Jobs at Prudential Financial
545,554 open positions
Prudential Financial, headquartered in Newark, New Jersey, is a global insurer and wealth‑management firm that has embraced digital transformation. The company invests heavily in cloud, data analytics, and AI to streamline underwriting, claims processing, and personalized financial advice.
Hiring spans software engineers, data scientists, cybersecurity specialists, product managers, and cloud architects. Candidates can expect rigorous technical interviews, collaborative cross‑functional teams, and opportunities to work on real‑time risk models and scalable microservices.
Job Transparency provides exact salary ranges and employee sentiment for each role, letting you benchmark compensation against industry peers and understand team culture before applying.
Senior Manager-Business Systems Analyst
Company: Ameriprise Financial Services, LLC
Location: Minneapolis–Saint Paul, MN
Posted Mar 16, 2024
<p>Responsible for planning leading and executing project analysis efforts to ensure the successful delivery and implementation of projects while utilizing appropriate project methodology Solve highly complex system and systemrelated problems resulting in timely and accurate documentation and project team communication with minimal direction of the leader or project manager Act as primary liaison for the business and technology units <p> <p><b>Key Responsibilities<b> <p> <ul><li>Gathers business information and incorporates information into project deliverables with minimal oversight of project manager or direct leader Provides timely and accurate documents and communication to project team<li> <li>Works with highly complex projects in identifying business requirements creating project and process specifications for new andor enhanced systems Acts as the primary liaison between technology and business units Establishes and maintains effective working relationships with business partners across the business unit and with technology partners<li> <li>Ability to provide accurate timely amp responsive services and communication to the business unit on highly complex problems Solves a variety of complex system and systemrelated problems for the business unit as it relates to business requirements and technology in addition to helping design or implement systems<li> <li>Identifies and implements process improvement Drives quantifiable results through facilitating interaction with the business unit Subject matter expert in project methodology as it relates to business analysis<li> <ul><p><b>Required Qualifications<b> <p> <ul><li>Bachelors degree or equivalent with 710 years relevant work experience<li> <li>Proven ability to build and maintain collaborative partnerships working across multiple departments levels and leaders<li> <li>Strong written and verbal communication skills<li> <li>Ability to successfully manage multiple projects and assignments simultaneously Proven skills across various projects and functions<li> <li>Demonstrated expertise in project methodology<li> <li>Exceptional detail analytical abilities and problemsolving skills ability to analyze and model a variety of outcomes and draw conclusions<li> <li>Ability to drive sound decisions with internal business partners and peers<li> <li>Skilled BSA perspective<li> <li>Demonstrated skill with MS Office particularly Excel and Visio experienced with HLM Quality Center<li> <ul><p><b>Preferred Qualifications<b> <p> <ul><li>Prefer people leadership experience<li> <ul><p><b>About Our Company<b> <p> <p>Were a diversified financial services leader with more than $1 trillion in assets under management and administration Our team of 20000 people in more than 20 countries advise manage and protect the assets and income of more than 2 million individual small business and institutional clients We are a longstanding leader in financial planning and advice a global asset manager and an insurer Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses Ameriprise Financial Services Columbia Threadneedle Investments and RiverSource Insurance and Annuities Here we foster meaningful careers invest in the future and make a difference for clients institutions and communities around the world <p> <p>Ameriprise Financial is an equal opportunity employer We consider all qualified applicants without regard to race color religion sex national origin genetic information age sexual orientation citizenship gender identity disability veteran status marital status family status or any other basis prohibited by law <p> <p><b>FullTimePartTime<b> <p> <p>Full time <p> <p><b>ExemptNonExempt<b> <p> <p>Exempt <p> <p><b>Job Family Group<b> <p> <p>Business Support amp Operations <p> <p><b>Line of Business<b> <p> <p>AWMBD Advice and Wealth Mgmt and Business Development<p>
Sr Cloud FinOps Analyst
Company: GM Financial
Location: Dallas-Fort Worth, TX
Posted Mar 16, 2024
GM Financial, a global auto finance solutions provider, is seeking a Senior Cloud FinOps Analyst. The role involves optimizing cloud infrastructure costs, monitoring usage patterns, and implementing strategies for efficiency. Key responsibilities include budget planning, cost management, resource utilization analysis, cost allocation, automation, cost reporting, educational initiatives, cross-functional collaboration, and adherence to best practices and compliance. The ideal candidate should have a minimum of 4 years of experience in finance or related fields, a Bachelor's degree, and advanced Excel and analytical skills. The company offers a competitive pay package, flexible work environment, and opportunities for professional growth.
