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We are seeking motivated individuals who are passionate about helping others secure their financial futures through quality life insurance products.\r\nAs a Licensed Life Agent, you will play a pivotal role in advising clients on their insurance needs and guiding them through the various options available. With our extensive support system, including access to qualified leads, comprehensive training, and a collaborative team environment, you will have everything you need to succeed and grow in this rewarding field.\r\nIn this role, you will provide exceptional customer service, ensuring clients are fully informed about their insurance choices. 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Note that this entity is not a licensed broker-dealer. \r\n For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation.\r\n\r\nFutures Operations Manager\r\nOffice Location: Jersey City, NJ or Dallas, TX\r\n\r\nAbout the Team & Role:\r\n\r\nThe Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets.\r\n \r\nThis role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter.\r\n \r\nWhat You’ll Do:\r\n Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems.\r\n Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements in accordance with exchange and regulatory guidelines.\r\n Reconciliation: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies.\r\n Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required.\r\n Risk Management: Identify operational risks and implement controls to mitigate potential issues related to clearing, margining, and settlement.\r\n Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation.\r\n Technology & Systems: Work with IT and vendors to onboard, maintain and improve a futures back-office clearing system.\r\n Client & Counterparty Management: Serve as the primary liaison with exchanges and clients to resolve operational issues.\r\n Team Leadership: Lead and train clearing operations staff, providing training and guidance on best practices.\r\n Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement.\r\n \r\nRequirements\r\nWhat You Bring:\r\n Education: Bachelor’s degree in finance, Business, Economics, or a related field.\r\n Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm.\r\n Knowledge:\r\n Strong understanding of U.S. futures markets and clearing processes.\r\n Familiarity with exchange margining methodologies and risk management principles.\r\n Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms.\r\n Skills:\r\n Excellent analytical and problem-solving abilities.\r\n Effective communication and leadership skills.\r\n Proficiency in Microsoft Excel, clearing systems, and risk management tools.\r\n Preferred Qualifications:\r\n Experience with regulatory reporting requirements for FCMs.\r\n Knowledge of automated clearing and reconciliation solutions.\r\n Experience working with NFA and CFTC regulatory frameworks.\r\n Required Licenses:\r\nFINRA Series 3\r\nBenefits\r\n \r\nWhat We Offer:\r\n Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents\r\n 401k Employer Contribution: We match your contributions to help you grow your retirement savings\r\n Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy\r\n Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work\r\n Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success\r\n \r\nBase pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan.\r\n \r\n \r\nDisclaimer:\r\nThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.\r\n \r\nFutu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.\r\n \r\nWarning about fake job posts:\r\nPlease be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money.\r\n \r\nAll communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. \r\n \r\nIf you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.\r\n\r\n\r\n \r\n","price":"$125,000-155,000/year","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1758777179000","seoName":"futures-operations-manager","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/futures-operations-manager-6384347899046712/","localIds":"31246","cateId":null,"tid":null,"logParams":{"tid":"1b33bb68-4c62-49f8-b9b4-af93c563fbe9","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Manage futures clearing & settlement","Ensure regulatory compliance","Lead operations team"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Dallas,Texas","unit":null}]},"addDate":1758777179612,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Bellaire, TX 77401, USA","infoId":"6349984310041912","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Client Service Representative/Paraplanner Park Place Financial","content":"\r\nWe 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. \r\n\r\nWe work primarily with people who are retired or who are retiring soon. 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The Financial Counselor will explain financial information, determine prospective patients’ ability to pay, provide education on free health care and Medicaid, and assist with the application process. You will educate patients on their financial obligations to the facility, and follow up with patients and other parties to ensure accuracy and completeness of information.\r\n To ensure success you need to be knowledgeable regarding payment options and processes, and have the ability to explain these to patients. Ideal candidates are customer-focused and have the ability to multitask with interruptions in a fast-paced environment.\r\nFinancial Counselor Responsibilities:\r\n Attending and participating in meetings, training and presentations.\r\n Completing financial applications.\r\n Furnishing patients and health care providers with estimates.\r\n Assisting patients with financial applications and arrangements.\r\n Collecting estimated liabilities from patients.\r\n Establishing health insurance benefits, conditions and requirements by making phone inquiries, and by using eligibility systems and the internet.\r\n Verifying patients’ employment details and other particulars.\r\n Reporting problems and concerns to supervisor.\r\n Complying with relevant rules, regulations, policies and procedures.\r\n Performing other duties as assigned.\r\n \r\n\r\nRequirements\r\n High School Diploma, GED, or suitable equivalent.\r\n 2+ years work experience in customer service or related field.\r\n Proficient knowledge of medical terminology, billing practices and coding.\r\n Proficient computer skills.\r\n Proficient with MS Office Suites.\r\n Excellent communication skills, both verbal and written.\r\n Proficient mathematical skills.