Investment Planning Specialist

About the RoleWe are seeking a highly skilled investment planning specialist to join our team at Signature Estate & Investment Advisors, LLC. The successful candidate will have excellent communication skills and a strong ability to build rapport with clients. This is a challenging and rewarding opportunity for an ambitious individual looking to grow their...

About the RoleAs an Investment Portfolio Manager with Signature Estate & Investment Advisors, LLC, you will be responsible for overseeing client planning, implementation, and service details. You will conduct investment reviews, respond to service issues, and maintain client and practice management data.Job ResponsibilitiesOversight of client planning and...

Job SummaryPark Lawn Memorial Group, LLC. is seeking a highly skilled INVESTMENT DEVELOPMENT SPECIALIST to join our Corporate Development team.As a key member of our team, you will play a critical role in driving growth through strategic planning and execution.Your Key Responsibilities:Develop and implement strategic plans to drive growth through mergers,...

Job OverviewJobsRUs.com. is seeking to hire a Financial Planning Specialist for our client in Houston, TX.Salary and BenefitsThe estimated annual salary for this position is $92,576. The job offers benefits, including weekly pay and a competitive hourly rate of $44.28.Job ResponsibilitiesConducts cash flow monitoring and reporting to minimize the...

Job Description:SynopsisWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Vaughan Nelson Investment. The ideal candidate will possess excellent communication and multi-tasking skills to handle essential duties such as monitoring office supplies, storing documents and necessary paperwork, handling...

As a Financial Professional at Equitable Advisors LLC, you will have the opportunity to make a real difference in the lives of our clients. As a Financial Services Specialist, you will work closely with clients to understand their financial objectives and provide tailored recommendations to help them achieve their goals.With a strong understanding of...

About the RoleThe Investment Banking Senior Associate is a key position that requires strong analytical and communication skills. As an intermediary in trading for clients, you will be responsible for executing Citi's Investment Banking business activities and providing strategic advisory services to clients.Key Responsibilities:Execute Citi's Investment...

Job OverviewThe Investment Operations Associate is responsible for ensuring investment opportunities are successfully onboarded and monitored. This role requires collaboration with both the due diligence and portfolio management Teams to document, track, and monitor new investment vehicles, contributing to the Firm's overall success.Key...

Augustine Talent Group is seeking an experienced Investment Portfolio Manager to join our team. The successful candidate will have a strong background in finance and be able to work effectively in a fast-paced environment.The estimated salary for this role is $80,000 - $110,000 per year, depending on experience. Our benefits package includes a matching 401k...

CAZ Investments is a leading investment management firm that provides exclusive access to unique alternatives. With a strong focus on risk/reward opportunities, our team has a proven track record of delivering exceptional returns for our investors.We are currently seeking an experienced Investment Strategy Associate to join our team in Houston, Texas. As an...

About the RoleWe are seeking a highly skilled Tax Compliance Specialist to join our team at Creative Financial Staffing. This role is an excellent opportunity for an experienced tax professional to work with a prominent investment firm.Estimated Salary: $85,000 - $110,000 per yearJob DescriptionThe Senior Tax Accountant will be responsible for managing...

EPC Planning Specialist Job Description:We are seeking an experienced EPC Planning Specialist to join our team at Transocean. In this role, you will be responsible for developing, baselining, and maintaining critical path method (CPM) schedules for planning and execution of projects in accordance with company standards and contract requirements.The ideal...

Investment Opportunities and Strategic PartnershipsCaz Investments is a unique investment management firm founded in 2001, backed by respected families in Texas. Our mission is to provide exclusive access to alternative investments, aligning our interests with those of our global network of investors.We have recently expanded our ownership consortium to...

Job OverviewWe are seeking a dependable and hardworking individual to fill the role of Financial Planning Specialist at Frost Bank. If you have a knack for paying attention to small details and enjoy working in a behind-the-scenes environment, this position may be perfect for you.

Job Title:Financial Services RepresentativeCompany OverviewWallStJobs, a Major Investment Advisory Firm, is dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service.Compensation PackageThe Financial Services Representative will receive a competitive base salary of $80,000 per...

Company OverviewA leading oil and gas company seeks a skilled Benefits & Retirement Specialist to join our fast-growing team in the greater Houston Area. Our company is committed to providing competitive salaries and excellent benefits to our employees.Salary: $35 - $45 per hourJob DescriptionWe are looking for an experienced individual to administer the...

About the RoleWe are looking for a skilled Optimization and Planning Specialist to work on surface facilities development projects in the Permian Basin. The ideal candidate will have 3-5 years of experience in engineering, a Bachelor's degree in a relevant field, and strong project management skills.The successful candidate will be responsible for designing...

Job DescriptionSwoon is currently seeking a highly skilled Compensation Planning Specialist for an 8-month remote project in the US.Location: RemoteDuration: 8 MonthsPay Rate: $51/hKey Responsibilities:• Design and implement compensation plans and quota letters for the global sales organization.• Develop a deep understanding of Swoon's sales compensation...

Job OverviewDresser Utility Solutions seeks a skilled Financial Planning Specialist to join its business team. As a key member of the finance department, this role will play a crucial part in providing financial planning, analysis, and reporting support.About the RoleThis position involves coordinating with the business unit finance teams to track overall...

Job OverviewWe are seeking a skilled Event Planning Specialist to join our team at Singnala. In this role, you will be responsible for planning and executing various events that meet the high expectations of our clients and attendees.Key ResponsibilitiesDevelop and implement event concepts from start to finishCollaborate with clients to understand their...