• Responsible for accurate data entry of all bills, invoices, expenses, and deposits
• Issue invoices to customers and record payments
• Prepare accurate payments to ensure that vendors are paid on time
• Prepare credit memos and vendor credits as needed
• Conduct reconciliations to ensure accuracy of accounts
Investment Consultant
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Wealth Planner
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
Financial Consultant
Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
Manager, IT Organizational Change and Workforce Management
CenterPoint Energy’s IT Department is seeking an experienced and strategic Organizational Change and Talent Management professional to lead the change management strategy, support change initiatives, and drive talent management.
Order Management Specialist
We are seeking a detailed oriented, team player to assist in the daily functions of the Order Management Department. The primary functions of the Order Management Specialist will include data entry, processing sales orders, customer service, and assisting sales representatives in daily activities.
SAP Functional Analyst – Logistic
We are seeking a SAP Functional Analyst – Logistics that is responsible for the design, implementation, and support of SAP logistics modules, including Material Management, Sales and Distribution, Production Planning, and Warehouse Management. This role involves working closely with business stakeholders and translating their requirements into SAP solutions.
Regional Planning Consultant
Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling.
High Net Worth Service Associate
As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
Financial Consultant
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm’s brand.