Technical Analyst IV
Company: BOK Financial
Location: Tulsa, OK
Posted Mar 16, 2024
BOK Financial, a top U.S.-based financial services holding company, is seeking an experienced Technical Analyst IV. The role involves delivering superior services as a liaison between the line of business and IT, focusing on end user experience. The successful candidate will be involved in major transformative projects, leveraging new cutting-edge technology. Key responsibilities include writing business requirements, managing RFI/RFP processes, contributing to technology strategy, designing and executing Disaster Recovery processes, and prioritizing projects. The ideal candidate will have a Bachelor's Degree in Information Technology or Computer Science, or equivalent experience, along with advanced technical understanding of various technologies and banking processes.
Change Management Analyst
Company: COUNTRY Financial
Location: Minneapolis–Saint Paul, MN
Posted Mar 16, 2024
<p>COUNTRY Financial is searching for a dynamic professional to lead change management activities for operational improvement and product modernization efforts within our Enterprise Program Office On this highly collaborative team you will partner with leaders across the Operations Division as well as with communication and training teams Your role will involve identifying and coordinating change management strategies and plans to ensure successful adoption of changes across diverse audiences ultimately contributing to program and business outcomes <p> <p><strong>This position offers a hybrid work schedule and can be based out of our corporate offices in Bloomington IL or Alpharetta GA<strong> <p> <p><strong>How does a Change Management Analyst make an impact<strong> <p> <p> Partners with business and technical project team members to assess the impact of upcoming changes Performs needs assessments to decide best use of employee resources Implements change management strategy and method to deliver sustainable results Collaborates with Corporate Communications training teams and other key partners to move people from the current state to future state Serves as a resource for leadership to assist employees through changes Assists with the creation of training programs including requirements design and delivery<p>
Data Privacy Engineer
Company: GM Financial
Location: Dallas-Fort Worth, TX
Posted Mar 16, 2024
<p><strong>Overview<strong> <p> <p><strong>Why GM Financial<strong> <p> <p>GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth US We are a global provider of auto finance solutions with operations in North America South America and the Asia Pacific region Through our longstanding relationships with auto dealers we offer attractive retail financing and lease programs to meet the needs of each customer We also offer commercial lending products to dealers to help them finance and grow their businesses <p> <p>At GM Financial our team members define and shape our culture an environment that welcomes new ideas fosters integrity and creates a sense of community and belonging Here we do more than work we thrive <p> <p>Our Purpose We pioneer the innovations that move and connect people to what matters <p> <p><strong>Responsibilities<strong> <p> <p>The Privacy Engineer acts as a subject matter expert in support of the Privacy Office The person in this role will support the Privacy Offices function of maintaining and maturing the organizations privacy program to include the support of program framework and policies and standards with a focus on ad tech This role requires managing multiple concurrent project and task assignments placing proper priorities on tasks and attention to detail to follow through all assignments to completion This role reports to the Privacy Counsel <p> <p><strong>About the role <strong> <p> <ul><li>Collaborate with internal stakeholders across operations marketing legal cybersecurity and privacy teams to implement privacy best practices in projects and decisions and ensure solutions include necessary privacy components<li> <li>Serve as a subject matter expert on privacy engineering and communicate privacy solutions to nontechnical stakeholders <li> <li>Develop privacy controls and features including policies and standard as required by privacy laws and regulations<li> <li>Influence overall strategy related to marketing and ad tech solutions including use of privacyenhancing technologies and cookie management and compliance<li> <li>Manage multiple privacy projects simultaneously with urgency<li> <li>Conduct operational deep dives on privacyrelated processes and systems autonomously and engineer scalable solutions<li> <ul><p><strong>Qualifications<strong> <p> <p><strong>What makes you the dream candidate <strong> <p> <ul><li>Demonstrated experience with privacyrelated technology solutions in a security or technicallyrelevant role including marketing and ad tech<li> <li>Ability to translate technical legal and regulatory requirements into engineering and operational execution<li> <li>Familiarity with global privacy laws and regulations eg CCPACPRA Law 25 LGPD GDPR<li> <li>Experience with various