\r\n Outstanding people skills.\r\n Strong organizational skills\r\n Benefits\r\n Health Insurance\r\n Vision Insurance\r\n Dental Insurance\r\n 401K Retirement Plan\r\n Healthcare Spending Account\r\n Dependent Care Spending Account\r\n PTO Plan with Holiday Premium Pay\r\n Life Insurance (Supplemental Life, Term, and Universal plans are also available.)\r\n Short and Long-Term Disability (with additional buy-in opportunities)\r\n ","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756714010000","seoName":"financial-counselor","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/financial-counselor-6339203039308912/","localIds":"31288","cateId":null,"tid":null,"logParams":{"tid":"031b0b47-f90f-41da-8a94-a96f6aaa00bd","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Assist patients with financial arrangements","Verify insurance benefits and eligibility","Complete financial applications"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"San Antonio,Texas","unit":null}]},"addDate":1755250237446,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Fort Worth, TX, USA","infoId":"6339201690637112","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Financial Planner - Symonds Wealth Management","content":"\r\nSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary \r\n The Associate/Service Advisor reports to the Lead Advisor and serves as 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. \r\n\r\n\r\n\r\nEssential Duties and Responsibilities \r\n• Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning \r\n• Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation \r\n• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews \r\n• Manage data and plans in financial planning software \r\n• Learn the technical aspects of the advisor position and prepare to service clients independently \r\n• Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply \r\n• Deepen client relationships and establish credibility and rapport both in person and via phone \r\n• Clearly articulate complex concepts to customers \r\n• Proactively communicating with clients and following up on all contacts assigned \r\n• Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives \r\n• Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business \r\n• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork \r\n• Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. \r\n• Other duties as assigned \r\n\r\n\r\nKnowledge, Skills, and/or Abilities \r\n• Strong understanding of financial services industry and diverse investment products \r\n• Basic computer skills are essential (Outlook, Word, Excel and Power Point) \r\n• Excellent communication skills, both verbally and in writing \r\n• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once \r\n• Ability to build relationships with clients and internal partners and influence others without direct control \r\nEducation and/or Experience \r\n• Bachelor’s degree (finance, accounting or related field preferred)\r\n• 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 managed accounts \r\n• Previous experience in the independent financial services culture preferred \r\nCertificates, Licenses, Registration \r\n• Series 7 and 63 required \r\n• Series 65/66 preferred (or ability to obtain) \r\n• CFP or CIMA preferred \r\nKnowledge, Skills, and/or Abilities\r\n\r\n\r\n","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756713350000","seoName":"financial-planner-symonds-wealth-management","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/financial-planner-symonds-wealth-management-6339201690637112/","localIds":"31281","cateId":null,"tid":null,"logParams":{"tid":"b7e678fa-4a92-45e0-b653-fabce580adbf","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Support Lead Advisor in client management","Execute portfolio trading and financial planning","Develop client relationships and marketing strategies"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Fort Worth,Texas","unit":null}]},"addDate":1755250132080,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"DeSoto, TX 75115, USA","infoId":"6339201588518712","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Purchasing Coordinator","content":"The purchasing coordinator is responsible for ordering all hospital supplies and ensuring that all departments and units are fully stocked. Supervision of the inbound/outbound materials, oversight of the purchase and delivery of medical supplies, along with placement of delivery orders are included in the scope of the role.\r\n Duties include but are not limited to: \r\n Manage expenses by maintaining an accurate log of expenditures to be submitted to CFO for regular month-end financial review \r\n Establish an inventory maintenance process that can be scaled and adapted hospital-wide. The inventory maintenance process should focus on expiration dates, supply count, rate of refill, and cost \r\n Assist in coordinating all inbound and outbound traffic to maximize cost-effectiveness \r\n Provide expert insight on supply chain solutions to C-Suite Executives and Department Heads to ensure supply solutions are met and maintained \r\n Develop and maintain client relationships by providing best-in-service customer care \r\n Leverage vendor relations to negotiate and maintain best rates consistent with company policy and procedure \r\n Observe and adhere to company policies and procedures \r\n Requirements\r\n Ability to meet needs in a high-speed healthcare setting \r\n Ability to lift and or move (minimum of 25 lbs.) materials using proper body mechanics \r\n Ability to support job function by way of standing, sitting, or lifting for prolonged periods of time (the employee may be required to stoop, kneel, crouch, crawl, or lift) \r\n High School diploma or equivalency. \r\n Required and preferred qualifications:\r\nPreferred:\r\n Working knowledge of medical supplies \r\n Bachelor’s degree in a related field \r\n 1 year healthcare experience\r\n 2 years of experience in supply chain \r\n Excellent organization, cross-collaborative communication, and planning skills \r\n Required \r\n Driver’s license \r\n High school diploma or equivalent \r\n Willingness to submit to a pre-employment drug screen, physical, and background test\r\n Benefits\r\n Health Care Plan (Medical, Dental & Vision)\r\n Retirement Plan (401k, IRA)\r\n Paid Time Off (Vacation, Sick & Public Holidays)\r\n Life Insurance (Basic, Voluntary & AD&D)\r\n Short Term & Long Term Disability\r\n ","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756713344000","seoName":"purchasing-coordinator","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/purchasing-coordinator-6339201588518712/","localIds":"44","cateId":null,"tid":null,"logParams":{"tid":"443f05d2-3c53-490e-9187-e62380809e1f","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Manage hospital supply orders","Maintain inventory processes","Negotiate vendor rates"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"DeSoto,Texas","unit":null}]},"addDate":1755250124103,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Cypress, Houston, TX, USA","infoId":"6349983319014712","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Associate/Service Wealth Advisor SilverStar Wealth Management","content":"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. \r\nRequirements\r\n\r\nEssential Duties and Responsibilities \r\nSupports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning \r\nConsult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews \r\nManage data in financial planning software—Emoney \r\nResponsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation \r\nIdentify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply \r\nDeepen client relationships and establish credibility and rapport both in person and via phone \r\nClearly articulate complex concepts to customers in a simple and easy-to-understand manner \r\nProactively communicating with clients and following up on all contacts assigned \r\nAbility to manage and prioritize multiple and competing priorities daily in pursuit of business objectives \r\nActive 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 \r\nCommitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork \r\nOther duties as assigned \r\n \r\nKnowledge, Skills, and/or Abilities \r\nStrong understanding of the financial services industry and diverse investment products \r\nBasic computer skills (Outlook, Word, Excel and PowerPoint) are essential \r\nExcellent communication skills, both verbally and in writing \r\nStrong time management and organizational skills; able to work independently and effectively manage multiple tasks at once \r\nAbility to build relationships with clients and internal partners and influence others without direct control \r\n \r\nEducation and/or Experience \r\nBachelor’s degree in finance, accounting or a related field preferred \r\nThe 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 \r\nPrevious experience in the independent financial services culture preferred \r\n \r\nCertificates, Licenses, Registration \r\nSeries 7 and 63 preferred \r\nSeries 65/66 preferred \r\nTexas Insurance License preferred \r\n \r\nCompensation \r\nCompensation is commensurate with experience and qualifications \r\nPotential for attractive quarterly bonuses \r\nMatching 401(k) plan with the potential for profit-sharing contributions \r\nHealth, life, and disability insurance available \r\n \r\n","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756713325000","seoName":"associate-service-wealth-advisor-silverstar-wealth-management","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/associate-service-wealth-advisor-silverstar-wealth-management-6349983319014712/","localIds":"31251","cateId":null,"tid":null,"logParams":{"tid":"57e4a3b4-ff7a-482c-9cbf-4079726feb1e","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Support Lead Advisor in client relationship management","Deliver investment advice and conduct client reviews","Manage financial planning software and client meetings"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Houston,Texas","unit":null}]},"addDate":1756092446797,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Richardson, TX, USA","infoId":"6349982387110712","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"FP&A Director","content":"About Goliath\r\nGoliath is one of the world’s largest family-owned toy and game companies, bringing fun, creativity, and innovation to millions of families globally. With operations in over 15 countries, we combine entrepreneurial agility with international reach. Our diverse portfolio includes iconic toys and games and innovative new hits that span generations and markets. As part of our continued growth, we are seeking an FP&A Director to lead and scale our financial planning efforts in the United States.\r\n\r\nAbout the Role\r\nWe are looking for a hands-on, strategic FP&A leader to support the financial strategy and performance of our operations, drive growth, and lead the financial integration of newly acquired businesses. Reporting directly to the U.S. President and the Global CFO, this role offers significant exposure to senior leadership and a critical seat at the table as we expand our U.S. presence. This role is based in Richardson, Texas.\r\nRequirements\r\nKey Responsibilities\r\n Own and lead the financial planning and analysis function for the U.S. market\r\n Act as a strategic business partner to the U.S. President, leadership team, and global CFO\r\n Drive forecasting, budgeting, and long-range planning aligned with business objectives\r\n Lead post-M&A financial integration, supporting systems, reporting, and performance alignment\r\n Analyse and present key financial insights to support decision making\r\n Build and refine models for profitability, investment cases, and scenario planning\r\n Excel the S&OP process and partner closely with operations \r\n Collaborate closely with Group Finance, Accounting and Commercial teams\r\n \r\nWho We’re Looking For\r\nYou are a dynamic finance professional with a strong mix of strategic mindset and operational execution. You thrive in fast-paced environments, know how to turn data into decisions, and have a strong business sense.\r\nCore Qualifications\r\n Experience with consumer goods \r\n 8–10 years of relevant experience in FP&A, corporate finance, or strategy\r\n Background in Big Four, investment banking, or M&A is a strong plus\r\n Experience in financial integration, performance management, and commercial finance\r\n Master’s degree in Finance, Accounting, Economics, or related field\r\n Strong command of financial modelling, budgeting, and scenario analysis\r\n Very proficient in Excel; experience with ERP and BI tools \r\n Excellent communication and presentation skills\r\n A can-do, hands-on mentality and comfort working independently\r\n Eligibility Note:\r\nYou must be based in the Dallas-Fort Worth area (or willing to move there over time) and authorized to work in the United States.