Financial Planner - Symonds Wealth Management Kestra Financial Independent AdvisorFinancial Planner - Symonds Wealth ManagementFort Worth, TXThe ideal candidate will have 3+ years of experience 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. • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning.
Financial Advisor Northwestern MutualFinancial AdvisorFort Worth, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Personal Financial Counselor, PFC - Fort Worth. TX Magellan Health ServicesPersonal Financial Counselor, PFC - Fort Worth. TXFort Worth, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Planning Consultant - Westlake, TX FidelityFinancial Planning Consultant - Westlake, TXWestlake, TexasRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Financial Consultant Investments Home Bancshares, Inc.Financial Consultant InvestmentsFort Worth, TXWhile performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered.
Category Planner FleetPrideCategory PlannerIrving, TexasThrough insight, the Category Planner enables Fleetpride to optimize stock levels, minimize costs, and navigate the complexities of supply and demand dynamics in a constantly evolving marketplace. This role supports Fleetpride’s operational efficiency and financial performance by using a blend of quantitative data analysis and market intelligence to predict sales trends and make informed inventory decisions.
Financial Solutions Advisor- NW Snohomish Area Bank of AmericaFinancial Solutions Advisor- NW Snohomish AreaArlington, TexasUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewFinancial Solutions Advisor Consumer Investments - Forth Worth Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Forth Worth AreaFort Worth, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Consumer Investments - Greater DFW Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Greater DFW MarketCarrollton, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Consumer Investments - Mid Cities DFW Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Mid Cities DFW MarketArlington, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Consumer Investments - Arlington TX Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Arlington TX AreaArlington, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Consumer Investments - Southwest Dallas Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Southwest Dallas AreaCedar Hill, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Consumer Investments - Fort Worth Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Fort Worth MarketFort Worth, TexasWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Inventory Buyer/Planner Premier Truck RentalInventory Buyer/PlannerGranbury, TXThis role manages supplier relationships, negotiates pricing and terms, analyzes sales, production & utilization data, and ensures the timely acquisition of equipment aligned with operational and financial objectives. Company Overview At Premier Truck Rental (PTR), we provide customized commercial fleet rentals nationwide, helping businesses get the right trucks and equipment to get the job done.
Conference Planner GartnerConference PlannerIrving, TXAs a Conference Planner on the Gartner C-Level Communities Logistics team, you will be responsible for planning and delivering world-class C-Level events across North America focusing on team collaboration to create exceptional customer experiences for every attendee, sponsor and associate attending. You will work to deliver and execute on assigned in-person and virtual programs by planning and managing details including but not limited to venue selection, budget, virtual platform management, onsite execution, project management, registration, and customer experience.
Conference Planner, Exhibit Operations GartnerConference Planner, Exhibit OperationsIrving, TXWhat you will do: Lead operational delivery of all exhibitor elements across multiple B2B conferences including project management, floor plan management, financial management (forecasting, budgeting and reconciliation), staff planning and production scheduling. Liaise with key conference partners and team members (internal and external) to ensure successful conference execution; build and maintain good relationships by establishing trust and strong partnerships.
Senior Conference Planner GartnerSenior Conference PlannerIrving, TXActively participate in the process of reviewing, enhancing and executing event features and programs, analyzing attendee feedback to ensure we are delivering exceptional, relevant event experiences. Communication and collaboration across Conference Production cross-functional teams to ensure seamless delivery of first-class events and experiences, and awareness of event strategies.
Demand Inventory Planner exp. supply chain /SAP/ Excel required PECSA Panasonic Energy Sales Company of AmericaDemand Inventory Planner exp. supply chain /SAP/ Excel requiredThe Colony, Texas$68,000–$78,000 / yearFull timeHealth Management and Wellbeing Programs –Lifestyle Spending Account, EAP, virtual health management, chronic condition, neurodiversity, tobacco cessation, substance abuse support, and life stage and fertility resources. Panasonic prioritizes total well-being and offers comprehensive benefits options to support physical, emotional, financial, social, and environmental health: Health Benefits – Offering medical, dental, vision, prescription plans, plus Health Savings Account and Flexible Spending Account options.
Planner / Scheduler IPS Custom AutomationPlanner / SchedulerArlington, TX$75,000–$148,000 / yearApply knowledge of product development planning to establish and control the program schedule baseline; coordinate with multifunctional teams to update status for management decision making on complex development and production programs and proposals. The ideal candidate will have strong teambuilding skills, exhibit strong collaboration/interpersonal skills, and possess comprehensive verbal and written communication/presentation skills.
NewEvent Planner II inSync StaffingEvent Planner IIIrving, TX$30–$32.85 / hourSeeking a mid-level Event Planner II for a temporary leave coverage role responsible for the logistics, planning, budget management, and execution of executive-level programs, including Executive Summits and Inner Circle dinners. This position partners with community leaders, sponsors, venues, and internal stakeholders to build seamless attendee experiences while maintaining strict financial oversight and vendor coordination.