Wealth Advisor

As a Wealth Advisor at Mariner Wealth Advisors, you will play a pivotal role in delivering personalized financial solutions to clients. You will leverage your expertise in wealth management to provide strategic guidance and foster long-term relationships. Your responsibilities will include assessing client needs, developing tailored financial plans, and advising on investments, estate planning, and tax strategies.

Join the dynamic team at Mariner Wealth Advisors as a Client Service Associate, where you will play a pivotal role in providing exceptional service to our valued clients. As one of the first points of contact, you will help ensure that each client interaction is not just satisfactory but truly outstanding. If you are passionate about relationship building, adept at multitasking, possess keen attention to detail, and aspire to be an integral member of a growing team, we invite you to apply for this exciting opportunity. The ideal candidate will exemplify professionalism, empathy, and a commitment to delivering top-tier client service. Key ResponsibilitiesCultivate and sustain client relationships to enhance retention; oversee the onboarding process for new clients, coordinating activities with internal team members as needed.Ensure timely maintenance of client paper and electronic files; prepare quarterly asset valuations for billing, journal entries, transfers, invoicing, annuity fees, commissions, and consulting fees.Manage daily administrative tasks, including appointment scheduling, marketing initiatives, accounts payable and receivable, while providing support to the receptionist as required.Gain a comprehensive understanding of clients' business needs to identify additional services that Mariner Wealth Advisors can offer.Review job-related activities to implement controls that mitigate risks of errors, fraud, and misstatements in financial reporting.Actively participate in training and development opportunities through client service associate meetings and compliance resources.Perform additional tasks as assigned.QualificationsHigh school diploma required; Bachelor’s degree preferred.Experience in financial services or relevant internship experience.Prior experience in wealth management is a plus.Skills and KnowledgeProficient in Microsoft Office Suite and CRM software (e.g., Salesforce, Redtail).Familiarity with eMoney is advantageous.Positive demeanor and a proactive approach to client relations to ensure exceptional service.Ability to manage multiple tasks efficiently and effectively.

Join our dynamic team as a High Net Worth Wealth Management Business Underwriter. In this key role, you will leverage your expertise to assess and underwrite high net worth clients, ensuring their financial needs are met with tailored solutions. This position offers the flexibility of remote work, allowing you to contribute from anywhere while collaborating with a team of top-notch professionals.

Join our innovative team at energy-by-5 as a Commercial Energy Advisor! We are seeking intelligent and resourceful individuals eager to assist businesses in crafting advanced energy management strategies and successfully navigating the energy transition. Ideal candidates will be self-motivated entrepreneurs dedicated to providing exceptional energy solutions to companies grappling with complex challenges such as fluctuating market prices, reliability issues, and the urgent need to achieve ambitious carbon reduction goals.This opportunity is available for candidates residing in the following states: NY, PA, MA, NJ, MD, CT, DE, RI, IL, TX, OH, or NH. If you are located in CA, please refer to our California-specific job posting.

TMEIC Corporation Americas is hiring a Talent Acquisition Advisor in Houston, Texas. This role manages the complete recruitment cycle, helping the company reach its hiring targets through careful sourcing and recruitment marketing. Main responsibilities Create and implement sourcing strategies to find candidates who match business needs. Work with managers to understand staffing requirements and shape recruiting plans. Use social media and other platforms to build and maintain a steady pipeline of talent. Assess candidates for both technical skills and cultural fit, ensuring a positive experience for candidates and hiring teams. Team up with HR and other stakeholders to improve recruitment marketing efforts. Collect and share market insights to guide hiring decisions. Stay informed about business operations and use technology to improve recruitment processes. Collaboration and impact This position works closely with HR and business leaders, making sure recruitment supports company goals and delivers a smooth process for everyone involved.

As a Child Care Advisor, you will play a pivotal role in guiding parents and guardians in selecting the best childcare options tailored to their needs. Your expertise will help families navigate the various childcare services available, ensuring they make informed decisions that positively impact their children's development and well-being.

