience Planner serves as the first point of personalized contact for guests prior to their arrival, ensuring a seamless and memorable stay. This role proactively connects with guests to introduce hotel services, amenities, and special offerings tailored to their preferences. By assisting with reservations, activities, and on-property experiences, the planner enhances guest satisfaction, drives loyalty, and increases revenue opportunities.
Responsibilities
* Coordinate and proactively sell guest experiences and services prior to arrival
* Create and coordinate, prior to arrival, special packages that enhance the guest experience.
* Participate in the amenity process for guests celebrating special occasions, including arranging personalized touches and pre-arrival calls.
* Communicate guest information, preferences, and special requests promptly to the appropriate departments.
* Maintain thorough knowledge of all hotel services, amenities, and hours of operation to assist guests effectively.
* Maintain thorough knowledge of all pricing for items and activities on property.
* Deliver personalized and memorable service by applying the Power of One philosophy.
* Maintain effective communication and strong working relationships with all hotel outlets and amenities, including Food & Beverage, Spa, Recreation, and others, to collaboratively handle guest needs and ensure seamless service
* Follow up on guest requests and arrangements to ensure satisfaction and service excellence.
* Recognize VIPs and repeat guests, noting preferences to deliver personalized future experiences.
* Regularly participate in lobby activations and welcoming large groups and arrivals
* Maintain thorough knowledge of all guest rooms, packages, and special offers.
* Effectively upsell guests to higher-tier rooms if applicable.
* Actively encourage enrollment in loyalty program to enhance satisfaction and retention.
* Maintain accurate records of all bookings for revenue tracking.
* Maintain ongoing communication with guests up until arrival to ensure all needs, preferences, and special requests are addressed.
* Handle and resolve any guest issues or concerns promptly to ensure a seamless and positive experience.
* Follow all Moment of Service protocols to ensure consistent, high-quality guest interactions.
* Follow all established procedures to ensure guest safety, security, and protection of personal information.
* Uphold proper phone etiquette, ensuring a professional, warm, and courteous tone at all times.
* Perform other duties and special projects as assigned by Front Office Management.
Qualifications
QUALIFICATIONS:
* Minimum of 1 year of direct customer service experience required.
* Previous hotel front office or guest services experience is strongly preferred.
* Strong organizational skills with the ability to prioritize, multi-task, and adapt in a fast-paced environment.
* Ability to work well under pressure while handling multiple guest requests and questions in a professional manner.
* Customer service oriented with a strong desire to create personalized and memorable guest experiences.
* Ability to remain calm, professional, and welcoming in stressful situations.
* Excellent verbal and written communication skills in English, with the ability to interact effectively with guests, management, and colleagues in person and over the phone.
* Strong decision-making skills with the ability to think quickly and clearly.
* Ability to accurately and efficiently input information into computer systems.
* Ability to work cohesively and collaboratively with team members and across departments.
* Proficiency in basic computer applications; prior OPERA system experience is a plus.
* Must have flexibility to work a variety of shifts, weekends, and holidays.
ENVIRONMENT & POSITION ANALYSIS:
* Lift, carry and place objects weighing up to 50 lbs. without assistance.
* Stand, walk or sit for an extended period or for an entire work shift.
* Requires repetitive motion, including utilizing telephone/computer for an extended period or for an entire shift.
TOOLS & EQUIPMENT:
* Desktop computer (Opera, Alice, SALTO, Synergy, Windows, Microsoft Office), printer, telephone, copier, fax machine, two-way radio dispatch.
Omni Hotels & Resorts is an equal opportunity employer - vets/disability. The EEO is the Law poster and its supplement are available using the following links: EEOC is the Law Poster and the following link is the OFCCP's Pay Transparency Nondiscrimination policy statement If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to applicationassistance@omnihotels.com.
Auto-ApplySenior Planner
Planner job in Hollywood, FL
Kforce has a client that is seeking a Senior Planner in Hollywood, FL. Key Tasks: * Senior Planner will be responsible for the execution, development and implementation of planning assignments for the Planning & Development Department, as well as managing other planners and coordination of their work
* Participates in the creation and modifications of residential and commercial site-plans, processing of home site applications, preparation of land use maps, establishment and modification of rights-of-way, property access to rural residential lots and business sites, coordinates with other tribal departments in the set-aside application process, home sites research and assignments amongst the different reservations
* Collaborates with the GIS Manager and the Planning and Development Director to develop web applications that visualize the progress of Capital Improvement Projects from concept through design, construction, and closeout
* Create 3D models that are transferred to the end-user department to support facility management
* Works with relative independence on routine activities and operations and exercises increased initiative in performance of the assignments* Bachelor's degree in Urban Planning, Civil Engineering or Architecture is required; Master's degree and/or American Institute of Certified Planners (AICP) certification is preferred
* A minimum of four (4) years of experience working in urban and regional planning or related field is required; Or an equivalent combination of education/training and experience will be considered
* Proficiency in the use of ESRI ArcGIS software is required and GISP certification is preferred
* Demonstrate excellent organizational and interpersonal skills
* Demonstrate excellent written and verbal communication skills
* Demonstrate proficiency utilizing Microsoft software packages, ArcGIS, AutoCAD and/or other computer software that contributes to the accomplishment of tasks
* Possession of a valid Florida Driver's License is required
* Prior experience in the development of Capital Improvement Plans is preferred
* Supervisory experience is desired
Wealth Planner (Associate Advisor)
Planner job in Fort Lauderdale, FL
Job DescriptionSalary:
Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through lifes transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.
Why Join Us
As part of our team, youll have the opportunity to make a meaningful impact on clients lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.
Position Summary
Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.
What Youll Get to Do
Client Meeting Preparation & Participation
Prepare client deliverables, including reports, financial plans, projections, and recommendations
Participate in client meetings with Wealth Advisors
Coordinate follow-up items with clients, external professionals, and internal team members
Client Relationship Support
Document and track all follow-up tasks in the CRM system
Manage agendas, action items, and communications to ensure a seamless client experience
Respond to day-to-day client inquiries with professionalism and promptness
Financial Planning & Onboarding
Support onboarding by reviewing accounts and drafting investment policy statements
Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations
Conduct research tailored to client needs (tax, investments, Social Security, etc.)
