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Full Time
9/21/2024
Fort Worth, TX 76102
(4.1 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 decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/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
10/1/2024
Arlington, TX 76019
(3.6 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 OpeningsSummer 2025 Product Owner Intern - Remote Remote, Nebraska | 503340 Financial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Miami, FL Florida | 502874
Full Time
10/1/2024
Richardson, TX 75081
(36.1 miles)
Here, we believe there’s not one path to success, we believe in careers that grow with you. Whoever you are or wherever you come from in the world, there’s a place for you at Sherwin-Williams. We provide you with the opportunity to explore your curiosity and drive us forward. Sherwin-Williams values the unique talents and abilities from all backgrounds and characteristics. All qualified individuals are encouraged to apply, including individuals with disabilities and Protected Veterans. We’ll give you the space to share your strengths and we want you show us what you can do. You can innovate, grow and discover in a place where you can thrive and Let Your Colors Show! At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commuteit matters to us. A general description of benefits offered can be found at http://www.myswbenefits.com/. Click on “Candidates” to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee. Compensation decisions are dependent on the facts and circumstances of each case and will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable. Sherwin-Williams is proud to be an Equal Employment Opportunity/Affirmative Action employer committed to an inclusive and diverse workplace. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract. As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans. Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. The Accounts Receivable Associate is a part time opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for Accounts Receivable (AR) on behalf of Paint Stores Group (PSG), Performance Coatings Group (PCG), and Consumer Brands Group (CBG). The successful candidate will have direct contact with our customers; build relationships with the sales organization; and collaborate with finance colleagues of The Sherwin-Williams Company. Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments. CORE RESPONSIBILITIES: CUSTOMER COLLECTION ACTIVITY Direct customer contact of delinquent accounts in assigned area of responsibility to optimize cash flow and profitability.Develop and maintain effective working relationships with the sales organization and customers to enhance collection efforts and maintain business continuity.Develop and execute action plans to proactively resolve delinquent accounts.Evaluate collection customer activity results and recommend escalation to improve performance.Process required information on Customer and/or Third-Party websites to facilitate payment.Work with customers and the appropriate SW management to resolve customer discrepancies or disputes.Assist in identifying EDI, pricing, tracking, and process issues resulting in delayed payments.Initiate contact with stores, branches, customers, and customer service teams on issues impacting business opportunities.Complete customer dispute inquiries and send back to credit bureaus.Process IPA accounts.Timely distribution of online Accounts Receivable Reports. DEPARTMENTAL TASKS Process incoming physical and electronic customer payments on accounts.Monitor and maintain department shared email inboxes.Maintain customer credit files in an orderly filing system.Sort, file, and/or distribute all incoming physical mail.Maintain adequate level of office supplies.Process biweekly payroll entries for department employees.Respond to all incoming phone calls and properly direct messages, and other related accounts receivable phone inquiries as needed.Complete expense transmittals for local invoices.Distribute all online Accounts Receivable Reports to store locations.Operation of the printer used in conjunction with the online accounts receivable system. ACCOUNTS RECEIVABLE CONTROLS AND COMPLIANCE Maintain consistent adherence to the credit policies and procedures.Maintain customer and business records in accordance with established policies and procedures.Verify the AR balances are properly stated for the area of responsibility according to existing policies.Timely respond to internal and external AR audit inquiries as required.Communicate preliminary notice information to service company.Timely and accurate entry of customer account credit information.Ensure store compliance with basic credit file requirements.POSITION REQUIREMENTS FORMAL EDUCATION: Required: High School Diploma Preferred: Bachelor’s Degree KNOWLEDGE & EXPERIENCE: Required: Knowledge of finance, accounting, or sales activities.Aptitude in critical thinking and/or business problem-solving. Preferred: Sherwin-Williams’ store, facility, or branch experience.Operational analysis and business communications experience.Customer service experience.Experience in Accounts Receivable. TECHNICAL/SKILL REQUIREMENTS: Required: Proficiency in Microsoft Applications, including but not limited to, Excel and Word.Ability to collaborate across diverse functional teams, employ strategic decision-making; support business growth; and optimize business outcomes.Building and maintaining various types of financial models to aid, monitor and analyze business performance.The ability to compare and reconcile financial records from multiple sources, and analyze data to identify trends, patterns, and actionable insights.Ability to communicate, verbally and written, ideas and decisions to a diverse stakeholder group in a clear, concise, and effective manner. Preferred: The ability to influence attitudes, behaviors, and decisions through effective communication, negotiation, leadership, adaptation, and collaboration with varying types of stakeholders.Ability to understand, interpret, identify trends, and communicate financial data into meaningful insights.Serve as a trusted strategic advisor to business leaders utilizing an in-depth knowledge of the business segment(s) for the area of responsibility. Travel: 10%
Full Time
9/22/2024
Grand Prairie, TX 75050
(15.2 miles)
