Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503888

Job OverviewThis job posting is anticipated to remain open for 30 days, from 15-May-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA

Overview: Contractor - Store Support AccountantEstimated 60-90 daysCarrollton, TX (on site)Position SummaryThe Contractor - Store Support Accountant is responsible for completing traditional accounting responsibilities timely and accurately, including daily balancing and monthly close responsibilities, account reconciliations, and journal entries. This contractor will work heavily in cash and bank reconiliations. Responsibilities: Ensure the efficient management of company’s bank accountsMaintain and manage financial records, logs, spreadsheets, and registersAssist business in managing its treasury functionPrepare analytical reports as neededPerform general office duties such as filing, answering telephones, and handling routine correspondence. Qualifications: High School Diploma (or GED or High School Equivalence Certificate); Some College Preferred.1 year accounting related experience.General understanding and working knowledge of basic accounting principles. Excellent written and verbal communication skillsAbility to communicate accounting-related information on paper, in conversation, and to audiences with varying levels of understanding.Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.Strong attention to detail.Strong multitasking and organization skills.Strong initiative and follow-up skills.Ability to perform responsibilities with minimal supervision.Ability to communicate and work well with all levels of the organization.Strong customer service orientation with both internal and external customers.Demonstrated a desire and ability to learn.Advanced Microsoft Excel skills.

The Senior Accountant is responsible for the overall accounting cycle and interaction with key internal/external partners.Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.Main contact person for Joint Venture Partners.Main contact person for Internal Partners (Operations, Business Development, Legal, etc.).Responsible for meeting all month end deadlines.Responsible for the overall accounting cycle for assigned dialysis facilities/modalities.Prepares prep work for JV financial calls.Assists with the preparation of schedules for the annual financial audit.Responsible for ensuring the accuracy of cash distributions to JV partners.Responsible for the accuracy and timely distribution of monthly financial packages to JV partners.Provides monthly financial variance analysis to internal/external partners.Promotes customer satisfaction, both internal and external.Assists as needed to perform other related duties and special projects as required.Qualifications/RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily.Requirements include:Bachelor's degree in accounting or related field.Minimum of 2 years of experience in accounting or related field.Ability to work in a fast-paced environment, deadline driven environment.Proficient verbal and written communication skills.Excellent customer service skills and ability to communicate effectively, both verbally and in writing.Must have proficient computer skills, including Microsoft Office (Word, Power Point and Outlook) with Excel Skills; proficiency in USRC applications required within 90 days of hire.

Job Description:We Deliver the Goods:Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much moreGrowth opportunities performing essential work to support America’s food distribution systemSafe and inclusive working environment, including culture of rewards, recognition, and respectPosition Summary:The Accountant II will support the finance and accounting team for PFG. Perform month-end close activities, analyze and verify financial information, and prepare internal financial reports. Reconcile and review general ledger accounts as assigned. Apply accounting knowledge to lead groups on projects. Work internally with employees at all levels in the organization. External contacts may include vendors, banks, and external auditors as needed. Functions as a team member within the department and organization, and, as required, perform any duty assigned to best serve the company.Position Responsibilities may include, but are not limited to:Responsible for assisting with daily and monthly finance/accounting activities. This may include the functions listed below:Complete monthly financial reporting in alignment with internal deadlines.Prepare accurate month-end accruals and journal entries.Execute reclassifications and account reconciliations.Assists with external and internal audit requests as needed.Assist with month/year end processesMaintain and analyze GRIR Summary reports.Assist in preparation of Related Party Consolidation Reports.Participate in special projects focused on process improvement and root cause analysis.Maintain accurate records of financial transactions.Perform Blackline account analysis and ensure account accuracy.Conduct monthly flux analysis to support financial review.Other projects or duties as assigned.Occasional travel may be requiredPreferences:Excellent verbal and written communication skills to interact with customers and internal staff.Must present a highly professional image and attitude.Highly organized, detail oriented and capable of multi-tasking.Self-motivated individual with great initiative and ability to work independently.Strong work ethic and the ability to meet deadlines.Strong analytical skills and attention to detail.#CM-ALLQualification:• BS in Accounting or Finance with a required minimum GPA of 3.0• 0-4 years of experience• Proficient with all Microsoft Office programsCompany descriptionCore-Mark continues to grow as the industry leader in fresh and broadline solutions for the convenience retail industry. With a reputation for empowering customers, employees, and communities, Core-Mark has become the largest, most comprehensive marketer of consumer goods in North America offering a full range of products, programs, and solutions to convenience operators across the U.S. and Canada.Awards and AccoladesPerformance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our EEO Policy; (2) the "EEO is the Law" poster and supplement; and (3) the Pay Transparency Policy Statement.

Job Description:The RoleOur Alternative Investments Managers are responsible for an end-to-end operations business that supports over $50B in customer assets. If you are passionate about coaching and leading approximately 10-15 associates to work hard in a faced paced environment, encouraging through a "can do" demeanor that drives key behaviors that help elevate business results, we have an opportunity for you. If you are a leader whose influence consistently makes a positive impact, this is a role where you can excel.The Expertise and Skills You BringBachelors degree or equivalent work experience. Financial services/brokerage industry preferred1+ years of people management experience is preferredAlternative Investments experience is a major plus!Series 7 or 99 license (or within 90 days of hire)You know how to adapt and be flexible when the business changesAbility to recognize connections across multiple levels of the businessAbility to grow and deepen industry relationships as well as with internal and external clients/customers thus playing a meaningful role in their overall experienceSeeing opportunities that will drive the business towards an outstanding digital experienceImplementing standards for optimized performance delivery, aligned with industry best practicesPartnering with Technology resources to ensure product rollouts will deliver maximum benefit to FidelityCarefully managing, supervising and reporting results along with assessing and mitigating riskNote: Fidelity will not provide immigration sponsorship for this position.The TeamThe Alternative Investments team is responsible for an end-to-end operations business that supports over $50B in customer assets. Our Alternative Investments business is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. If you can navigate these processes, introduce automation where applicable and you can ensure the ultimate client experience for our clients. We strive for you to provide leadership regarding subscription and redemption transaction processing.The base salary range for this position is $63,000-$100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Category:Brokerage Operations

We have a position available for an Assistant Controller.This position would require that you relocate to another one of our locations after a 18 - 24 month training period.#ACControllersResponsibilities include: Performing monthly financial close functions through preparation of financial statements for each operating locationReconciliation of general ledger accountsPreparation of annual financial budgetsPreparation of detailed budget, income or expenditure reportsCompletion of monthly financial projection analysisRate analysis and reviewManaging flow of accounting data to/from remote facilitiesEvaluating and assessing internal controls and operating results including analysis of budget to actual results; presents cost reduction recommendations to managementProviding training to non-financial personnel on internal control compliance and accounting proceduresSpecial projects as assignedRequirements:Bachelor’s Degree in Accounting or Finance with at least 12 credit hours accounting coursework is absolutely required, Master preferredCPA orMBA preferredMust have1-3 years of experience as either a senior accountant or assistant controller roleMUST be willing to relocate with 18 – 24 monthsExcellent written and interpersonal communication skillsAbility to meet tight deadlines and juggle multiple prioritiesIntermediate to advanced skills in MS Excel and related accounting business systemsSuccessful candidates are those who seek to thrive in an environment of operational excellence and accountability. We offer excellent benefits including: medical, dental, vision, flexible spending account, long term disability, life insurance, 401K retirement and unlimited opportunities to "Connect with Your Future".Waste Connections is an Affirmative Action/Equal Opportunity Employer (M/F/D/V.)Waste Connections is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.

Perform clerical and data entry duties in a timely and accurate manner to support the objectives of the Distribution Center. Do you love . . . completing tasks in a timely and accurate manner Are you energized by . . . communicating with multiple business partners Do you enjoy . . . supporting the execution of key business initiatives ACCOUNTABILITIESCOORDINATES CALENDAR AND CORRESPONDENCEAssist building leadership with correspondence to Corporate, management and associatesDrive team activities including staff meetings, agendas and notes, building wide meetings, social outings, and other key activities as assignedActs as Engagement Administrator for various company programsSchedule travel and accommodations, and reconcile travel expense statements and Corporate charge statementsReceives and directs visitorsAssists and partners with other building business partners as neededSupports coordination of building activitiesUpdates various communication areas within the buildingPERFORMS REPORTING, FILE MANAGEMENT AND OFFICE COORDINATIONMaintain budgets and monitor invoices for paymentReconcile and submit weekly financial forecasts, monthly accruals and financial statements to CorporateOrder and disburse supplies, distribute mail and filingAssist building leadership with conference calls, incoming calls, setting appointments, monitoring emails and developing worksheetsReport and enter production numbers, aging and update Organizational Charts to CorporateIdentify and coordinate best method for meetings and appointmentsTracks various Recognition ProgramsQUALIFICATIONSREQUIREDEffective verbal and written communication skillsBasic math and reading skills, legible handwriting and attention to detailAbility to multitask and perform tasks consistently and accuratelyAbility to operate office equipment and proficient knowledge of all Microsoft Office applicationsExcellent time management and organization skillsAbility to work independently and with multiple levels within the organizationAdhere to Kohl's policies and proceduresRegular and prompt attendanceKeep work area neat and cleanProfessional and articulateAbility to use good judgement and problem solveAbility to work a flexible schedule and overtime as neededPREFERREDHigh level of integrity and discretionAbility to communicate effectively with a variety of constituent groups such as corporate partners, peers and outside groups

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503888

Overview: Staff Accountant IICarrollton, TX (on-site)The Staff Accountant II is responsible for working daily to successfully manage the financial aspects of our business. Our Accounting Team processes the organization's balance sheet and analyzes financial statements to help business partners understand the findings and ensure accuracy. Your understanding of accounting processes, compliance needs, and internal controls would be the keys to your success and would help our business leaders make better financial decisions, impacting on the Company's overall bottom line. Responsibilities: Reconcilean assigned set of General Ledger accounts monthly, proposing corrections as needed, ensuring a timely and accurate monthly review of all assigned accounts. This task includes Cash Clearing Accounts, Deposit accounts, Bank Fees, Other Receivables, Over/Short and Returned checks/Chargebacks.Confirm and post reoccurring journal entries.Confirm coding and post Corporate Deposit and Lock Box .Review journal entries for posting cash issues and review and post all journal entries from Cash Department.Understanding of accrual transactions and amortizations.Review, research and prepare settlement data for third party Administrative Services.Analyzebusiness unit financial statements on a monthly basis and develop variance explanations.Preparequarterly and annual audit schedules in accordance with audittimelines.Partnerwith other departments to ensure that transactional activity is coded accurately, and that financial reporting integrity is maintained.Workclosely with and assist the Accounting Manager as needed.Assistwith special projects as assigned. Qualifications: 4-5 years of relevant experience in accountingAbility to drive continuous business process improvements, primarily through the use of technologyAbilityto work independentlyWorking knowledge/experience with Oracle ERP platformStrong organizational, problem-solving, and analytical skillsStrong understanding of process flowsStrong attention to detailsStrong communication skillsMust be proficient in Microsoft Suite, particularly Excel, Word, Access, and PowerPointAbility to work extended hours as needed, particularly during the month-end, quarter-end, and year-end processesPhysical demands for this position frequently include: the ability to remain in a stationary position, move about freely inside and occasionally outside of the office, and the operation of mechanical controls, such as a keyboardCPA candidateBachelor's Degree in Accounting from an accredited college or universitySystem conversion experience What We Offer: Our Benefits Include*Uncapped Flexible Paid Time OffA comprehensive new hire training program designed to help set you up for successAccess to a robust learning management system, full of e-learning modules and training programs to help boost your professional and personal developmentProfessional Development and Mentor Programs plus Ongoing Training ResourcesMultiple coverage levels for Medical, Dental, & VisionGroup Health & Wellness Program, plus special savings on retail items, travel, and entertainmentTraditional 401(k) and Roth 401(k) with Company matchOptions for Flexible Spending Accounts and Health Savings AccountsBasic and AD&D Life InsuranceOptional pet insuranceVoluntary benefits, including short-term and long-term disability insurance, accident, critical illness, and hospital confinement insurancePerformance-based career advancement*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.Our Commitment to Diversity, Inclusion & BelongingDiversity at the Community Choice Financial® Family of Brands is one of the driving forces behind our Company’s success and we are committed to hiring, developing, and retaining talent of various backgrounds who demonstrate our shared values. We have worked to create a welcoming and inclusive environment where Team Members can collaborate freely to help spark innovation, drive creativity, advance their skillset, and move their career forward. Our commitment to diversity isn’tjust about the work we accomplish; it’s about fostering a sense of belonging where talented Team Members can bring their whole selves to work to help maximize their full potential.Our Workplace Awards and RecognitionWe are honored to be recognized as a Military Friendly Employer for 2021, 2022, and 2023, a Best Company to Work for by InHerSight, and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2022 and 2023.About UsCommunity Choice Financial Family of Brands ("CCF") is a leading retailer of financial services to unbanked and underbanked consumers. CFF is the parent company to eleven brands including TitleMax®, TitleBucks®, InstaLoan® Check Into Cash®, Cash 1®, Check Smart®, Easy Money®, Rapid Cash®, and Speedy Cash®. With more than 1,700 retail storefronts and several online products available in 20+ states, CCF is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.The information containedherein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemedappropriate. Requirements, skills and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.Important: The Community Choice Financial® Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the domains @ccfi.com, @titlemax.com or @titlemax.biz. In-store positions are in-person only, remote options not available.The Community Choice Financial® Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all background are encouraged to apply. CCFI Companies, LLC is an equal opportunity employer.