Tax Planning & Coordination
Analyze client tax returns, insurance policies, and estate documents
Assist with quarterly and annual tax planning processes
Coordinate with clients and CPAs on tax-related information and documentation
What Were Looking For
Required
Bachelors degree
Minimum 2-3 years of experience in financial planning or a related field
Strong organizational skills, attention to detail, and ethical decision-making
Ability to communicate financial concepts clearly and collaboratively
High level of integrity and a genuine interest in helping clients achieve their goals
Preferred
CFP certification or recent exam completion with certification pending
Exposure to personal income tax planning or preparation
Experience with financial planning software or CRM systems
A proactive, team-oriented mindset with a desire to learn and grow
Compensation & Benefits
Competitive salary + incentive compensation
Fully paid medical benefits
Unlimited personal time off (PTO)
401(k) with profit-sharing plan
Professional development support, including tuition and certification reimbursement, plus association membership dues
*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.
**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Sr. Planner/Scheduler
Planner job in Fort Lauderdale, FL
We challenge what is accepted, so we can shape innovative and lasting solutions for tomorrow. If you're interested in a long and rewarding career working with the #1 ranked most admired engineering / construction company in the world, then Jacobs is where you belong. We are looking for a driven and curious Senior Planner / Scheduler in Kansas City, MO to support our Programs On Site.
As a key member of our Kansas City support team, you'll be interacting with engineering and construction to understand and communicate issues and conflicts that impact Program schedules. You will also analyze CPM schedules and recommend work-arounds and schedule improvements.
- On site presence, tele-working not available
- 10+ years of Planning / Scheduling experience
- Bachelor's degree in a related field, or a combination of education and equivalent professional experience
- Data Center experience
- A thorough understanding of building construction, timelines, and practices
- Primavera (P6) experience, including resource and cost loading, managing stored periods, generating Earned Value reports as well as graphic and tabular progress reports
- Constructability and value engineering analysis experience with regard to schedules
- Claims analysis and change order experience
- Experience with EVM (Earned Value Management)
- Good working knowledge of MS Excel: Table (Vlookup, Index, Filtering, Data manipulation & summarization) and Excel Functions
Ideally, you'll also have:
- Ability to develop cost / schedule analysis presentations both graphically, written, and verbally.
- Excellent communication skills and understanding of technical terminology
- A good business acumen and a desire to get involved in other aspects of our business (project oversight, business development etc.)
- Proven planning & scheduling thinking and approach (Not a P6 Admin)
Jacobs is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, ancestry, sex (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, medical condition, marital or domestic partner status, sexual orientation, gender, gender identity, gender expression and transgender status, mental disability or physical disability, genetic information, military or veteran status, citizenship, low-income status or any other status or characteristic protected by applicable law. Learn more about your rights under Federal EEO laws and supplemental language.
Urban Planner
Planner job in Pompano Beach, FL
Job Description
Urban Planner - Pompano Beach, FL KEITH has a collaborative, people-first culture that is focused on growth and innovation. We are seeking an Urban Planner to join our Pompano Beach, FL team. This position offers the opportunity to contribute to meaningful community planning, land development, and urban design projects that define the future of our region. You'll work closely with our planning, engineering, and landscape architecture teams to develop creative, practical, and sustainable solutions for both public and private sector clients.
What you'll do:
Support planning and entitlement projects including land use, zoning, and comprehensive plan amendments.
Assist in preparing reports, presentations, and exhibits for client meetings, public hearings, and community workshops.
Conduct research and analysis on planning, development, and regulatory topics.
Collaborate with interdisciplinary teams to prepare planning and development documents.
Communicate effectively with clients, municipal staff, and project stakeholders.
Contribute to the preparation of proposals and planning studies.
What you'll need:
Bachelor's or Master's degree in Urban and Regional Planning or related field.
3-5 years of professional planning experience, preferably in Florida.
Strong understanding of zoning, land development regulations, and planning processes.
Excellent written and verbal communication skills.
Proficiency in planning and visualization tools preferred.
AICP certification or eligibility a plus.
We offer competitive benefits, including:
100% PAID Medical, Dental, and Vision
Employer matched 401K - 100% Vested on Day 1 of contribution!!!
Paid Parental leave and Life Insurance
PTO, Holidays, and more!
At KEITH, we're more than engineers, planners, surveyors and designers - we're community builders. We offer a collaborative and innovative environment where your expertise will make a visible impact.
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Transportation Planner, Aviation
Planner job in Fort Lauderdale, FL
Kimley-Horn's Fort Lauderdale, Florida (FL) office is seeking a engineer or landside planner with 5+ years of experience to join their Aviaiton team! This is not a remote position. Our Fort Lauderdale Aviation team has experienced sustained practice growth. The team is seeking someone creative and driven to manage airport landside planning and implementation projects for a growing team serving a strong market. This is a great opportunity for someone looking to not only manage project production and directly interface with our clients, but become a trusted advisor to our clients, mentor younger staff, and help grow our Aviation team.
Responsibilities
You will have the opportunity to assist with the development of airport master plans, statewide system plans, on-call aviation planning services, and support and collaborate with multiple project managers and team members in general planning tasks.
Responsibilities may include:
* Contribute to the production and delivery of multi-modal transportation systems planning, including data collection, analysis, and technical reporting.
* Support all steps of a transportation planning project, including:
* Initial data gathering and needs identificatio
* Goals setting and visioning
* Development of recommended strategies and design concepts
* Prioritization and cost estimating
* Development of technical and public-facing documentation and presentations
Qualifications
* 5+ years of work experience in a related field
* Bachelors or Masters Degree in a relevant field
* PE or AICP Certification preferred
* Strong writing/verbal skills
* Working knowledge of graphic software programs (Adobe Photoshop, Sketchup, InDesign, Illustrator)
* Working knowledge of GIS/ArcView
* Excellent verbal, written and interpersonal skills
* Positive attitude and a strong work ethic
* Strong sense of urgency and self-initiative to meet client deadlines
* Detail-oriented team player with an ability to contribute to a positive work environment
* Ability to work independently and as a team
Why Kimley-Horn?
At Kimley-Horn, we do things differently. People, clients, and employees are at the forefront of who we are. Clients know we prioritize achieving their goals and growing their success. Employees know our culture and approach to business are built on a desire to provide an environment for everyone to flourish. Our commitment to quality is only as good as the people behind it- that's why we welcome and develop passionate, hardworking, and proactive employees. We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn's placement on the Fortune "100 Best Companies to Work" list for 17 years!
Key Benefits at Kimley-Horn
* Exceptional Retirement Plan: 2-to1- company match on up to 4% of eligible compensation (salary + bonus) and additional profit-sharing contribution.
* Comprehensive Health Coverage: Low-cost medical, dental, and vision insurance options.
* Time Off: Personal leave, flexible scheduling, floating holidays, and half-day Fridays.
* Financial Wellness: Student loan matching in our 401(k), and performance-based bonuses.
* Professional Development: Tuition reimbursement and extensive internal training programs.
