Financial Planner jobs in Norfolk, VA

A Financial Planner or personal Financial Planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners)....

Source: Wikipedia (as of 09/06/2019). Read more from Wikipedia

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Joint Exercise Planner / Financial Specialist
  • CSA – Careers
  • Norfolk, VA FULL_TIME
  • For nearly 50 years, CSA has delivered integrated technology and operational support services to meet the defense and federal sector's most complex enterprise needs. Working from operations centers and shipyards to training sites and program offices, CSA deploys experienced teams, innovative tools and proven processes to advance federal missions.  


    CSA is seeking an Exercise Planner with Joint Exercise Financial experience to support United States Fleet Forces Command (USFFC) N357. In this role, you will assist in managing Joint Exercise Special Funds Administration for seven combatant commands and their Navy service components at USFFC located in Norfolk, VA.


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    How Your Role Will Make an Impact:
    • Assist in Joint Exercise Special Funds Administration for seven combatant commands and their Navy service components
    • Assist in the development, coordination, preparation and execution of Joint and Service exercises
    • Provide technical expertise in joint exercise planning and produce staff products in support
    • Produce, manage and coordinate the development of Flag Officer level staff briefing books
    • Produce correspondence and presentations; and prepare staff inputs, briefs, papers and/or other documentation as required
    • Provide trip reports to USFF N357 and the COR in accordance with standard trip report format


    What You Will Need to Join Our Award-Winning Team:
    • Clearance: Active Secret clearance required
    • Three (3) years’ experience in the last five (5) years serving in a J5, N5 operational or exercise planning position on CCDR, NFC, NCC or Joint Force Commander staff
    • Knowledge and experience of the processes, procedures and requirements of the Joint Exercise Special Funds Administration for seven combatant commands and their Navy service components
    • Knowledge and experience with Joint and/or Navy planning processes
    • Knowledge and experience with processes, procedures and requirements of the Joint Training, Exercise, and Evaluation Program (JTEEP)  including non-headquarters joint exercise special funding
    • Knowledge and experience with the Joint Training Information Management System (JTIMS)/Joint Training Tool (JTT) and its support to joint exercise planning
    • Knowledge and experience with the Joint Operation Planning Execution System (JOPES) and Time-Phased Force Deployment Data (TPFDD) usage
    • Knowledge and familiarity with operational level of war battle staff organization and processes; specifically, the Maritime Operations Center (MOC) and / or Joint Operations Center (JOC)


    What Sets You Apart:
    • Five (5) years relevant experience within the last ten (10) years serving on a CCDR, NFC, NCC, Joint, senior flag, or Service staff (preferred)


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    This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.


    Applicants may need to meet eligibility requirements for access to classified information; an active United States Department of Defense security clearance or the ability to obtain one may be required for this role.


    As a federal contractor, CSA will abide by the client’s infectious disease protocols.


    WE BELIEVE great companies know who they are and what they stand for. CSA’s common purpose and core values were purposefully developed to create a culture focused on unlocking the full potential of our people—so they are inspired to solve our clients’ toughest challenges. It’s no secret, we owe the past 18 years of our success to our outstanding and ambitious team members. To support our hard working team, we offer an environment focused on learning and growth, an awesome benefits package, and opportunities to build a long and successful career.

     

    We are constantly on the hunt for talented, forward-thinking problem solvers with an energetic attitude and a strong work ethic to join our elite team of CSAers.   

      


    Be a part of CSA… do great things!


    CSA is a Federal Contractor and an Equal Opportunity/Affirmative Action Employer.


    If you are an individual with a disability and would like to request a reasonable workplace accommodation for any part of our employment process, please send an email to hr@csaassociates.com. Please indicate the specifics of the assistance needed. Assistance is reserved for individuals who are requesting a reasonable workplace accommodation. It is not intended for other purposes or inquiries. We’re an equal opportunity employer that empowers our people no matter their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status or other protected characteristic.


    Federal Equal Opportunity is the Law

    Federal Employee Rights under FMLA

    Federal Employee Polygraph Protection Act

    E-Verify Participation Poster (uscis.gov)

    If you are a California resident applying for a job, you consent to our California Job Applicant Privacy Notice.


    Notification for current or previously cleared professionals:


    Official U.S. Government information appearing in the public domain shall not automatically be considered UNCLASSIFIED or approved for public release. CSA recognizes that information contained in resumes of current or previously cleared professionals may be sensitive, contain potentially proprietary and/or protected information. Protected Information is considered classified, in the process of a classification determination, or unclassified, but protected by statute. Therefore, all resumes should be approved for public release by a U.S. Government Official with Original Classification Authority, prior to posting the resume to CSA’s applicant tracking system.

    By submitting my resume, I understand that I am NOT authorized to upload content with Official U.S. Government information that is considered, sensitive, proprietary, or protected.

