Investor Relations Specialist Salary at First Global BETA

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Our representa

Overview: As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities: Our Financial Advisor in The Woodlands, TX will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will: Facilitate Business Development Leverage local centers of influence to extend our referral network while continuously looking for opportunit

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Our representa

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Our representa

Judson Group has partnered with a successful fee-only financial planning and investment firm located in The Woodlands, TX in the search for a Portfolio Manager - Wealth Management. This individual will be creating and managing investment portfolios for clients. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving clients’ overall investment objectives. The ideal candidate will be an experienced portfolio manager who works efficiently and effectively in a collaborative and demanding environment. Responsibilities: Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Generating an investment policy statement, outlining clients’ investment objectives. Constructing successful investment portfolios informed by market conditions and e

Job Description Job Description The General Accounting Manager is responsible for tracking, monitoring and evaluating day-to-day accounting tasks and activities. These tasks are essential to ensure the company’s performance and success. The General Accounting Manager is responsible for the provision of general ledgers, records, and financial reports. The General Accounting Manager will perform activities related to accounts payable including reviewing invoices prepared by the Accounting Specialist for proper coding, as well as the weekly process of AP check runs. The Accounting Manager will also ensure that all balance sheet accounts are reconciled timely. Supervises and directs accounting professionals and support staff. ESSENTIAL DUTIES AND RESPONSIBILITIES · Supervises staff to ensure efficient execution of team responsibilities and contributes to career growth of staff · Oversee and manage the general accounting functions, including, but not limited to: accounts payable, accounts r

***Must currently be located in Houston, TX, to be considered. No exceptions will be made.*** Hiring Immediately – As a full-time Sales and Acquisitions Specialist, you’ll play a crucial role in contributing to our company growth. You will empower potential customers seeking creative solutions to sell distressed properties ("fixer-uppers"). With our proprietary sales method, and inbound leads (that means NO COLD-CALLING), we guarantee you will have everything you need to be successful. All leads are inbound, and appointments are even scheduled for you! Have you ever wondered how real estate investors find all those fixer-uppers? They find them through us! In this role, you will help homeowners sell "unsellable" properties. These properties may be old, damaged, etc., preventing them from being sold the traditional way. This is a specialized sales role, and it takes a very special personality to be successful in it. Does This Sound Like You? Personality: Empathetic, genuine, trustworthy,

Job Description Job Description Summary: The Loan Account Specialist is responsible for performing activities related to loan accounting of the Bank’s portfolio of loans serviced, including review of commercial and consumer loan documents, booking loans to the bank’s core system, reconciling to general ledger, performing loan account transaction research, resolving discrepancies, ensuring the quality review of daily file maintenance and making corrections as needed. Responsibilities also include cross training in several functions of Loan Operations. Essential Duties and Responsibilities • Set up customers and book system, commercial and consumer borrowers and loans, guarantors, facilities, and fees to the bank’s core account system in accordance with the loan agreement and internal processes and procedures. • Perform loan account transaction research, quality maintenance and resolve discrepancies. • Perform review of daily file maintenance reports and make corrections as needed. • Rec