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Accounting / Finance Jobs
Full Time
6/10/2024
Houston, TX 77007
(23.4 miles)
Martin Foods imageProviding strategic leadership across procurement, supply chain management, product development, and production strategies, encompassing meat blocks, ingredients, packaging supplies, process flow, and equipment. Spearheading sales and customer business development efforts. Overseeing corporate profitability objectives, focusing on yield and margin optimization while adhering to overhead and indirect labor goals. As a member of the C-suite executive team, driving corporate culture and value initiatives, fostering company growth, and creating value for shareholders and stakeholders.
Reporting directly to the Chief Executive Officer (CEO) and serving as a key member of the executive leadership team, this role involves close collaboration with internal sales and manufacturing leadership teams. Regular interactions with external suppliers and customers are essential to ensure seamless operations and strategic alignment, fostering strong relationships and driving the company's goals forward.
Oversee the development and implementation of organizational procurement strategies, including short, mid, and long-term plans to achieve business profitability goals. Analyze the sales mix and profitability of each item for customers, ensuring effective oversight within the supply chain. Develop comprehensive procurement strategies for meat blocks, exploring industry options, vetting and testing possibilities, understanding raw material costs, and analyzing raw material characteristics. Lead procurement contract negotiations, focusing on exposure capacities, price structures, leverage points, and incorporating BATNA (Best Alternative to a Negotiated Agreement) into the buying strategy. Ensure specification compliance and enforce supplier accountability with clear consequences. Develop, implement, and evaluate strategies for supply chain improvement. Identify process challenges and implement solutions to streamline inefficiencies, achieving maximum productivity. Serve as the company’s subject matter expert for production and sales, particularly regarding finished product initiatives. Focus on specification development, process flow optimization, yield expectations, customer satisfaction, and company profit goals. Strategically interface with sales teams and customers. Drive continuous improvement initiatives to reduce costs and enhance profitability. Develop and evaluate strategies to improve the supply chain, addressing process inefficiencies to boost productivity. Enhance profitability by developing robust raw material strategies that result in high-yielding, high-performing products for both customers and production. Understand the full scope of the production process and product mix to achieve optimal margin performance.
Benefits: Competitive Health & Welfare Benefits Company-Matched 401(k) Savings Plan Award Program Potential Paid Vacation Paid Holidays Product Discount
Qualifications: Bachelor’s Degree, preferably in Business Administration, Supply Chain Management or Economics Proactive and strategic thinking for developing long-term strategies for supply chain improvement. Proven and visible leadership capability, with the ability to use a variety of leadership approaches in order to achieve results. Clear, logical thinker, able to present a compelling business case supported by data and analysis. Experience implementing asset management systems. Diplomatic with excellent negotiating skills. Proven project/program management experience. Able to constructively challenge the status quo.
Full Time
6/22/2024
Huffman, TX 77336
(35.7 miles)
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/RequirementsFinancial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.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
6/3/2024
Cypress, TX 77429
(2.1 miles)
Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: 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.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 - Denver, CO Colorado | 502864 Financial Representative Trainee -Columbia, SC South Carolina | 503152 Financial Representative Trainee - Richmond, VA Virginia | 502873
Full Time
6/21/2024
Houston, TX 77056
(20.5 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you’ll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry.As a Tax Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.Responsibilities:Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returnsServe as a Career Advisor by training, developing, mentoring and/or or coaching to one or more employees, which will include providing honest and timely performance feedbackWork on multiple complex issues and communicate in a non-technical manner to facilitate communication between the client and the service team, all while managing the risk for both the client and the firmServe as the Tax client service coordinator for appropriate clientsAdvise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activitiesReviewing research findings and ensure conclusions are consistent with firm policies and professional standardsAssist with new business development, extended services and tax issue recognition for existing clientsManage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)Remain up-to-date on current tax practices and changes in tax lawBasic Qualifications:Bachelor’s Degree in Accounting or related field5+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firmActive CPA, JD/LLM or EAPrior tax compliance & consulting experience serving Asset Management clients Working knowledge of tax code and technical aspects of tax preparation and complianceAbility to work closely with clients to answer questions or to collect necessary information for tax service requirementsProven track record managing client engagements from start-to-endPreferred Qualifications:Masters of Accounting, Masters of Taxation or MBAAt RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.Compensation Range: $88,400 - $167,200Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
7/1/2024
Tomball, TX 77377
(18.3 miles)
LIVING OUR VALUES All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.JOB SUMMARYThe Senior Manager, Business Planning and Accounting will be accountable for establishing and maintaining accurate accounting records and financial reports. The Sr. Manager will apply accounting and financial planning and analysis skills specifically in the areas of general ledger and intercompany accounting, accounts receivable and accounts payable, inventory and cost accounting, financial analysis, operational efficiencies and profitability, provide timely and quality financial analysis and information to management, development of various financial plans, budgets and forecast, direction and support of Odoo and Microsoft AX accounting systems, accounting functions within business unit, ad hoc project or analytical support, and customer bid support. This position will have a key role in process improvement projects.ESSENTIAL FUNCTIONSDevelopment, review, analysis and presentation of monthly reporting package(s) to executive management and ASG Steering Committee members including but not limited to:Review monthly financial results and facilitate the annual business plan and monthly close processes Identify unusual balances, trends, transactions for research or explanationEnsure quality, accurate and timely reporting.Development, coordination, review, analysis, presentation and enhancement of financial budgeting, forecasting, cash flow and other financial models for ASG including but not limited to:Manage the annual business planning, budgeting and forecasting processRoutine forecast process Other financial models that assist leadership in making key business decisions in designated areas Lead, motivate, reward and develop direct reports to improve productivity and performance.Development, review, analysis and presentation of external reporting to financial institutions, regulatory agencies, etc.Interact with accountants and/or entity representation on a regular basis to:Identity and quantify potential financial benefits of improvement ideas and initiativesAssist in the development of performance measurements and other financial toolsAssist ASG in reporting and translating performance measurements so that they can drive changesAssist with research and resolution of accounting transaction questionsBe a change agentProvide out of the box thinking on solving issuesParticipate with affiliate financial team members in establishing appropriate financial thinking and decision supportFocus the affiliate team members on methods and tools for engendering improvements that impact the business model and cost structure.Participate in developing diagnostic analysis specific to a business unitAssist affiliates in streamlining and eliminating transactions and effortsAssess and communicate the financial benefits of improvements to current processesPerform accounting function as required.Complete the monthly and year-end accounting close processes within deadlines, review account reconciliations, prepare internal financial reporting and analyses.Support internal and external auditsMaintain a system of internal controls that comply with company policies and proceduresResponsibly receive, transmit, and handle consumer and customer data per applicable policies and procedures.Review and follow data privacy practices, policies, and guidelines andManagement of coordination and preparation of the corporate and financial reporting function.Other duties and special projects as assigned.SUPERVISORY RESPONSIBILITIESThis position will not immediately have direct reports and is responsible for the management, coordination, and evaluation of the financial planning and analysis processes. Responsibilities also include sponsoring, managing, coordinating, and supporting project and process improvement teams, and participating in and/or supporting project teams sponsored by other management team members.QUALIFICATIONS Bachelor's degree from a four-year college or university, with degree in Accounting or Finance and 8-10 years related experience and/or training; or equivalent combination of education and experience.Strong proven financial analysis skill set and strong knowledge of accounting principles and concepts.Strong communication skills in discussing and presenting financial results of the affiliates to business unit management and the top executive team.Work in a self-directed environment with a proven ability to multi-task across different work assignment and different business unitsDemonstrate leadership, team building, financial planning, and coordinationAble to put concepts into Able to identify key performance indicators, best practices suggestion for increasing performance managementCustomer service orientation, with an ability to identify customer needs, concerns and prioritiesLeadership skills with an aptitude towards guiding individuals and groups toward desired outcomes, by building confidence based upon a shared vision and the means to attain itTechnical expertise in the accounting and financial arena along with a proficiency in using Oracle, One Stream, Microsoft office software, and other PC applicationsSignificant interpersonal skills required, with an ability to build working relationships with others, while gaining the respect of othersCommitment to quality work and service along with a high achievementExperience working in a start-up company is a plus.To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.COMPETENCIESBusiness Insight Directs Work Builds Effective TeamsCustomer Focus Optimizes Work ProcessesOrganizational Savvy Manages Complexity Drives Results Courage Cultivates InnovationInterpersonal Savvy Self-Development Resourcefulness Develops Talent Demonstrates Self-AwarenessPlans and Aligns Builds Effective Teams Being Resilient CERTIFICATES, LICENSES, REGISTRATIONS*CPA preferred, not requiredPHYSICAL REQUIREMENTSThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels. TRAVEL REQUIREDMinimal travel is required for this position (up to 20% of the time and on a domestic basis).The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.#LI-NL1#HP125 TOTAL REWARDSOur Total Rewards package is an integral part of how we recognize our associates’ contributions as well as attract, retain and reward the most qualified employees. We are committed to providing a fair and competitive compensation structure that includes base pay and performance based rewards, where applicable. Compensation is based on various factors including, but not limited to, skill set, experience, qualifications and job-related requirements. Our benefits include medical, dental, and vision along with wellness programs, retirement plans, paid leave and much more! To learn more about these programs and many more, take a tour of our Benefits Page at https://www.friedkin.com/benefits.#LI-NL1#HP125
Full Time
7/1/2024
Houston, TX 77030
(25.3 miles)
At Houston Methodist, the Manager Patient Access Services position is responsible for the daily management of the staff and operations for one or more of the following areas of Patient Access Services: scheduling, pre-registration, insurance verification, emergency department registration, hospital registration, inpatient admission, financial counseling, admission/ discharge, transfer and bed control process to optimize patient flow.The manager position responsibilities include managing the daily work activities of the work unit/department staff, ensuring quality, productivity, functional excellence and efficiency while assisting management in accomplishing strategic and operational objectives. In addition, this position provides guidance to staff and is responsible for staffing, budget compliance, contributing to staffing decisions such as hiring and terminating employment, coaching and counseling employees on work related performance, and assisting in the development and implementation of policies and procedures to ensure a safe and effective work environment. This position also implements training, monitoring and operations initiatives that ensure compliance with ethical and legal business practices and accreditation/regulatory/ government regulations. PEOPLE ESSENTIAL FUNCTIONSPerforms management responsibilities of selection, scheduling, supervision, retention, and evaluation of employees in the department. Provides development and mentoring of staff. Meets or exceeds threshold goal for department turnover. Develops direct reports to perform these same functions.Provides fair and consistent leadership and communication to maintain a competent and engaged employee group by conducting regular department meetings to review policies and procedures and operational matters, rounding on all employees, completing performance appraisals, conducting new hire feedback sessions, coaching/corrective counseling, and providing recognition/commendations to achieve desired outcomes. Provides timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem.Facilitates and promotes effective team dynamics and teambuilding strategies within and between departments; participates and/or leads and facilitates department process improvements as needed.Meets or exceeds threshold goal for department and/or system metrics on employee engagement indicators: action readiness score, tier level.Manages the development and timely monitoring of work distribution and work performance levels for designated staff, in order to ensure work quality and to reach or exceed performance standards related to departmental goals and objectives.SERVICE ESSENTIAL FUNCTIONSPlans and organizes day-to-day department operations, schedule and activities. Sets priorities and functional standards, giving direction to staff as necessary to ensure the best possible delivery of service and high customer/patient satisfaction.Drives department service standards and activities to impact department and/or system score for patient/customer-based satisfaction, through role modeling and fostering accountability. Serves and actively participates on various entity committees as a voice for the department.Manages employee training, education and in-services, in addition to unit and/or department meetings, resources and equipment, to ensure staff competency and professional pathway progression.Communicates updates/changes to processes, managed care information, throughput, etc., in a timely manner. Ensures appropriate and timely representation and response for all correspondence, meetings and matters related to Patient Access Services.Builds relationships with external customers to include physicians and physician office staff.QUALITY/SAFETY ESSENTIAL FUNCTIONSEnsures a safe and effective working environment; monitors and/or revises the department safety plan and/or any specific accreditation/regulatory required safety guidelines.Uses and optimizes information systems to enhance operations; supports entity-specific performance improvement and data management/analysis functions.Employs a proactive approach in the optimization of safe outcomes by monitoring and improving the department workflow, using peer-to-peer accountability, and identifying solutions via collaboration. Adopts lean principles in driving process improvements. Role models situational awareness, using teachable moments to improve safety.Monitors self and employee compliance with policies, procedures, and System HR Standards of Practice and performs associated actions upon non-compliance (i.e., focal point review requirements, disaster plan, in-services, influenza immunization, wage and hour, standard hours, timely termination submission, timely timecard approval, etc.).Actively participates in intradepartmental and interdepartmental quality improvement processes, as it drives unit process improvement initiatives.FINANCE ESSENTIAL FUNCTIONSAssists in the development of department budget and ensures that the department operates in a cost effective manner. Manages/audits department expenses within approved budget parameters, ensuring that the department meets the budgeted/flex revenue and/or expense targets on a monthly and annual basis. Develops staffing plans and schedules to meet department needs that reflect understanding of the importance of cost-effectiveness.Implements department strategies to achieve financial target and staffing needs, developing others to do the same, through optimizing productivity, supply/resource efficiency, minimizing incidental overtime and overtime percentage, and other areas according to department specifications.Generates reports and data to support key metrics for Patient Access Services functions. Develops and implements action plans that optimize revenue cycle operations.GROWTH/INNOVATION ESSENTIAL FUNCTIONSIdentifies and implements innovative solutions for practice or workflow changes to improve department operations or other department-specific measures by leading unit projects and/or other department/system directed activities. Supports change initiatives, maintaining effectiveness when experiencing major changes in work responsibilities or environment; adjusts effectively to work within new work structures, processes, requirements or cultures.Proactively evaluates processes; recommends and implements action plan(s) for change; follows through to ensure effective, sustainable change. Participates in the development and implementation of new procedures and the review and revision of existing procedures.Identifies opportunities and takes action to build strategic relationships between one's area and other areas, teams, departments, and units to achieve business goals.Seeks opportunities to identify developmental needs of self and staff and takes appropriate action. Ensures own career discussions occur with appropriate management. Completes and updates the individual development plan (IDP) on an on-going basis. Conducts conversations with staff on their development and IDP.Collaborates with key stakeholders, committees, and team leaders to bring new projects and technology into operation.This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises. EDUCATIONBachelor's degree required or additional four years of experience (in addition to the minimum experience requirements listed below) required in lieu of degreeWORK EXPERIENCEFive years of patient access services or related experience, of which one year must have been in a managerial role in healthcare; may consider HM employee with five years of patient access services or related experience with HM performance that demonstrates leadership responsibility LICENSES AND CERTIFICATIONS - REQUIREDN/A KNOWLEDGE, SKILLS, AND ABILITIESDemonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluationsSufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or securityAbility to effectively communicate through a variety of channels with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles; engages the recipient(s) and helps them understand and retain the messageDemonstrates the ability to interact with others in a way that gives them confidence in one's intentions and those of the organizationAbility to use appropriate interpersonal styles and techniques to gain acceptance of ideas or plans; modifying one's own behavior to accommodate tasks, situations and individuals involvedDemonstrates leadership qualities and critical thinking through self-direction initiative and effective interpersonal skills and oral/written communication skillsAbility to identify and understand issues, problems and opportunities, comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints and probable consequencesAbility to work effectively in a fast paced environmentDemonstrates flexibility and adaptability in the workplaceAbility to mentor effectivelyComputer skills to include proficiency in MS Office and EMR softwareFunctional knowledge of revenue cycle and managed careSUPPLEMENTAL REQUIREMENTSWORK ATTIREUniform NoScrubs NoBusiness professional YesOther (department approved) YesON-CALL**Note that employees may be required to be on-call during emergencies (ie. DIsaster, Severe Weather Events, etc) regardless of selection below.On Call* YesTRAVEL****Travel specifications may vary by department**May require travel within the Houston Metropolitan area YesMay require travel outside Houston Metropolitan area YesCompany Profile:Houston Methodist Hospital is recognized by U.S. News & World Report as the No. 1 hospital in Texas (two-way tie) and one of America’s “Best Hospitals.” As a full-service, acute-care hospital located in the Texas Medical Center and the flagship hospital of Houston Methodist, it has evolved into one of the nation’s largest nonprofit teaching hospitals and a leader in innovative medical research with a comprehensive residency program. Two of Houston Methodist’s primary academic affiliates are among the nation’s leading health care organizations: Weill Cornell Medicine and New York-Presbyterian Hospital. Houston Methodist also has affiliations with Texas A&M University and the University of Houston. With 948 operating beds, 85 operating rooms and more than 8,400 employees, Houston Methodist Hospital offers unparalleled care for thousands of patients from around the world.Houston Methodist is an equal opportunity employer inclusive of women, minorities, disabled persons and veterans.Equal Employment OpportunityHouston Methodist is an Equal Opportunity Employer.Equal employment opportunity is a sound and just concept to which Houston Methodist is firmly bound. Houston Methodist will not engage in discrimination against or harassment of any person employed or seeking employment with Houston Methodist on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or other characteristics protected by law. VEVRAA Federal Contractor – priority referral Protected Veterans requested.
Full Time
6/18/2024
Spring, TX 77391
(18.3 miles)
The Controller directs and supervises the complete accounting system and financial function of the hospital. This includes charges, billing, A/R, cash receipts, collections, A/P, payroll, general ledger, forecasting, budgeting, internal controls, and audits. Facets include in/outpatient and ancillary services offered by the hospital. The Controller is responsible in creating an environment and culture that enables the hospital to fulfill its mission by meeting or exceeding its goals, conveying the hospital mission to direct report staff, holding direct reports accountable for performance, motivating staff to improve performance and being responsible for the operation of the department, measurement, assessment, and continuous improvement of the department's performance. The Controller creates an environment and culture that enables the hospital to fulfill its mission by providing patient safety and patient-centered treatment. RESPONSIBILITIES AND TASKS Approves the purchases of hospital expenses in accordance with policies and procedures. Performs hospital financial reviews on a monthly basis and controls expenses. Prepares any state financial reports that are required. Completes annual financial budget and capital budget. Reviews hospital A/R on a daily basis. Completes monthly financial package and submits to corporate on a monthly basis. Assists department to monitor labor productivity. Completes weekly financial forecasts. Completes reports as requested by CEO, hospital leaders, regional teams and corporate office. Is responsible for hospital internal controls and audits. Completes cost report packages as needed. Helps monitor compliance with Medicare regulations. Implements actual plans to ensure operational effectiveness. Participates in hospital governing body and partnership boards as needed. Organizes, plans, and manages time effectively to complete assignments. Meets position requirements and performs essential functions. Completes mandatory training and courses required by completion date. Qualifications License or Certification: CPA preferred. Minimum Qualifications: Bachelor of Science degree in Business Administration/Management with a major in Accounting. MBA preferred. Minimum of five years hospital accounting experience preferred. Knowledge of financial management and analysis principles and techniques and managerial skills typically acquired through two to three years of experience