  • 14 Days Ago

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Planner
  • Hutco Inc
  • Portsmouth, VA FULL_TIME
  • Hutco, Inc.Position: Planner Location: Norfolk, VA Shift: 7:00 AM - 4:00 PM (with an hour lunch) Security Clearance: No Clearance Required Pay Rate: $30.00 per hour Position OverviewHutco, Inc. is see...
  • 7 Days Ago

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Planner
  • Parsons Government Services Inc.
  • Norfolk, VA FULL_TIME
  • In a world of possibilities, pursue one with endless opportunities. Imagine Next! When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career worki...
  • 8 Days Ago

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Financial Services
  • PR Financial
  • Gates, NC FULL_TIME
  • Real Life 100k Opportunity. The Most powerful offer in the industryLooking for new potential life insurance agentsMany people think that to make and sustain a six-figure income you need to work at a l...
  • 1 Day Ago

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Financial Consultant
  • Symmetry Financial Group –Simple Solutions Financial Services LLC
  • Norfolk, VA FULL_TIME
  • Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest ass...
  • 20 Days Ago

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Transportation Planner
  • Wallace Montgomery
  • Norfolk, VA FULL_TIME
  • Join the future of transportation planning! Become our full-time Transportation Planner in Norfolk, VA. Are you ready to make a difference in transportation infrastructure? Wallace Montgomery, a leadi...
  • 1 Month Ago

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0 Financial Planner jobs found in Norfolk, VA area

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Maintenance Tech III
  • SUMITOMO MACHINERY CORP OF AMERICA
  • Chesapeake, VA
  • Description Hourly Range starting at $28.88 increase based on experience Benefits include: Medical, Dental, Vision Paid ...
  • 12/11/2024 12:00:00 AM

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Financial Analyst (Pgm Cost Control Analyst 3) - 21299
  • Huntington Ingalls Industries
  • Norfolk, VA
  • Requisition Number: 21299 Required Travel: 0 - 10% Employment Type: Full Time/Salaried/Exempt Anticipated Salary Range: ...
  • 12/11/2024 12:00:00 AM

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Gold Accounts Specialist
  • Santco Marketing Services
  • Virginia Beach, VA
  • International financial services company is expanding its US operations. We are looking for motivated people to help us ...
  • 12/10/2024 12:00:00 AM

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ASSOCIATE RETAIL FINANCE ANALYST / RETAIL FINANCE ANALYST
  • Navy Exchange Service Command
  • Virginia Beach, VA
  • Note: Incumbent may progress non-competitively to a Merchandise Financial Planner position, NF-04/4B, upon completing qu...
  • 12/9/2024 12:00:00 AM

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Loan Officer
  • Caliver Beach Mortgage, LLC
  • Norfolk, VA
  • Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepren...
  • 12/8/2024 12:00:00 AM

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Assembler I
  • SUMITOMO MACHINERY CORP OF AMERICA
  • Chesapeake, VA
  • Description Hourly Range starting at $18.50, increase based on experience. Benefits include: Medical, Dental, Vision Pai...
  • 12/7/2024 12:00:00 AM

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Mid-Level Financial Analyst
  • CCS INC
  • Portsmouth, VA
  • Job Description Job Description Technical: Bachelor’s degree (B.A./B.S.) in Finance, Accounting, Business Administration...
  • 12/7/2024 12:00:00 AM

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Director of Financial Aid
  • CMG
  • Hampton, VA
  • Job Description Job Description Summary The Director serves as lead Financial Aid administrator, processor, and counselo...
  • 12/7/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 96 square miles (250 km2), of which 54 square miles (140 km2) is land and 42 square miles (110 km2) (43.9%) is water. Norfolk is located at 36°55′N 76°12′W / 36.917°N 76.200°W / 36.917; -76.200 (36.8857° N, 76.2599° W) The city is located at the southeastern corner of Virginia at the junction of the Elizabeth River and the Chesapeake Bay. The Hampton Roads Metropolitan Statistical Area (officially known as the Virginia Beach-Norfolk-Newport News, VA-NC MSA) is the 37th largest in the United States, with an estimated...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planner jobs
$63,493 to $88,437
Norfolk, Virginia area prices
were up 1.2% from a year ago

Financial Planner
Works closely with other Financial Aid Planners and staff all working toward departmental goals.
November 16, 2022
Assist and support monthly, quarterly, and annual financial forecasts related to revenue, operating costs, freight, and other supply chain costs.
December 30, 2022
Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel.
January 31, 2023
Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
February 12, 2023
Utilize financial planning software, as well as Excel, PowerPoint, and cash flow analysis programs, in order to provide analysis for clients of their current and future financial picture.
February 22, 2023
Gather, organize and maintain client personal and financial wealth plan profile data.
March 21, 2023
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
April 23, 2023
Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
May 21, 2023