data engineering techniques to anonymize and pseudonymize data such as hashing tokenization suppression generalization<li> <li>Strong collaboration communication and relationshipbuilding skills<li> <li>Ownership mentality adept at managing competing priorities anticipating issues and proactively driving resolution<li> <ul><p><strong>Experience <strong> <p> <ul><li>Bachelors Degree in relevant studies in related field or equivalent work experience required<li> <li>35 years in privacy or information technology related experienced required<li> <ul><p><strong>What We Offer<strong> Generous benefits package available on day one to include 401K matching bonding leave for new parents 12 weeks 100 paid tuition assistance training GM employee auto discount community service pay and nine company holidays <p> <p><strong>Our Culture<strong> Our team members define and shape our culture an environment that welcomes innovative ideas fosters integrity and creates a sense of community and belonging Here we do more than work we thrive <p> <p><strong>Compensation<strong> Competitive pay and bonus eligibility <p> <p><strong>Work Life Balance<strong> Flexible hybrid work environment 2days a week in office<p>
Sr Data Scientist
Company: Thrivent Financial
Location: Minneapolis–Saint Paul, MN
Posted Mar 16, 2024
The Senior Data Scientist role at Thrivent involves leading advanced data analysis, hypothesis testing, and exploring innovative data sources and methodologies to derive impactful business insights. The role requires strong leadership, strategic thinking, and collaboration with business partners.
Creative Project Manager
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 16, 2024
The job posting is for a Creative Project Manager role at Principal, a financial services and technology company. The role involves managing creative projects, client consultations, and team collaboration. The ideal candidate should have a degree in marketing or related field, 2+ years of agency or marketing experience, and strong leadership, problem-solving, and communication skills. The salary range is $63,750 - $147,600 per year, and the role offers hybrid work in Des Moines, IA. The company values diversity and equal opportunity employment.
Marketing Intern
Company: First Financial Bank
Location: Indianapolis, IN
Posted Mar 16, 2024
First Financial/Oak Street offers a robust internship program with paid professional experiences, exposure to multiple lines of business, and opportunities to interact with clients. The program emphasizes on-the-job training, real-world experiences, and mentoring. Interns are expected to provide first-class service and participate in project assignments. The company values diversity, invests in its people, and promotes from within. The role involves supporting functional area and line of business projects, participating in internship team and community development events, and providing continuous improvement feedback. The ideal candidate is currently enrolled in a college or university, a fast learner, and has excellent communication and organizational skills.
Senior Treasury Projects Business Intelligence Analyst
Company: GM Financial
Location: Dallas-Fort Worth, TX
Posted Mar 16, 2024
<p><strong>Overview<strong> <p> <p><strong>Why GM Financial <strong> <p> <p>GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth US We are a global provider of auto finance solutions with operations in North America South America and the Asia Pacific region Through our longstanding relationships with auto dealers we offer attractive retail financing and lease programs to meet the needs of each customer We also offer commercial lending products to dealers to help them finance and grow their businesses <p> <p>At GM Financial our team members define and shape our culture an environment that welcomes new ideas fosters integrity and creates a sense of community and belonging Here we do more than work we thrive <p> <p>Our Purpose We pioneer the innovations that move and connect people to what matters <p> <p><strong>Qualifications<strong> <p> <p><strong>What makes you a dream candidate<strong> <p> <ul><li>Advanced knowledge of Power BI<li> <li>Knowledge of Cognos Analytics <li> <li>Intermediate knowledge of corporate banking <li> <li>Exposure to consumer lending commercial lending leasing or corporate banking<li> <li>Knowledge of Oracle<li> <li>Knowledge of relational databases<li> <li>Sound knowledge of data visualization tools and methodologies with handson experience in crafting interactive dashboards and reports<li> <li>Ability to work with all levels of management through daily interface and formal presentation<li> <li>Ability to translate large amounts of data into consumable operational and strategic dashboards and reports<li> <li>Cultivate a culture of diversity of though and accountability within the team fostering open dialogue collaboration and continuous learning <li> <li>Experience using Business IntelligenceData Visualization tools like Power BI or Tableau<li> <ul><p><strong>Knowledge<strong> <p> <ul><li>Proficient in programming languages such as SQL Python R etc coupled up