- Covr Financial Technologies (Houston, TX)
- …and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- Covr Financial Technologies (Houston, TX)
- …and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- Covr Financial Technologies (Houston, TX)
- …outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- KBR (Houston, TX)
- Title: Financial Planning & Analysis (FP&A) Manager/Senior Manager KBR - Delivering Solutions, Changing the World. KBR is a global leader in delivering ... expertise, and cutting-edge technologies. KBR is seeking a dynamic Financial Planning & Analysis (FP&A) Manager/Senior Manager to join...of FP&A, this individual will serve as a trusted advisor to the CFO and CEO, delivering insights that… more
- University of Texas Rio Grande Valley (Edinburg, TX)
- …duties and provide responsible assistance and specialized skills in the administration of student financial aid, and to serve as an advisor to student aid ... Position Information Posting NumberSRGV8489 Working TitleSTUDENT FINANCIAL AID ASSISTANT Number of Vacancies1 LocationEdinburg, Texas DepartmentFinancial Aid FTE1.0… more
- Charles Schwab (Westlake, TX)
- …and advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. **What you have** + CFP(R) designation required + Active ... for this role to work on site in the specified locations. This Financial Planner position is a specialist supporting broader Investor Services organization and is… more
- Logitech (Austin, TX)
- …to do it in their own way. **About the Team and Role:** The Product Category Financial Analyst will act as a key partner to the Logitech for Business product and ... portfolio team, providing financial reporting, insights, and recommendations that influence growth strategies...actions. + **Business Partnership:** + Serve as a trusted advisor to the product management and engineering leadership team,… more
- Bank of America (Dallas, TX)
- Global Financial Crime Executive - Financial Intelligence Unit Charlotte, North Carolina;Dallas, Texas; Atlanta, Georgia; Jacksonville, Florida **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Global- Financial -Crime-Executive Financial -Intelligence-Unit\_25032697) **Job Description:** At Bank of… more
- Insight Global (Fort Worth, TX)
- Job Description The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the ... facing consultant on all aspects of the First Command financial planning software. You will be responsible for: -...with other home office teams as needed to resolve advisor support requests We are a company committed to… more
- Republic Finance, LLC (Plano, TX)
- …trusted advisor to key partners. Find opportunities to enhance financial planning and analysis processes and systems. Enhance methodologies to streamline ... transform Republic Finance into a modern, fast-growing company! The Financial Planning & Analysis Director plays a critical role...& Analysis Director plays a critical role in the financial planning and analysis function of an organization. They… more