- Weatherford (Houston, TX)
- …+ Maintain equity data across systems and ensure alignment with broker , payroll, and accounting records. + Support accounting processes, including journal ... entries and SEC filings (10-K, proxy). + Respond to employee equity inquiries and assist with training and education. + Coordinate with teams (Finance, Legal, Tax, Payroll, HR) and vendors (Fidelity, transfer agents). + Generate reports and dashboards for… more
- Kestra Financial (San Antonio, TX)
- …of experience in financial services, with a solid understanding of broker -dealer operations and investment products (equities, bonds, options, mutual funds, ... annuities, insurance, managed accounts). + Experience within an independent financial planning firm is highly desirable. + Previous management or leadership experience is a plus. Licenses & Certifications + Series 7 and 65/66 licenses preferred (or willingness… more
- HUB International (Austin, TX)
- **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, employee ... benefits, investment and wealth management products and services. Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and… more
- Thrivent Financial (San Antonio, TX)
- …credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides ... Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any… more
- Thrivent Financial (The Woodlands, TX)
- …credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides ... Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any… more
- Anywhere Real Estate (San Antonio, TX)
- …**Key Responsibilities:** * Partner Management - Support ownerships of broker -owner relationships, input, and questions from Anywhere franchisees during the ... 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success. * Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including:… more
- Kestra Financial (Fort Worth, TX)
- …in the financial services industry allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to: ... equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or… more
- Kestra Financial (Cypress, TX)
- …in the financial services industry, allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to ... equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series 65/66… more
- Lincoln Financial (Austin, TX)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Austin, TX)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more