Houston Other Job Listings

Associate/Service Wealth Advisor SilverStar Wealth Management63499833190147120

Workable

Associate/Service Wealth Advisor SilverStar Wealth Management

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data in financial planning software—Emoney Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers in a simple and easy-to-understand manner Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of the financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience Bachelor’s degree in finance, accounting or a related field preferred The 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 financial planning concepts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 preferred Series 65/66 preferred Texas Insurance License preferred Compensation Compensation is commensurate with experience and qualifications Potential for attractive quarterly bonuses Matching 401(k) plan with the potential for profit-sharing contributions Health, life, and disability insurance available

Cypress, Houston, TX, USA

Negotiable Salary

Escrow & Title Opportunities - Join our Growing Team63499777727491121

Workable

Escrow & Title Opportunities - Join our Growing Team

About Us: At Executive Title Company we are committed to providing smooth, secure, and streamlined real estate transactions. With a team of highly skilled professionals, ETC brings decades of experience to every transaction, ensuring excellence, integrity, and outstanding customer service. We're growing and actively looking for talented professionals to join our team in a variety of roles. Opportunities May Include: Escrow Assistant Escrow Officer Escrow Funder Title Policy Clerk Title Examiner Key Responsibilities (vary by role): Manage and coordinate all aspects of the escrow and title process Review contracts, loan documents, and title commitments Examine property titles and identify potential legal issues Communicate with sales professionals, lenders, and buyers Ensure compliance with all legal and regulatory requirements Maintain accurate and organized records of all transactions Qualifications: Previous experience in title or escrow preferred Strong attention to detail and organizational skills Excellent communication and customer service abilities Ability to thrive in a fast-paced, deadline-driven environment Knowledge of escrow/title software (e.g., SoftPro, RamQuest, etc.) is a plus Why Join Us? Competitive compensation and benefits Opportunities for career growth and advancement Supportive team environment If you're looking to grow your career in escrow or title with a company that values integrity, teamwork, and excellence, we encourage you to apply today! Benefits Health & Wellness Medical, Dental & Vision Coverage Employee Assistance Program (EAP) Fitness Reimbursement Financial Planning 401(k) with Company Match Company-Paid Life & Disability Insurance Supplemental Coverage Options Time Off & Life Balance PTO & Paid Holidays Leave of Absence Programs Family & Lifestyle Perry Homes Family College Fund New Home & Employee Discounts Pet Perks, Travel Assistance, & More ***Note to job seekers: Your resume will be reviewed as the best qualified candidates will be contacted in the event that there is potential match*** Perry Homes is an Equal Opportunity Employer Disclaimer: Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. We advise candidates to exercise caution and refrain from sharing personal or sensitive information with any party claiming to represent our company outside of these channels. We do not at any early stage of recruitment process solicit personal information (e.g., passport and bank account info), financial details, or any form of payment (e.g., application fee). If you receive suspicious communications, encounter job postings that appear fraudulent, or want to confirm any employment postings, please contact hrinfo@perryhomes.com.

Houston, TX, USA

Negotiable Salary

Client Service Representative/Paraplanner Park Place Financial63499843100419122

Workable

Client Service Representative/Paraplanner Park Place Financial

We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office. We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: · Maintain ongoing relationships with existing clients · Process new account paperwork. · Process distributions, Roth conversions, and other transactions. · Respond to client inquiries. · Scheduling meetings with clients. · Assist clients with website access, password resets, etc. · Prepare for and follow up on client meetings. · Responsible for meeting compliance requirements. · Assist with administrative and marketing duties. · Potential to become a financial advisor. Qualifications: * Bachelor’s Degree preferred * Active 7, 63 and 65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity with NFS, Redtail, and Emoney a plus Must be able to pass a background check including fingerprinting. Compensation: * $50,000 - $75,000 depending upon skill and experience * Employer pays 100% of employee health and dental * 401(k) with match * Profit Sharing Plan * Discretionary Quarterly Bonus

Bellaire, TX 77401, USA

$50,000-75,000/year