Waggoner Financial

Support the investment team in building and maintaining financial models. * Track market developments, economic data, and portfolio holdings. * Help prepare research summaries and investment ...

Build and maintain integrations with financial data providers, including Black Diamond, Capital IQ, FMP, Box, and Redtail, including authentication, error handling, and data parsing. * Develop ...

Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons. * Conduct research on investment products, market trends, and planning ...

Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons. * Conduct research on investment products, market trends, and planning ...

Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons. * Manage client account paperwork, onboarding, and ongoing service requests. * Maintain CRM ...

Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons. * Manage client account paperwork, onboarding, and ongoing service requests. * Maintain CRM ...

Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons. * Conduct research on investment products, market trends, and planning ...

Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons. * Manage client account paperwork, onboarding, and ongoing service requests. * Maintain CRM ...

Build and maintain financial models, including valuation and earnings analysis. * Monitor market developments, economic data, and sector trends relevant to portfolio positioning. * Perform due ...

Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors. * Drive insurance department revenue growth through new client acquisition ...

Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons. * Manage client account paperwork, onboarding, and ongoing service requests. * Maintain CRM ...

Discretion and sound judgment when handling confidential client and financial information. * A proactive, self-starter mindset and genuine interest in supporting a collaborative team. Benefits

Support the investment team in building and maintaining financial models. * Track market developments, economic data, and portfolio holdings. * Help prepare research summaries and investment ...

Build and maintain integrations with financial data providers, including Black Diamond, Capital IQ, FMP, Box, and Redtail, including authentication, error handling, and data parsing. * Develop ...

Build and maintain integrations with financial data providers, including Black Diamond, Capital IQ, FMP, Box, and Redtail, including authentication, error handling, and data parsing. * Develop ...

Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors. * Drive insurance department revenue growth through new client acquisition ...

Support the investment team in building and maintaining financial models. * Track market developments, economic data, and portfolio holdings. * Help prepare research summaries and investment ...

Build and maintain integrations with financial data providers, including Black Diamond, Capital IQ, FMP, Box, and Redtail, including authentication, error handling, and data parsing * Develop ...

Discretion and sound judgment when handling confidential client and financial information. * A proactive, self-starter mindset and genuine interest in supporting a collaborative team. Benefits

Build and maintain integrations with financial data providers, including Black Diamond, Capital IQ, FMP, Box, and Redtail, including authentication, error handling, and data parsing. * Develop ...