Financial Planning Solutions Specialist

About the Role: We are seeking a highly motivated Financial Planning Consultant to join our team at Simplicity Group Holdings. As a Financial Planning Consultant, you will be responsible for providing marketing, financial planning solutions, and fixed annuity knowledge to independent agents/agencies.">Key Responsibilities:Make proactive outbound sales calls...

Company OverviewFidelity Investments is a leading financial services company with a mission to strengthen the financial well-being of our clients. We offer a wide range of investment and planning solutions to help individuals, companies, and non-profit organizations achieve their financial goals.Job DescriptionWe are seeking an experienced Fiduciary Planning...

Dynamic Financial Role in HoustonThis is a highly challenging and rewarding financial position that plays a crucial role in the company's growth strategy. As a Financial Operations Specialist, you will be responsible for ensuring the accuracy and efficiency of financial operations in a high-volume Accounts Payable setting.Your key responsibilities will...

The Payroll Specialist position involves responsibilities related to processing and managing employee payroll using UKG. Here are the typical job responsibilities, required skills, and qualifications for a Payroll Specialist using UKG software: Perks of the Payroll Specialist role? Visible & Direct point of contact with Director of Payroll Services Career...

About the RoleWe're seeking a Client Solutions Specialist to join our team of expert advisors.In this role, you'll connect with customers to explore personalized solutions that meet their unique needs.You'll work closely with our team to deliver exceptional customer experiences and drive revenue growth.Estimated Salary Range: $75K-$120K per yearWhy Choose...

Job Title: Financial Services Professional - Investment Solutions ExpertAbout the Role:You will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting...

ResponsibilitiesAs a Financial Services Consultant at Simplicity Group Holdings, your primary responsibilities will include:Developing and implementing effective marketing strategies to expand our client base.Providing expert advice on financial planning solutions and insurance products to meet the needs of our clients.Maintaining strong relationships with...

The Payroll Specialist position involves responsibilities related to processing and managing employee payroll using UKG. Here are the typical job responsibilities, required skills, and qualifications for a Payroll Specialist using UKG software: Perks of the Payroll Specialist role? Visible & Direct point of contact with Director of Payroll Services Career...

The Payroll Specialist position involves responsibilities related to processing and managing employee payroll using UKG. Here are the typical job responsibilities, required skills, and qualifications for a Payroll Specialist using UKG software: Perks of the Payroll Specialist role? Visible & Direct point of contact with Director of Payroll Services Career...

Company Overview: Our client is a rapidly growing private equity-backed company poised for substantial growth, aiming to quadruple in size over the next 3 to 5 years. Their dynamic and fast-paced environment offers a unique opportunity to contribute to our ambitious growth plans. This role will be in office to start with a goal of a 3/2 hybrid schedule....

Job OverviewThe Business Development Representative role at Disability Solutions is a key position responsible for driving revenue growth and expanding our presence in the market. This challenging and rewarding role requires exceptional sales skills, a strong understanding of customer needs, and the ability to work collaboratively with internal...

Job OverviewAs a Financial Portfolio Specialist with TPI Staffing, Inc. in The Woodlands, TX, you will play a crucial role in managing customer accounts and ensuring timely payments.Compensation PackageWe are offering a competitive salary of $47,500 - $52,500 per year, based on experience and qualifications.ResponsibilitiesDaily deposit processing and...

Job SummaryThe Business Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies. This role involves expanding and retaining an active agent base by establishing strong relationships with clients using professional phone...

Internal Auditor About the Company and Opportunity: Our client is a very reputable homebuilder that has been in business for over 20 years! This firm is a national organization that is publicly traded. Why work here: Ranked as one of the fastest growing companies by Fortune Magazine. Top core values are integrity and ethical behavior. Prioritizes building...

Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

About the Job: We are looking for a skilled Sales Development Specialist to join our team at Simplicity Group Holdings. As a Sales Development Specialist, you will be responsible for making proactive outbound sales calls to recruit financial advisors and train them on product solutions and marketing programs.">Responsibilities:Recruit financial advisors and...

Role SummaryThe Business Development Representative role at Disability Solutions involves generating new business opportunities, managing existing client relationships, and driving revenue growth. This exciting and challenging role requires a unique blend of sales, marketing, and customer service skills, as well as the ability to work collaboratively with...