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2 Days AgoSaved
In-Office or Remote
Houston, TX, USA
Senior level
Senior level
Financial Services
Oversee quarterly and annual statutory reporting and analytics for insurance subsidiaries. Ensure accurate financial statements, disclosures, data integrity, and strong controls. Partner with Controllership, IT, investments, and business teams to resolve reporting issues, improve processes, automate finance solutions, and support transactions such as acquisitions and capital activities.
Top Skills: GaapGeneral Ledger SoftwareExcelStat Accounting
2 Days AgoSaved
In-Office
St. Louis, MO, USA
Junior
Junior
Financial Services
Meet with existing and prospective clients to provide personalized retirement and financial planning, use company technology and marketing resources to grow the business, and collaborate with colleagues and leadership. The role requires financial advisory experience, a demonstrated sales record, securities licenses, and an active state life, health, and variable license.
Top Skills: Client Management ToolsCompany-Provided TechnologyFinancial Planning ToolsFinra Series 6Finra Series 7Series 63Series 65Series 66
2 Days AgoSaved
In-Office
Houston, TX, USA
Expert/Leader
Expert/Leader
Financial Services
Leads regional relationship managers serving institutional retirement-plan sponsors and participants. Responsibilities include team development, client retention, net-flow growth, sponsor and consultant relationships, service performance, plan design, pricing, profitability, escalations, and cross-functional process improvement. The role requires deep knowledge of retirement plans, ERISA, financial services relationship management, and relevant FINRA licenses.
3 Days AgoSaved
In-Office
2 Locations
60K-70K Annually
Entry level
60K-70K Annually
Entry level
Financial Services
Supports annuity contract filing and regulatory approval processes. Researches insurance department requirements, prepares compliant forms and supporting documentation, submits filings electronically, and coordinates approvals with regulators and internal teams. Helps install approved forms in administrative systems, maintains regulatory reference materials, communicates filing requirements, and supports audits and examinations. The role requires strong organization, analytical ability, attention to detail, communication, and proficiency with Microsoft Office.
Top Skills: Electronic Filing SystemsExcelMicrosoft OutlookMicrosoft Word
4 Days AgoSaved
Remote
MI, USA
Senior level
Senior level
Financial Services
Provides personalized retirement and financial planning to existing and prospective clients. Builds and expands a client base through meetings, marketing support, and sales activities; uses company-provided financial planning and client management tools; collaborates with colleagues and leadership; and maintains required financial services and insurance licenses.
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4 Days AgoSaved
In-Office
2 Locations
36-41 Hourly
Entry level
36-41 Hourly
Entry level
Financial Services
Provides paralegal support for labor and employment matters, litigation, investigations, subpoenas, discovery, document production, settlements, and alternative dispute resolution. Prepares case summaries, chronologies, reports, and employment-related documents; monitors legal developments; coordinates with attorneys, business partners, vendors, and external counsel; and supports service of process and administrative activities.
Top Skills: Ediscovery SystemsExcelMS Office
4 Days AgoSaved
In-Office
3 Locations
125K-135K Annually
Mid level
125K-135K Annually
Mid level
Financial Services
Supports derivatives portfolio monitoring, hedging decisions, scenario analysis, risk modeling, quantitative research, back-testing, and portfolio attribution. Builds and implements valuation, hedging, simulation, and balance-sheet risk models for annuity and insurance products. Produces risk and management reports, automates data and reconciliation controls, and supports model governance and documentation. Works across trading, quantitative engineering, and reporting teams while communicating analytical findings to technical and business stakeholders.
Top Skills: BloombergC++OraclePythonSQL
Junior
Financial Services
Meet with existing and prospective clients to provide personalized retirement and financial planning. Build and expand a client base using company-provided technology and marketing resources, collaborate with colleagues and leadership, and maintain required securities and insurance licenses. The role offers schedule flexibility, company support, benefits, compliance assistance, and continuing education.
Top Skills: Client Management SoftwareFinancial Planning SoftwareFinra Series 63Finra Series 65Finra Series 66Finra Series 7
9 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Financial Services
Reviews financial transaction submissions for suitability, regulatory, and compliance risks. Communicates with financial professionals to obtain required information, coordinates processing with internal partners, investigates escalated issues, resolves complex requests, and reports findings to management, auditors, and regulators. The role analyzes large data volumes, identifies inconsistencies and trends, proposes solutions, maintains business relationships, and ensures deadlines and service-level agreements are met.
10 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Financial Services
Provide personalized retirement and financial planning to existing and prospective clients. Build and expand a client base using company marketing resources, financial planning tools, and technology. Collaborate with coworkers and district leadership while maintaining required licenses, compliance, and continuing education.
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