A company is looking for a Financial Advisor & Planner for Brokerage / Premier Accounts.Key Responsibilities : Provide high-level service to clients, retaining assets and gaining additional assets through communication and educationManage client relationships through phone and email communication, act as a liaison between clients and internal departments, and provide financial planningCoordinate with operational teams for client-related administrative issues and potentially assist in training new hiresQualifications : Bachelor's Degree or higher in business, finance, or related fieldFINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelinesFINRA Fingerprinting required
Financial Advisor Planner
A company is looking for a Financial Advisor & Planner for Brokerage/Premier Accounts. Key Responsibilities:Provide high-level service to clients, retaining assets and gaining additional assets through communication and educationManage client relationships through phone and email communication, act ...
Jr Business Process Analyst (SQL) $55,600.00 - $79,400.00 per year
Jr Business Process Analyst (SQL). Analyze, plan, design, document and make recommendations to improve business processes to support client’s technological aspirations . Be a supportive bridge between clients, project managers and technical personnel to define, track and communicate business require...
Project Manager Information Technology Senior - Irving
Under the direction of the Manager, Director or other senior personnel, the Project Manager determines user demands, establishes work priorities, and plans; directs and monitors project work. The Project Manager will gather and evaluate information concerning a user’s conceptual needs, estimate and ...
Wealth Management Financial Advisor (McKinney/Allen Markets)
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. ...
Special Projects Manager
Ensures that all reporting documents for the project are submitted to the client at the required intervals. ...
Workforce Optimization Project Manager
A company is looking for a Workforce Optimization Project Manager to join their Professional Services team. ...
Financial Representative Trainee - Dallas, TX
Financial Representative Trainee - Dallas, TX. Sales, Early Career Programs, Financial Representative Trainee. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance p...
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a d...
Financial Consultant
With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Professional. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term fi...
Administrative Assistant
UPS is hiring individuals to work as Administrative Assistants. Take the next step on your career journey as an Administrative Assistant at UPS!. ...