with a knack for data manipulation analysis and visualization<li> <li>Proven leadership acumen evidencebased by a track record of assuming ownership of projects and shepherding them to fruition <li> <li>Advanced SQL query skills<li> <li>SAS query experience<li> <li>Knowledge of corporate banking financial analysis and cash management<li> <li>Basic knowledge of best practices when it comes to data visualization data governance and scalable reporting <li> <li>Basic knowledge of ETL processes and best practices<li> <ul><p><strong>Experience<strong> <p> <ul><li>Bachelors degree in Computer Science Business Administration Math or related field required <li> <li>Masters degree Science Business Administration Math Finance or related preferred <li> <li>35 years cash management experience required<li> <li>45 years of Business Intelligence or Operations analyst required <li> <li>Certifications in Tableau Microsoft and Power BI preferred<li> <li>35 years SQL required <li> <li>24 years Cognos Analytics required <li> <ul><p><strong>What We Offer <strong>Generous benefits package available on day one to include 401K matching bonding leave for new parents 12 weeks 100 paid tuition assistance training GM employee auto discount community service pay and nine company holidays <p> <p><strong>Our Culture <strong>Our team members define and shape our culture an environment that welcomes innovative ideas fosters integrity and creates a sense of community and belonging Here we do more than work we thrive <p> <p><strong>Compensation <strong>Competitive pay and bonus eligibility <p> <p><strong>Work Life Balance <strong>Flexible hybrid work environment 2days a week in office <p> <p>LIhybrid <p> <p>LIMO1 <p> <p><strong>Responsibilities<strong> <p> <p><strong>About the role<strong> <p> <p>The Senior Treasury Business Intelligence Analyst is responsible for performing indepth analysis of financial information preparing analysis of Cash Management and Treasury operations processes participating in projects as required and collaborating with Treasury Leaders to develop reporting related to key performance metrics that will assist the management team with making short term and longterm decisions <p> <p><strong>In this role you will<strong> <p> <ul><li>Support Business Intelligence Manager by turning insights from our data platforms into actionable insights and recommendations<li> <li>Maintain thorough understanding of data information resources and processes<li> <li>Be the daytoday facilitator and contact person to develop and enhance our analytics solutions that underpin our process improvement and operational excellence<li> <li>Interpret and manipulate large volumes of data to provide actionable insights to the business in a userfriendly way This will require understanding the business needs the data structure of various input to provide the best output from Power BI to Cognos to Power Point to excel Provide regular analytics reporting and ad hoc data analysis to Treasury Operations and Cash Management teams<li> <li>Offer mentorship and guidance to other analysts nurturing their professional growth and development<li> <li>Assist in developing and implementing policies processes procedures and controls for new initiatives<li> <li>Develop and sustain interactive data visualizations and dashboards by utilizing tools such as Power BI<li> <li>Develop effective relationships with different stakeholders to better understand their operations strategies and service expectations<li> <li>Analyze data sources across the organization to report key performance metrics while working closely with technical teams to ensure the appropriate data elements is pulled from our data warehouse into the business intelligence environments for reporting<li> <li>Support the design and build of automated reports and Dashboards across various data sources to address keys business needs with support of Audience insights<li> <li>Responsible for researching and understanding project requirements participating in storyboarding sessions write user stories validate and test stories participate in meetings and support adhoc analytics<li> <li>Ensure integrity accuracy and security of data by implementing robust governance practices and adhering to industry standards and regulations<li> <ul>
Senior Investment Performance Reporting Analyst
Company: Voya Financial
Location: San Diego, CA
Posted Mar 16, 2024
