Financial Planning Specialist for Retirement Services

About the PositionAs a Senior Market Financial Planner with United Placement Group, you will have the opportunity to leverage your financial planning experience to help retirees make the most of their retirement years. This is a challenging yet rewarding role that requires strong communication and interpersonal skills, as well as a deep understanding of...

Join Our TeamAs a Financial Services Representative at Propel Financial Services, you will have the opportunity to work with a dynamic team to provide exceptional customer service and collections support. This role requires strong communication and negotiation skills, as well as experience working with customers in a financial services environment.Key...

About the Role$120,000 - $180,000 per year. Our Benefits Program Manager is responsible for ensuring the accurate and timely distribution of financial disclosures and reports.The ideal candidate will have 7+ years of experience in retirement plan administration, compliance, or related fields, and a strong understanding of ERISA, the SECURE Act, IRS...

Job OverviewWe are seeking a highly motivated and experienced Financial Planning Specialist to join our team at Ironclad Wealth Partners. As a key member of our team, you will work closely with clients to understand their financial needs and develop tailored strategies to meet their objectives.ResponsibilitiesConduct comprehensive assessments of clients'...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at University Health. As a key member of our finance department, you will be responsible for gathering and analyzing financial data to inform business decisions.The ideal candidate will have a Bachelor's degree in finance, accounting or related field with at least one year of...

Pooled Employer Plan Administrator ExpertFCE Benefit Administrators, Inc. is seeking a highly skilled Retirement Plan Director to oversee the administration, regulatory compliance, and financial performance of our Pooled Employer Plan (PEP). The ideal candidate will be responsible for ensuring the plan complies with all federal and state regulations,...

About the RoleWe are seeking a skilled Senior Financial Planning Specialist to join our team at Christus Health. In this role, you will be responsible for providing financial and analytical support to operating and capital budgets, as well as conducting financial analysis of hospital operations.Key ResponsibilitiesDevelop and maintain cost standards in...

Role SummaryAs a Bilingual Collection Specialist at Propel Financial Services, you will play a critical role in maintaining positive relationships with customers while ensuring timely collections and account resolution. This position requires excellent communication and negotiation skills, as well as experience working with customers in a collections...

Succeed as a Financial Services ProfessionalMeron Financial Agency is a leading firm in the financial industry, offering a unique opportunity for individuals to succeed as Financial Services Professionals. Our company overview highlights our commitment to empowering individuals and businesses to achieve their financial goals.In this role, you will be...

Creative Financial Staffing is hiring an experienced Accounting Specialist to join our team in Texas. As an Accounting Specialist, you will play a critical role in supporting our accounting team and contributing to the success of our organization.Job Description:Prepare and review financial reports, including balance sheets and income statements.Analyze...

Job DescriptionAs a Financial Services professional, you will be part of a dynamic team that helps clients achieve their financial goals through comprehensive wealth management and investment products and services. You will work closely with Financial Advisors to develop and implement personalized investment strategies tailored to each client's unique needs...

About the RoleWe are seeking a highly skilled and customer-focused Financial Service Representative to join our team. As a key member of our district support team, you will play a vital role in delivering exceptional customer experiences and driving business growth.As a Financial Service Representative, you will be responsible for:Providing personalized...

We are seeking a skilled Government Financial Operations Specialist to join our team at Creative Financial Staffing. In this role, you will play a critical part in driving the financial success of our clients, a Fortune 500 company that services the government.Company OverviewThis esteemed organization prioritizes its employees, supporting their continued...

Job Summary">We are seeking a highly motivated and experienced Financial Analyst to join our team. As a key member of our FPA team, you will play a critical role in analyzing financial data, developing financial models, and creating reports to support strategic decision-making.">About the Opportunity">This is a 6-month contract-to-hire opportunity with a...

Job SummaryWe are seeking a Financial Services Specialist to join our team at Patricia Cantu - State Farm Agent. As a key member of our team, you will focus on providing top-notch service to our clients, helping them navigate complex insurance and financial service options. If you are passionate about delivering exceptional customer experiences and possess...

About UsAt United Placement Group, we pride ourselves on being a trusted partner for our clients' retirement planning needs. With over 40 years of expertise in Estate Planning and Retirement Services, we have built a reputation for excellence and a legacy that continues to inspire us today. We are committed to providing our clients with personalized...

OverviewWe are a full-service bookkeeping company, offering comprehensive accounting and tax services. With over 19 years of experience in the Greater Austin area, we pride ourselves on delivering exceptional results to our clients. Our team is dedicated to providing timely, accurate, and personalized support to help businesses thrive.As a Financial Services...

Job OverviewPNC Financial Services Group, Inc. is seeking a highly skilled and motivated individual to join our team as a Branch Banker De Zavala. This role requires a strong customer focus, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Job Description:As a Financial Services Support Specialist at Capital Group, you will play a critical role in supporting our clients and stakeholders. Your primary responsibility will be to handle high-volume inbound phone calls, responding to inquiries and resolving issues in a timely and professional manner.You will need to communicate complex information...

About Pacific SeafoodWe are an excellence-driven organization committed to being the brand of choice in the marketplace and the employer of choice in the community. Our core values, Quality, Teamwork, Productivity, and Excellence, drive our operations and decision-making processes. At Pacific Seafood, we believe in servant leadership, investing in our team...