* Family-Friendly Benefits: New Parent Leave, family building benefits, and childcare resources.
Responsibilities You will have the opportunity to assist with the development of airport master plans, statewide system plans, on-call aviation planning services, and support and collaborate with multiple project managers and team members in general planning tasks. Responsibilities may include: - Contribute to the production and delivery of multi-modal transportation systems planning, including data collection, analysis, and technical reporting. - Support all steps of a transportation planning project, including: - Initial data gathering and needs identificatio - Goals setting and visioning - Development of recommended strategies and design concepts - Prioritization and cost estimating - Development of technical and public-facing documentation and presentations
Auto-ApplyPRINCIPAL SITE PLANNER
Planner job in Palm Beach, FL
Join Palm Beach County's Planning, Zoning and Building Department as a Planning Division Principal Site Planner, and help guide the future growth of our community. Key Responsibilities: * Provide leadership and supervision to professional and technical personnel within the Planning Division.
* Oversee project assignments and ensure high-quality performance and results.
* Assist in administering the Planning Commission, an advisory board to the Palm Beach County Board of County Commissioners.
* Apply planning principles and methodology in the formulation of various studies and projects.
* Draft and review correspondence, staff reports, conditions of approval, ordinances, resolutions, and comprehensive plan policies.
* Review and manage Comprehensive Plan and Future Land Use Atlas amendments, and develop recommendations.
* Manage and perform research and data analysis of social, economic, and physical trends, and report results.
* Review and develop presentations on planning topics for public hearings and community meetings.
Qualifications:
This position requires qualified applicants to possess one of the following:
* A Bachelor's Degree in Landscape Architecture, Architecture, Urban/Regional Planning, Regional Planning, Environmental Studies, Geography, Geographic Information System (GIS), Archeology, Business/Public Administration, or closely related field; minimum of three (3) years of experience with a planning, zoning, or regulatory agency including two (2) years of supervisory experience.
* A Master's Degree in Landscape Architecture, Architecture, Urban/Regional Planning, Regional Planning, Environmental Studies, Geography, Geographic Information System (GIS), Archeology, Business/Public Administration, or closely related field; minimum of one (1) year of experience with a planning, zoning, or regulatory agency including two (2) years of supervisory experience
* An unrelated Bachelor's Degree in Landscape Architecture, Architecture, Urban/Regional Planning, Regional Planning, Environmental Studies, Geography, Geographic Information System (GIS), Archeology, Business/Public Administration, or closely related field; minimum of five (5) years of experience with a planning, zoning, or regulatory agency including two (2) years of supervisory experience
* An Associate's Degree in Landscape Architecture, Architecture, Urban/Regional Planning, Regional Planning, Environmental Studies, Geography, Geographic Information System (GIS), Archeology, Business/Public Administration, or closely related field; minimum of five (5) years of experience with a planning, zoning, or regulatory agency including two (2) years of supervisory experience
* Graduation from high school or an equivalent recognized certification; minimum of seven (7) years of experience with a planning, zoning, or regulatory agency including two (2) years of supervisory experience
Preferred Qualifications:
Preference for (must specify on application):
* Experience presenting items to advisory boards and/or during public hearings.
* Comprehensive Plan amendment experience.
* American Planning Association AICP certification.
Why work for Palm Beach County?
Working for Palm Beach County means building a meaningful career while enjoying outstanding benefits:
* Health, dental, life and disability insurance
* Generous vacation and sick leave + 13 paid holidays annually
* Participation in the Florida Retirement System - your choice of Pension or Investment Plans
* Public Service Loan Forgiveness: Did you know that your student loans may be forgiven as a public employee? Your time worked as a public employee with Palm Beach County can assist you in having your student loans forgiven through the Public Service Loan Forgiveness (PSLF) Program.
* 457(b) deferred compensation program
* Paid parental leave
* Tuition reimbursement
* Excellent work-life balance
* And more!
Must be able to lift 10 pounds.
Assistant City Planner ($7,000 RECRUITMENT INCENTIVE BONUS)
Planner job in Sunrise, FL
NEW RECRUITMENT INCENTIVE BONUS! The City of Sunrise is now offering a $7,000 RECRUITMENT INCENTIVE BONUS to internal and external candidates who successfully complete the hiring process for this position. ABOUT OUR CITY The City of Sunrise is more than a workplace - it's a community built on our Three Pillars: Customer Service, Collaboration, and Transparency. We're committed to creating an environment where innovation thrives, teamwork is celebrated, and every employee has the opportunity to grow and make a lasting impact.
As a full-service municipality and one of South Florida's premier cities, Sunrise offers competitive salaries, comprehensive benefits, professional development opportunities, and a strong culture of recognition. Whether you're helping residents, shaping policy, or improving city operations, you'll be part of a team that's passionate about service excellence and community pride.
We take pride in being home to the back-to-back NHL Stanley Cup Champion Florida Panthers, a vibrant arts and entertainment district, and a diverse community that truly embodies what it means to Live, Work, and Play in Sunrise.
Looking ahead, the City is exploring an Alternative Work Schedule designed to further support employee work-life balance - providing eligible staff with two three-day weekends per month through an every-other-Friday-off model. This initiative is expected to roll out in the early part of 2026, reflecting our continued focus on flexibility and employee well-being.
NATURE OF WORK
This classification involves planning work related to community development for the City. An employee in this position reviews rezoning, site plans, building permits, and other applications for code compliance; forms and revises comprehensive plan for the City; and assists with code standards and related projects. This position also responds to inquiries, oversees related databases, and coordinates related activities with other departments and agencies.
Examples of Duties
ESSENTIAL JOB FUNCTIONS
* Participates in generalized and specific studies pertaining to land use, economic development, transportation, community facilities, water supplies, sewage treatment and disposal, and parks and recreation facilities in support of the overall comprehensive City plan.
* Reviews existing zoning provisions and makes recommendations for the revision of the Land Development Code and other ordinances.
* Reviews land development applications (site plans, special exceptions, variances, rezoning, etc.).
* Reviews administrative applications (group home approvals, alcohol license approvals, restaurant outdoor seating approvals, etc.).
* Reviews miscellaneous applications (extended hours licenses, pain management licenses, etc.)
* Reviews building permits (new constructions, renovations, additions, accessory structures, and signs) and engineering (restriping).
* Accepts submittals.
* Prepares related reports/documents.
* Assists with code amendments.
* Manages related databases; updates as needed (parking space counts, sign criteria, etc.)
* Coordinates, presents, and develops graphical and other support materials for meetings and public hearings.
* Coordinates related activities with other departments about related projects.