\r\nBenefits\r\nWhat You Can Expect from Goliath\r\n A high-impact finance leadership role in a growing global business\r\n You’ll work in a company that happens to sell fun, but expects sharp thinking and strong execution\r\n Direct involvement in strategic initiatives and M&A integration\r\n A flat, entrepreneurial organization where you can make a difference\r\n A collaborative, international culture that values ownership and initiative\r\n Competitive salary and benefits\r\n ","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756712315000","seoName":"fp-a-director","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/fp-a-director-6349982387110712/","localIds":"44","cateId":null,"tid":null,"logParams":{"tid":"e916f398-f50b-4203-a573-6d8faaae957b","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Lead U.S. financial planning","Support M&A integration","Strategic finance leadership role"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Richardson,Texas","unit":null}]},"addDate":1756092373992,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Houston, TX, USA","infoId":"6349977772749112","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Escrow & Title Opportunities - Join our Growing Team","content":"\r\n\r\nAbout Us:\r\n 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.\r\nOpportunities May Include:\r\n Escrow Assistant \r\n Escrow Officer \r\n Escrow Funder\r\n Title Policy Clerk\r\n Title Examiner\r\n Key Responsibilities (vary by role):\r\n Manage and coordinate all aspects of the escrow and title process \r\n Review contracts, loan documents, and title commitments \r\n Examine property titles and identify potential legal issues\r\n Communicate with sales professionals, lenders, and buyers\r\n Ensure compliance with all legal and regulatory requirements \r\n Maintain accurate and organized records of all transactions \r\n Qualifications:\r\n Previous experience in title or escrow preferred\r\n Strong attention to detail and organizational skills \r\n Excellent communication and customer service abilities \r\n Ability to thrive in a fast-paced, deadline-driven environment \r\n Knowledge of escrow/title software (e.g., SoftPro, RamQuest, etc.) is a plus \r\n Why Join Us?\r\n Competitive compensation and benefits \r\n Opportunities for career growth and advancement \r\n Supportive team environment \r\n \r\nIf 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!\r\nBenefits\r\nHealth & Wellness\r\n\r\n Medical, Dental & Vision Coverage\r\n Employee Assistance Program (EAP)\r\n Fitness Reimbursement\r\n Financial Planning\r\n\r\n 401(k) with Company Match\r\n Company-Paid Life & Disability Insurance\r\n Supplemental Coverage Options\r\n Time Off & Life Balance\r\n\r\n PTO & Paid Holidays\r\n Leave of Absence Programs\r\n Family & Lifestyle\r\n\r\n Perry Homes Family College Fund\r\n New Home & Employee Discounts\r\n Pet Perks, Travel Assistance, & More\r\n \r\n***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*** \r\nPerry Homes is an Equal Opportunity Employer \r\nDisclaimer: 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.\r\n","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756710500000","seoName":"escrow-and-title-opportunities-join-our-growing-team","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-texas/cate-other26/escrow-and-title-opportunities-join-our-growing-team-6349977772749112/","localIds":"31251","cateId":null,"tid":null,"logParams":{"tid":"cb6f8ba6-0b0a-415e-988e-08ec097408c5","sid":"ebbfaed3-e305-43c2-b0c9-f05e28321c4f"},"attrParams":{"summary":null,"highLight":["Manage escrow and title processes","Review contracts and legal documents","Competitive compensation and benefits"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Houston,Texas","unit":null}]},"addDate":1756092013495,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Texas, USA","infoId":"6339200192153912","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Retirement Plan Operations Specialist","content":"This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. \r\nThe wage for this position is $23 per hour, equivalent to an annual salary of $47,840.\r\nDoes the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?\r\nFor the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.\r\n\r\nOur Values\r\nAdaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.\r\nConnection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.\r\nExcellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.\r\n\r\nRole Summary\r\nAs a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.\r\n \r\nWhat You'll Be Doing: \r\n Work with clients to obtain necessary information to prepare the annual reporting\r\n Review documents submitted by clients for completeness and accuracy\r\n Reconcile plans with only rollovers and plan stock using Excel and administration software\r\n Utilize administration software to complete 401(k) testing and reporting\r\n Make outgoing reminder calls and send emails to clients during the plan year reporting process\r\n Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software\r\n Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents\r\n \r\nExtra Tasks\r\n Share knowledge and explain complex topics simply \r\n Training on concepts for a Retirement Plan Administrator I\r\n Performs other duties as required\r\n Requirements\r\n Must be 18 years of age\r\n Excellent verbal and written communication skills\r\n Meticulous attention to detail and proactive approach to problem solving\r\n Skills in customer service, organization, and collaboration\r\n Adequate math and analytical skills\r\n Proficiency in using Microsoft Excel, Word, and Outlook\r\n Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred\r\n Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred\r\n Ability to work in an autonomous environment where you can be a self-directed worker \r\n Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.\r\n Additional Requirements\r\n Must pass a background check\r\n Must meet work from home requirements to qualify \r\n Complete continuing education based upon current certifications\r\n \r\nFor this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: \r\n A designated workspace (such as a home office) where you can concentrate and be productive.\r\n Reliable high-speed internet to ensure seamless communication and collaboration.\r\n Benefits\r\n Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.\r\n Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!\r\n Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.\r\n Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.\r\n An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.\r\n Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.\r\n \r\nThis is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. 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Location:
Texas
Category:
Other

