4 sales planner jobs at 3 companies in Houston, TX
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Vice President, Wealth Planner - Sugar Land, TX
Sugar Land, Texas, United States
OnsiteFull Time
5+ YOERequires 5+ years in financial services or related fields, 3–5 years in financial planning, Series 7 and 66 licenses, strong wealth planning, investment management, client relationship, sales, and technology skills.
planning software
2mo
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Vice President, Wealth Planner - Sugar Land, TX
Sugar Land, Texas, United States
OnsiteFull Time
5+ YOE5+ years industry experience (10+ preferred), 3-5 years financial planning experience (5+ preferred). Bachelor's degree and CFP highly preferred. Series 7 & 66 required or ability to acquire. Strong client relationship, planning, sales, and technology skills.
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Field Service Planner
Houston, Texas, United States
OnsiteFull Time
2+ YOERequires 2+ years of operations or inside sales experience, 5+ years of related operations or sales experience and/or training, industry and product knowledge, Microsoft Office proficiency, communication, organization, and analytical skills.
Microsoft Office
2mo
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US Channel Business Planner
Spring, Texas, United States
$83k-$128k/yr OnsiteFull Time
4+ YOE4+ years experience in planning/strategy/operations; responsible for sales forecasting, reporting, quota/compensation design, analytics, financial modeling; strong Excel/PowerPoint and SQL skills; PMP preferred; bachelor’s or graduate degree recommended.
Microsoft Excel, Microsoft PowerPoint, SQL