Porsche River Oaks seeks a Service Advisor to guide customers through their service visits. This role is based in Houston and is part of the Sonic Automotive group. Key responsibilities Handle customer inquiries and answer questions about services Arrange and manage service appointments Advise clients on maintenance and repair options Collaborate with technicians and other staff to keep service running smoothly Support a welcoming and positive client experience

Become a vital member of AJ Madison's newly opened high-end showroom in Houston, Texas, where your sales talent can truly shine! We are on the lookout for enthusiastic individuals committed to enhancing the customer experience and showcasing our premium appliances. If you excel in a vibrant environment and have a passion for luxury, this is the perfect opportunity for you to make a significant impact!The Luxury Appliance Sales Advisor's main goal is to maximize sales performance through the expansion of existing accounts, the acquisition of new clients, and the delivery of unparalleled customer service, all while upholding AJ Madison’s dedication to quality and excellence in the appliance sector.Key Responsibilities:Provide exceptional service in our showroom;Ensure customer satisfaction throughout the entire sales process;Guide customers through the selection process to create their dream kitchen or laundry space;Exhibit professionalism in all business dealings;Enhance the shopping experience by delivering exciting and memorable service interactions.

Role overview Momentum Volkswagen in Houston is looking for a Service Advisor who will guide customers through their vehicle service experience. This role serves as the main point of contact between clients and the service department, addressing questions and handling requests with attention and professionalism. What you will do Listen to customer concerns and identify service needs for their vehicles Arrange and schedule service appointments Work closely with technicians to coordinate timely and accurate service Keep customers updated throughout the service process Contribute to a positive service experience from arrival to completion What matters here Clear and effective communication Dedication to customer satisfaction Ability to handle multiple priorities and requests at once Consistent professionalism in every customer interaction

Lucid Motors builds luxury electric vehicles, focusing on performance, intelligence, and comfort. The company aims to redefine the EV experience by blending advanced engineering with thoughtful design. Each decision is made with both drivers and the environment in mind. Lucid values collaboration and sustainability, providing a workplace where professionals can contribute and grow. The team supports those who want to make a meaningful impact. Role overview The Service Advisor in Houston acts as the main point of contact for Lucid Motors clients during the service process. This position ensures clients receive attentive and knowledgeable support, managing each phase from arrival through to vehicle return. The Service Advisor upholds Lucid’s standards for customer care and vehicle quality. Main responsibilities Welcome clients promptly and professionally upon arrival. Consult with technicians to understand and address client concerns. Document client issues clearly for accurate diagnosis and repair. Communicate service options, including estimated timeframes and costs. Oversee maintenance and repair work, ensuring vehicles meet Lucid’s quality standards before delivery back to clients. Location Houston, TX

Join Team Mancuso Powersports Southwest as a Service Advisor and be the first point of contact for our valued customers. Your role will involve understanding customer needs, providing exceptional service, and ensuring a seamless experience throughout the service process.We are looking for enthusiastic individuals who thrive in a fast-paced environment and possess excellent communication skills. If you are passionate about powersports and have a customer-centric mindset, we want to hear from you!

Role Overview The Great Greek Mediterranean Grill in Houston, part of United Franchise Group, is hiring a Business Advisor. This entry-level position centers on supporting franchisees as they build and grow their restaurants in the fast-casual dining sector. What You Will Do Advise franchise owners on operational strategies, growth plans, and customer engagement tactics Work closely with franchise partners to understand their unique needs and challenges Offer practical, tailored solutions to help franchisees succeed Ensure franchisees have access to essential resources and guidance Who Should Apply This role suits candidates interested in restaurant operations, business support, and franchise development. Previous experience is not required, but a collaborative approach and strong communication skills will help in building productive relationships with franchise owners.