Workable
Licensed Life Agent
Join Yellowstone Life Insurance Agency, LLC, an Integrity Company, as a Licensed Life Agent and take your career to the next level! We are seeking motivated individuals who are passionate about helping others secure their financial futures through quality life insurance products.
As a Licensed Life Agent, you will play a pivotal role in advising clients on their insurance needs and guiding them through the various options available. With our extensive support system, including access to qualified leads, comprehensive training, and a collaborative team environment, you will have everything you need to succeed and grow in this rewarding field.
In this role, you will provide exceptional customer service, ensuring clients are fully informed about their insurance choices. Your goal will be to create personalized plans that meet individual circumstances and help families protect their most important assets.
Key Responsibilities:
Consult with clients to understand their life insurance needs and goals.
Provide professional advice and present tailored life insurance policies.
Assist clients with the application process and necessary documentation.
Maintain relationships with clients, offering regular policy reviews and updates as needed.
Work closely with insurance carriers to facilitate the effective handling of applications and claims.
Achieve performance metrics and contribute to the overall team goals.
Requirements
Must hold a valid Life Insurance License.
Excellent communication and relationship-building skills.
Proven ability to work in a commission-driven sales environment.
High level of self-motivation and determination.
Basic understanding of insurance products and market trends is a plus.
Prior sales experience is advantageous but not required.
Benefits
Freedom & ability to work virtually

