Advisory Services Manager
7 days ago
Role Summary
">We are seeking a highly skilled Advisory Services Manager to join our team at Signature Estate & Investment Advisors, LLC. As a key member of our advisory team, you will play a critical role in supporting our clients' financial planning needs and contributing to the growth of our organization.
">About the Position
">The successful candidate will be responsible for managing client relationships, conducting investment reviews, and implementing tailored financial plans. You will also be involved in developing and implementing new business strategies, identifying opportunities for growth, and collaborating with colleagues to achieve shared goals.
">Key Responsibilities
">The successful candidate will be responsible for:
">- ">
- Managing client relationships and providing exceptional service">
- Conducting investment reviews and making recommendations">
- Implementing tailored financial plans and tracking progress">
- Developing and implementing new business strategies">
Requirements and Qualifications
">To be considered for this role, applicants must possess a Bachelor's Degree (BA) from a four-year college or university, or one to two years of related experience and/or training, or an equivalent combination of education and experience. Certificates, licenses, and registrations required include FINRA licenses Series 7 and 66, and enrollment in study courses for the Certified Financial Planning (CFP). Computer skills required include proficiency in Spreadsheet Software (Excel), Order Processing Systems, Word Processing Software (Word), Electronic Mail Software (Outlook), Presentation software (PowerPoint), and CRM software.
">Compensation and Benefits
">The estimated annual salary for this position is $105,000, and we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
-
Chief Tax Advisory Manager
7 days ago
Houston, Texas, United States Pannell Kerr Forster of Texas, PC Full timeAbout PKF TexasPannell Kerr Forster of Texas, PC is a leading accounting firm seeking an exceptional Chief Tax Advisory Manager to join our team.
-
Transaction Advisory Associate
3 days ago
Houston, Texas, United States 5 Legal Full timeFund Establishment Specialist - Transaction Advisory AssociateWe are looking for an experienced Transaction Advisory Associate to join our team at 5 Legal.The successful candidate will have extensive knowledge of fund formation, investment management, and structuring, as well as experience with side letter negotiations and Investment Advisers Act...
-
Advisory Team Associate
5 days ago
Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full timeAbout Our TeamSIGNATURE ESTATE & INVESTMENT ADVISORS, LLC is a leading provider of investment services, committed to delivering exceptional results for our clients. We are seeking an Advisory Team Associate to join our dynamic team and contribute to our mission.Job SummaryThis role involves working directly with clients, providing investment advice, and...
-
Mergers and Acquisitions Advisory Role
4 weeks ago
Houston, Texas, United States Greenhill & Co., Inc. Full timeCompany OverviewGreenhill & Co., LLC is a leading global investment bank that provides expert financial advice on significant mergers, acquisitions, restructurings, financings, and capital raising to corporations, partnerships, institutions, and governments. With a strong presence in key markets worldwide, the firm offers clients unparalleled access to its...
-
Ellucian Banner Solutions Architect
2 weeks ago
Houston, Texas, United States Columbia Advisory Group Full timeAbout the JobWe are seeking a highly skilled Technical Functional Consultant to join our team at Columbia Advisory Group. This role offers a unique opportunity to work on various projects, including heavy Student module related tasks such as Admissions, Student Records, and Curriculum Management.The successful candidate will have experience working with...
-
Functional Analyst
3 days ago
Houston, Texas, United States Columbia Advisory Group Full timeAbout the Job">Columbia Advisory Group is seeking a highly skilled Functional Analyst to join our team in Houston, TX. The ideal candidate will have experience with Ellucian Banner and possess strong analytical skills.The successful candidate will lead consultation processes to evaluate current business practices and design optimal system configurations for...
-
Tech Advisory and Delivery Lead
4 weeks ago
Houston, Texas, United States Boston Consulting Group Full timeUnlock your potential as a Tech Advisory and Delivery Lead at Boston Consulting Group (BCG). As a seasoned professional, you will drive digital transformation for our clients, leveraging cutting-edge technology to propel business growth.About BCGBoston Consulting Group is a pioneering management consulting firm with a rich history of innovation. Founded in...
-
Tax Manager
3 days ago
Houston, Texas, United States Hospitality Pro Search Full timeJob SummaryHospitality Pro Search is an executive search firm specializing in worldwide management placements for restaurants, hotels and resorts, entertainment venues, and private clubs. We are currently seeking a skilled Tax Manager to join our team.The ideal candidate will have 7 years of progressive tax experience in public accounting, with expertise in...
