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Senior planner Jobs in Toledo, OH

Last updated: 14 hours ago
  • Promoted
Financial Planner / Wealth Planner

Financial Planner / Wealth Planner

Bollin Wealth Management LLCToledo, Ohio Metropolitan Area, United States
Full-time
Bollin Wealth Management LLC is a rapidly growing fee-only Registered Investment Advisor (RIA) firm specializing in authentic financial planning and wealth management solutions for our niche client...Show moreLast updated: 14 days ago
Site Integrated Senior Planner

Site Integrated Senior Planner

WellaOH, US
Site Integrated Senior Planner.Function : Supply Chain Location : .The purpose of the Site Integrated Senior Planner role is to deliver best-in-class service to Wella markets by production planning an...Show moreLast updated: 30+ days ago
  • New!
Vacation Planner

Vacation Planner

Land N Sea TravelsOH, US
Full-time
Quick Apply
Do you love to travel and help others create unforgettable journeys? Become a Vacation Planner today and turn your passion into a career! • •Responsibilities : • • - Design and book travel...Show moreLast updated: 14 hours ago
Advanced Tax Planner

Advanced Tax Planner

Hantz GroupMaumee, OH, US
Quick Apply
Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over...Show moreLast updated: 30+ days ago
Lead Marketing Account Planner

Lead Marketing Account Planner

Highmark HealthOH, Working at Home, Ohio
$146,000.00 yearly
Full-time
This role will serve as the strategic lead account planner within the Brand Strategy and Activation team, as part of our innovative in-house agency. Account Planner in our environment is multifacete...Show moreLast updated: 30+ days ago
  • Promoted
Retail Jr. Consignment Planner

Retail Jr. Consignment Planner

Owens CorningToledo, OH, United States
Full-time
Retail Consignment Inventory Planner is accountable for executing & monitoring a select portion of the inventory management processes for each of our retail consignment customers.The role will work...Show moreLast updated: 16 days ago
  • Promoted
Tax Senior

Tax Senior

GpacToledo, OH, United States
$70,000.00–$130,000.00 yearly
Full-time
A reputable Public Accounting firm in the area is looking to add a.This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is...Show moreLast updated: 9 days ago
  • Promoted
Tax Senior

Tax Senior

RehmannToledo, OH, US
Full-time
If you're here, you're looking for something more.More opportunity, more impact, more purpose.At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success.When you jo...Show moreLast updated: 5 days ago
Production Planner (Edgewood, MD)

Production Planner (Edgewood, MD)

Smiths DetectionOhio, USA
Full-time
SUMMARY OF ESSENTIAL FUNCTIONS : .To review MRP planned orders and messages and maintain production orders to meet the factory plans created by the Master Scheduling Manager.To interface between the ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Accountant

Senior Accountant

Links Recruiting, LLCToledo, OH, US
Full-time
A small to mid-sized, and rapidly growing, company based in the Toledo, Ohio area is seeking a Senior Accountant.Oversee and manage the day-to-day financial operations, including accounts.Ensure ac...Show moreLast updated: 3 days ago
  • Promoted
Senior Accountant

Senior Accountant

Alari Search, LLCToledo, OH, US
$90,000.00–$100,000.00 yearly
Temporary
Outstanding and rapidly growing service company located in Toledo, Ohio, is seeking a Senior Accountant for an i...Show moreLast updated: 3 days ago
  • Promoted
Senior Java Developer

Senior Java Developer

Midwest TapeHolland, OH, US
Full-time
Remote position with the flexibility to travel to our headquarters in Holland, OH 2-3 times a year.Hiring in the following states only : Ohio, Michigan, Massachusetts, Indiana, Illinois, Tennessee, ...Show moreLast updated: 3 days ago
Supply Planner

Supply Planner

F5OH
$80,082.00–$120,122.00 yearly
Full-time
At F5, we strive to bring a better digital world to life.Our teams empower organizations across the globe to create, secure, and run applications that enhance how we experience our evolving digital...Show moreLast updated: 30+ days ago
Sports Travel Event Planner

Sports Travel Event Planner

Travel Moore TodayOH, US
Quick Apply
Embark on a rewarding journey with our unique remote business opportunity tailored for enthusiasts of exploration and individuals passionate about making meaningful connections.Join our dynamic tea...Show moreLast updated: 30+ days ago
  • Promoted
Senior Coordinator

Senior Coordinator

Express Employment Professionals Toledo OhioToledo, OH, US
Full-time
This role is critical to ensuring seamless production operations by managing plant build schedules, tracking performance metrics, and making necessary adjustments to meet goals.The position oversee...Show moreLast updated: 2 days ago
  • Promoted
Incident Manager, Senior

Incident Manager, Senior

WorldpayOH, United States
Are you ready to write your next chapter?.Make your mark at one of the biggest names in payments.With proven technology, we process the largest volume of payments in the world, driving the global e...Show moreLast updated: 11 days ago
  • Promoted
Inbound Material Planner Team Lead