Tyler, TX, USA
Negotiable Salary

Workable
Futures Operations Manager
About Futu US Inc.:
Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).
Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience.
Here's a closer look at our key entities:
Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.
Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise.
Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer.
For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation.
Futures Operations Manager
Office Location: Jersey City, NJ or Dallas, TX
About the Team & Role:
The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets.
This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter.
What You’ll Do:
Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems.
Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements in accordance with exchange and regulatory guidelines.
Reconciliation: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies.
Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required.
Risk Management: Identify operational risks and implement controls to mitigate potential issues related to clearing, margining, and settlement.
Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation.
Technology & Systems: Work with IT and vendors to onboard, maintain and improve a futures back-office clearing system.
Client & Counterparty Management: Serve as the primary liaison with exchanges and clients to resolve operational issues.
Team Leadership: Lead and train clearing operations staff, providing training and guidance on best practices.
Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement.
Requirements
What You Bring:
Education: Bachelor’s degree in finance, Business, Economics, or a related field.
Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm.
Knowledge:
Strong understanding of U.S. futures markets and clearing processes.
Familiarity with exchange margining methodologies and risk management principles.
Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms.
Skills:
Excellent analytical and problem-solving abilities.
Effective communication and leadership skills.
Proficiency in Microsoft Excel, clearing systems, and risk management tools.
Preferred Qualifications:
Experience with regulatory reporting requirements for FCMs.
Knowledge of automated clearing and reconciliation solutions.
Experience working with NFA and CFTC regulatory frameworks.
Required Licenses:
FINRA Series 3
Benefits
What We Offer:
Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents
401k Employer Contribution: We match your contributions to help you grow your retirement savings
Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy
Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work
Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success
Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
Warning about fake job posts:
Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money.
All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process.
If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Dallas, TX, USA
$125,000-155,000/year

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

Workable
Financial Counselor
We are looking for a meticulous, helpful Financial Counselor to assist patients with cost estimates, and to collaborate with external parties to ensure their financial coverage. The Financial Counselor will explain financial information, determine prospective patients’ ability to pay, provide education on free health care and Medicaid, and assist with the application process. You will educate patients on their financial obligations to the facility, and follow up with patients and other parties to ensure accuracy and completeness of information.
To ensure success you need to be knowledgeable regarding payment options and processes, and have the ability to explain these to patients. Ideal candidates are customer-focused and have the ability to multitask with interruptions in a fast-paced environment.
Financial Counselor Responsibilities:
Attending and participating in meetings, training and presentations.
Completing financial applications.
Furnishing patients and health care providers with estimates.
Assisting patients with financial applications and arrangements.
Collecting estimated liabilities from patients.
Establishing health insurance benefits, conditions and requirements by making phone inquiries, and by using eligibility systems and the internet.
Verifying patients’ employment details and other particulars.
Reporting problems and concerns to supervisor.
Complying with relevant rules, regulations, policies and procedures.
Performing other duties as assigned.
Requirements
High School Diploma, GED, or suitable equivalent.
2+ years work experience in customer service or related field.
Proficient knowledge of medical terminology, billing practices and coding.
Proficient computer skills.
Proficient with MS Office Suites.
Excellent communication skills, both verbal and written.
Proficient mathematical skills.
Outstanding people skills.
Strong organizational skills
Benefits
Health Insurance
Vision Insurance
Dental Insurance
401K Retirement Plan
Healthcare Spending Account
Dependent Care Spending Account
PTO Plan with Holiday Premium Pay
Life Insurance (Supplemental Life, Term, and Universal plans are also available.)
Short and Long-Term Disability (with additional buy-in opportunities)

San Antonio, TX, USA
Negotiable Salary

Workable
Financial Planner - Symonds Wealth Management
Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary
The Associate/Service Advisor reports to the Lead Advisor and serves as 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.
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
• Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data and plans in financial planning software
• Learn the technical aspects of the advisor position and prepare to service clients independently
• 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
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives
• Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc.
• Other duties as assigned
Knowledge, Skills, and/or Abilities
• Strong understanding of financial services industry and diverse investment products
• Basic computer skills are essential (Outlook, Word, Excel and Power Point)
• 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 (finance, accounting or 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 managed accounts
• Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
• Series 7 and 63 required
• Series 65/66 preferred (or ability to obtain)
• CFP or CIMA preferred
Knowledge, Skills, and/or Abilities

Fort Worth, TX, USA
Negotiable Salary

Workable
Purchasing Coordinator
The purchasing coordinator is responsible for ordering all hospital supplies and ensuring that all departments and units are fully stocked. Supervision of the inbound/outbound materials, oversight of the purchase and delivery of medical supplies, along with placement of delivery orders are included in the scope of the role.
Duties include but are not limited to:
Manage expenses by maintaining an accurate log of expenditures to be submitted to CFO for regular month-end financial review
Establish an inventory maintenance process that can be scaled and adapted hospital-wide. The inventory maintenance process should focus on expiration dates, supply count, rate of refill, and cost
Assist in coordinating all inbound and outbound traffic to maximize cost-effectiveness
Provide expert insight on supply chain solutions to C-Suite Executives and Department Heads to ensure supply solutions are met and maintained
Develop and maintain client relationships by providing best-in-service customer care
Leverage vendor relations to negotiate and maintain best rates consistent with company policy and procedure
Observe and adhere to company policies and procedures
Requirements
Ability to meet needs in a high-speed healthcare setting
Ability to lift and or move (minimum of 25 lbs.) materials using proper body mechanics
Ability to support job function by way of standing, sitting, or lifting for prolonged periods of time (the employee may be required to stoop, kneel, crouch, crawl, or lift)
High School diploma or equivalency.
Required and preferred qualifications:
Preferred:
Working knowledge of medical supplies
Bachelor’s degree in a related field
1 year healthcare experience
2 years of experience in supply chain
Excellent organization, cross-collaborative communication, and planning skills
Required
Driver’s license
High school diploma or equivalent
Willingness to submit to a pre-employment drug screen, physical, and background test
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Paid Time Off (Vacation, Sick & Public Holidays)
Life Insurance (Basic, Voluntary & AD&D)
Short Term & Long Term Disability