OverviewJoin our dynamic team at Lone Star Chevrolet as a Service Advisor. In this pivotal role, you will be the face of our service department, dedicated to delivering exceptional customer experiences while facilitating efficient operations. Your primary responsibility will be to connect customers with our talented technicians, ensuring that all vehicle diagnostics, services, and repairs are carried out promptly and professionally.Key ResponsibilitiesWelcome customers with a warm and professional demeanor.Actively listen to customer concerns and meticulously document vehicle issues.Provide clear and comprehensive explanations of suggested services and repairs.Communicate cost estimates and secure customer approvals for recommended services.Organize appointments and oversee the service bay's availability.Collaborate with service technicians to guarantee timely repair completions.Keep customers informed about their vehicle's status throughout the service process.Deliver accurate repair timeframes and notify customers of any unforeseen delays.Maintain thorough service records for each client.Prepare and clarify invoices for customers, detailing services performed.Process payments and address any billing inquiries.Follow up with customers post-service to ensure satisfaction and resolve any issues.Handle customer complaints with professionalism and efficiency.Stay updated on the latest automotive technologies and services.Educate customers on maintenance schedules and service recommendations.

Join us as a Sales Advisor at Jaguar Land Rover Houston Central, where you will facilitate a luxurious, consultative experience for clients exploring some of the most prestigious automotive brands. Your expertise in building trust, providing exceptional product knowledge, and cultivating lasting relationships will be essential to your success in this role.Key Responsibilities:Generate new business opportunities through personalized outreach, social media engagement, referrals, online leads, and walk-ins, establishing yourself as a trusted local authority for luxury vehicles.Greet clients with a professional attitude that embodies the elegance of our brand and dealership.Conduct customized vehicle presentations and test drives that highlight advanced features, performance capabilities, and cutting-edge technology.Stay informed about all models, trims, and current incentives, serving as a knowledgeable resource for both clients and your team.Assist clients throughout the entire purchasing journey, including trade-in evaluations and discussions on financing, leasing options, and protection plans.Collaborate closely with our Finance & Insurance (F&I) specialists to close deals and ensure a seamless, high-touch closing experience.Engage in negotiations with integrity and transparency, prioritizing both customer satisfaction and dealership success.Provide personalized follow-up after sales to ensure client satisfaction, foster ongoing relationships, and encourage future referrals and business.Develop a loyal client base by delivering an extraordinary experience that encourages repeat business and recommendations in the luxury market.Utilize consultative sales strategies to align clients with the perfect vehicle and identify opportunities for additional value-added products and services.

Join our dynamic team at H&M as a Sales Advisor at the Houston Galleria! We are looking for enthusiastic individuals who are passionate about fashion and customer service. In this role, you will assist customers with their shopping needs, create an inviting store atmosphere, and contribute to our sales goals.As a Sales Advisor, you will have the opportunity to work in a fast-paced environment while building relationships with customers and showcasing the latest trends in fashion. Your ability to deliver exceptional service will play a key role in enhancing the shopping experience.

OVERALL PURPOSE OF THE ROLE: As a passionate ambassador for the Charlotte Tilbury brand, the Beauty Advisor is dedicated to embodying our brand values and connecting with our diverse clientele. This role is pivotal in driving exceptional financial outcomes by maximizing sales and delivering unparalleled customer service.MAIN DUTIES AND RESPONSIBILITIES: Sales Excellence: Propel store sales to meet and exceed financial targets, including Key Performance Indicators (KPIs) such as Average Unit Sales (AUS) and Items Per Transaction (IPT). Set and communicate clear goals to the team. Become a specialist in retail artistry brands, demonstrating an entrepreneurial spirit while adhering to company guidelines. Exceptional Customer Service: Address customer inquiries with sound judgment to achieve positive outcomes. Foster a strong partnership with the Account Executive and Area Trainer to ensure ongoing training and development, upholding Charlotte Tilbury's standards of service and artistry. Seize every opportunity to provide outstanding customer service beyond the store experience. Proactively assess staffing needs, including sourcing and selecting talent to fulfill business objectives, and maintain a bench of both freelance and permanent staff. Establish individual and team sales targets to surpass expectations. Analyze business performance to strategically plan for day-to-day operations and events. Consistently promote the 'Tilbury Touch' to both the team and customers. Lead by example to inspire a culture of exceptional customer service. Create a positive and professional atmosphere through open communication and collaborative management. Ensure the counter is customer-ready at all times. Maintain inventory levels and accurate stock records. Implement visual merchandising and promotional displays in line with marketing directives. Ensure technology on the counter is maintained and operational. Address operational issues promptly. Store and Retail Partner Relationships: Develop and sustain mutually respectful relationships with the store retail operations team. Schedule team members effectively to optimize customer service during peak flow times. Uphold excellent hygiene standards at the counter and adhere to store policies at all times.

