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The Buyer Planner/Analyst is responsible, for the U.S. region, for analyzing supply chain data, developing demand forecasts, managing inventory levels, and supporting order planning and execution. This role plays a critical part in ensuring product availability, optimizing inventory, and supporting new product introductions while driving data-based decision-making across the supply chain.

Hultec Group

Buyer/ Planner/Analyst

BreezyHR

You’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.

Who We Are The Allstate Corporation is the nation's largest publicly held personal lines insurer. A Fortune 100 company, with $131 billion in total assets, Allstate sells 13 major lines of insurance, including auto, property, life and commercial. Allstate also offers retirement and investment products and banking services. Allstate is widely known through the ";You're In Good Hands With Allstate®"; slogan. Allstate was founded in 1931 and became a publicly traded company in 1993. Our People The Allstate Corporation encompasses more than 70,000 professionals. Of our employees, 33 percent are minorities; 58 percent are women. Our Customers Allstate helps individuals in approximately 16 million households protect what they have today and better prepare for tomorrow, and is committed to serving customers how, when and where they choose to be served. Corporate Governance Allstate has always had an exemplary governance program. Our commitment to strong principles and the highest ethical standards is critical to our goal of driving sustained shareholder value. Diversity As a company with a diverse population of employees, agents and customers, Allstate embraces diversity in everything we do - not only the customers we serve and the communities in which we invest, but also the people we hire and the businesses we use as suppliers. It's a testament to the company's corporate citizenship and a sound business strategy. Culture Our high performance work environment encourages individual accountability, innovative thinking and continuous learning and improvement. Our work environment is fast-paced, challenging, and collaborative. It's our goal to provide challenging work that is interesting and meaningful and to reward employees' efforts based on a pay for performance approach. Allstate offers a comprehensive total compensation package. Our Network Allstate has more than 12,500 local agency owners in the United States. Customers can access Allstate products and services such as auto insurance and homeowners insurance through Allstate agencies, or in select states at allstate.com and 1-800 Allstate®. Encompass® Insurance brand property and casualty products are sold exclusively through independent agents. The Allstate Financial Group provides life insurance, supplemental accident and health insurance, annuity, banking and retirement products designed for individual, institutional and worksite customers that are distributed through Allstate agencies, independent agencies, financial institutions and broker-dealers. <iframe width="560" height="315" src="http://www.youtube.com/embed/GhVUDiGkE8M" frameborder="0" allowfullscreen></iframe> Our Economic Impact In 2010, Allstate reported $19 billion in total property-liability insurance claims and claims expense. The Allstate Foundation donated $17.8 million to support social impact programming, with emphasis on teen safe driving and economic empowerment of domestic violence survivors. Allstate currently holds $16 billion in municipal bonds. Learn more about careers at Allstate. Visit <a href="http://allstate.com/careers/life-at-allstate.aspx" target="_blank">allstate.com/careers/life-at-allstate.aspx</a>

Allstate

Personal Financial Representative - TX

Personal Financial Representative (RJ)

Own the formal handoff of the approved consensus demand plan to Supply Planning, ensuring planners understand significant forecast changes, demand assumptions, upside/downside scenarios, customer priorities, launch requirements, and risks requiring supply response. Proven proficiency with working with data from ERPs (SAP(IBP), Kinaxys, Logility, O9 or similar experience demand planning software preferred), Microsoft Office (proficient with Excel and Powerpoint), Forecast Models, and Inventory Strategies.

Marmon Holdings

Senior Demand Planner

These activities include, but are not limited to, forecasting future demand and developing projection models to drive internal decision making and vendor discussions, analyzing inventory levels and supplier fill rates, and supporting management with risk assessments and supply interruption mitigation through sourcing alternative substitute supplies, leading expediting activities, and management of the third party logistics program. Works collaboratively with teams and may serve as a liaison with Supply Chain Management, Hospital Administration, Vendor Partners, and other stakeholders, as needed, serving as the subject matter expert for assigned service lines and/or entity(s) for supply chain management and vendor management.

Houston Methodist Hospital

Supply Chain Management Demand Planner

We’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.

