Financial Planning Specialist
7 days ago
We are seeking a highly skilled Portfolio Trader to join our team at Kestra Financial Independent Advisor. Located in Fort Worth, TX, our comprehensive financial planning and investment firm focuses on helping families multiply, manage and enjoy wealth.
The successful candidate will serve in multiple roles including investment processing as well as planning assistance. This position requires high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development.
Key Responsibilities:
- Support Lead Advisors of large books of business, managing client needs regarding service, asset allocation, case design and financial planning.
- Prepare for and follow up on client meetings, assembling required paperwork, account reviews, report generation and meeting documentation.
- Consult with clients on investment strategies based on individual financial and investment objectives, delivering advice and participating in client reviews.
- Manage data and plans in financial planning software.
- Learn the technical aspects of the advisor position and prepare to service clients independently.
- Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply.
- Deepen client relationships and establish credibility and rapport both in person and via phone calls.
- Clearly articulate complex concepts to customers.
- Proactively communicate with clients and follow up on all contacts assigned.
- Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives.
- Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business.
Requirements:
- Strong understanding of the financial services industry and diverse investment products.
- Bachelor's degree (finance, accounting or related field preferred).
- Three+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products.
- Previous experience in the independent financial services culture is preferred.
Salary Information: The estimated salary range for this position is $60,000-$80,000 per year, depending on qualifications and experience.
-
Financial Services Representative
3 days ago
Fort Worth, Texas, United States OneMain Financial Full timeCompensation Package:The annual salary for this position is approximately $60,000, plus incentives.About the Role:We are seeking a skilled Financial Services Representative to join our team as a Consumer Loan Sales Specialist. As a key member of our sales team, you will empower customers by listening to their needs and providing access to friendly, fast, and...
-
Financial Planning Expert
1 week ago
Fort Worth, Texas, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full timeUnparalleled Career OpportunityIn an industry where financial security is paramount, we invite ambitious individuals to join our esteemed team as a Financial Planning Expert. As a Wealth Management Advisor at NW Mutual - Ft. Worth - Agency - Self Opportunity, you will be instrumental in crafting bespoke financial plans that empower clients to achieve their...
-
Financial Operations Specialist
5 days ago
Fort Worth, Texas, United States Man Varagon Full timeFinancial Operations Specialist">Man Varagon is seeking a skilled Financial Operations Specialist to join our finance team. The ideal candidate will have 3-5 years of experience in private credit or bank debt operations, with a strong focus on financial analysis and operations management.Your responsibilities will include providing analytical support for...
-
Fort Worth, Texas, United States OneMain Financial Full timeAbout the RoleIn this exciting position as Compensation Specialist for Employee Benefits, you will play a pivotal role in executing and administering strategic plans to attract, retain, and motivate top talent at OneMain Financial.You will be responsible for overseeing all aspects of employee benefits, including planning, implementation, regulatory...
-
Consumer Banking Training Specialist
3 days ago
Fort Worth, Texas, United States BOK Financial Corp. Full timeBOK Financial Corporation Group is a leading financial services provider with a strong presence in consumer banking. We are seeking an experienced Consumer Banking Training Specialist to join our team.This role plays a crucial part in the success of our organization by delivering comprehensive training programs to new employees, ensuring they have the...
-
Chief Financial Operations Specialist
7 days ago
Fort Worth, Texas, United States Trinity Broadcasting Network (TBN) Full timeWe are seeking a seasoned financial professional to join our team as a Chief Financial Operations Specialist. Located in the Alliance Airport region of Fort Worth, Texas, this role will play a critical part in overseeing various aspects of accounting for a multi-national Christian non-profit organization.About the RoleJob Summary:Prepare comprehensive...
-
Financial Governance Specialist II
3 days ago
Fort Worth, Texas, United States Elbit Systems of America Full timeJob OverviewWe are seeking a highly skilled Financial Governance Specialist II to join our team at Elbit Systems of America. As a key member of our Internal Audit Program, you will provide independent and objective assurance and advisory services to help us improve our operations and achieve our objectives.
-
Fort Worth, Texas, United States Kite's Cleaners Full timeKite's Cleaners, a family-owned business with over 60 years of excellence, is seeking an accomplished Accounting Specialist to handle financial record management. Estimated salary: $55,000 - $70,000 per year.
-
Benefits Manager
6 days ago
Fort Worth, Texas, United States OneMain Financial Full timeOneMain Financial is seeking a skilled Benefits Manager to execute its comprehensive reward programs that attract, retain and motivate top talent. The ideal candidate will possess excellent analytical skills, strong verbal and written communication abilities, and the ability to work collaboratively with cross-functional teams.The Benefits Manager will be...