-
Houston, Texas, United States Hospitality Pro Search Full timeAbout the JobWe are seeking a seasoned Tax Manager to join our team, specializing in the restaurant and hospitality industry. With 7 years of tax experience, you will be responsible for managing tax advisory services, tax compliance, and tax provision. Your expertise will help us deliver high-quality financial reporting and operational knowledge to our...
-
Senior Tax Manager
3 weeks ago
Houston, Texas, United States Hospitality Pro Search Full timeAbout the RoleWe are seeking an experienced Senior Tax Manager to join our team in a dynamic and fast-paced environment. As a key member of our tax department, you will be responsible for managing tax advisory services, tax compliance, and tax provision.Key Responsibilities:Manage tax advisory services, tax compliance, and tax provision for clients across...
-
Financial Services Advisor
5 days ago
Houston, Texas, United States Pannell Kerr Forster of Texas, PC Full timeWelcome to PKF Texas, where we pride ourselves on being one of the top workplaces in our industry. As a Senior Associate Consultant in our Business Advisory Services (BAS) group, you will have the opportunity to work with a talented team of individuals who are passionate about providing exceptional client service.This role will involve providing full-cycle...
-
Airline Service Operations Manager
5 days ago
Houston, Texas, United States Hallmark Aviation Services Full timeJob OverviewHallmark Aviation Services is a leading provider of above-the-wing ground handling services for international airlines at Houston International Airport (IAH). We are seeking an experienced Business Manager to lead our airline operational and administrative processes.This is an exciting opportunity for a motivated individual to take on a...
-
Career Opportunities in Financial Services
2 weeks ago
Houston, Texas, United States New York Life Insurance Company Full timeAt New York Life, we are dedicated to helping individuals and families achieve their financial goals. As a Financial Services Professional, you will play a critical role in providing peace of mind to our clients while helping them navigate complex financial challenges.We are looking for talented individuals who want to make a lasting impact on the financial...
-
Waste Management Service Driver
3 days ago
Houston, Texas, United States Jet Waste Services Full timeJob OverviewKey Responsibilities:Maintain production standards and route efficiencyClean portable toilets to ensure they meet quality standardsDeliver and pickup portable toilets according to scheduled routesMaintain accurate records of equipment condition, work orders, and site issues for office staff and other driversParticipate in an on-call schedule for...
-
Financial Services Professional
3 days ago
Houston, Texas, United States Citigroup Inc Full timeCompany Overview: Citigroup Inc. is a leading global financial services company that provides a range of financial products and services to consumers, corporations, governments, and institutions around the world.">Salary: $175,000 - $225,000 per annum">About the Role:Assist clients in raising funds in the capital markets and provide strategic advisory...
-
Project Manager for Construction Services
6 days ago
Houston, Texas, United States CMG Services LLC Full timeJob OverviewCMG Services LLC is seeking a skilled Commercial Project Manager to lead our construction projects across Texas. As a key member of our team, you will be responsible for delivering high-quality work and ensuring strong attention to detail throughout the project lifecycle.With a focus on planning and management, you will oversee the installation...
-
Houston, Texas, United States IMS Consulting & Expert Services LLC Full timeAbout the CompanyIMS Consulting & Expert Services LLC is a professional services firm that partners with influential global law firms and corporations to elevate their legal strategies. Our team of experts provides sophisticated advisory services, including expert witness placement, litigation consulting, and visual advocacy.
-
Wealth Management Advisor
2 weeks ago
Houston, Texas, United States Goldman Sachs Full timeAbout the RoleAt Goldman Sachs, we're seeking a skilled Wealth Management Advisor to join our team. As a key member of our Consumer and Investment Management Division, you'll play a vital role in helping clients achieve their financial goals.ResponsibilitiesMaintain a deep understanding of personal finance and wealth management principles.Lead clients...
-
Sales Professional
4 weeks ago
Houston, Texas, United States IMS Consulting & Expert Services LLC Full timeAbout IMS Consulting & Expert Services LLCIMS Consulting & Expert Services LLC is a professional services firm that partners with influential global law firms and corporations to elevate their legal strategies. Our team of experts provides sophisticated advisory services, including expert witness placement, litigation consulting, visual advocacy, and...
-
Financial Services Professional
1 week ago
Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full timeAbout the JobWe are seeking a highly skilled Financial Services Professional to join our Advisory Team at Signature Estate & Investment Advisors, LLC. As a key member of our team, you will provide exceptional service to clients, conduct financial analysis, and develop comprehensive investment plans.Key ResponsibilitiesProviding top-notch customer service and...