Role Overview Big Flavor Brands, part of United Franchise Group, is seeking a Franchise Business Advisor in Houston. This position centers on supporting franchise owners as they work toward stronger operations and greater profitability. The advisor acts as a key partner, helping franchisees meet and surpass brand standards. What You Will Do Guide franchisees on operational best practices and business growth strategies Deliver training and resources to help owners improve performance Monitor compliance with brand standards and recommend improvements Serve as a point of contact for ongoing support and problem-solving Who Thrives Here This role suits someone who enjoys helping businesses succeed and has a strong interest in franchise operations. Experience in advising or supporting business owners is valuable.

Mancuso Harley Davidson Crossroads seeks a Service Advisor specializing in Parts and Labor Sales (PALS) to join the Houston team. This position serves as the main contact for customers, offering knowledgeable guidance and support throughout their service experience. Role overview The Service Advisor helps customers understand their service options and recommends solutions that fit their needs. From the initial conversation to the completion of service, this role ensures a smooth and positive process for every customer. What you will do Act as the primary point of contact for customers in the service department Explain service needs and options clearly Present parts and labor solutions tailored to each customer Guide customers through each step of the service process Requirements Experience in automotive sales or service Strong commitment to customer service Ability to communicate effectively and build trust with customers This role offers the chance to develop within a respected automotive group and contribute to a team focused on quality service and customer satisfaction.

Advance Your Career with Secretariat Advisors LLCJoin a dynamic and collaborative culture where your professional journey can flourish. At Secretariat Advisors LLC, you'll make a tangible impact within a supportive team. ABOUT SECRETARIAT ADVISORS LLCAs a leader in high-stakes legal, risk, and regulatory consulting, Secretariat Advisors LLC is trusted by clients worldwide. Our professionals are integral to addressing complex challenges faced by top law firms, major corporations, and influential institutions from day one.When you become part of our team, you're joining an elite group of thinkers and problem-solvers dedicated to achieving excellence while inspiring a culture of collaboration, professional growth, and diversity.Make your mark at Secretariat Advisors LLC.ABOUT OUR ENGINEERING SCIENCES TEAMIn our expanding Global Engineering and Scientific consulting team, you will tackle today’s most intricate engineering challenges. Your role will involve analyzing failures across various industries, including automotive, consumer electronics, and medical devices. Our mechanical engineering team specializes in the design, construction, and material evaluation for diverse projects, offering a unique opportunity to engage with complex engineering scenarios.Join us in shaping the future of engineering solutions.

Are you ready to transform your life and embrace financial freedom? Do you feel restricted by your current job, holding you back from providing for your family and friends? If you seek respect, recognition, and validation for your efforts, we have the perfect opportunity for you!Join us in taking charge of your future through real estate investment. You will uncover an exceptionally straightforward system that can be mastered in just **4 SIMPLE STEPS**:Wholesale (Flip Contracts)Fix and Flip (Flip Homes)Buy and Hold (Collect Checks)Money Lending (Become the Bank!)Experience the power of **CASHFLOW - LEVERAGE - DUPLICATION**. This masterclass welcomes anyone interested in:Real Estate InvestingVelocity BankingInfinity BankingDirect SalesCreative AcquisitionsEntrepreneurshipCredit MasteryAdditionally, you will learn about:Accelerated Debt ReductionTax & Legal SecretsWealth Acceleration**All skill levels are encouraged to apply!** Whether you're a curious newcomer or an experienced investor seeking fresh insights and connections, this opportunity is tailored for you!**Optional Earnings Program**: Looking to earn extra income? You could potentially make between $300 to $11,200 per sale! Just ask for more details!Ready to dive deeper into our Real Estate Investing Program or Earnings Program? Take action now!