NewFinancial Controls Specialist System OneFinancial Controls SpecialistDallas, TXLead and support project controls activities for large-scale infrastructure or public programs, ensuring accurate cost tracking and forecasting. Strong capabilities in: budget tracking & forecasting, cost analysis & variance reporting, Earned Value Management (EVM), funding alignment / financial compliance.
NewLegal Billing Specialist JobotLegal Billing SpecialistDallas, TX$70,000–$95,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm pairs serious courtroom credentials with a collegial internal culture - leadership is accessible and hands-on, teams support one another, and work-life balance is genuinely encouraged.
NewDigital Loan Specialist CornerStone StaffingDigital Loan SpecialistFort Worth, TX$19–$20 / hourBuild Customer Relationships: Handle high-volume inbound and outbound calls while identifying customers' financial needs and recommending the best lending solutions. • Deliver an Exceptional Customer Experience: Partner with underwriting, processing, and internal teams to ensure a smooth lending process while maintaining compliance with lending policies and regulations.
NewHybrid E-Billing Specialist ( Law Firm) JobotHybrid E-Billing Specialist ( Law Firm)Dallas, TX$60,000–$75,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing all aspects of electronic billing for the firm, ensuring that all invoices are accurately generated, reconciled, and submitted in a timely manner.
NewProperty Adjuster Specialist - Field CAT Claims USAAProperty Adjuster Specialist - Field CAT ClaimsDallas, TXRemote$74,240–$133,620 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
NewHealth Solutions Specialist Mid Level (Level 1) - Life Company USAAHealth Solutions Specialist Mid Level (Level 1) - Life CompanyPlano, TXRemote$54,550–$92,060 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewAssociate Health Solutions Specialist III - Life Company (Open) USAAAssociate Health Solutions Specialist III - Life Company (Open)Plano, TXRemote$43,680–$72,020 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Associate Health Solutions Specialist III helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewHealth Solution Specialist Intermediate (Level 2) – Life Company USAAHealth Solution Specialist Intermediate (Level 2) – Life CompanyPlano, TXRemote$45,470–$76,730 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
Regional Organic Content Specialist Lennar CorporationRegional Organic Content SpecialistIrving, TXLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Regional Organic Content Specialist is a strategic driver of the brand’s organic digital presence within their 3-4 assigned homebuilding divisions; managing non-paid content across platforms like Meta, LinkedIn, TikTok, YouTube, and Google Business Profiles.
Senior Specialist, Regulatory Liaison Office Charles SchwabSenior Specialist, Regulatory Liaison OfficeWestlake, TXThe Senior Specialist coordinates and schedules exam meetings, tracks and ensures the timely delivery of exam request documentation to regulators, and supports the development of tools, policies, and procedures that establish and reinforce regulatory protocols. This role delivers high quality service to minimize regulatory burden on the exam support team and business stakeholders, while helping ensure a consistent, repeatable, and auditable exam management process.
Permitting Specialist Pinnacle Technical ResourcesPermitting SpecialistFort Worth,, Texas$28–$30 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
NewAccounts Payable Specialist Senior - Accounting CHRISTUS HealthAccounts Payable Specialist Senior - AccountingIrving, TXThe Senior AP Specialist will play a key role in optimizing AP processes, resolving complex payment-related issues, and supporting financial integrity and operational excellence within the organization. The Accounts Payable (AP) Specialist Senior is responsible for executing critical tasks within the accounts payable function, ensuring accuracy, compliance, and efficiency in financial transactions.
NewRespiratory Care Specialist PRN Medical City ArlingtonRespiratory Care Specialist PRNArlington, TXAs a part of the Medical City network of hospitals and specialists, patients are ensured access to leading medical experts and advanced healthcare innovations across the network. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
NewTool Repair Specialist Penske Truck RentalTool Repair SpecialistDALLAS, TXMinimum 2 years experience in Maintenance Technician, Tooling Support Coordinator, DPF Quality Specialist I or Maintenance Coordinator experience or Mechanical experience in industrial equipment, automotive or trucking industry (preferred). Their primary responsibility is to perform a consistent diagnosis process on the tools that come in, execute the correct asset management strategy to repair, refurbish, salvage, or prep for sale, and document the completed steps within the tracker and asset management system.
NewTool Inventory Specialist Penske Truck RentalTool Inventory SpecialistDALLAS, TXTheir primary responsibility is to ship, receive, and actively track the inventory of shop equipment, tools, and supplies needed for the Shop Equipment & Tooling Support (SETS) program, field locations, and other corporate initiatives. Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.
NewService to the Armed Forces: Specialist - Minot Air Force American National Red CrossService to the Armed Forces: Specialist - Minot Air ForceNaval Air Station/ Jrb, TXRecruits and trains leadership volunteers to support placement and supervision of staff and programs in the delivery of SAF/IS U.S. programs and services, Training Services, Disaster Cycle Services, and providing support to Armed Forces Blood Services. Cultivates relationships and partnerships with external constituents in the local community, including government organizations, corporate partners, civic organizations, and other community charitable and nonprofit agencies with the purpose of furthering the mission of the Red Cross.