* Reviews inquiries from City departments and the general public; researches issues raised; and prepares replies.
* Reviews site plans for the Development Review Committee; performs site inspections as necessary.
* Collects, compiles, tabulates, and analyzes data and factual materials fundamental to a comprehensive planning and zoning program.
* Prepares draft agendas for Planning & Zoning Board, Board of Adjustment, and public hearing notices.
* Attends meetings of various assigned boards and committees as required to make staff recommendations and respond to Board questions.
* Communicates with other municipalities and regional organizations on related topics.
* Performs related work as required.
Requirements
EDUCATION
* Graduation from an accredited college or university with a Bachelor's Degree
* Bachelor's Degree in Urban Planning or a closely related field preferred.
* Master's Degree desired.
* PROOF OF HIGHEST LEVEL OF COMPLETED EDUCATION MUST BE SUBMITTED AS AN ATTACHMENT WITH APPLICATION. (Applications without attached proof of education will not be processed for consideration.)
EXPERIENCE AND TRAINING
* Considerable full-time professional level planning experience in the area of urban planning
NECESSARY SPECIAL QUALIFICATIONS
* Must possess a valid driver's license with an acceptable driving record.
* Must obtain a valid Florida driver's license prior to hire.
* American Institute of Certified Planners (AICP) certificate desired
PHYSICAL REQUIREMENTS
Physical:
* Light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials up to twenty (20) pounds. Descending and climbing stairways and extended periods of standing observation may be required during field activities. Must have the ability to safely operate a City issued motor vehicle.
Work Environment:
* Work is performed primarily in a standard office environment. Tasks are regularly performed without exposure to adverse environmental conditions.
Sensory:
* The ability to perceive and differentiate visual cues or signals. Tasks require the ability to communicate orally and in writing. Requires ability to adapt to frequent changes in workload and to adjust priorities quickly as circumstances dictate while completing tasks within established time frames. It also requires interaction with employees from all City departments/divisions and the general public.
Supplemental Information
KNOWLEDGE, SKILLS AND ABILITIES
* Knowledge of the principles, methods, and practices of urban planning.
* Knowledge of recent developments, current literature, and sources of information regarding urban planning.
* Knowledge of economics, public finance, and sociology as it applies to urban planning.
* Knowledge of public administration with particular reference to city and municipal administration and management.
* Knowledge of research techniques and statistical methods.
* Knowledge of Florida growth management statutes and administrative rules.
* Knowledge of current technology, including Microsoft Office, Geographic Information Systems (GIS), and permit tracking software.
* Knowledge of the principles and practices of civil engineering and architecture.
* Skill in using Office, GIS, and permit tracking software.
* Ability to organize and analyze information and formulate substantive recommendations.
* Ability to make minor decisions in accordance with procedures, laws, and regulations and to apply these to work problems.
* Ability to research and develop information from a variety of sources.
* Ability to express one's self clearly and concisely, both orally and in writing.
* Ability to meet and deal effectively with general public.
* Ability to use tact and good judgment.
* Ability to work in a team environment.
* Ability to manage multiple high priority projects effectively and meet applicable deadlines
* Ability to establish and maintain effective working relationships with City officials, other City departments, management staff, employees, outside agencies, contractors, and the general public.
* Ability to withstand pressure of competing priorities and varied responsibilities.
* Ability to work efficiently and effectively.
* Ability to develop win-win solutions.
* Ability to effectively evaluate the impact of alternative possible courses of action on departmental operations, future developments, and circumstances of a new or unprecedented nature.
* Ability to work in a fast-paced environment
BENEFITS PACKAGE SUMMARY
GENERAL EXECUTIVE MANAGEMENT
HIRED ON OR AFTER 10/1/18
The description of benefits for which, an employee may be eligible have been generally summarized in this information sheet for your convenience; however, you must refer to all applicable City ordinances, collective bargaining agreements and/or plan documents for specific terms and conditions. These benefits may be affected by future changes in policy, collective bargaining, City ordinances and/or legislative actions. The City reserves the right to increase, modify, decrease or eliminate benefits at any time. No benefit is created or maintained simply based on this document, and its contents do not give rise to any contractual rights related to continuing employment or receipt of benefits between the City of Sunrise and its employees. The information contained herein supersedes any prior benefit sheet(s).
The City of Sunrise is an economic powerhouse in western Broward County encompassing more than 18 square miles. As the host of Sawgrass International Corporate Park - the largest business park in South Florida - Sunrise has its own flourishing job market and currently employs approximately 1,100 employees and numbers continue to rise.
The City takes a very active role in business development, recruitment and prides itself on creating job opportunities for its residents. There are very few communities of similar size that welcome the tens of millions of visitors that we do here in Sunrise, or that can boast the magnitude of regional assets found in our City.
Our City shines and we understand in order to shine brighter; we must continue to recognize our employees as one of our most valuable assets. The City of Sunrise takes great pride in recruiting future employees and developing and retaining current ones by offering our comprehensive compensation and benefits package throughout an employee's career.
5% Supplemental Pay:
General Executive/Management employees shall receive a five percent (5%) supplemental pay calculated on the employee's base rate of pay.
City-Paid Medical Benefits:
* Group Health Insurance: The City pays for 100% of the cost for single coverage for
full-time employees and 66.66% of cost for Dependent/Family Coverage. Upon retirement and separation from City employment, employee receives a monthly stipend of $350 per month, applicable toward retiree health coverage.
* Life Insurance: $50,000
* Accidental Death & Dismemberment (AD&D): $50,000
* Eye Care Reimbursement- $250 every two (2) fiscal years (Employee only)
* EKG/Stress Test - Up to $150 reimbursement per fiscal year (Employee only)
* Physical Examination - $250 reimbursement per fiscal year (Employee only)
* Employee Assistance Program (EAP) through Cigna Behavioral
Retirement:
* Employee Contribution = 8%
* Vesting = 10 Years
* Normal Retirement Benefit = 2.5% of pensionable earnings for each year of creditable service
* Average Final Compensation (AFC) = 3 best consecutive earning years
* Maximum Benefit = 80% of AFC, not to exceed $80,000.
