Playbook Founder in Training AI Program Over the past 3 years we’ve had success with a very selective rotational program for elite graduates with a passion for sports and entrepreneurship. We’re expanding the program this year to hire 2 graduates to focus on the implementation of our AI strategy. We are looking for people who Have a deep passion for using AI to create innovative solutions to solve real world problems. Have an incredible ability to solve problems Have the …
Playbook AI Focused Founder in Training Program
Operations Associate
Operations Associate WHO WE ARE: We are a growing wealth management team seeking a Operations Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! Become a member of one of the most respected retirement planning teams in the Middle Tennessee area. Our team has consistently been recognized at Gold status with our Broker Dealer for our proficiency in …
Financial Advisor (Secaucus, NJ)
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:· Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives· Build and maintain …
Client Service Specialist-Financial Engineer (Remote)
REMOTE POSITION MUST BE LOCATED IN CST OR EST In this role, you will be a part of the team that supports our clients in their usage of the Moody’s Analytics credit and market risk management and valuation technology. This is an opportunity to develop your career in Financial Services by using world-class software. You will obtain a broad knowledge of credit and market risk by assuring that our products, financial models and technology are being used effectively to add …
Client Support Specialist-Financial Engineer
REMOTE POSITION MUST BE LOCATED IN CST OR EST In this role, you will be a part of the team that supports our clients in their usage of the Moody’s Analytics credit and market risk management and valuation technology. This is an opportunity to develop your career in Financial Services by using world-class software. You will obtain a broad knowledge of credit and market risk by assuring that our products, financial models and technology are being used effectively to add …
24-53 – Flood Grant Coordinator (Grant Specialist I)
Only applicants who apply with a State of Texas application via the CAPPS online application system will be considered for this position. First time applicants will need to create an account https://tinyurl.com/CAPPS-Login in the CAPPS online application system at https://tinyurl.com/CAPPS-Jobs. Please visit our job opportunities page at https://tinyurl.com/How-to-Apply-in-CAPPS for more information about the Texas Water Development Board and answers to frequently asked questions. To view this position in greater detail, visit the CAPPS online application system. Texas Water Development Board’s …
Financial Planning Analyst
We are looking to expand our team with a Financial Planning Analyst specializing in tax, investment, and estate planning. Essential Job Functions include: Processing financial plans Working as a team with other analysts Supervising and tracking new client onboarding Tracking and processing estate and divorce settlement of accounts Developing tax (personal 1040) projections Reviewing and outlining estate planning documents Preparing detailed retirement income projections, net worth and cash flow statement analyses Providing account research and special project assistance Ability to …
Financial Client Service Associate (Paraplanner)
This position may be responsible for: • Preparing for client meetings by summarizing notes, emails, calls and financial data • Reviewing and preparing investment reports for client meetings • Making outbound calls and emails to service existing clients • Answering client questions via email and phone call, and resolving client issues • Confirming transactions with clients • Assisting clients with money movement requests and other transactions • Executing client projects and performing related work as required • Managing calendars • …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge …