Canadian Financial Services Director
2 weeks ago
Assist clients in achieving their financial objectives without managing service-related tasks.
Support and Resources:
Collaborate with a dedicated Client Development Manager to ensure access to necessary training and resources for success.
Leadership and Expertise:
Leverage the guidance of a seasoned Vice President, Development, to drive client success and growth.
About the Role:
This leadership position plays a critical role in helping clients reach their financial goals while minimizing service management responsibilities. The ideal candidate will possess exceptional leadership skills, a deep understanding of investment services, and the ability to drive client success through strategic partnerships and resource allocation.
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Canadian Investment Counsellor
4 weeks ago
Plano, Texas, United States Fisher Investments Full timeInvestment Counsellor OpportunityFisher Investments is seeking a skilled Investment Counsellor to join our team in Plano, TX. As a key member of our Canadian client service team, you will be responsible for building and maintaining strong relationships with high-net-worth clients in Canada.Key Responsibilities:Develop and maintain a deep understanding of our...
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Financial Services Professional
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeUnlock Your Potential as a Private Client AdviserAre you a financial professional looking for a sales-focused role that leverages your expertise? Do you have a CFA Level 1 or above and a passion for working with high-net-worth individuals? We're seeking a Private Client Adviser - Inside Sales to join our team at Fisher Investments.The OpportunityAs a Private...
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Financial Services Director
18 hours ago
Plano, Texas, United States Fisher Investments Full timeClient Development Vice PresidentAt Fisher Investments, we seek a Financial Services Director to join our team. This role involves providing holistic financial planning and portfolio analysis services to our clients.The OpportunityThis onsite position is located in the United States and offers uncapped performance-based compensation with the possibility of a...
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Financial Planning Director
2 weeks ago
Plano, Texas, United States Republic Finance Full timeJob Title: Financial Planning DirectorRepublic Finance is seeking a highly skilled Financial Planning Director to join our team. As a key member of our finance department, you will play a critical role in driving business growth and profitability through strategic financial planning and analysis.Key Responsibilities:Develop and maintain comprehensive...
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Financial Reporting Director
2 weeks ago
Plano, Texas, United States Thomas, Edwards Group Full time{"title": "Director of Financial Reporting", "description": "Job SummaryWe are seeking a highly motivated and analytical leader to serve as our Director of Financial Reporting and Technical Accounting. This role will play a critical role in supporting our accounting team and will be responsible for leading the Company's External Financial Reporting and...
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Corporate Financial Planning Director
1 week ago
Plano, Texas, United States Cinemark Full timeJob SummaryThe Director of Corporate Financial Planning & Analysis will play a key leadership role for Cinemark, providing significant financial planning and analysis support to the VP of FP&A, CFO, and CEO, as well as Cinemark's senior management team.This role oversees all aspects of Corporate financial planning, budgeting, forecasting, and analysis for...
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Financial Planning and Analysis Director
1 week ago
Plano, Texas, United States Cinemark Full timeRole OverviewThe Director of Corporate Financial Planning and Analysis will play a key leadership role for Cinemark, providing critical financial planning and analysis support to the VP of FP&A, CFO, and CEO, as well as Cinemark's senior management team. This role oversees all aspects of Corporate financial planning, budgeting, forecasting, and analysis for...
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Plano, Texas, United States Physicians Surgical Network Affiliates Full timeJob SummaryThe Senior Director of Financial Planning and Analysis will lead the annual financial planning process for Physicians Surgical Network Affiliates. This role oversees the development, preparation, and monitoring of capital and operating budgets, supports the development of tactical plans and their implementation, and presents and interprets...
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Senior Director of Financial Planning
1 week ago
Plano, Texas, United States Physicians Surgical Network Affiliates Full timePhysicians Surgical Network Affiliates is seeking a highly skilled Senior Director of Financial Planning & Analysis to lead the annual financial planning process. This role oversees the development, preparation, and monitoring of capital and operating budgets, as well as the presentation and interpretation of financial information to senior leadership and...
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Senior Financial Advisor
2 weeks ago
Plano, Texas, United States Stonebrook Financial Full timeUnlock Your Potential with Stonebrook FinancialJoin a dynamic team of professionals who share your passion for helping others achieve financial freedom. As a key member of our team, you will play a vital role in delivering impactful debt management solutions to our clients.About the Role:We are seeking a highly motivated and results-driven individual to join...
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Director of Dining Services
2 weeks ago
Plano, Texas, United States Eurest Full timeJob DescriptionJob Title: Director of Dining ServicesSalary: $65,000Eurest, a leading provider of business and industry dining, is seeking a talented individual to fill the role of Director of Dining Services. As a member of our leadership team, you will be responsible for overseeing the day-to-day food service operations for our corporate dining account....
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Civil Engineering Services Director
4 weeks ago
Plano, Texas, United States HR Green Full timeJob Title: Engineering Services DirectorHR Green is seeking an experienced Engineering Services Director to lead our team in delivering exceptional engineering services to our clients. As a key member of our leadership team, you will be responsible for driving strategic outcomes and operational initiatives within the Practice.Key Responsibilities:Oversee...
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Director of Revenue Cycle Management
2 weeks ago
Plano, Texas, United States PSN Services LLC Full timeJob Title: Director of Revenue Cycle ManagementLegent Health is seeking a highly experienced Director of Revenue Cycle Management to lead our revenue cycle operations. The ideal candidate will have a strong background in revenue cycle management, with experience in leading teams and implementing process improvements.Key Responsibilities:Maximize financial...
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Financial Services Professional
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area.The ideal candidate will have a strong understanding of financial services and be able to identify and evaluate customer needs for financial services, assess the objectives...
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Financial Services Professional
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor - Investment and Retirement PlanningCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe Financial Advisor will be responsible for identifying and evaluating customer needs for financial services, assessing the...
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Financial Services Professional
1 week ago
Plano, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market...
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Financial Services Professional
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor - Investment ServicesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, assessing the objectives and...
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Financial Services Professional
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and providing regular...
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Financial Services Professional
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor RoleCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. The ideal candidate will have a strong understanding of financial markets and a passion for helping individuals achieve their financial goals.Key Responsibilities:Identify and...
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Financial Services Representative
2 weeks ago
Plano, Texas, United States EECU Full timeFinancial In-Store Banker Job DescriptionWe are seeking a highly skilled and motivated Financial In-Store Banker to join our team at EECU. As a Financial In-Store Banker, you will be responsible for providing exceptional member service and support to our members in our financial centers.Key Responsibilities:Provide needs-based solutions to members to meet...