* Normal Retirement = Age 62 and ten (10) years of creditable service
* Early Retirement = Age 57 and ten (10) years of creditable service, 3%
annual reduction for each year prior to normal retirement age
* 13th check based on monthly retirement, payable if the pension plan funding status is
equal to or greater than 100%. Paid in December each year following retirement
* Deferred Retirement Option Plan (DROP) = 4 years/48 months maximum
Longevity:
Based on successful completion of full-time, continuous service with the City, employee shall receive the following:
Years of Creditable Service Longevity Benefit*
10 Years 2.5%
15 Years 2.5%
20 Years 5.0%
* Longevity Benefit calculated on employee's base rate of pay
Paid Holidays:
Employees receive the following City-paid holidays:
* New Year's Day
* Martin Luther King Day
* Memorial Day
* Juneteenth
* 4th of July, Independence Day
* Labor Day
* Veterans' Day
* Thanksgiving Day
* Friday after Thanksgiving
* Christmas Day
Annual Leave:
Annual leave may be taken as earned. Maximum accumulation each fiscal year is 360 hours. At time of resignation or retirement, employee is paid for all annual leave accrued at their current rate of pay. Annual leave is accrued based on continuous, full-time service with the City, as follows:
Completed Months of Service Total Hours/Days Accrued Annually
Up to and including first 60 months 152 hours/19 Days
Greater than 60 months through 120 months 192 hours/24 Days
Greater than 120 months through 204 months 232 hours/29 Days
Greater than 204 months 272 hours/34 Days
Annual Leave Cash Out (40 hours)
Employee can opt to receive a non-pensionable cash payment twice per year for up to forty (40) hours of annual leave, provided accrued annual leave bank does not fall below eighty (80) hours.
Annual Leave Cash Out - Department Deputy Directors Only (100 hours)
Option of receiving cash payment for up to 100 hours of accrued annual leave exceeding the applicable annual leave cap of 360 hours, paid at 100% of their hourly rate at the end of the fiscal year.
Floating Holidays:
Upon completion of twenty-six (26) weeks of full-time employment with the City, employee shall be entitled to utilize up to five (5) floating holidays per fiscal year. Floating holidays shall not carry over to the next fiscal year.
Perfect Attendance:
For every six (6) months period (April 1 - September 30) and (October 1 - March 31) in which, no sick or unpaid leave , an employee shall receive ten (10) hours of annual leave credited. Employees who qualify for a consecutive Perfect Attendance benefit shall receive fourteen (14) hours of annual leave credited for each applicable consecutive earning period.
Sick Leave:
Each employee earns (96) hours (12 days) of sick leave annually with no waiting period for use and a maximum accrual of 1,440 hours. Upon separation of City employment due to resignation, employee shall receive payment of all accrued sick leave at a rate of twenty- five percent (25%) of the employee's current rate of pay at time of resignation. Upon separation of employment due retirement, employee shall receive payment of all accrued sick leave at a rate of fifty percent (50%) of the employee's current rate of pay at the time of retirement.
Sick Leave Conversion:
After completion of one (1) year of continuous, full-time employment with the City, an employee may convert their unused portion of their first six (6) days (maximum of forty- eight (48) hours) of accrued sick leave into annual leave. Conversions are subject to the following: A minimum of 96 unused sick leave hours accrued prior to hours being converted, total eligible sick leave hours to be converted shall be reduced hour-for-hour by any sick leave hours utilized during the eligible benefit period, and conversion subject to annual leave accrual cap.
Bereavement:
Qualifying City-paid Bereavement Leave as follows:
* In State = Up to 3 Days
* Out of State = Up to 5 Days
Tuition Reimbursement:
After two (2) years of full-time employment
* 100% reimbursement for a grade of A or B
* 50% reimbursement for a grade of C
* $500 books/lab reimbursement per semester
Credit Union:
We Florida Financial Bank & Credit Union - 8890 NW 44th Street, Sunrise, FL. 33351
Optional Voluntary Benefits (paid by the employee):
* Single or Family Dental Insurance Coverage
* Single or Family Vision Insurance Coverage
* Accident Advantage
* Life Insurance Coverage
* AD&D
* Long Term Disability Insurance Coverage
* Long Term Care Insurance Coverage
* Short Term Disability
* Critical Care Protection
* Cancer Protection Assurance
* Mission Square Retirement Compensation Programs
o 457 Deferred Compensation Plan
o 401(a) Governmental Purchase Plan: Newly hired
01
Please describe your highest level of education completed. PROOF OF THE HIGHEST LEVEL OF COMPLETED EDUCATION MUST BE SUBMITTED AS AN ATTACHMENT WITH APPLICATION. (Applications without attached proof of education will not be processed for consideration.)
* No High School/GED
* High School/GED
* Some College
* Associate's Degree
* Bachelor's Degree
* Master's Degree
* Doctoral Degree
02
Please describe how many years of experience you possess in urban planning and development.
* No Experience
* Inexperienced (Less than 6 months)
* Basic (6 months - 1 year)
* Reasonable (1 - 3 years)
* Considerable (4 - 6 years)
* Extensive (7 - 9 years)
* Broad (10+ years)
03
Please describe your professional Planning experience which you believe qualifies you for this position:
04
Are you well-versed in utilizing Microsoft Office, Geographic Information Systems (GIS) and permit tracking software?
* Yes
* No
05
Do you have a valid Driver's License?
* Yes
* No
Required Question
Employer City of Sunrise
Address 10770 W. Oakland Park Blvd.
Sunrise, Florida, 33351
Phone ************
Website ******************************************************
Planner III - Urban Design
Planner job in Cooper City, FL
Come to a City that Builds Careers! As one of the largest cities in Broward County, the City of Hollywood provides an energetic, innovative and collaborative work environment for its employees. Want Top Notch Insurance? We offer low cost health insurance giving you the best value - Medical, Dental, Vision and Flexible Spending Plans. Need Work Life Balance? We have got you covered with a 4-Day Work Week and an Award Winning Wellness Program. And We Don't Stop There. The City of Hollywood provides a generous Paid Time Off Program inclusive of 13 Paid Holidays, Vacation Leave, Personal Leave, and Sick Leave. Repaying Student Loans? Employees at the City with 10 years of public service and on-time payments qualify for the Federal Student Loan Forgiveness Program. Let's Partner Together and Come Grow with the City of Hollywood. Apply Now!
For more information about this position and our competitive pay, benefits package and pension plan, refer to this job posting or our City website at ************************************************** .
Starting Salary For Position Is Within $66,450.74 - $95,000 Annually
Dependent On Qualifications
JOB SUMMARY
Reporting to the Manager of Planning or Principal Planner, the Planner III is a senior staff, This is responsible for project managing complex planning applications, reviewing, circulating, and providing Professional Planning opinions on development proposals and strategic land use studies with respect to City requirements in conformity with City Codes, City and County Comprehensive Plans and relevant State Statutes. The Planner III - Urban Design, is a key member of the planning team responsible for advancing urban design initiatives and enhancing the public realm within the municipality. This role focuses on translating urban design principles into tangible projects that promote placemaking, walkability, and quality of life.