in public accounting, specifically in health care auditing and reimbursement knowledge (when applied to small hospitals) or one to three years experience as a hospital chief financial officer. ABOUT USAs a national leader in post-acute care, Encompass Health (NYSE: EHC) offers facility-based patient care through its network of inpatient rehabilitation hospitals. With a national footprint that spans 157 hospitals in 37 states and Puerto Rico, the Company is committed to delivering high-quality, cost-effective rehabilitation. Encompass Health is ranked as one of Fortune's 100 Best Companies to Work For and Modern Healthcare's Best Places to Work. BENEFITSEnjoy competitive compensation and benefits that start day one of employment, including:Affordable medical, dental and vision plans provided to meet the needs of full and part-time employees and their families.Generous paid time off that increases with tenure.Tuition reimbursement and continuing education opportunities.An employee assistance program for counseling and mental health needs.Company-matching 401(k) and employee stock-purchase plans.Flexible spending and health savings accounts.To learn more about us, please visit us online at encompasshealth.comor careers.encompasshealth.com Connect with us:Equal Opportunity Employer
Full Time
6/22/2024
Cypress, TX 77410
(18.3 miles)
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
6/3/2024
Houston, TX 77002
(24.8 miles)
Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: 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.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 - Denver, CO Colorado | 502864 Financial Representative Trainee -Columbia, SC South Carolina | 503152 Financial Representative Trainee - Richmond, VA Virginia | 502873
Full Time
6/25/2024
Houston, TX 77056
(20.5 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds Do you enjoy serving and working collaboratively with your clients, and would you look forward to playing a vital role in supporting their businesses from an operational and financial reporting perspective Are you looking for a career that will provide you with interesting and varied professional growth opportunities If so, RSM's Fund Services + is the right fit for you!RSM is looking for a Manager to join our RSM Fund Services + practice with a focus on Management Company accounting. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. At RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries.Responsibilities:Prepare/facilitate the day-to-day operating activities for private equity and real estate clients, including all elements of recording and reconciling cash reconciliation, Accounts Payable, Accounts Receivable, Payroll, T&E, intercompany expenses and fixed assetsLead and support the client’s month end close process as needed which may include reviewing journal entries and account reconciliationsBecome an expert user in the firm’s fund administration technology platform, understand our overall technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficienciesPrepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packagesCoordinate with the clients’ external auditors and tax providers to assist with the year end audits and tax return information that is neededParticipate in meetings with new client prospects and in the proposal processContinuously identify opportunities to enhance the clients monthly operations make suggestions for process improvementsOnce established help to train other new/junior level staff membersRequired Qualifications:RSM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors.6+ years of Big 4 or national accounting firm experience or the equivalent progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting supervisor, managerExperience working with RIAs, Private Equity firms, Private Trust Companies preferredCPA is preferred but not requiredProficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)Allvue or Intacct knowledge a large PLUS!Strong analytical skills, detail oriented and highly organizedPossesses a strong work ethic, personal and professional integrity, and a positive attitudeStrong oral and written communication and influencing skillsAbility to work in a dynamic, fast-paced environment and handle multiple projectsAt RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.Compensation Range: $86,100 - $162,800Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
7/1/2024
Houston, TX 77246
(27.6 miles)
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
6/3/2024
Houston, TX 77002
(24.8 miles)
Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: 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.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 - Denver, CO Colorado | 502864 Financial Representative Trainee -Columbia, SC South Carolina | 503152 Financial Representative Trainee - Richmond, VA Virginia | 502873
Full Time
6/3/2024
Houston, TX 77002
(24.8 miles)
Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: 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.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 - Denver, CO Colorado | 502864 Financial Representative Trainee -Columbia, SC South Carolina | 503152 Financial Representative Trainee - Richmond, VA Virginia | 502873
Full Time
6/3/2024
Houston, TX 77002
(24.8 miles)
Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: 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.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 - Denver, CO Colorado | 502864 Financial Representative Trainee -Columbia, SC South Carolina | 503152 Financial Representative Trainee - Richmond, VA Virginia | 502873
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