Financial Planning Specialist

About SMUSMU is a nonsectarian institution that values academic freedom and open inquiry. With a diverse student body from 50 states and over 80 countries, the university offers a unique learning environment.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, commensurate with experience. SMU offers a competitive array of...

About the RoleWe're looking for an experienced Tax and Financial Analyst to help us drive financial success at Strategic Wealth Planning in Richardson, Texas.The estimated annual salary for this position is $70,000 - $90,000, based on qualifications.Main Duties:Prepare and file taxes for our clients, utilizing expertise in income tax law and...

Job DescriptionWe are seeking an experienced and skilled Senior Executive Administrative Assistant to join our team at Strategic Wealth Planning in Richardson, Texas.In this role, you will provide administrative support to senior management, assist clients with opening new financial accounts, prepare insurance applications, and communicate with financial and...

Job Title: Accounting and Financial Services CoordinatorCompany Overview:Strategic Wealth Planning offers a unique opportunity to work in the areas of financial planning and investing at our boutique financial services firm located in Richardson, Texas.Salary:The estimated annual salary for this position is between $60,000 and $80,000.Job Description:This...

Accounting and Bookkeeping RoleWe are looking for a detail-oriented and organized individual to fill the position of Financial Services Coordinator at our boutique financial services firm in Richardson, Texas.Estimated Salary: $52,000 - $62,000 per year.Key Responsibilities:Maintain and manage financial data, including accounts payable, accounts receivable,...

We are seeking a highly motivated Financial Services Support Associate to join our team at Strategic Wealth Planning in Richardson, Texas.In this role, you will be responsible for providing administrative support to our CEO and assisting clients with various tasks, including preparing client correspondence and entering client data on Sales Force and...

We are looking for a highly skilled and organized individual to join our team as a Senior Support Specialist for High Net Worth Clients.About the RoleIn this role, you will be responsible for providing exceptional support to our high net worth clients, including preparing insurance applications, assisting with account openings, and communicating with...

About the RoleWe are seeking a highly skilled Financial Accountant Specialist to join our team at Talreja & Company PC, a reputable CPA firm in Richardson. As a key member of our accounting and tax advisory team, you will be responsible for providing exceptional financial services to small businesses.As a Financial Accountant Specialist, your primary duties...

Job DescriptionWe are seeking a highly motivated and detail-oriented Financial Transaction Specialist to join our team. In this role, you will be responsible for processing financial transactions, maintaining accurate records, and providing exceptional customer service to our members. You will work closely with our branch staff to ensure smooth operations...

Job SummaryWe are seeking an experienced Financial Crimes Compliance Specialist to join our team at Guidehouse. In this role, you will be responsible for conducting investigations, identifying and mitigating financial crime risk, and reporting suspicious activity to relevant authorities.

**Job Title:** Expert Financial Crimes Compliance SpecialistAbout the Role:We are seeking an experienced Expert Financial Crimes Compliance Specialist to join our team at Guidehouse. As a key member of our Financial Crimes Compliance team, you will play a critical role in conducting thorough reviews and investigations to mitigate financial crime risks and...

We are seeking a skilled QuickBooks Administrator to join our team at Strategic Wealth Planning in Richardson, Texas.Job DescriptionThe ideal candidate will have experience using QuickBooks Online or Desktop and possess intermediate Excel skills. Responsibilities include maintaining QuickBooks accounts for multiple clients, preparing and distributing monthly...

At Guidehouse, we are seeking an experienced Financial Crimes Compliance Specialist to join our team. This role is a key part of our fraud investigations and risk management efforts.About the JobThis position requires a high level of expertise in financial crimes compliance, including Anti-Money Laundering (AML) and OFAC Sanctions. The ideal candidate will...

Are you a detail-oriented and organized individual with a passion for accounting and bookkeeping? We are looking for a talented Accounting and Bookkeeping Professional to join our team at Strategic Wealth Planning in Richardson, Texas.Job DescriptionIn this role, you will maintain QuickBooks accounts for multiple clients, prepare and distribute monthly...

Compensation PackageYou can earn up to $75-150K per year, even with no sales experience, thanks to our proven system and leads generation model.On top of this, you'll receive up to $7,000 cash bonuses and an all-expense-paid trip worth $8k based on sales in the first 90 days.

We are seeking a highly skilled Executive Assistant to the CEO to join our team at Strategic Wealth Planning in Richardson, Texas.The ideal candidate will have previous experience in the financial services or insurance industries and be proficient in Outlook calendar management.Able to prepare client correspondence in a professional manner and assist clients...

Job DescriptionAt Strategic Wealth Planning, we are looking for a skilled Senior Executive Administrative Assistant to support our team in Richardson, Texas.In this role, you will assist our clients directly, preparing insurance applications, opening new financial accounts, and communicating with financial and insurance companies.You will also be responsible...

Key ResponsibilitiesWe are seeking a highly skilled Senior Executive Administrative Assistant to join our team at Strategic Wealth Planning in Richardson, Texas.Your key responsibilities will include:Preparing insurance applications and obtaining client signatures using DocuSign.Assisting clients in opening new financial accounts and communicating with...

Job Title: Executive Administrative Assistant to Senior ManagementJob SummaryWe are seeking an experienced and skilled administrative assistant to support our senior management team.The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to interact with high net worth clients.This is an...

About the Role: Agile People and Payroll, LLC is seeking an experienced Controller to join our dynamic team. This strategic thinker will oversee all financial and accounting activities for at least nine companies/divisions under our holding group. The ideal candidate will ensure the accuracy and integrity of financial reporting, develop and implement...