Wealth Management Officer
2 weeks ago
As a Wealth Management Officer, you will be responsible for ensuring client satisfaction by prioritizing their needs. You will oversee the administration of various accounts, including trust, estates, and investment management accounts, and manage estate settlements. You will explain investments to clients and collaborate with the assigned investment officer. Your role will also involve making presentations to foundations, endowments, and non-profit organizations, networking with Centers of Influence, participating in new business development, and mentoring less experienced employees.
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Wealth Management Officer
2 weeks ago
El Paso, United States WestStar Bank Full timeSummary Responsible for the delivery of administration services primarily for investment management accounts to clients of the Wealth Management and Trust Division. May administer personal trusts and Investment IRAs as assigned. Work closely with business development division to transition new business clients, expand existing business in portfolio and grow...
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Wealth Manager with Athletic Background
3 weeks ago
El Monte, California, United States Inland Empire of Northwestern Mutual Full timeUnlock Your Potential as a Wealth ManagerAre you a driven individual with a passion for sports and a desire to succeed in the financial industry? Do you possess the characteristics that could lead to exceptional success as a wealth manager? If so, we invite you to explore this exciting opportunity with the Inland Empire Office of Northwestern Mutual.About...
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Chief Operating Officer
2 weeks ago
El Paso, United States Mountain Management Group Full timeThe Chief Operating Officer (COO) reports to the Chief Executive Officer and is responsible for the hospital's day-to-day activities, including revenue and sales growth; expense, cost, and margin-control; and monthly, quarterly, and annual financial goal management. Responsibilities: Overseeing day-to-day operations of all departments in the hospital, with...
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Chief Operating Officer
2 weeks ago
El Paso, United States Mountain Management Group Full timeThe Chief Operating Officer (COO) reports to the Chief Executive Officer and is responsible for the hospital's day-to-day activities, including revenue and sales growth; expense, cost, and margin-control; and monthly, quarterly, and annual financial goal management. Responsibilities: Overseeing day-to-day operations of all departments in the hospital, with...
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Project Management Office Director
4 weeks ago
El Paso, Texas, United States Datamark, Inc. Full timeProject Management Office DirectorThis role is located onsite in El Paso, TX. The Project Management Office Director leads a team of project management professionals, ensuring the execution of all assigned projects adheres to PMBOK standards and supports Datamark's strategic goals. The Project Management Office Director is responsible for executing the...
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Event Security Officer- UTEP
4 months ago
El Paso, United States BEST Crowd Management Full timeJob Title: UTEP - Event Staff & Security Officer Company: BEST Crowd Management Location: UTEP Pay: $9.25 / hr Job Type: Part-time Summary: Join the dynamic team at BEST Crowd Management as an Event Staff & Security professional. In this role, you will have a diverse range of responsibilities, combining event staff duties with security tasks to ensure a safe...
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Event Security Officer- UTEP
2 months ago
El Paso, United States BEST Crowd Management Full timeJob Title: UTEP - Event Staff & Security Officer Company: BEST Crowd Management Location: UTEP Pay: $9.25 / hr Job Type: Part-time Summary: Join the dynamic team at BEST Crowd Management as an Event Staff & Security professional. In this role, you will have a diverse range of responsibilities, combining event staff duties with security tasks to ensure a safe...
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Financial Planning Specialist
3 weeks ago
El Cajon, California, United States Wealth Navigation Advisors Full timeWealth Navigation Advisors is seeking a detail-oriented and motivated Financial Planning Specialist to join our team. The successful candidate will work closely with senior financial advisors to provide comprehensive financial planning and investment management services to our clients.Key Responsibilities:Assist senior financial advisors in creating...
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Project Management Office Director
3 weeks ago
El Paso, Texas, United States Datamark, Inc. Full timeJob OverviewAs the PMO Department Manager at Datamark, Inc., you will lead a team of project management professionals in executing projects that adhere to PMBOK standards and support the company's strategic goals. This role requires strong leadership and program management skills to oversee all projects and provide guidance on large-scale programs.The ideal...