NewProperty Adjuster Specialist - Field USAAProperty Adjuster Specialist - FieldDallas, TX$69,920–$133,620 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
NewLife Insurance Sales Agent – Multi-Level Opportunity USAALife Insurance Sales Agent – Multi-Level OpportunityPlano, TX$45,470–$105,420 / yearThis is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels.
NewCommercial Real Estate Portfolio Manager I - PRO CRE First Horizon BankCommercial Real Estate Portfolio Manager I - PRO CREDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Work with the Client Specialist to ensure systems of record are accurate for the loan portfolio; ensure management information is reported timely and accurately; obtain satisfactory loan reviews and ensure regular reviews of borrowers and real estate projects are performed.
Regulatory Compliance Specialist CornerStone Professional PlacementRegulatory Compliance SpecialistFort Worth, Texas$30–$34 / hourFull timeThe Regulatory Compliance Specialist will partner closely with the Operations Senior Manager to support the execution, monitoring, and continuous improvement of compliance programs and operational processes. Additionally, the specialist will collaborate with cross-functional teams to enhance operational systems, improve data quality, and drive process efficiencies across compliance-related programs.
Regional Marketing Website Content Specialist Lennar HomesRegional Marketing Website Content SpecialistIrving, TXFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Regional Website Content Specialist drives the web presence execution and asset development for their regional hub consisting of 3-4 divisions; ensuring accurate, engaging, and high-performing digital content across Lennar.com and third-party platforms.
Regional Organic Content Specialist Lennar HomesRegional Organic Content SpecialistIrving, TXFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Regional Organic Content Specialist is a strategic driver of the brand’s organic digital presence within their 3-4 assigned homebuilding divisions; managing non-paid content across platforms like Meta, LinkedIn, TikTok, YouTube, and Google Business Profiles.
Patient Financial Specialist Lead - Patient Financial Services CHRISTUS HealthPatient Financial Specialist Lead - Patient Financial ServicesIrving, TXProvide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution while maintaining account integrity and compliance with payer and/or government regulations.
Patient Financial Specialist Senior - Patient Financial Services CHRISTUS HealthPatient Financial Specialist Senior - Patient Financial ServicesIrving, TXProvides strategic business analysis updates and information to PFS Leaders and System Director regarding operational opportunities that affect reimbursement resulting in payment delays and/or loss of revenue. Must have good technical aptitude working with a variety of MS Office products (Word, Excel, PowerPoint, Outlook) and/or ability to learn and develop more advance skills with the various applications.
Patient Financial Specialist - Patient Financial Services CHRISTUS HealthPatient Financial Specialist - Patient Financial ServicesIrving, TXActs as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems.
Financial Specialist U.S. Department of JusticeFinancial SpecialistTX$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Credit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI) PNC BankCredit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI)Dallas, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk AppetiteCompetencies.
Credit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI) The PNC Financial Services Group IncCredit Product Specialist - Financial Institution Group (FIG) / Diversified Financial Institutions (DFI)Dallas, TX$112,000–$249,600 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Regulatory Reporting - Financial Specialist Advancial Federal Credit UnionRegulatory Reporting - Financial SpecialistDallas, TexasTake Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes). Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
Financial Planning Specialist Cullen/Frost Bankers IncFinancial Planning SpecialistDallas, TXBachelor's degree • Experience in producing financial plans and working with financial planning software • Excellent written and verbal communication skills • Proficient in Microsoft computer applications • Excellent time management and organizational skills. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans.
Business Experience & Planning Specialist - IT Financial Analyst The PNC Financial Services Group IncBusiness Experience & Planning Specialist - IT Financial AnalystFarmers Branch, TX$52,500–$96,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Financial Aid Specialist II Texas Wesleyan UniversityFinancial Aid Specialist IITXThe Financial Aid Specialist II serves as the main point of contact for document intake, resolving financial aid questions, explaining students' awards, responding to email solicitations to the Financial Aid Office mailbox, assisting with all student orientations, FAFSA presentations, and assisting with all other tasks assigned. Assist with scheduling Financial Aid Meetings, ordering supplies for the office, proof-reading new materials, and other miscellaneous office duties assigned by the Director of Financial Aid or Associate Director of Financial Aid.
Senior Financial Analyst / Grants Management Specialist Essential Healthcare Solutions LLCSenior Financial Analyst / Grants Management SpecialistDallas, TXEssential Healthcare Solutions LLC is supporting Pinnacle Solutions & Consulting Group (PSCG), an SBA-Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in New Braunfels, Texas, in its search for motivated, solution-driven team players eager to embrace the responsibilities of working in a dynamic and professionally rewarding environment. This role develops Project Worksheets, supports applicant and subrecipient grant management, anchors cost analysis for disaster recovery task orders, and supports PSCG's internal DCAA-compliant financial operations.