Inbound Material Planner Team Lead

O-IPerrysburg, OH, United States
$80,000.00–$95,000.00 yearly
Full-time
Remember the last time you opened a bottle of bourbon, a cold beer after a hard day's work or a bottle of sparkling mineral water to quench your thirst? Well, it was probably made by us, we are O-I...Show moreLast updated: 1 day ago
  • Promoted
Senior Network Engineer

Senior Network Engineer

Owens Community CollegePerrysburg, OH, United States
$71,928.00–$80,892.00 yearly
Design, manage and maintain the College's network infrastructure.Ensure 24 hours per day, 7 days per week, and 365 days per year uptime and availability of campus network operations and services.De...Show moreLast updated: 7 days ago
  • Promoted
Salesforce Senior Associate

Salesforce Senior Associate

PwCToledo, OH, United States
$84,000.00–$202,000.00 yearly
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency.These individuals ana...Show moreLast updated: 7 days ago
  • Promoted
Senior Admissions Advisor

Senior Admissions Advisor

Stautzenberger College-OnlineMaumee, OH, United States
Full-time
Help us define our next century of impact on our community.Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing...Show moreLast updated: 14 days ago
Financial Planner / Wealth Planner

Financial Planner / Wealth Planner

Bollin Wealth Management LLCToledo, Ohio Metropolitan Area, United States
14 days ago
Job type
  • Full-time
Job description

Job Title : Wealth Planner

Location : Perrysburg, Ohio

About Us : Bollin Wealth Management LLC is a rapidly growing fee-only Registered Investment Advisor (RIA) firm specializing in authentic financial planning and wealth management solutions for our niche clients. Combining a rigorous engineering-based problem-solving approach with disciplined financial planning strategies, we develop and implement unique solutions to enhance the quality of our clients’ lives.

We are seeking a passionate, experienced, and detail-oriented financial planner to join our team. We value professionals who strive to improve their clients’ lives, grow with the firm, and desire to create a positive impact in our community.

Position Summary

The Wealth Planner role at Bollin Wealth Management LLC will provide the right candidate with a variety of rewarding opportunities leading to positions of increasing responsibility. You will collaborate with the Lead Wealth Planner on the creation and implementation of comprehensive financial plans, develop and monitor investment strategies, provide counsel on tax minimization, estate planning, risk management, retirement planning and education planning strategies.

This position will also be responsible for assisting with the firm’s business development activities. As the successful candidate develops and progresses in this role, it is expected the Wealth Planner will assume the role of lead relationship manager for some client relationships.

Candidates with their own existing clients are preferred.

Key Responsibilities :

  • Collaborate with Lead Wealth Planners by preparing for and participating in client and prospective client meetings.
  • Collaborate with Lead Wealth Planners to develop and present tailored comprehensive financial plans, including retirement income planning, investment, tax minimization, risk management, and estate planning strategies.
  • Conduct periodic reviews and updates to financial plans to reflect life changes or evolving market conditions.
  • Provide ongoing education and guidance to clients on financial matters, helping them make informed decisions.
  • Stay current with industry regulations, market trends, and financial planning best practices.
  • Maintain accurate documentation and compliance with RIA standards and policies.
  • Work on firmwide projects and initiatives to improve the firm’s planning services and the lives of our clients.

Qualifications :

  • Education : Bachelor’s degree is required, ideally in Finance, Accounting, Economics, Engineering or a related field.
  • Certifications : Working towards obtaining or possessing the Certified Financial Planner™ designation is strongly preferred. Related designations (CFA, CPWA, CPA, ChFC) are a plus.
  • Experience : Minimum of three years of experience in financial planning or a related role. Experience within an RIA environment is a plus.
  • Licensing : If CFP® designation is not yet completed, Series 65 preferred.
  • Demonstrated proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM tools.
  • Strong understanding of investment products, tax strategies, retirement planning, estate planning, retirement income strategies, and risk management.
  • Strong problem-solving skills.
  • Strong proficiency with Microsoft Excel and other Office Suite software products.
  • Excellent communication and interpersonal skills with a client-focused mindset.
  • High ethical standards and commitment to fiduciary duty.
  • Benefits We Offer :

  • Highly competitive and flexible compensation structures.
  • Comprehensive benefits package.
  • Professional development support, including continuing education and industry certifications.
  • Personal time off and holidays.
  • Flexible work arrangements.
  • A collaborative, team-oriented culture focused on delivering exceptional client outcomes.
  • Next Steps :

    Please send your resume, a cover letter detailing your financial planning experience, and any relevant certifications to [email protected]. We look forward to hearing from professionals who are as passionate about financial planning as we are! Bollin Wealth Management LLC is an equal opportunity employer.