DeSoto, TX 75115, USA
Negotiable Salary

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

Workable
FP&A Director
About Goliath
Goliath is one of the world’s largest family-owned toy and game companies, bringing fun, creativity, and innovation to millions of families globally. With operations in over 15 countries, we combine entrepreneurial agility with international reach. Our diverse portfolio includes iconic toys and games and innovative new hits that span generations and markets. As part of our continued growth, we are seeking an FP&A Director to lead and scale our financial planning efforts in the United States.
About the Role
We are looking for a hands-on, strategic FP&A leader to support the financial strategy and performance of our operations, drive growth, and lead the financial integration of newly acquired businesses. Reporting directly to the U.S. President and the Global CFO, this role offers significant exposure to senior leadership and a critical seat at the table as we expand our U.S. presence. This role is based in Richardson, Texas.
Requirements
Key Responsibilities
Own and lead the financial planning and analysis function for the U.S. market
Act as a strategic business partner to the U.S. President, leadership team, and global CFO
Drive forecasting, budgeting, and long-range planning aligned with business objectives
Lead post-M&A financial integration, supporting systems, reporting, and performance alignment
Analyse and present key financial insights to support decision making
Build and refine models for profitability, investment cases, and scenario planning
Excel the S&OP process and partner closely with operations
Collaborate closely with Group Finance, Accounting and Commercial teams
Who We’re Looking For
You are a dynamic finance professional with a strong mix of strategic mindset and operational execution. You thrive in fast-paced environments, know how to turn data into decisions, and have a strong business sense.
Core Qualifications
Experience with consumer goods
8–10 years of relevant experience in FP&A, corporate finance, or strategy
Background in Big Four, investment banking, or M&A is a strong plus
Experience in financial integration, performance management, and commercial finance
Master’s degree in Finance, Accounting, Economics, or related field
Strong command of financial modelling, budgeting, and scenario analysis
Very proficient in Excel; experience with ERP and BI tools
Excellent communication and presentation skills
A can-do, hands-on mentality and comfort working independently
Eligibility Note:
You must be based in the Dallas-Fort Worth area (or willing to move there over time) and authorized to work in the United States.
Benefits
What You Can Expect from Goliath
A high-impact finance leadership role in a growing global business
You’ll work in a company that happens to sell fun, but expects sharp thinking and strong execution
Direct involvement in strategic initiatives and M&A integration
A flat, entrepreneurial organization where you can make a difference
A collaborative, international culture that values ownership and initiative
Competitive salary and benefits

Richardson, TX, USA
Negotiable Salary

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

Workable
Retirement Plan Operations Specialist
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.
Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?
For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.
Our Values
Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Role Summary
As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.
What You'll Be Doing:
Work with clients to obtain necessary information to prepare the annual reporting
Review documents submitted by clients for completeness and accuracy
Reconcile plans with only rollovers and plan stock using Excel and administration software
Utilize administration software to complete 401(k) testing and reporting
Make outgoing reminder calls and send emails to clients during the plan year reporting process
Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
Extra Tasks
Share knowledge and explain complex topics simply
Training on concepts for a Retirement Plan Administrator I
Performs other duties as required
Requirements
Must be 18 years of age
Excellent verbal and written communication skills
Meticulous attention to detail and proactive approach to problem solving
Skills in customer service, organization, and collaboration
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
Ability to work in an autonomous environment where you can be a self-directed worker
Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.
Additional Requirements
Must pass a background check
Must meet work from home requirements to qualify
Complete continuing education based upon current certifications
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:
A designated workspace (such as a home office) where you can concentrate and be productive.
Reliable high-speed internet to ensure seamless communication and collaboration.
Benefits
Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO
The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

Texas, USA
$23
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