An employee in this class is responsible for the study, evaluation, compilation, and presentation of data attendant to a municipal urban design program. Work involves individual or team participation in the development of major planning reports deliverables. Functional supervision is received from an administrative superior through consultation and review of completed work.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
* Leads the review of development projects to ensure compliance with urban design standards, and regulatory requirements.
* Evaluates streetscape plans and proposals to enhance the aesthetic quality and functionality of public spaces, promoting pedestrian-friendly environments and vibrant streetscapes.
* Leads the design and review of public realm projects, including streetscapes, parks, plazas, and other public spaces, ensuring alignment with urban design objectives and community needs.
* Prepares conceptual designs, renderings, and visualizations to communicate urban design concepts and proposals to stakeholders, decision-makers, and the public.
* Coordinates with internal departments, external consultants, and community groups to gather input, solicit feedback, and incorporate diverse perspectives into urban design projects.
* Conducts site assessments and analysis to evaluate existing conditions, identify opportunities, and develop design solutions that enhance the urban environment.
* Provides technical expertise and guidance on urban design principles, best practices, and emerging trends to support planning initiatives and development projects.
* Collects, compiles, tabulate and analyze data and factual materials fundamental to a comprehensive planning program.
* Assists in the formulation and administration of the City's Comprehensive Plan, Master Plans, and Land Development Regulations.
* Researches and prepares zoning and land development regulations consistent with the Comprehensive Plan and presents to the Planning and Development Board and the City Commission for consideration.
* Manages complex planning applications. Reviews, and circulates applications, prepares and coordinates comments with respect to City requirements, conformity to the Zoning and Land Development Regulations, City and County Comprehensive Plans on complex development applications including Comprehensive Plan amendments, re-zonings, site plans.
* Consult with stakeholders such as: Internal city departments, developers, planning consultants, property owners, legal counsel, the public, the State, and other agencies in these reviews.
* Reviews and prepares expert opinions on interpreting and preparing policy with respect to the City's Comprehensive Plan
* Prepares written and oral reports/briefings and make recommendations to City Commission, Boards, as well as giving presentations to or responding to questions from members the public.
* Prepares and processes Comprehensive Plan amendments through the appropriate State, Regional, County and City entities.
* Conducts planning and zoning studies.
* Reviews site and permit plans for compliance with all applicable regulations.
* Responds to email, telephone, or in-person inquiries; greets the general public, and development industry; disseminates information on planning, zoning and development regulations; and provides information on departmental services and functions.
* Supervises technical personnel in the gathering of raw data for use in various land-use and zoning studies.
* Reviews and issues, Certificates of Use, and Zoning Letters.
* Performs field inspections as necessary.
* Attends City Commission, Planning and Development Board, and Historic Preservation Board meetings and makes presentations on specific projects and studies. This work includes the preparation of memorandums, resolutions, ordinances and related back-up materials.
* Represents the City at various regional and county land use and transportation planning technical committees.
* Interacts and works with county, regional, state, special districts, chamber of commerce, civic associations, and other private organizations.
* Functions as Chairperson to the City's Technical Advisory Committee and supervises personnel in the preparation of agenda, notices, and other related information.
* Must effectively and positively represent the City in delivering and performing work with colleagues and clients, irrespective of gender, race, religion, age, disability, political affiliation or belief, or sexual orientation.
* Must establish and maintain effective and professional relationships with work colleagues, supervisors and managers.
* Identifies the need for and benefits of process improvements, protocol and procedural changes and planning policy changes
* Represents and defends planning decisions and interests during Quasi-Judicial matters, and matters before Special Magistrate and/or other tribunals.
* Develops and implements strategies for managing growth and development within the city.
* Organizes and facilitates public meetings, workshops, and outreach events to gather input, share information, and address community concerns regarding planning initiatives.
* Assists in the preparation of written reports, presentations, and other materials to communicate urban design recommendations, findings, and outcomes to decision-makers and stakeholders.
* Stays informed about relevant research, publications, and case studies in the field of urban design, incorporating new ideas and innovations into project work and planning initiatives.
* Stays abreast of emerging trends, best practices, and innovations in urban design, historic preservation, and public art, incorporating new ideas into planning initiatives.
* Develops and implements strategies for managing growth and development within the city.
* Performs other job duties as assigned.
EDUCATION/EXPERIENCE:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required:
* Bachelor's Degree from an accredited college or university in Urban Planning, Geography, Architecture, Landscape Architecture, Urban Design or closely related field.
* Four (4) years responsible planning experience. Experience must include participation in a range of planning and zoning studies and implementation programs.
* AICP or LEED certification may be substituted for some experience.
Preferred:
* Master's Degree
* Six (6) years of comprehensive planning, current planning, urban design or landscape architecture experience.
* AICP certification
Additional education and experience or an equivalent combination of training and experience may be substituted for the above requirements.
CERTIFICATES, LICENSES, REGISTRATIONS:
* AICP or LEED certification preferred
* Valid Driver's License: With proof of automobile insurance
* Background Check: Must have an acceptable background record
* Driving Abstract: Must have an acceptable driving record
KNOWLEDGE, SKILLS AND ABILITIES:
* Strong understanding of urban design principles, placemaking concepts, and public space design.
* Proficiency in design software such as AutoCAD, Adobe Creative Suite, SketchUp, or similar programs.
* Excellent communication and presentation skills, with the ability to convey complex ideas and concepts to diverse audiences.
* Demonstrated ability to manage multiple projects simultaneously, meet deadlines, and work effectively in a team environment.
* Knowledge of zoning regulations, land use planning principles, and development review processes.
* Commitment to equity, diversity, and inclusion in urban design practice, with a focus on creating inclusive and accessible public spaces.
* Creative problem-solving skills, with the ability to generate innovative design solutions that address complex urban challenges.
* Experience leading community engagement efforts, facilitating workshops, and conducting public meetings.
* Ability to work collaboratively with internal and external stakeholders, including elected officials, community groups, developers, and design professionals.
* Knowledge of economics, public finance and sociology as it applies to urban planning.
* Some knowledge of supervisory principles and practices.
* Ability to prepare, evaluate and present oral and written reports based on research and special studies.
* Skill in making decisions that govern individual activities as well as others, and understanding how decisions impact how the department provides services and support to internal and external customers.
* Ability to express ideas clearly and concisely, graphically, orally and in writing.
* Ability to read and understand plats, maps, architectural drawings, and similar relevant documents.
