Operations Liaison

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🕒 Maio 22

🤠 Texas – Remoto

🤠 Texas – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

⚙️ Operações

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

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CIR

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1932

⚡ Energia

🔧 Hardware

🤝 B2B

Energy • Hardware • B2B

A CIR é um grupo industrial uruguaio com mais de 80 anos de história, que oferece soluções industriais e de engenharia integradas nas áreas de metalurgia, geração de energia térmica, montagem eletromecânica, serviços de transporte e HVAC. Suas subsidiárias incluem CIR Ind. Metalúrgica, TFU Montajes, TFU Generación Térmica, Servipiezas, Mekatronic e CIR Acondicionamiento Térmico, fornecendo equipamentos, instalação, manutenção e peças de reposição para clientes industriais e de transporte.

Descrição

• work under the direction of the Managing Director to prepare financial plans • coordinate the workflow through the creation and maintenance of systems • assist in the daily function and activities with financial professional offices • serve as a knowledge leader using financial planning expertise • continually keep up with financial planning trends and identify relevant opportunities • manage the documentation of processes and procedures • professionally interact with financial professionals and their staff • assist with the promotion of Spire Outsourcing’s services • build and maintain relationships with CFP Board registered degree programs

🎯 Requisitos

• four or more years of related experience, education, and/or training in financial planning or wealth management • collaborative and detail-oriented financial planning professional • strong foundation in financial planning principles • analytical thinking skills • organizational skills • experience with eMoney planning software is highly valued • additional industry licenses such as a life insurance license or FINRA Series registrations are considered a plus • preference is given to candidates who have graduated from a CFP Board registered program and who are either a CFP® certificate or actively pursuing the CFP® designation

🏖️ Benefícios

• paid time off • paid holidays and floating holidays • medical, dental, and vision coverage • short- and long-term disability • company-paid life insurance • volunteer time off • wellness incentives