Paraplanner/Support Advisor

Job # ET25055 Job Title Intern – Financial Planning and Analysis Office Location  Houston, TX Business/Department Finance Sales Territory, if applicable N/A General Role Description Assist in the development and implementation of financial models and analyses that support strategic decision-making and gain practical experience in financial forecasting, budgeting, and performance analysis, working closely with experienced finance professionals. Role Accountabilities The Intern will work in one or more of the following areas: -         Conduct financial analysis and modeling to support business decisions -         Assist in the development of annual budgets and forecasts -         Monitor and analyze financial performance against budget and forecast -         Identify and communicate financial risks and opportunities -         Analyze the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin -         Monitor KPIs and identify the cause of any unexpected variances -         Develop and continually improve budgeting, financial projections, and operating forecasts -         Ad-hoc business performance reporting -         Ensure completion of assignments within the defined scope, quality, and time -         Provide regular, accurate and considered status reports to parties deemed appropriate to the situation General Employee Accountabilities -    Bring full effort to bear on tasks assigned by manager -    Give manager best advice -    Give earliest notice when work cannot be delivered as specified -    Cooperate and collaborate with peers and interact cross-organizationally as specified by manager -    Exemplify Company Core Values: Integrity, Client Focus, Team Orientation, and Personal Commitment -    Comply with all Company policies, practices, and procedures and all regulations and laws -    Recommend viable improvements proactively -    Ensure effective utilization of business tools and processes Requirements    Minimum Qualifications -   High school diploma -   Enrolled in Bachelor of Science in Finance, Accounting, Business Administration, or Economics program, or related field, with related coursework -   Demonstrated problem solving skills -   Demonstrated successful working relationships with others in educational or employment settings -   Demonstrated successful and positive personal leadership, interpersonal, organizational, administrative, and communication skills -   Proficiency in MS Office suite -   Availability to travel domestically, up to 5%, sometimes with limited notice -   Relocation and housing assistance are not available for this position -   This is not a benefits eligible position Preferred Qualifications -   Bachelor of Science in Finance, Accounting, Business Administration, or Economics -   Enrolled in Master of Science in Finance, Accounting, or Economics, or Master of Business Administration -   Work experience as an intern or co-op in the above areas Link to TMEIC Corporation Americas website:  https://www.tmeic.com/.  To be considered an applicant for any available positions, individuals must complete an online job application for each posting.  A resume may be attached to the online application but is not considered a substitute for the information in the application.  Applications will be considered only for the specific position for which the application is submitted. EEO/AA/M/F/Vet/Disability Employer

Our client is a long-standing organization in the retail supplier industry that is hiring an Accounting Assistant. This company has a great work environment and is looking for a candidate with light general accounting knowledge and experience. Our client is very open to recent accounting/finance graduates or a senior in college with availability for full-time work. SALARY/HOURLY RATE: $20/hr POSITION OVERVIEW: The Accounting Assistant will be reporting to the Accounting team. Our client is ideally looking for someone who is willing to learn and take on new responsibilities and will be prepared to demonstrate their accounting skills. Those who acquire this role must be communicative, hardworking, and reliable. This Accounting Assistant position is a great opportunity for those looking to learn and demonstrate their experience in accounting. RESPONSIBILITIES OF THE ACCOUNTING ASSISTANT: • A/P and A/R responsibilities. • Preparing and posting entries. • Processing Invoices. • Assisting with the general ledger and reconciliations. REQUIRED EXPERIENCE/SKILLS FOR THE ACCOUNTING ASSISTANT: • Experience with ERP systems and applicable Accounting/Financial software. • 0 - 2 years of experience. • Team player. • Analytical. • Proficient in Excel (pivot tables & v-lookups). PREFERRED EXPERIENCE/SKILLS FOR THE ACCOUNTING ASSISTANT: • General Accounting/AR/AP is a huge plus! EDUCATION REQUIREMENTS: • Bachelor's degree is a plus but not required. BENEFITS: • Client-provided benefits available, upon eligibility. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy. As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation. EOE/M/F/D/V/SO

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Part time: 4-8 hours per week. Flexible. Must be conversant with Quickbooks and Quicken. Primarily bill entry.

About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership. Key Responsibilities: ·         Develop comprehensive financial plans using eMoney. ·         Prepare reports and illustrations for client meetings. ·         Participate in client meetings to provide real-time support and take notes. ·         Design and manage portfolios, including trading, rebalancing, and tax management. ·         Maintain and update CRM platforms (Redtail or similar). ·         Create proposals and conduct product and account analysis. ·         Coordinate with the service team to ensure timely and accurate task execution. ·         Communicate with clients to address their needs and inquiries. Qualifications: ·         3-5 years of experience in financial services. ·         CFP designation and Series 7 and 66 or 65 licenses required. ·         Bachelor’s degree, preferably with a GPA above 3.3. ·         Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). ·         Experience with CRM platforms (Redtail or similar), MS365, and Excel. ·         Strong organizational skills, a team-oriented mindset, and a passion for financial services. Compensation & Benefits: • Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements. • Comprehensive benefits package including 401k, life, health, and disability insurance. • A defined career path with growth opportunities and potential ownership potential. Why Join Us? This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you. Application Instructions: To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com. Join us and take the next step in your financial advisory career!

Duties: - Handle AP/AR & bookkeeping tasks - Manage COIs and vendor compliance - Submit timesheets/invoices in vendor portals (Fieldglass, Beeline, etc.) - Reconcile bank/credit card statements - Work in QuickBooks - Taking the calls and managing the employees and clients Requirements: 2+ years’ experience in bookkeeping or AP/AR Detail-oriented and reliable Onsite only (no remote work) 📧 Apply: Send resume + hourly rate/salary expectations