PHYSICAL DEMANDS
The physical abilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to walk, sit, write, hear, speak and be required to exert up to 50 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. May require the use of fingers or hands to manipulate objects such as picking, gripping, or pressing. Specific vision abilities required by this job include close and distance vision, peripheral, and depth perception. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
Work is performed primarily in an office environment that requires the employee to be sensitive to change and responsive to changing goals, priorities, and needs.
Required Education and Background Information: Look over the announcement carefully to determine your eligibility. Please note minimum education and experience requirements. Closed competitive positions are open only to employees while open competitive positions are open to anyone who meets the minimum qualifications for the position. Evidence of a GED test score is required if submitted for high school diploma. Applicants are responsible for clearly documenting work experience and/or providing all relevant information at the time of application. Additional information will not be accepted after the announcement closing date.
Examination: Depending on the number of applicants and the quality of their education and experience, the examination may consist of one or more of the following tests: written examination, performance examination, education and experience evaluation, oral examination and/or other job related examinations.
You will be notified of the time and place of your examination when you file or later by mail. A passing grade is required on each part of the process. Repeated participation in any examination for which the same test is used is limited to once every 6 months. Your examination results will be sent by email as soon as possible after the grading is completed.
Final passing grades are used to determine a candidate's position on the eligibility list of successful candidates. Departments fill vacancies from this list. The top three names are considered for each vacancy unless otherwise modified. Those not appointed are returned to the eligibility list for further consideration in accordance with the Civil Service Ordinance. Your name will remain on a register for one year for open competitive examinations and two years for closed competitive except where labor contract conflicts.
Your name may be removed from an eligibility list prior to one year according to Hollywood's Civil Service Ordinance or labor contracts. Your eligibility may be canceled if you refuse a position or if you are not available for work. You are responsible for notifying the Employment Office, in writing, of any change in your address or telephone number.
Special Accommodation and Communication Needs: The City of Hollywood provides necessary reasonable accommodation in the examination process upon request to persons with disabilities. Such requests must be made PRIOR to any scheduled examination.
Veteran's Preference: The City values the service that veterans and their family members have given to our country, and as such, proactively recruits and hires veterans and qualified spouses to the greatest extent possible. Certain servicemembers and veterans, and the spouses and family members of such servicemembers and veterans, receive preference and priority, and certain servicemembers may be eligible to receive waivers for postsecondary educational requirements. To obtain veteran's preference, candidates MUST submit a copy of separation papers (DD214) and meet eligibility requirements as stipulated by the Florida Statutes. For additional information, please refer to the Florida Department of Veterans' Affairs.All successful applicants will be required to pass an extensive background which may include criminal history searches, driving history checks, credit report, courthouse searches, education verification, employment verification, professional license verification, or other search methods as deemed necessary for the position. In addition, the applicant will be required to undergo a medical examination, which may include a drug screening, prior to appointment.
EMPLOYMENT OF RELATIVES: The City of Hollywood has an Ordinance which regulates the employment of relatives of City employees. Effective January 28, 2008, a relative may only be hired under the following additional conditions:
* The relative must have competed in an appropriate examination process as determined by Human Resources and be placed on a civil service eligibility list;
* The relative must be among the top three ranked candidates available on the certified eligibility list unless expanded by the Civil Service Board;
* The Department or Office Director and the Director, Human Resources must demonstrate that it is in the best interests of the City of Hollywood to hire the relative of a public officer or employee.
As of 12/15/2005 the City will require all newly hired employees to sign an affidavit affirming non-usage of tobacco or tobacco products within the last year prior to submission of application and will continue to be a non-user of tobacco products throughout employment with the City of Hollywood.
REASONABLE ACCOMMODATION: The Employment Office will make reasonable efforts in the examination and workplace to accommodate persons with disabilities. Please advise Human Resources of special needs by calling **************.
All applicants receive consideration for employment regardless of race, color, religion, gender, national origin, age, abilities, marital status, political affiliation, familial status, sexual orientation, pregnancy, or gender identity and expression (except as limited by law, Personnel Rules, Collective Bargaining Agreements, or bona fide occupational disqualifications).
The City of Hollywood is an Equal Opportunity / Equal Access Employer.
Temporary - Event Planner
Planner job in Fort Lauderdale, FL
We are excited that you are considering joining Nova Southeastern University! Nova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a reputation for academic excellence and innovation. Nova Southeastern University offers competitive salaries, a comprehensive benefits package including tuition waiver, retirement plan, excellent medical and dental plans and much more. NSU cares about the health and welfare of its students, faculty, staff, and campus visitors and is a tobacco-free university.
We appreciate your support in making NSU the preeminent place to live, work, study and grow. Thank you for your interest in a career with Nova Southeastern University.
Primary Purpose:
Contributes to the achievement of university objectives through the planning and execution of special events and community partnerships.
Temporary employment is of limited duration, and under the terms of NSU's benefits plan and policies, not eligible for company benefits.
Job Category: Non-Exempt
Hiring Range: Commensurate with experience
Pay Basis: Hourly
Subject to Grant Funding? No
Essential Job Functions:
1. Works closely with Special Events, Community Partnerships and Advancement teams to support objectives and requirements for events.
2. Works with supervisor to plan scope and format of events, to acquire competitive vendor bids, establish and monitor budgets, or to review administrative procedures and event progress.
3. Plans and develops programs, agendas, event overviews, and other special events forms for events.
4. Has current and solid working knowledge of Cvent or other planning software.
5. Organizes guest lists and registration of event participants and coordinates event guest follow up including satisfaction surveys, data base entry, photo galleries and website updates.
6. Designs collateral or works with Public Relations/Marketing and Comms. to publicize events and promote sponsorships.
7. Promotes university events by performing tasks such as meeting with professional and trade associations, internal and external clients, event website updates and facilitating other printed and electronic media and publications.
8. Coordinates services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing, and event security.
9. Arranges the availability of audio-visual equipment, transportation, displays, and other event needs.
10. Confers with staff at a chosen event site to coordinate details.
11. Services and monitors event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
12. Conducts post-event evaluations to determine how future events could be improved.
13. Maintains records of event aspects, including financial details.
14. Reviews event bills for accuracy and submits for payment.
15. Prepares or edits organizational content for internal or external audiences.
16. Arranges and promotes public appearances, lectures, contests, or exhibits for clients to increase product or service awareness or to promote goodwill and to increase institutional visibility.
17. Completes special projects as assigned.
18. Performs other duties as assigned or required.
Job Requirements:
Required Knowledge, Skills, & Abilities: Knowledge:
1. Customer and Personal Service - Working knowledge of principles and processes for providing customer and personal services. This includes needs assessment, meeting quality standards for services, and evaluation of user satisfaction.
