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Accounting / Finance Jobs
Full Time
4/23/2024
Arlington, TX 76000
(14.6 miles)
We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.Job OverviewIf 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 four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A 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.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A 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 worlds A 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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseSkills/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 succeed Skilled 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.Awards & 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 JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. 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
Full Time
5/9/2024
Irving, TX 75062
(0.8 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.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 . 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 - Tampa, FL Florida | 502877 Field Development Supervisor (Mutual of Omaha Advisors) – Houston, TX (Relocation Assistance Available) Texas | 502979 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
5/13/2024
Irving, TX 75062
(0.8 miles)
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco, and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate’s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry’s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle.www.highgate.com Location: Highgate Corporate Offices Irving, TX Overview: This position is responsible for all accounting responsibilities related to various disciplines within the accounting department, which would include: Consolidation Accounting, Hotel Accounting and Internal/External audits. Responsibilities: Assist in accounting, financial reporting and controllership functions for assigned hotels and/or entities.Perform monthly analytical reviews of the properties’ financial statements ensuring compliance with US GAAP.Coordinate with investors and lenders on ad hoc requests. Supervise and review the accounting for fixed assets at each of the assigned properties.Assist in managing the disbursement and reconciliation process for large-scale property renovations.Manage intercompany accounting transactions.Perform consolidation of multi-tiered entity structures.Compile financial reporting deliverables for investors and lenders.Review monthly account reconciliations and coordinate with off-shore resources to ensure reconciliations are completed timely. Perform as well as supervise off-shore resources tasked with preparing and posting monthly financial statement close entries and performing reconciliations.Manage payable transactions of the assigned entities.Assist in the accounting and transitions for new property acquisitions. Play an integral part in the successful completion of external financial audits, including report drafting and delivering information requested by auditors on a timely basis.Assist in the establishment, documentation and maintenance of Standard Accounting Policies and Procedures and internal controls for our accounting operations.Identify and make suggestions for improvements of current processes.Other special projects and responsibilities, as assigned. Qualifications: Bachelor’s degree in Accounting required2+ years of public accounting experience requiredPrior real estate or hospitality experience preferredCPA or CPA candidate preferredProficiency with Excel requiredProficient with Oracle accounting systems preferredStrong organizational, analytical, verbal and written communication skills with the ability to prioritize and work independently with minimal supervisionA strong desire to develop into a future finance and accounting leader within a dynamic organization
Full Time
5/1/2024
Irving, TX 75062
(0.8 miles)
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate’s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry’s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: Highgate Corporate Office Irving, TX Overview: Highgate is seeking an exceptional professional to serve as the Financial Analyst for the Family Office that serves its founding principals. This individual will collaborate with various members in the Family Office and will liaise with team members in the Highgate Hotels organization as well. The role will include a combination of financial, tax and legal-related responsibilities. This position reports to the Chief Financial Officer and Vice President of Tax in the Family Office, with frequent exposure to the entire executive team across both the Family Office and Highgate Hotels. Responsibilities: Coordinate with internal teams and external stakeholders to gather necessary information for tax filingsPrepare simple tax documents, tax returns and other forms as neededProcess tax returns efficiently, including obtaining checks, document scanning, certified mail preparation and regular visits to the local post office for mailingManage the acquisition and tracking of key monthly reports for the finance and tax teams within the Family OfficeProvide support to the finance team in performing basic financial tasks, including data entry and expense trackingCoordinate the download of third party capital call documents, statements, K-1’s, and related documentsTrack and organize receipts for credit card charges to maintain accurate financial recordsMaintain an organized filing system for tax and finance documents to facilitate easy retrieval and accessibilityManage incoming and outgoing correspondence, including reviewing and distributing Family Office mailStreamline the review procedures for Family Office postal chargesMaintain and organize tax calendars, entity lists, digital and paper folders and tax filingsCreate and edit presentations, spreadsheets and other various documentsOversee vehicle documentation to ensure comprehensive recordkeepingManage calendars, schedules, and travel arrangements for key Family Office executivesCoordinate meeting logistics, including room bookings, equipment setup and attendee communicationSupport the legal team by gathering officer signatures and notarizing documentsPerform ad hoc projects and support other administrative personnel as needed Qualifications: 3 - 5 years prior experience working with executive, finance and tax professionals required.Prior expereince with family office, private equity, real estate, finance or private entity would be seen a favorable.Possess exceptional writing and verbal communication skillsDemonstrate superb organizational, multitasking and prioritization abilitiesExhibit close attention to detail and a commitment to excellence in all tasksDisplay a high sense of urgency, initiative, and prioritization in addressing tasks and responsibilitiesDemonstrate proactive approaches to problem-solving, displaying strong decision-making capabilitiesCapable of engaging with individuals at all levels within an organizationStrong interpersonal skills and a collaborative mindsetExhibit the ability to handle confidential information with discretion and integrityDemonstrate advanced proficiency with Microsoft Office Suite, including Word, Excel and PowerPointPrevious exposure to Box.com is beneficial but not requiredAbility to create and format documents, spreadsheets and presentations with a high level of accuracy and attention to detailStrong aptitude for learning and adapting to new software tools and technologies as neededNotary license or willingness to obtain one
Full Time
5/15/2024
Fort Worth, TX 76155
(4.9 miles)
Make a Difference in YOUR Career! Our vision is both simple and ambitious: to put our drinks on every table. We are the leading global independent beverage solutions provider. We serve a broad range of national and international retailers as well as Global, National and Emerging (GNE) brands. Our products are distributed worldwide from our production sites in Europe, North America, and Australia. Although our own branding may not appear on the labels of the beverages we produce, there is a good chance you are reading this while sipping one of our drinks. Our ambition is to continually improve and it’s what keeps us at the top of our game.We are solutions-based.We are innovative. We seek out new challenges and conquer them. This is our company ethos, but it’s our people’s too:Refresco is at the cutting edge of a fast-moving industry because we have passionate people pushing the boundaries of what’s best. Stop and think: how wouldYOUput our drinks on every table Position Description The Regional Plant Controller, Southwest is responsible for the overall integrity, accuracy and completeness of the company’s manufacturing operations financial results and safeguarding of the plant assets. The Regional Controller Southwest partners with manufacturing operations management team and engages in all aspects of these operations to provide timely and comprehensive financial leadership to the plants across Canada. Essential Functions: Overall responsibility for the multiple plant operations financial results and delivery of accurate timely results in accordance with General Accepted Accounting Principles (GAAP), company processes/procedures and statutory regulations. Achieves this through working closely with the Plant management team, Cost Accounting/Inventory management and Supply Chain Finance teams.Work with plant management teams to set annual standards and production yields for financial reporting and costing analysisProvide financial guidance and support to plant management with proactive communication of accounting/reporting issues and recommendations.Provide guidance/input to management on key business decisions that enable effective and efficient operations and delivery of WOW savingsProvide guidance to plant management in the origination of capital expenditure requests. Prepare/review financial support for the capex requests ensuring compliance to Refresco policy and robust accurate projections of costs and savings generated by the project. Perform post capital expenditure audits and reviews.Ensure the Manufacturing plant finance team provides local subject expertise for SAP financial reporting and processes. And ensure integrity of plant financial data and information in Refresco systemsEnsure compliance with key control procedures and corporate policies and procedures at the local level plant management team to ensure the overall financial integrity of the plant financial information and safeguarding of assets.Weekly/monthly working capital reporting. Work with Plant management to manage effective working capital utilization and cash flows. Significant areas of focus being inventories and capex cash flows.Maintain open communication with peers to foster a consistent approach in the financial management of the local operating units.Provide support for external and internal audits at the operating facilities. Complete other ad-hoc reporting requestsManage the weekly/monthly/quarterly flash forecast process with the plant management team to deliver accurate forecasted bottling results. Appropriate identification of risks and opportunities.Lead the development of the annual Operating Plan for the manufacturing facilities within the region.Work with the Plant Management Team to identify and recommend process improvements that will deliver financial benefits or mitigate financial risks.Analyze financial data to facilitate decision making process at the plant management level Education and Experience: Bachelor's in Accounting required.CPA, CMA or equivalent designationManufacturing & costing experienceMinimum of 5 years at Controller levelUS GAAP & Sarbanes Oxley knowledgeERP System experience Required Skills and Competencies: Excellent verbal and written communication skillsStrong analytical skills, with proven strategic problem solving skillsAbility to operate and consistently deliver in a changing environmentA self-starter with strong initiative and the ability to work independently. Strong customer service orientation,Strives for high performance and uses technical skills effectively with a demonstrated emphasis to detail and accuracy. Ability to multi-task, and work in an organized, detailed manner under limited time frames & tight deadlines.Intermediate Excel skills & Financial ModelingKnowledge of financial accounting systems, controls and compliance procedures and industry practicesStrong written and verbal communication skills with the ability explain results, document processes, and convey ideas.Financial analysis skills (identifies information needed to prepare and validate analyses; interprets and draws conclusions from financial information; extracts meaning from data by recognizing trends and patterns)US GAAP & Sarbanes Oxley knowledgeAbility to demonstrate continuous improvement in previous roles. Active involvement in cost savings development.Sarbanes-Oxley implementation and maintenance experience.Emphasis on problem prevention and developing ideas for improvement. A Career with Refresco Refresco offers a competitive salary and comprehensive benefits, which include: Medical/dental/vision insurance Life insurance 401(k) savings plan with company matchPaid holidays and vacation Well-being benefitsDiscount programs Join Refresco TODAYand enjoy a rewarding CAREER! Any employment agency, person, or entity that submits a rsum to this career site or a hiring manager does so with the understanding that the applicant's rsum will become the property of Refresco Beverages, Inc. Refresco Beverages, Inc. will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity. Employment agencies that have agreements with Refresco Beverages, Inc., and have been engaged in a search shall submit rsum to the designated Refresco recruiter or, upon authorization, submit rsum to this career site to be eligible for placement fees.
Full Time
5/3/2024
Dallas, TX 75201
(11.1 miles)
OverviewWhen you join the Allied Universal® Technology Services, you are joining one of the fastest growing security systems integrators in North America. Build your career within a fast-paced, dynamic, and diverse environment that combines leading-edge technology solutions - electronic access control, video surveillance, alarm monitoring, emergency communications, robotics, drones, and other smart tech innovative solutions - with physical security solutions to safeguard our clients and our communities. We offer an array of opportunities - service technician jobs, installation technician jobs, security installation jobs, engineers, and project manager jobs to name a few. Start your career with us today! We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions!Job DescriptionAllied Universal is hiring a Solutions Architect II to support the achievement of sales goals through direct pre-sales support, providing high-quality, innovative, cost-effective technical solutions that meet or exceed our customer's needs in a professional manner. RESPONSIBILITIES:Develop technical solutions that map customer business requirements to security technology solutions Generation of technical scopes of work (SOW) and detailed design narratives for technical solutions and associated cost estimates Manage estimation process to include interfacing with multiple representatives of sales, management, and customer teams Analyze blueprints, construction drawings, and technical/functional design specifications to prepare compliant solutions Research emerging technologies in support of security integration solutions Interface with product and distribution partners to obtain systems, device, and equipment pricing during estimating process Support the sales team by participating in technical discussions and meetings with customers and/or product partners Support the Sales Team in customer-facing ROI (Return on Investment) discussions and technical presentations Understanding construction divisions as they relate to electronics safety and security for RFP responses. Maintain quality assurance by following organization and department standards QUALIFICATIONS:A high school diploma required; bachelor's degree in related field preferred; equivalent work experience may be considered in lieu of a degree A minimum of 7 years relevant experience with integrated electronic security solutions or 5 years of experience in a pre-sales support or engineering position Industry technology certifications such as PSP, CCNA; or product specific certification in Access Control and IP Video platforms Working knowledge of network infrastructure, including switches, routers, IP configuration, CCNA or equivalent certification, is preferred. Equivalent work experience may be considered in lieu of certification Ability to work in a fast-paced environment; capable of managing multiple tasks, setting priorities, and meeting deadlines Must possess excellent written and verbal communication skills; the ability to communicate with stake holders via email, over the phone, and in person is required Ability to maintain sensitive information Ability to obtain any state licensing requirements Proficiency with Microsoft Office (Excel, Outlook, PowerPoint, Project, Visio, and Word) Ability to travel (20% - 30%) on an as needed basis Utilizing a PDF editing - creation tool such as Bluebeam for device plotting and team collaborations. BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insuranceEnrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirementsEight paid holidays annually, five sick days, and four personal daysVacation time offered at an accrual rate of 3. 08 hours biweekly. Unused vacation is only paid out where required by law.ClosingAllied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com If you have any questions regarding Equal Employment Opportunity, Affirmative Action, Diversity and Inclusion, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.Requisition ID2
Full Time
4/29/2024
Irving, TX 75062
(0.8 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.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 . 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 - Tampa, FL Florida | 502877 Field Development Supervisor (Mutual of Omaha Advisors) – Houston, TX (Relocation Assistance Available) Texas | 502979 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
5/4/2024
Irving, TX 75062
(0.8 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.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 . 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 - Tampa, FL Florida | 502877 Field Development Supervisor (Mutual of Omaha Advisors) – Houston, TX (Relocation Assistance Available) Texas | 502979 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
5/14/2024
Irving, TX 75062
(0.8 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.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 . 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 - Tampa, FL Florida | 502877 Field Development Supervisor (Mutual of Omaha Advisors) – Houston, TX (Relocation Assistance Available) Texas | 502979 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
4/29/2024
Irving, TX 75062
(0.8 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.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 demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. 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:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.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 . 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 - Tampa, FL Florida | 502877 Field Development Supervisor (Mutual of Omaha Advisors) – Houston, TX (Relocation Assistance Available) Texas | 502979 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
4/23/2024
Addison, TX 75001
(10.5 miles)
Client Service Associate - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503009Categories: Administrative/SupportApplication Closes: Open Until Filled SHARE As a Client Service Associate, you'll support the Sales team by putting together key information for client proposals. You will also have a chance to work closely with new and existing Workplace Solution customers, helping to provide the clarity, support and guidance that Mutual of Omaha is known for. This is a great opportunity for someone ready to learn and understand the proposal process, the insurance industry and the art of building client relations.WHAT WE CAN OFFER YOU:Estimated Hourly Wage: (Levels have variable responsibilities and qualifications): Client Service Associate: $24.00 - $28.85, plus annual bonus opportunity.Senior Client Associate: $31.25 - $33.65,plus annual bonus opportunity.Benefits and Perks,401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:Strategic Support: Be the driving force behind our Sales team's success. Proactively manage quote activities, develop relationships with broker partners, and contribute to achieving ambitious sales goals.Proposal Excellence: Take charge of the proposal process. Receive and manage RFPs, prepare compelling proposals, and ensure timely responses. Your attention to detail will make our presentations stand out.Underwriting Expertise: Dive into life and long-term disability cases. From underwriting to quoting premium rates, you'll be a pivotal part of the sales process, ensuring accuracy and appropriateness.Smooth Implementation: Your role doesn't end with the sale. Coordinate the installation process, partnering with various stakeholders to ensure seamless transitions. Your dedication ensures accuracy in paperwork and client satisfaction.Industry Insight: Stay ahead of the curve. Keep abreast of industry trends, product knowledge, and ensure compliance with State Insurance Department regulations. Your expertise will be crucial in maintaining our reputation for excellence.WHAT YOU’LL BRING:Exceptional Communication: Your ability to communicate effectively, both verbally and in writing, will be a cornerstone of your success. Foster positive interactions and build lasting client relations.Tech Savvy: Proficient in Excel, Word, and various software systems, your tech-savvy skills will elevate your efficiency. Typing, spelling, and grammar skills are second nature to you.Learn and Grow: Be ready to embark on a journey of learning and growth. Understand the nuances of the proposal process, dive into the insurance industry, and master the art of building client relations.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.Ability to work at our home office located in Addison, TX.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!If you have questions about your application or the hiring process, email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status.#mutualofomaha 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 OpeningsClient Service Associate - Chicago, IL Illinois | 503095 Sr Administrative Assistant - Omaha, NE Remote, Nebraska | 503118
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