Financial Services Professional
1 week ago
New York Life - Houston General Office is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a vital role in assisting clients in reaching their financial aspirations.
Key Responsibilities- Client Relationship Management
- Build and maintain strong relationships with individuals, families, and businesses to understand their financial goals and create customized plans.
- Offer comprehensive financial planning services, including retirement, investment, estate planning, risk management, and insurance.
- Financial Planning and Analysis
- Analyze clients' financial situations to develop tailored strategies and recommendations.
- Continuously update plans based on market trends and regulatory changes.
- Business Development
- Actively seek new clients through networking and referrals.
- Professional Development
- Stay informed about industry trends and best practices through New York Life's educational resources.
- Proven Track Record
- Proven track record of consistently meeting and surpassing sales goals.
- Education and Skills
- Bachelor's degree or relevant two-year college program preferred but not required.
- Exceptional verbal and written communication skills with the ability to build trust and credibility quickly.
- Personal Qualities
- Flexible schedule and commitment to work-life balance.
New York Life is a top mutual life insurance company in the U.S., dedicated to delivering financial security and stability to its policyholders. As a prestigious organization, New York Life offers rewarding career opportunities with a strong focus on employee development and improving policyholders' lives.
-
Financial Services Professional
5 days ago
Houston, Texas, United States BOK Financial Full timeAbout the Role:The Investment Manager III is a key position within our organization, responsible for managing complex investment portfolios for fiduciary accounts and investment agency relationships. This role requires a high level of expertise in investment management, as well as strong communication and relationship-building skills.Key...
-
Senior Financial Professional
1 week ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Company: We are a leading provider of financial staffing solutions, dedicated to delivering exceptional service to our clients. Our team is passionate about helping professionals like you advance their careers in the financial industry.Job Summary: We are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As...
-
Senior Financial Professional
5 days ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Company: We are a leading provider of financial staffing solutions, dedicated to delivering exceptional talent to the construction industry. Our commitment to investing in our people has earned us a reputation as a trusted partner for companies seeking top-notch accounting professionals.Job Summary: We are seeking a highly skilled Senior Accountant...
-
Senior Financial Professional
5 days ago
Houston, Texas, United States Creative Financial Staffing Full time**About the Role**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the accuracy and timeliness of financial transactions, as well as providing financial analysis and support to the organization.**Key Responsibilities****Execute Complex Accounting...
-
Financial Services Professional
1 week ago
Houston, Texas, United States New York Life - Houston General Office Full timeJob OverviewNew York Life - Houston General Office is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will play a vital role in assisting clients in reaching their financial aspirations.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with individuals, families, and...
-
Financial Services Professional
5 days ago
Houston, Texas, United States Daniel Lottinger - State Farm Agent Full timeAbout the OpportunityWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing relationships with potential clients, maintaining current client accounts, and driving business growth through sales and marketing...
-
Senior Financial Professional
1 week ago
Houston, Texas, United States Creative Financial Staffing Full time**Job Summary**We are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in driving the financial health of our company. You will be responsible for overseeing accounting operations, with a strong focus on cost accounting, inventory management, and financial...
-
Financial Services Account Executive
5 days ago
Houston, Texas, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full timeJob Opportunity**About Us**Symmetry Financial Group - Simple Solutions Financial Services LLC is a leading provider of mortgage protection solutions. We are seeking highly motivated and results-driven individuals to join our team as Sales Account Managers.Job SummaryWe are looking for individuals who are passionate about helping families protect their...
-
Financial Services Professional
5 days ago
Houston, Texas, United States Daniel Lottinger - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing relationships with potential clients, maintaining current client accounts, and presenting activity reports in a timely...
-
Senior Financial Professional
1 week ago
Houston, Texas, United States Creative Financial Staffing Full timeJob Title: Senior Accountant - Construction IndustryJob Summary:We are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in shaping the financial success of our construction projects, working closely with a motivated team that values innovation, collaboration, and...