2. English Language - General knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
3. Communications and Media - Working knowledge of media production, visual, verbal, and interactive communication, and dissemination techniques and methods. This includes alternative ways to inform and persuade via written, oral, and visual media.
4. Administration and Management - Working knowledge of business and management principles involved in strategic planning, resource allocation, budgeting, human resources modeling, leadership technique, and/or coordination of people and resources.
5. Public Safety and Security - Working knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
6. Basic knowledge of MS Office Suite (Outlook, Word, Excel, PowerPoint).
7. Knowledge of established special event software and project management software. Cvent knowledge preferred.
Skills:
1. Service Orientation - Proficient skills in actively looking for ways to help people.
2. Judgment and Decision Making - Basic skills in considering the relative costs and benefits of potential actions to choose the appropriate one.
3. Time Management - Basic skills in managing one's own time and the time of others.
4. Active Listening - Proficient skills in giving full attention to what other people are saying, taking time to understand what is being said, asking questions as appropriate, and not interrupting at inappropriate times.
5. Reading Comprehension - Proficient understanding of written sentences and paragraphs in work-related documents.
6. Speaking - Proficient skills in talking to others to convey information effectively.
7. Critical Thinking - Basic skills in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
8. Writing - Proficient skills in communicating effectively in writing as appropriate for the needs of the audience.
9. Complex Problem Solving - Basic skills in identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Abilities:
1. Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
2. Fluency of Ideas - The ability to produce a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
3. Selective Attention - The ability to concentrate on a task over a period of time without being distracted.
4. Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
5. Information Ordering - The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Physical Requirements:
1. Speech Recognition - Must be able to identify and understand the speech of another person.
2. Speech Clarity - Must be able to speak clearly so others can understand you.
3. Near Vision - Must be able to see details at close range (within a few feet of the observer).
4. Able to work nights or weekends.
5. Travel - Must be able to travel on a daily and/or overnight basis.
6. May be exposed to short, intermittent, and/or prolonged periods of sitting and/or standing in performance of job duties.
7. May be required to accomplish job duties using various types of equipment/supplies, to include but not limited to pens, pencils, and computer keyboards.
8. Should be able to lift and carry up to 30 pounds.
Required Certifications/Licensures:
Required Education: High School Diploma or equivalent
Major (if required:
Required Experience: Up to three (3) years of related experience.
Preferred Qualifications:
Is this a safety sensitive position? No
Background Screening Required? Yes
Pre-Employment Conditions:
Sensitivity Disclaimer: Nova Southeastern University is in full compliance with the Americans with Disabilities Act (ADA) and does not discriminate with regard to applicants or employees with disabilities and will make reasonable accommodation when necessary.
NSU considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status or any other legally protected status.
Senior Meetings and Event Planner
Planner job in Deerfield Beach, FL
The Senior Meetings & Events Planner is tasked with the end-to-end planning and execution of assigned meetings, incentive trips, and special events. This role manages all logistical aspects of programs while collaborating closely with the internal SET Events Team, department leadership, and internal clients. The Senior Planner begins with small to mid-size programs and progressively takes on larger, more complex incentive programs as experience and capability grow.
Responsibilities:
Independently design, plan, and execute small to mid-size incentive programs, meetings, and special events from conception to completion.
Support Lead Planners on large-scale incentive programs, assisting with logistics, budgets, vendor management, and on-site execution.
Manage event details including communication, registration, amenities, catering, production, entertainment, transportation/manifests, venue selection, program content, and on- and off-site activities.
Participate in vendor sourcing and support contract review; negotiate vendor agreements.
Manage assigned program budgets ranging from $50K to $2M and support reconciliation and invoice processing for larger programs.
Develop timelines, project plans, participant communications, and planning documentation.
Collaborate with the internal team and leadership to review options and align on recommendations before presenting to internal clients.
Provide on-site support and act as secondary lead on major programs; serve as primary on-site lead for smaller programs.
Collect, analyze, and summarize program feedback to inform continuous improvement.
Maintain awareness of industry trends, destinations, and event technology.
Build strong working relationships with internal stakeholders, partners, and vendors.
Ensure compliance with legal, risk, and safety requirements across assigned programs.
Qualifications:
Bachelor's degree in hospitality, Event management, business, or equivalent experience preferred.
6-10 years of corporate meeting, incentive program, or special event planning experience.
Demonstrated ability to independently manage small to mid-size programs with growing exposure to large-scale incentive programs.
Strong negotiation, vendor coordination, and budget management skills.
Excellent written and oral communication skills.
Strong organizational, time management, and problem-solving abilities.
Proficiency with Microsoft Office; experience with event technology platforms (e.g., Cvent) preferred.
Ability to manage multiple priorities and remain composed under pressure.
Industry certifications (CMP, CMM, CSEP) are a plus.
Willingness to travel domestically and internationally as needed.
Ability to work flexible hours, including long days during on-site execution.
Ability to lift up to 50 pounds and perform event-related physical tasks.
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at ****************************** for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.
Auto-ApplyWealth Planner (Associate Advisor)
Planner job in Plantation, FL
Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.
Why Join Us
As part of our team, you'll have the opportunity to make a meaningful impact on clients' lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.
Position Summary
Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.
What You'll Get to Do
Client Meeting Preparation & Participation
Prepare client deliverables, including reports, financial plans, projections, and recommendations
Participate in client meetings with Wealth Advisors
Coordinate follow-up items with clients, external professionals, and internal team members
Client Relationship Support
Document and track all follow-up tasks in the CRM system
Manage agendas, action items, and communications to ensure a seamless client experience
Respond to day-to-day client inquiries with professionalism and promptness
Financial Planning & Onboarding
Support onboarding by reviewing accounts and drafting investment policy statements
Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations
Conduct research tailored to client needs (tax, investments, Social Security, etc.)
Tax Planning & Coordination
Analyze client tax returns, insurance policies, and estate documents
Assist with quarterly and annual tax planning processes
Coordinate with clients and CPAs on tax-related information and documentation
What We're Looking For
Bachelor's degree
Minimum 2-3 years of experience in financial planning or a related field
Strong organizational skills, attention to detail, and ethical decision-making
Ability to communicate financial concepts clearly and collaboratively
High level of integrity and a genuine interest in helping clients achieve their goals
Preferred
CFP certification or recent exam completion with certification pending
Exposure to personal income tax planning or preparation
Experience with financial planning software or CRM systems
A proactive, team-oriented mindset with a desire to learn and grow
Compensation & Benefits
Competitive salary + incentive compensation
Fully paid medical benefits
Unlimited personal time off (PTO)
401(k) with profit-sharing plan
Professional development support, including tuition and certification reimbursement, plus association membership dues
*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.
**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.