Financial Product Marketing Specialist First Command Financial Services, Inc.Financial Product Marketing SpecialistFort Worth, TXProvide strategic direction on product positioning, value proposition, target market, and messaging collaborating with Strategic Marketing campaign teams on the development of marketing materials (fact sheets, product one-pagers, comparison guides, sales presentations, talking points) across banking, insurance/annuity, and investment products, ensuring accuracy, clarity and alignment with product strategy. The specialist collaborates closely with Marketing Campaign teams, Product Directors, Sales, product partners, and other cross-functional teams to ensure financial advisors receive clear, compelling, compliant product messaging and materials.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistWestlake, TX$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Senior Customer Success Specialist - Financial Audit Wolters Kluwer N.V.Senior Customer Success Specialist - Financial AuditTX$71,300–$124,500 / yearSupport customer renewals and expansion efforts by ensuring customers are renewal‑ready well in advance of contract milestones, identifying expansion opportunities based on outcomes achieved and value realized, reducing friction during the renewal process, and partnering with Sales on commercial discussions. We are looking for a Senior Customer Success Specialist to join our Tax and Accounting division and play a critical role in helping our customers-primarily public accounting firms, with a strong focus on audit practices-achieve meaningful, measurable outcomes from our products and services.
Administrative Program Specialist - Scholarships and Financial Aid Texas Christian UniversityAdministrative Program Specialist - Scholarships and Financial AidFort Worth, TXManages revenue by verifying transaction information by following internal accounting controls; computing charges and refunds; preparing and mailing invoices; identifying delinquent accounts and insufficient payments; notifying customers of insufficient payments. Organizes work by reading, routing and answering correspondence; collecting and prioritizing information; managing department procedures and telecommunications; assigning and monitoring student workers.
NewFinancial Ops Recovery Process Specialist Elevance Health IncFinancial Ops Recovery Process SpecialistGrand Prairie, TX$31.92–$55.07 / hourProvides operational training, assists associates by answering day-to-day technical questions, monitors inventory to ensure workflow remains uninterrupted, and handles complex case research and resolution. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Systems Senior Specialist AAAFinancial Systems Senior SpecialistCoppell, TexasFinancial Systems Senior SpecialistThe EPM Cloud Senior Specialist is responsible for technical operations associated with the Enterprise Performance Management (EPM), EPBCS (Planning and Budgeting) cloud technologies. You’ll support the Finance MS Access databases that impact personnel data, workforce management, strategic target planning results, and conversion of the existing processes by utilizing EPM EPBCS modules.
Financial Crimes - Transaction Monitoring Specialist, Vice President Mitsubishi UFJ Financial GroupFinancial Crimes - Transaction Monitoring Specialist, Vice PresidentIrving, TexasAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Experience with designing compliance program tuning and configuration methodologies, including what-if detection scenario analytics, excess over threshold, and sampling above/below-the-line (ATL/BTL) testing.
Financial Planning Specialist Hovnanian Enterprises IncFinancial Planning SpecialistPlano, TXIt's the homes where people will raise their child, form their most important memories, plot the course for their future, spend quality time with their grandchildren or enjoy quiet times reflecting on a life full of accomplishments. Hovnanian Companies, LLC, a subsidiary of Hovnanian Enterprises, Inc., a well-respected publicly traded company, is committed to providing an environment and programs that help our associates flourish.
IXP (Financial Services Professional) Spectrum Financial GroupIXP (Financial Services Professional)Dallas, TX$75,000–$125,000 / yearAs a Financial Services Professional, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80qualified leads per day and marketing support to help you build your client base.
Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDallas, TXAs a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling.
Financial Services Associate Spectrum Financial GroupFinancial Services AssociateDallas, TX$75,000–$125,000 / yearAs a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. What Makes This Role Different: No large network required: You’ll receive qualified leads and marketing support to help you build your client base.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesTX$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
MODIFICATIONS AND FINANCIAL ACCOUNTING MANAGER Tarrant County TXMODIFICATIONS AND FINANCIAL ACCOUNTING MANAGERTarrant County, TX$66,484.60–$73,133.06 / yearWhile performing the duties of this position, the incumbent is regularly required to bend, carry, climb stairs, grasp/squeeze, hear, keyboard, lift below the waist, lift between the waist and shoulder, pull, push, reach, perform repetitive tasks, see color, see near, sit, stand, talk, use his/her hands, work alone and with others, and work overtime. Responsible for the maintenance, auditing and balancing of over 60,000 active child support accounts and $250 million yearly in payments, providing financial support for Tarrant County pay records produced and certified for court.
Field Sales Representative II, Financial Services, Google Cloud Google LLCField Sales Representative II, Financial Services, Google CloudTXAs part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners. Our teams are dedicated to helping our customers developers, small and large businesses, educational institutions and government agencies see the benefits of our technology come to life.
Financial Assistance Spec AA2ITFinancial Assistance SpecDallas, TXRemoteContacts patients by phone, mail, or electronic communication when clarification or additional documentation is required related to financial assistance applications. • Uploads, indexes, and maintains financial assistance applications and supporting documentation in electronic document management systems.
Associate Financial Planner Cain Watters & AssociatesAssociate Financial PlannerFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.