-
Financial Crimes Fraud Detection Specialist
3 days ago
Fort Worth, Texas, United States Eliassen Group Full timeJob Title: Financial Crimes Fraud Detection SpecialistEliassen Group is seeking a highly skilled Financial Crimes Fraud Detection Specialist to accelerate and evolve fraud detecting and prevention systems and workflows. This role will involve collaborating and coordinating with teams to build and support multi-cloud, resilient, scalable, event-driven...
-
Financial Services Associate
7 days ago
Fort Worth, Texas, United States Pyramid Consulting, Inc Full timeJob OverviewWe are seeking a highly skilled Financial Services Associate - Loan Specialist to join our team at Pyramid Consulting, Inc. in Fort Worth, TX.Key Responsibilities:Leverage expertise in loan quality control and mortgage loan funding to drive business growth.Provide exceptional support for initial member contact and loan...
-
Administrative Support Specialist
7 days ago
Fort Worth, Texas, United States HOLLEMAN CONSTRUCTION COMPANY, INC. Full timeAbout the RoleWe are seeking an experienced Administrative Support Specialist to join our team at Holleman Construction Company, Inc. as an Accounting Administrative Assistant. This role will be responsible for providing administrative support to our accounting department and assisting with various financial tasks.The successful candidate will have a strong...
-
Leave Administration Specialist
2 days ago
Fort Worth, Texas, United States OneMain Financial Full timeJob OverviewWe are seeking a highly skilled Leave Administration Specialist to join our team. This role plays a critical part in ensuring compliance with federal and state leave laws, as well as company policies.Job SummaryThis position involves managing leave programs, interacting with employees, HR partners, management, and third-party administrators. You...
-
Commercial Lending Specialist
7 days ago
Fort Worth, Texas, United States BOK Financial Full timeOverviewBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees.Estimated Salary Range:$120,000 - $200,000 per year based on location and experience.Job DescriptionThe Relationship Manager III, Corporate Banking is primarily...
-
Financial Quality Assurance Manager
7 days ago
Fort Worth, Texas, United States EECU Full timeAre you looking for a challenging role that combines quality assurance and leadership skills? EECU is seeking an experienced Financial Quality Assurance Specialist to join our team in Fort Worth. As a key member of our operations team, you will be responsible for ensuring that our financial centers provide exceptional customer service and meet expected...
-
Project Financial Manager
2 weeks ago
Fort Worth, Texas, United States Primoris Services Corporation Full timeProject Financial ManagerPrimoris Services Corporation is seeking a skilled Project Financial Manager to join our team. As a Project Financial Manager, you will be responsible for providing financial analysis and planning for projects, tracking costs versus budget, and generating detailed cost reports. You will also be responsible for maintaining accurate...
-
Senior Financial Strategist
7 days ago
Fort Worth, Texas, United States Ulrich Lifestyle Structures, LLC Full timeAbout the RoleUlrich Lifestyle Structures, LLC is seeking an experienced Senior Financial Strategist to join its executive leadership team. This key position plays a pivotal role in driving the company's financial strategy, overseeing operational oversight, and promoting long-term growth.The ideal candidate will have a proven track record of managing complex...
-
Groundskeeper Specialist
1 week ago
Fort Worth, Texas, United States TruGreen Full timeWelcome to a career at TruGreen, where you will have the opportunity to work outdoors and make a difference in people's lives. As a Groundskeeper Specialist, you will be responsible for ensuring that our customers' lawns are healthy and beautiful.Job OverviewAs an ambassador of TruGreen, you will be the face of our company and interact with customers on a...
-
Benefits Program Manager
2 days ago
Fort Worth, Texas, United States OneMain Financial Full timeAbout the RoleWe are seeking an experienced Benefits Program Manager to join our team at OneMain Financial. This leadership role will oversee all aspects of employee benefits, including planning, implementation, regulatory compliance, communication, training/education, and administration of programs.
-
Financial Project Manager
1 week ago
Fort Worth, Texas, United States DUNAWAY ASSOCIATES LLC Full timeAbout Our Company">Dunaway Associates LLC is a professional services firm dedicated to delivering exceptional results to our clients. With over 60 years of experience, we have established ourselves as a trusted partner in the industry.Job Title">We are seeking an experienced Project Accountant to join our team. As a key member of our project management...