<p><b><b>Together we fight for everyones opportunity for a better financial future<b><b> <p> <p>We will do this together with customers partners and colleagues We will fight for others not against We will stand up for and champion everyones access to opportunities The status quo is not good enough we believe every individual and every community deserves access to financial opportunities We are determined to support both individuals and communities in reaching a better financial future We know that reaching this future depends on our actions today <p> <p>Like our Purpose Statement Voya believes in being bold and committed to action We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood valued and intentionally pursued We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work Purposefully bringing our differences together to positively influence our culture serve our clients and enrich our communities is essential to our vision <p> <p><b><b>Are you ready to join a company with a strong purpose and a winning culture Start your Voyage <b><b><b><b>Apply Now<b><b> <p> <p><b>Get to Know the Opportunity<b> <p> <p>The Investment Performance Reporting team is responsible for the calculation and distribution of investment performance information for all investment products managed for external clients of Voya Investment Management The team has responsibility for all aspects of investment performance reporting across portfoliolevel returns securitylevel returns returnsbased statistics and competitive rankings We offer a multifaceted teamoriented environment with tremendous learning and growth potential <p> <p><b>The Contributions Youll Make<b> <p> <ul><li>Has primary responsibility for the oversight of externallysourced inputs to the calculation and reporting of investment performance for Voya IMs external client book of business<li> <li>Interface with external services providers to research troubleshoot and facilitate resolution of unexpected accounting data results in order to ensure that investment performance is correctly reported to clients and client prospects<li> <li>Creatively improve upon existing process to enhance efficiency and timeliness of reporting process<li> <li>Demonstrate ability in communicating and interacting with peers management and customers at all levels in a professional manner<li> <li>Support the implementation of new business and strategic initiatives for the organization and company<li> <ul><p><b>Minimum Knowledge and Experience<b> <p> <ul><li>Bachelors degree in accounting finance or related field<li> <li>Minimum of 5 years of experience working as part of an integrated investment accounting and performance reporting function at either an investment management or asset servicing organization<li> <li>Tenured knowledge of investment accounting for all commoditized asset classes Equities Fixed Income Loans etc including specifics of derivative instruments<li> <li>Strong analyticalmathematical skills critical thinking and problemsolving abilities<li> <li>Excellent interpersonal skills written and verbal organizational skills and a selfstarter with ability to perform and communicate under pressure<li> <li>Familiarity with the software development lifecycle is helpful comfort with programmingscriptingSQL a plus<li> <li>Demonstrated interest of the investment management industry<li> <li>Desire to pursue Certificate in Investment Performance Measurement CIPM or Chartered Financial Analyst CFA<li> <ul><p>LIMG1 <p> <p><b><b>Compensation Pay Disclosure<b><b> <p> <p>Voya is committed to pay thats fair and equitable which means comparable pay for comparable roles and responsibilities <p> <p>The below annual base salary range reflects the expected hiring ranges for this position in the locations listed In addition to base salary Voya offers incentive opportunities ie annual cash incentives sales incentives andor longterm incentives based on the role to reward the achievement of annual performance objectives Please note that this salary information is solely for candidates hired to perform work within one of these locations and refers to the amount Voya Financial is willing to pay at the time of this posting <p> <p>Actual compensation offered may vary from the posted salary range based upon the candidates geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer Salaries for parttime roles will be prorated based upon the agreed upon number of hours to be regularly worked <p> <p>$64000 $80000 USD <p> <p><b><b>Be Well Stay Well<b><b> <p> <p>Voya provides the resources that can make a difference in your lives To us this means thriving physically financially socially and emotionally Voya benefits are designed to help you do just that Thats why we offer an array of plans programs tools and resources with one goal in mind To help you and your family be well and stay well <p> <p><b><b>What We Offer<b><b> <p> <ul><li>Health dental vision and life insurance plans<li> <li>401k Savings plan with generous company matching contributions up to 6<li> <li>Voya Retirement Plan employer paid cash balance retirement plan 4<li> <li>Tuition reimbursement up to $5250year<li> <li>Paid time off including 20 days paid time off nine paid company holidays and a flexible Diversity Celebration Day<li> <li>Paid volunteer time 40 hours per calendar year<li> <ul><p>Learn more about Voya benefits download PDF <p> <p><b><b>Critical Skills<b><b> <p> <p>At Voya we have identified the following critical skills which are key to success in our culture <p> <ul><li><b><b>Customer Focused<b><b> Passionate drive to delight our customers and offer unique solutions that deliver on their expectations<li> <li><b><b>Critical Thinking<b><b> Thoughtful process of analyzing data and problem solving data to reach a wellreasoned solution<li> <li><b><b>Team Mentality<b><b> Partnering effectively to drive our culture and execute on our common