- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and… more
- Kestra Financial (San Antonio, TX)
- …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Equitable (Fort Worth, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin,...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (San Antonio, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - Retirement Benefits Group - TX, San...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- L3Harris (Greenville, TX)
- …and cyber domains in the interest of national security. Job Title: Senior Associate , Accounting Job Code: 32066 Job Location: Onsite in Rockwall or Greenville TX, ... across the United States by providing general ledger and financial reporting services. Partnership with the business units and...solver with ability to execute to completion + Flexible planner in terms of daily activities with ability to… more
- Magellan Health Services (Austin, TX)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Magellan Health Services (Fort Hood, TX)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Edward Jones (Denison, TX)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- TIAA (San Antonio, TX)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- System One (Fort Worth, TX)
- …returned following a meeting. + Assist with specific departmental financial tasks including expense reconciliation, attendee reimbursement, vendor payments and ... aspects of a program on behalf of the Meeting Planner and other department personnel and/or serve as back.../ medical device industry or hospitality industry. + Minimum: Associate degree or equivalent (high school + 4 years)… more
- GAF (Dallas, TX)
- …mentor a small team of maintenance E/I technicians and work with the planner on preventative maintenance programs to enhance reliability. The selected candidate will ... electrical/electronic and mechanical theories and principles.* Partner with the maintenance planner to ensure electrical projects are properly scheduled on PMDs, and… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
- BrightView (Plano, TX)
- …and safety. This role manages staff, resources, and workflows to achieve financial and operational targets while maintaining compliance with company policies. The ... + **Forecasting and Labor Management:** Execute weekly and monthly labor planner , monitor expenses, allocate resources efficiently, and ensure the branch operates… more
- Humana (Austin, TX)
- …room, trauma units, etc. + Experience as an MDS Coordinator or discharge planner in an acute care setting + Previous experience in utilization management/utilization ... (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart… more
- Humana (Austin, TX)
- …+ PMP (Project Management Professional) Certification + Experience with Microsoft Planner + Strong financial acumen for budgeting, forecasting, and ... (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart… more
- Berkshire Hathaway Automotive (Irving, TX)
- …will play a multitude of roles, including Event and Meeting Planner , Training Coordinator, Reporting Specialist, and Learning Management System (LMS) Administrator. ... department, as required Qualifications (Education, Experience, Certifications, Licenses): * Associate or Bachelor's degree preferred * Project coordination or… more