CORDA Investment Management

Business Development / Financial Consultant

Review sales order information and schedule manufacture/repair orders in accordance with due dates: execute routers and release them to the floor with necessary prints; prepare schedule to accommodate availability of personnel, equipment and materials; and release materials needed on orders from the stockroom or staging areas. Drive increased inventory turns, reduced cycle times, and improved Customer OTD by developing, implementing, and managing pull-based capacity planning & material replenishment processes, including, but not limited to customer demand integration, Kanban cards, Vendor managed inventory and supplier consignments.

Dover Corporation

Senior Production Planner

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AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Goldman Sachs Ayco Financial Wellness partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees.

The Goldman Sachs Group Inc

Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Irving

Suffolk - America's Contractor - is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports large projects by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

Suffolk Construction Company Inc

Senior Planner (Scheduler) Mission Critical

ADAPTED_NOW

The Maintenance Planner/Scheduler role is responsible for planning, which includes the obtaining and preparation of resources, scheduling, which includes coordinating with all site groups for the actions, and the execution of all preventative, predictive and reactive maintenance tasks with a focus on minimizing interruptions to production operations. CyrusOne’s leading global platform of hybrid-cloud and multi-cloud deployments offers customers colocation, hyperscale, and build-to-suit environments, which help enhance the strategic connections of their essential data infrastructures and support the achievement of sustainability goals.

CyrusOne

Maintenance Planner & Scheduler

Maintenance Planner & Scheduler-2

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports large projects by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

UNAVAILABLE

Senior Planner (Scheduler) - Mission Critical

Suffolk Construction

You will work closely with experienced advisors and planners, gaining hands-on exposure to real client cases, financial planning tools, and best practices. Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing.

Valmark Financial Group

Financial Planning Support Specialist

Crelate

From emerging companies to supermajors, throughout every region of the globe, customers rely on Quorum's proven innovation and unmatched global expertise to streamline business operations and make data-driven decisions that optimize profitability and growth. Background Check: The successful candidate will need to successfully complete the following clearances: Criminal History Check, Education Verification, Employment Verification, Driver's License Verification and passport/ID validation.

Our software solutions help you conquer your toughest challenges. From exploration to distribution and all the accounting in between, our integrated software platform is developed from the ground up with deep industry DNA that drives profitability. It&rsquo;s built for the cloud. It&rsquo;s optimized for mobile. It&rsquo;s personalized. And it&rsquo;s designed to attract the next generation of users

Quorum Business Solutions Inc

Financial Analyst - Software Go-to-Market (Hybrid)

Financial Analyst - Software Go-to-Market (Austin-Remote)

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo Bank

Lead Business Aligned Financial Analyst

PFAs advise on profitability monitoring, working capital management for projects and compliance while contributing to sound decision-making and risk identification across a portfolio that ranges in a complexity of projects independently and supporting more complex projects with guidance. The PFA serves as a trusted business partner to Project Managers, helping to drive project profitability, financial compliance, forecasting accuracy, and overall financial performance across a portfolio of projects.

YEAR

WSP Global Inc

Intermediate Project Financial Advisor

Career Level 8ICRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

TIAA

Wealth Management Advisor - San Antonio, TX

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Executive Planning Consultant I

FULL_TIME

Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert course attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.

Financial Planner Jobs in Texas

Buyer/ Planner/Analyst Hultec Group

Personal Financial Representative - TX Allstate

Personal Financial Representative (RJ) Allstate

Senior Demand Planner Marmon Holdings

Supply Chain Management Demand Planner Houston Methodist Hospital

Business Development / Financial Consultant CORDA Investment Management

Senior Production Planner Dover Corporation

Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Irving The Goldman Sachs Group Inc

Senior Planner (Scheduler) Mission Critical Suffolk Construction Company Inc

Maintenance Planner & Scheduler CyrusOne

Maintenance Planner & Scheduler-2 CyrusOne

Senior Planner (Scheduler) - Mission Critical UNAVAILABLE

Financial Planning Support Specialist Valmark Financial Group

Financial Analyst - Software Go-to-Market (Hybrid) Quorum Business Solutions Inc

Financial Analyst - Software Go-to-Market (Austin-Remote) Quorum Business Solutions Inc

Lead Business Aligned Financial Analyst Wells Fargo Bank

Intermediate Project Financial Advisor WSP Global Inc

Wealth Management Advisor - San Antonio, TX TIAA

Executive Planning Consultant I Fidelity

Fiduciary Advisor - Houston Metro Trajan Wealth LLC

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