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Accounting / Finance Jobs
Full Time
6/29/2025
Georgetown, TX 78628
(4.8 miles)
Financial Representative Trainee (Sales) - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 503750Categories: 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) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Dallas, TX Texas | 503746 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
6/26/2025
Marble Falls, TX 78654
(34.9 miles)
Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 317 Highway 281 N, Marble Falls, TXThis job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants.If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.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 an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness As a salaried professional, you can also expect...A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.You'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00Hiring Maximum: $65600.00Read More About Job OverviewSkills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standingRead 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.
Full Time
7/1/2025
Dripping Springs, TX 78620
(40.3 miles)
ControllerSupervise, monitor, and evaluate daily accounting activities and ensure an accurate and timely monthly closing process. Monitor production of financial reports and maintain strong financial controls to enhance the accuracy of the company's reported financial results.ResponsibilitiesLead all aspects of accounting operations, including GL, AR/AP, payroll, revenue recognition, intercompany accounting, and consolidations across multiple business units.Own the monthly, quarterly, and year-end close process, ensuring timeliness and accuracy across the enterprise.Manage the preparation of financial statements in accordance with GAAP.Oversee annual financial audits and serve as the primary liaison with external auditors.Implement and maintain strong internal controls and risk management practices.Collaborate with FP&A, operations, and legal to support strategic initiatives, board reporting, and financial forecasting.Continuously improve systems, processes, and policiesexperience with ERP migrations (e.g., Workday) is highly valued.Build and lead a high-performing accounting team, with a focus on talent development and cross-functional collaboration.SkillsStrong technical expertise and sound judgment.Ability to lead in a dynamic, $1B+ enterprise environment.Proven ability to lead teams through change and scale processes for growth.Demonstrated success building high-trust partnerships across finance and operations.RequirementsCPA required.Bachelor's Degree in Accounting, Master's or CPA preferred.10+ years of progressive accounting and leadership experience, ideally with oversight of $500M–$1B+ revenue companies.Deep knowledge of US GAAP, internal controls, and enterprise accounting operations.Experience managing accounting for complex entities, including multiple legal entities, cost centers, and revenue streams.Big 4 or national firm audit background preferred.Experience with Workday ERP strongly preferred.What We OfferPaid time off (vacation and sick).Medical, dental, and vision insurance.401(k) with employer match.Employee Assistance Program (EAP).Career development and ongoing training.Important to KnowVeterans and candidates with military experience are encouraged to apply.HHS is an Equal Employment Opportunity Employer committed to workplace diversity and inclusion.Who is HHSHHS is a private, family-owned business dedicated to caring for its team members and providing honest, quality-driven customer service. Founded in 1975 as Hospital Housekeeping Systems, today HHS provides services including housekeeping, food, and facility management to nearly 1,000 customers across six industries.We are growing rapidly and seeking motivated leaders to join us for the next stage of our journey. We support and encourage growth from within and believe that we have countless future leaders in our organization who are waiting for their next opportunity.App-Corp
Full Time
6/29/2025
Austin, TX 78701
(32.3 miles)
Financial Representative Trainee (Sales) - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 503750Categories: 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) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Dallas, TX Texas | 503746 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
7/1/2025
Dripping Springs, TX 78620
(40.3 miles)
Assistant ControllerSupervise, monitor, and evaluate daily accounting activities and ensure an accurate and timely monthly closing process. Monitor production of financial reports and maintain strong financial controls to enhance the accuracy of the company's reported financial results.ResponsibilitiesServe as the lead accounting contact for all Diversification divisions (Education, Hospitality, Aviation, Robotics, Catering).Manage monthly close processes for each division, ensuring timely, accurate financials.Prepare and review journal entries, reconciliations, accruals, and revenue recognition.Support budgeting and forecasting processes by providing accurate financial data and analysis.Work closely with division leaders to understand business performance and provide financial insights.Maintain internal controls and ensure adherence to company policies and GAAP.Assist with Workday ERP system transitions and process improvements as new divisions scale.Coordinate with external auditors and support year-end audit work for assigned divisions.SkillsStrong knowledge of US GAAP and internal controls.Hands-on experience with multi-entity accounting and working in a fast-paced environment.Comfortable rolling up your sleeves and balancing strategic and transactional work.Experience with ERP systems such as Workday, NetSuite, or similar platforms preferred.Strong Excel skills and the ability to work with imperfect data and evolving processes.Excellent communication and relationship-building skills.Versatility: Comfortable supporting multiple industries with different accounting needs.Curiosity: Wants to understand the “why” behind the numbers and how the business works.Growth Mindset: Eager to take on more responsibility and eventually grow into a Controller role.Adaptability: Thrives in change and isn’t afraid of ambiguity.Team Player: Collaborates well across departments and takes pride in doing things the right way.RequirementsBachelor’s degree in Accounting or Finance; CPA or progress toward CPA preferred.5+ years of accounting experience, including full-cycle close responsibility.What We OfferPaid time off (vacation and sick).Medical, dental, and vision insurance.401(k) with employer match.Employee Assistance Program (EAP).Career development and ongoing training.Important to KnowVeterans and candidates with military experience are encouraged to apply.HHS is an Equal Employment Opportunity Employer committed to workplace diversity and inclusion.Who is HHSHHS is a private, family-owned business dedicated to caring for its team members and providing honest, quality-driven customer service. Founded in 1975 as Hospital Housekeeping Systems, today HHS provides services including housekeeping, food, and facility management to nearly 1,000 customers across six industries.We are growing rapidly and seeking motivated leaders to join us for the next stage of our journey. We support and encourage growth from within and believe that we have countless future leaders in our organization who are waiting for their next opportunity.App-Corp
Full Time
6/29/2025
Austin, TX 78701
(32.3 miles)
Financial Representative Trainee (Sales) - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 503750Categories: 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) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Dallas, TX Texas | 503746 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
7/1/2025
Dripping Springs, TX 78620
(40.3 miles)
Staff AccountantPrepare and deliver financial information for leadership to support successful business operations. Research, analyze, verify, and prepare financial statements and reports to ensure accurate record-keeping. This is a hybrid role with 3 days in the office and 2 days remote each week. The first 90 days must be completed fully in the office.ResponsibilitiesResearch and analyze accounts and prepare financial statementsPrepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.Maintain and balance an automated consolidation system by inputting and verifying dataAnalyze information and options by developing spreadsheet reports and verifying informationPrepare various schedules for the annual auditPrepare general ledger entries by maintaining records and files and reconciling accountsDevelop and implement accounting procedures by analyzing current procedures and recommending changesAnswer accounting and financial questions by researching and interpreting dataAssist in registering and preparing annual reports for respective states where the company provides servicesCollaborate with other departments to problem-solve ongoing issues that impact department / organizational goalsInitiate continuous quality improvement in the work processComplete additional projects as requested by senior managementQualifications3-5 years of relevant work experience with increasing levels of responsibilityUnderstanding of corporate accounting policies and proceduresUnderstanding and knowledge of Generally Accepted Accounting Principles (GAAP)Bachelor's degree in Accounting or related experienceExperience in Workday, Adaptive, and SalesforceAdvanced Excel skillsExcellent communication skills and ability to work on a dynamic teamAdditional Skills and AbilitiesDemonstrate creativity, intelligence, and discretion in planning, organizing, and coordinating department functionsAbility to assess a situation, consider alternatives, and choose an appropriate course of actionDemonstrate fiscal accountability for department resources and the ability to achieve outcomes within allocated resourcesCommunicate and support HHS’ mission, vision, and values, as well as departmental goals to all staffAbility to define performance objectives and metrics for the departmentWhat We OfferPaid time off (vacation and sick)Medical, dental, and vision insurance401(k) with employer matchEmployee assistance program (EAP)Career development and ongoing trainingImportant to KnowVeterans and candidates with military experience are encouraged to apply.HHS is an Equal Employment Opportunity Employer committed to workplace diversity and inclusion.Who is HHSHHS is a private, family-owned business dedicated to caring for its team members and providing honest, quality-driven customer service. Founded in 1975 as Hospital Housekeeping Systems, today HHS provides services including housekeeping, food, and facility management to nearly 1,000 customers across six industries.We are growing rapidly and seeking motivated leaders to join us for the next stage of our journey. We support and encourage growth from within and believe that we have countless future leaders in our organization who are waiting for their next opportunity.App-Corp
Full Time
6/29/2025
Austin, TX 78701
(32.3 miles)
Financial Representative Trainee (Sales) - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 503750Categories: 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) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Dallas, TX Texas | 503746 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
Full Time
6/29/2025
Austin, TX 78701
(32.3 miles)
Financial Representative Trainee (Sales) - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 503750Categories: 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) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Dallas, TX Texas | 503746 Financial Representative Trainee (Sales) -Bloomington, MN Minnesota | 503881
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Full Time
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Benefits:
8 hour shifts Monday- Friday Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Safety equipment provided Vision insurance Bonus opportunities Overtime pay Quarterly bonus
Qualifications: 4 years experience as a Commercial Electrical experience with valid TDLR Journeyman License Ability to read blueprints, schematics, and written reference materials Must know BlueBeam / ProCore / PlanGrid and other programs Able to follow written and verbal instruction Ability to perform mathematical calculations Can diagnose and resolve problems Keep material in front of the crew to stay busy Ability to use hand and power tools Install wiring, electrical fixtures, power equipment, following current NEC and local code Install control and distribution apparatus, including motors, relays, switches, thermostats, circuit-breaker panels for machine Install and connect power supply wiring, cables, conduit, and electrical apparatus for machines and equipment in new and existing facilities following diagrams, schematics, or blueprints Test continuity of circuits to ensure compatibility and safety of components using testing instruments Diagnose and resolve problems in electrical circuits, systems, and equipment using testing instruments and equipment Measure, cut, bend, thread, assemble, and install electrical conduit using rulers, measuring devices, hand tools, pipe threader, and conduit bender. Operate tools and equipment according to established safety procedures Maintain a safe work environment by adhering to all company guidelines and OSHA safety requirements and also through reporting violations of policies, procedures and guidelines to immediate supervisor Communicate with employees, management, vendors in a professional manner Ability to operate scissor lifts Ability to work from all types of ladders and perform work at various heights from ladders, scaffolds, aerial lifts, or other areas Must be willing to work in weather conditions Knowledge of NEC Code Must have a smartphone and be able to download app to clock in and out Must have reliable transportation to and from job sites on a daily basis Valid driver’s license and clean driving record Must pass background check and drug test Ability to lift up to 50 lbs
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