goals <li> <li><b><b>Business Acumen<b><b> Appreciation and understanding of the financial services industry in order to make sound business decisions<li> <li><b><b>Learning Agility<b><b> Openness to new ways of thinking and acquiring new skills to retain a competitive advantage<li> <ul><p>Learn more aboutCritical Skills <p> <p><b><b>Equal Employment Opportunity<b><b> <p> <p>Voya Financial is an equalopportunity employer Voya Financial provides equal opportunity to qualified individuals regardless of race color sex national origin citizenship status religion age disability veteran status creed marital status sexual orientation gender identity genetic information or any other status protected by state or local law <p> <p><b><b>Reasonable Accommodations<b><b> <p> <p>Voya is committed to the inclusion of all qualified individuals As part of this commitment Voya will ensure that persons with disabilities are provided reasonable accommodations If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions andor to receive other benefits and privileges of employment please reference resources for applicants with disabilities <p> <p>Misuse of Voyas name in fraud schemes<p>
Senior Copywriter
Company: Desert Financial Credit Union
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Mar 16, 2024
<p>The Senior Copywriter creates engaging content aligned with the companys brand voice and channel manager strategies and takes the lead in crafting memorable concepts for prospects members and influencers The Senior Copywriter works on various creative projects such as scripts for videos copy for email campaigns website pages ads and sales materials The Senior Copywriter collaborates with the Marketing team to produce compelling content for campaigns supporting the credit union <p> <p><strong>What you will do here <strong>Write scripts for short videos for social networks or broadcast commercials Develop conceptdriven creative ideas and solutions for strategic marketing integrated campaigns across media channels including email campaigns digital landing pages digital banner ads print ads sales materials infographics and calls to action Create relevant and meaningful content for specific consumer segments <p> <p>Work with the creative team and Marketing to develop clear and compelling conceptual solutions based on a deep understanding of our products services and target audiences that drive business success Synthesize and incorporate input from different stakeholders to create a final product Present fresh ideas and new concepts to Marketing leaders team members stakeholders and internal clients of all levels <p> <p>Demonstrate excellent organizational and time management skills ability to prioritize multiple projects and deliver consistently highquality copy within established and tight timelines <p> <p>Communicate ideas to designers to organize complex information in a way thats easy for readers to digest <p> <p>Perform other jobrelated duties as assigned <p> <p><strong>What you will need<strong> <p> <p>Bachelors Degree in English Communication Journalism Marketing or related field or equivalent combination of education and experience <strong>required<strong> <p> <p>5+ years of copywriting andor professionallevel writing experience <strong>required<strong> <p> <p>Experience working on both small 114 deliverables and largescale projects 15+ deliverables in a team environment <strong>required<strong> <p> <p>Excellent attention to detail and extremely organized with ability to handle multiple deadlines in a highly fluid environment <strong>required<strong> <p> <p>Write effective SEO copy for websites and blogs <strong>required<strong> <p> <p>Write effective headlines blogs and landing pages and CTAs that drive results <strong>required<strong> <p> <p>Create big ideas and have a demonstrated ability to collaborate effectively with others to get those ideas produced <strong>required<strong> <p> <p>Strong communicator who can work with designers and marketing team members professionally and tactfully <strong>required<strong> <p> <p>Creative problemsolver with ability to foster and develop ideas <strong>required<strong> <p> <p>We are proud to be an EEOAA employer MFDV We maintain a drugfree workplace and perform preemployment substance abuse testing <p> <p>For additional information about our organization careers and benefits visit httpwwwdesertfinancialcomcareers <p> <p>hybrid<p>
Support Advisor - Five Star Financial Group
Company: Thrivent Financial
Location: Other US Location
Posted Mar 16, 2024
The Support Advisor role at Five Star Financial involves supporting senior advisors, implementing strategies, and assisting clients. Responsibilities include data gathering, modeling, case design, plan development, and presentation creation. The role requires previous financial services experience, securities and insurance registrations, strong customer service skills, and proficiency in business tools. The position offers career progression and competitive compensation, ranging from $40,000 to $50,000, with variable commissions. The role is full-time, based in Brenham, TX, and reports to Ray Weiss.