Job Description:The RoleAs an Alternative Accounting Team Manager, you will have oversight responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity’s Alternative investment products. You will work closely with a team of associates performing accounting functions and act as the primary contact for daily operational needs, while providing direction, leadership, and support in collaboration with other associates within the business unit. The role requires expertise related to daily deliverable review and oversite, pivotal initiatives, business performance evaluation, and relationship management. This new team within Fidelity, requires that you are hands on in the operations, supporting sophisticated alternative funds and helping to build out processes and procedures.In addition to operational responsibilities, the Manager is also passionate about mentoring the staff to aid in the development and growth of the team.You will collaborate with other teams within FFIO and business associates across the firm and will interact with senior members of FFIO’s organizations with a high degree of autonomy.Provide guidance with product development, implementation, and ongoing accounting operations of various alternative products including open and close ended partnerships in standalone and master feeder structuresPerform detailed review of activity within the portfolios including but not limited to valuation, investor allocations, complex expense calculationsAssist with internal and external auditor, risk, and compliance inquiriesProvide feedback, direction, assists in development of and ensures proper cross-training of analysts within teamSupport the implementation of operations processes and procedures for new productsValue and reward contributions, drive, initiative, and achievement of resultsCoordinate and lead departmental workflowsEvaluate systems, processes, responsibilities, reporting, etc. for continued efficiency and effectivenessCoordinate testing of new technology prior to roll out into production and reports results to peers and managersProvide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilitiesAccountable for ensuring requests are processed within stated service level agreements and adhere to Fidelity and regulatory guidelinesEnsure that all processes have sufficient Risk and Compliance controls and policies and procedures are communicated and followed.Evaluate the department’s functions and responsibilities, confirm they are addressed timely, and any areas of risk are identified and mitigated.Collaborate with management to make effective use of available resources across groups and recommend changes to systems, processes, and responsibilities as neededCoordinate team wide initiatives and communicate plans to key stakeholdersWork with associates to build relevant development plansThe Expertise & Skill You BringBachelor’s degree in finance/accounting or equivalent with 6+ years of experience or Master’s degree with 4 + years of experienceExperience with Geneva and Geneva World Investor preferredPrior experience in daily operations supporting digital assets and/or derivatives is helpful, but not required.Strong understanding of the finance industry, partnership accounting and back-office operations for alternative products, including private equity, hedge fund and digital asset productsOutstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities.Ability to both lead and contribute to teamsStrong communication skills with the ability to develop and deliver cogent, informative presentations to all levels of finance and business leadershipPresence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makersUnderstanding of financial and accounting principles and how to apply them in businessNote: Fidelity will not provide immigration sponsorship for this position.The Team The Alternative Accounting Team is a unit within the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The Alternative Accounting Team provides operational support for, as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity’s alternative and digital products.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, best-in-class retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Category:OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503888

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503888

Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503746Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503888