Operations Liaison

Job not on LinkedIn

🕒 May 22

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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CIR

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1932

⚡ Energy

🔧 Hardware

🤝 B2B

Energy • Hardware • B2B

CIR is a Uruguayan industrial group with over 80 years of history that provides integrated industrial and engineering solutions across metalworking, thermal power generation, electromechanical assembly, transportation services and HVAC. Its subsidiaries include CIR Ind. Metalúrgica, TFU Montajes, TFU Generación Térmica, Servipiezas, Mekatronic and CIR Acondicionamiento Térmico, supplying equipment, installation, maintenance and spare parts to industrial and transport clients.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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