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Senior Wealth Advisor
4 weeks ago
El Segundo, California, United States Validus Capital Full timeJob Title: Senior Wealth AdvisorValidus Capital, a leading independent registered investment advisory firm, is seeking a seasoned CFP professional to join our team as a Senior Wealth Advisor. In this role, you will be responsible for managing the day-to-day advisory and estate planning needs of high net worth and ultra-high net worth clients.Key...
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Senior Wealth Advisor
4 weeks ago
El Segundo, California, United States Validus Capital Full timeJob Title: Senior Wealth AdvisorValidus Capital, a leading Independent Registered Investment Advisory firm, is seeking a seasoned CFP professional to join our team as a Senior Wealth Advisor. In this role, you will be responsible for managing the day-to-day advisory and estate planning needs of high net worth and ultra-high net worth clients.Key...
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Corporate and Regulatory Tax Specialist
3 weeks ago
El Cerrito, California, United States Wealth Enhancement Group Full timeWealth Enhancement Group is seeking a highly skilled CORPORATE AND REGULATORY TAX SPECIALIST to join our team of financial experts. This role is a key part of our Advisor Team, responsible for providing top-tier client satisfaction and retention, as well as business growth.Key Responsibilities:Prepare and prepare for client meetings, presenting financial...
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Project Management Office Director
3 weeks ago
El Paso, Texas, United States Datamark, Inc. Full timeJob DescriptionThis role is located onsite in El Paso, TX. The PMO Department Manager leads a team of project management professionals, ensuring the execution of all assigned projects adheres to PMBOK standards and supports DATAMARK's strategic goals. The PMO Department Manager is responsible for executing the vision and strategy for the PMO Department,...
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Nurse Care Manager
3 days ago
El Paso, Texas, United States Somatus Full timeNurse Care Manager Job SummarySomatus is a leading value-based kidney care company empowering patients with chronic kidney disease to experience more days out of the hospital and healthier at home. As a Nurse Care Manager, you will play a vital role in our interdisciplinary care team, responsible for outreaching and scheduling member face-to-face visits to...
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Case Manager RN- Field
2 weeks ago
el paso, United States Somatus Full timeCase Manager RN- FieldOverview As the largest and leading value-based kidney care company, Somatus is empowering patients across the country living with chronic kidney disease to experience more days out of the hospital and healthier at home. It takes a village of passionate and tenacious innovators to revolutionize an industry and support individuals...
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Case Manager RN- Field
2 days ago
El Paso, United States Somatus Full timeCase Manager RN- FieldOverview As the largest and leading value-based kidney care company, Somatus is empowering patients across the country living with chronic kidney disease to experience more days out of the hospital and healthier at home. It takes a village of passionate and tenacious innovators to revolutionize an industry and support individuals...
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Business Office Manager- FT
2 months ago
El Paso, United States El Paso Health Care Center Full timeJob DescriptionJob DescriptionOverviewBusiness Office ManagerTutera Senior Living & Health CareEl Paso Health Care CenterSIGN ON BONUS $5,000.00 Are you a Business Office Manager seeking an exciting new career opportunity? Look no further! Tutera Senior Living & Health Care is seeking rockstars to join our team! If you are dedicated and compassionate, WE...
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Client Support Associate
3 weeks ago
El Segundo, California, United States Beacon Hill Full timeJob SummaryWe are seeking a highly skilled Client Support Associate to join our team in the Financial Advisory / Wealth Management sector. As a key member of our support team, you will provide exceptional customer service, troubleshoot complex issues, and develop strong relationships with our advisors and clients.Key ResponsibilitiesProvide timely and...
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Office Coordinator
4 weeks ago
El Paso, Texas, United States University Medical Center of El Paso Full timeJob Title: Office Specialist Job Summary: We are seeking a highly skilled and organized Office Specialist to join our team at the University Medical Center of El Paso. The successful candidate will provide exceptional administrative support to our staff, ensuring the smooth operation of our office. Responsibilities: * Provide advanced clerical and...
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Senior Tax Advisor
3 weeks ago
El Cerrito, California, United States Wealth Enhancement Group Full timeWealth Enhancement Group is seeking a highly skilled Sr. Tax Advisor to join our team. As a key member of our Advisor Team, you will be responsible for providing exceptional tax preparation, planning, and strategy services to our clients. Your primary focus will be on individual, partnership, S-Corp, C Corp, Trust, and gift tax returns. You will also be...