-
Financial Services Professional
5 days ago
Houston, Texas, United States New York Life - Houston General Office Full timeJob OverviewWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at New York Life - Houston General Office. As an Insurance Sales Representative, you will play a critical role in facilitating insurance sales among new and prospective clients, providing tailored solutions to meet their financial goals and...
-
Houston, Texas, United States Josh Nazar - State Farm Agent Full timePosition OverviewAt Josh Nazar - State Farm Agent, we are seeking a motivated and customer-focused individual to join our team as an Insurance and Financial Services Professional. This role offers a unique opportunity to gain valuable experience in the insurance industry and develop a strong foundation for a successful career.Key ResponsibilitiesEducate...
-
Career Opportunities in Financial Services
3 days ago
Houston, Texas, United States Community Choice Financial Family of Brands Full timeAbout UsCommunity Choice Financial Family of Brands is a leading provider of financial services to underserved consumers. Our company is committed to delivering exceptional customer experiences and providing access to short-term financial solutions.Our Commitment to Diversity and InclusionWe believe that a diverse and inclusive workplace is essential to our...
-
Food Service Worker
2 days ago
Houston, Texas, United States TX Citywide Professional Services Full timeJob SummaryWe are seeking a dedicated and reliable Food Service Worker to join our team at TX Citywide Professional Services. This position plays a crucial role in the preparation, distribution, and service of meals to inmates within a secure correctional environment.Key ResponsibilitiesAssist in the preparation and cooking of meals according to established...
-
Hospitality Professional
1 day ago
Houston, Texas, United States Deans Professional Services Full timeJob OpportunityDean's Professional Services is seeking a highly skilled and experienced VIP Food Service Worker to join our team in a major hospital in the Medical Center - Houston, TX.We are looking for a professional with a passion for delivering exceptional service, a keen eye for detail, and the ability to thrive in a fast-paced, high-pressure...
-
Real Estate Financial Analyst
2 weeks ago
Houston, Texas, United States Professional Alternatives Full timeJob OverviewPosition: Real Estate Financial AnalystEmployment Type: Direct Hire; Competitive Salary + BonusLocation: Remote Work Available After Initial TrainingAbout the Role:As a Real Estate Financial Analyst, you will play a crucial role in managing the financial aspects of multiple properties. Your expertise in GAAP accounting will be essential for...
-
Senior Financial Accountant
2 weeks ago
Houston, Texas, United States Professional Alternatives Full timeTo Apply for this Job Click HereJob ID#: 21762Senior Corporate/Trading Accountant - CommoditiesCompany Overview:Job Responsibilities:Generate comprehensive financial reports for both internal stakeholders and external entities.Gather and evaluate financial information to ensure adherence to reporting standards.Execute fundamental accounting tasks including...
-
Financial Asset Manager
2 weeks ago
Houston, Texas, United States BOK Financial Full timePosition Overview:The Investment Manager is responsible for overseeing investment portfolios in accordance with established corporate policies, employing a pre-approved list of strategies sanctioned by the BOKF Investment Committee. This role involves collaboration with Wealth Advisors and/or Trust Officers to formulate investment strategies tailored to...
-
Financial Services Director
5 days ago
Houston, Texas, United States Texas Department of Aging & Disability Services Full timeJob SummaryWe are seeking a highly skilled and experienced Regional Financial Services Manager to join our team at the Texas Department of Aging & Disability Services. As a key member of our financial management team, you will be responsible for providing strategic financial guidance and oversight to our regional offices.Key ResponsibilitiesFinancial...
-
Financial Analyst
2 weeks ago
Houston, Texas, United States Aramco Services Company Full timeJob OverviewAccounting Staff Analyst at Aramco Services CompanyCore ResponsibilitiesThe Accounting Staff Analyst is responsible for delivering comprehensive accounting services within the Controller's Division. This role includes conducting in-depth accounting analyses, enforcing cost compliance measures, and ensuring strict adherence to established...