We have other current jobs related to this field that you can find below

  • Financial Advisor

    3 months ago

    Magnolia, United States Pattern Financial Group Full time

    Job DescriptionJob DescriptionFinancial Advisor Job DescriptionAt Pattern Financial Group, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that...

  • Senior Financial Analyst

    5 days ago

    Magnolia, Texas, United States Creative Financial Staffing Full time

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  • Financial Planner

    2 weeks ago

    Magnolia, United States Prudential Advisors Full time

    Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction! Prudential Advisors is looking for an experienced financial professional that is interested in working with an existing book of clients....

  • Senior Financial Analyst

    5 days ago

    Magnolia, Texas, United States Creative Financial Staffing Full time

    Why consider this opportunity:Dynamic entrepreneurial atmosphere across multiple locations.Act as a key advisor to the CFO.Support acquisition due diligence efforts.Develop and enhance the corporate finance function.Experience a robust growth trajectory with future acquisitions and organic expansion.Collaborate closely with the CFO, private equity firms, and...

  • Senior Financial Analyst

    5 days ago

    Magnolia, Texas, United States Creative Financial Staffing Full time

    Why consider this opportunity:Dynamic entrepreneurial setting across multiple locations.Act as a key advisor to the CFO.Support acquisition due diligence efforts.Develop and enhance the corporate finance function within the organization.Experience a robust growth trajectory with future acquisitions and organic expansion.Collaborate closely with the CFO,...

  • Senior Financial Analyst

    5 days ago

    Magnolia, Texas, United States Creative Financial Staffing Full time

    Why consider this opportunity:Dynamic and innovative multi-location business environment.Serve as a key advisor to the CFO.Support acquisition due diligence efforts.Develop and enhance the corporate finance function within the organization.Experience significant growth potential through future acquisitions and organic expansion.Collaborate closely with the...

  • Senior Financial Analyst

    5 days ago

    Magnolia, Texas, United States Creative Financial Staffing Full time

    About the Company: Our client is a leading manufacturer with a robust distribution network serving retail businesses nationwide.Why Consider This Opportunity:Dynamic and entrepreneurial multi-plant environment.Serve as a key advisor to the CFO.Develop and enhance the corporate finance function across multiple legal entities and locations.Stable, privately...

  • Retail Sales Advisor

    3 months ago

    Magnolia, United States Office Depot Full time

    **Retail Sales Advisor** Stores 1680 Lake Woodlands Drive, The Woodlands , TX Feb 22, 2022 52762 **Overview** At Office Depot and Office Max, the Sales Advisor is a part-time role, providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store...

  • Retail Sales Advisor-Logistics

    1 month ago

    Magnolia, United States Office Depot Full time

    **Retail Sales Advisor-Logistics** Stores 1680 Lake Woodlands Drive, The Woodlands , TX Feb 22, 2022 52761 **Overview** At Office Depot and Office Max, the Sales Advisor is a part-time role, providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning...

  • Retail Sales Advisor

    2 months ago

    Magnolia, United States Office Depot Full time

    **Retail Sales Advisor (Seasonal)** Stores 1680 Lake Woodlands Drive, The Woodlands , TX Jan 25, 2022 51586 At Office Depot and Office Max, the Sales Advisor is a part-time role, providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store...

  • Retail Sales Advisor-Copy

    1 month ago

    Magnolia, United States Office Depot Full time

    **Retail Sales Advisor-Copy & Print** Stores 1680 Lake Woodlands Drive, The Woodlands , TX Feb 22, 2022 52760 **Overview** At Office Depot and Office Max, the Sales Advisor is a part-time role, providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control,...

  • Customer Service Advisor II

    2 months ago

    Magnolia, United States Huntsman Corp Full time

    Customer Service Advisor II page is loaded **Customer Service Advisor II** **Customer Service Advisor II** locationsUSA - Texas - Houston - The Woodlands - Corporate Office time typeFull time posted onPosted 12 Days Ago job requisition idJ-011795 **Job Description**: **Customer Service Advisor II** Huntsmans Advanced Materials Division is now searching for a...

  • Financial Consultant

    3 weeks ago

    Magnolia, United States Fidelity TalentSource LLC Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Sr. Customer Service Advisor

    1 month ago

    Magnolia, United States Indorama Ventures Full time

    Job Description: Indorama Ventures- Indovinya is looking for a Senior Customer Service Advisor to join our team in The Woodlands, TX. The Senior Customer Service Advisor is responsible for delivering exceptional service and support to both internal and external customers. This role involves managing orders and relationships for assigned accounts and serving...

  • Customer Experience Specialist

    3 months ago

    Magnolia, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Financial Analyst

    4 weeks ago

    Magnolia, United States Praxair Full time

    Job Overview: Reporting to the LGUS Director FP&A Corporate Reporting this position designs and prepares financial and operational performance assessments in support of senior management analysis; coordinates the preparation of monthly financial forecasts and annual operating plans; and assists in the completion of regional financial reporting requirements...

  • Corporate Financial Analyst

    5 days ago

    Magnolia, Texas, United States Praxair Full time

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  • Senior Financial Accountant

    3 hours ago

    Magnolia, Texas, United States NorthPoint Search Group Inc Full time

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  • Senior Financial Planning Analyst

    5 days ago

    Magnolia, Texas, United States Praxair Full time

    Job Overview:In this role, you will report directly to the Director of Financial Planning & Analysis for Corporate Reporting. Your primary responsibility will be to design and produce assessments of financial and operational performance that support the analysis conducted by senior management. You will also coordinate the preparation of monthly financial...

  • Financial Product Specialist

    2 weeks ago

    Magnolia, United States Expert Seekers Training Full time

    Job DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...

Financial Solutions Advisor

2 months ago

Magnolia, United States Bank of America Full time

Job Description: Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America)

Hours Per Week: 40 #J-18808-Ljbffr