Description Position at TPG Pressure Inc What We Offer Top-tier Medical, Dental, and Vision BenefitsBenefits eligibility 1st of the month following 30 days of employmentSafety Shirts after 90 Day Introductory periodSafety prescription eye wear programSafety work wear subsidy after 90 day introductory periodBonus ProgramsLife and Supplement LifeCompany Matched 401K Retirement PlanPaid HolidaysFun EventsTraining and DevelopmentEmployee DiscountsCareer Opportunity! Who We Are Thompson Pipe Group is a privately held family business of engineers, contractors, and manufacturers based in Rialto, California. From the humble beginnings, we built a family of products to meet the needs of all kinds of infrastructure. Each generation of products is better than the previous. Thompson Pipe Group is now the largest and most diverse drainage, sanitary, pressure and trench-less pipe provider, with manufacturing locations across the country and serving not just the US but all North America. Please visit our website at www.thompsonpipegroup.com PurposeThe Inventory Control Specialist is responsible for maintaining accurate inventory transactions and on-hand values in the ERP through utilization of cycle counts and analyzing system reports. Works closely with plants management to ensure daily stock and inventory accuracy.Responsibilities• Assists in maintaining accurate inventory values by performing weekly cycle counts of all company locations and inventory parts. • Determines remediation plans for inventory/material variances and shortages.• Tracking inventory levels, changes, issues, and reporting process.• Developing protocols to mitigate inventory loss. • Creating policies to ensure efficient inventory control procedures. • Inform supervisor of any known problems with inventory/material in a timely manner.• Always communicate effectively with department managers and all other personnel in a professional manner.• Generate inventory reports such as inventory stock for raw materials, finished goods and work in progress. • Conduct frequent spot and partial audits of physical inventory throughout the year.• Assist with periodic (Mid-Year/End-Year) physical inventory audits.• Reviews paperwork received for inventory adjustments to ensure accuracy and proper sign off. Make inventory adjustments as required.• Reviews inventory for obsolete items and assists in liquidation and scrapping obsolete or damaged inventory.• Retrieves scrap logs from production and review for accuracy.Qualifications• High School or GED required, Bachelor’s Degree in Finance, Accounting, Mathematics or similar preferred.• 3 years of experience with managing and tracking inventory in a manufacturing environment preferred (1 year min).• Excellent communication skills, written and verbal, with attention to detail and accuracy.• Proficient computer skills and in-depth knowledge of relevant software such as MS Office Suite, data entry, and warehouse management systems.• Demonstrated ability to work well with others in a matrix team environment.• Must be self-starter and complete routine tasks without supervisory intervention.• Ability to manage multiple tasks simultaneously in an efficient and timely manner. • Basic mathematical skills including the ability to calculate formulas and how to read a standard tape measure (1/16” increments).• High attention to detail and the quality of work performed.• Be willing to learn and work multiple positions as business needs require.• Ability to work a flexible schedule including some weekends.• Experience with ERP (Enterprise Resource Planning) systems such as IFS, Oracle or AS400 and Warehouse Management Systems preferred. Physical DemandsWhile performing the duties of this job, the employee is occasionally required to stand; walk; sit for long periods of time; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. Position Type/Expected Hours of WorkThis is a full-time, Non-exempt position. Days and office hours of work are Monday through Friday, 7:00m. to 4:00 p.m.OT will be required as needed.*Must pass pre-employment physical and alcohol/drug testing*EOE/AA – M/F/Vet/Disability
Full Time
10/1/2024
Irving, TX 75039
(21.8 miles)
Assistant ControllerLocation: Irving, TX. (onsite)Contract Duration: 3 months + (possible contract to hire)Rate: $45 – 60 per hourJefferson Wells is seeking an experienced and detail-oriented Assistant Controller to join our team for a contractual period of 3 months or longer, with a possibility to become a contract to hire role.The Assistant Controller will be part of the Accounting and Finance group, reporting directly to the Controller, and will be responsible for support in all aspects of accounting, financial reporting, and internal control development for the company. We are seeking a highly motivated professional with strong technical accounting experience, highly inquisitive, has great interpersonal skills, and the ability to jump in and immediately make a positive impact in a dynamic environment. This individual will also maintain the internal control environment regarding all areas of responsibility.Responsibilities: Assist in managing a team of accountants to ensure timeliness and accuracy of financial statements.Assist in the preparation and review of monthly and quarterly reconciliations and financial reporting. Assist in technical accounting research, providing recommendations and writing memos on new and/or proposed technical accounting guidance relevant to the company and industry. Assist in developing and implementing processes and controls for ensuring data integrity and strong internal control over financial reporting. Assist in the company's annual audit, including the review of documents submitted to the external auditors, helping to manage workflow, and providing ongoing communications with the audit team.Take a lead role in critical accounting changes, process improvement projects, and accounting software implementations. Communicate and resolve issues with Admin, IT, Marketing, and other departments to answer financial and accounting questions. Review and approve staff's work including journal entries, accounting reconciliations, and balance sheet analyses. Provide current and new technical accounting guidance as it arises to the accounting, finance, and general business departments and answer questions to resolve issues as they arise.Ensure timely reporting and accurate processing of client statements (premiums, claims, reinstatement premiums, premiums adjustments, commission, brokerage, taxes, funds held, etc.). Requirements: Must be a CPAAccounting/ Finance degree required.At least 5 years of increasing responsible accounting experience. 2+ years in management role: people management experience required. Prior hands-on accounting management experience with a smaller firm is preferred. Excellent knowledge of accounting and financial processes (financial closure, reporting, internal controls, budgeting, etc.)Experience with project management, implementation of internal controls, and technical accounting research.High degree of knowledge with GAAP and FASB topics Highly proficient with Excel (V-Lookups, Pivot Tables, Macros)Strong understanding of Power BINetSuite system experience required What's in it for you Hourly rate of $45 to $60 an hour with Direct DepositFull-time with full Medical, Dental, Vision and 401K Benefits About ManpowerGroup, Parent Company of:Manpower, Experis, Talent Solutions, and Jefferson WellsManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands –Manpower, Experis, Talent Solutions, and Jefferson Wells– creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
Full Time
10/1/2024
Fort Worth, TX 76102
(4.1 miles)
AutoReqId: 20909BR Pay Class: Salaried Exempt Minimum Pay Rate: $145,640.00 Maximum Pay Rate: $200,247.50 Department: Finance Line of Business: Corporate Administration (SSC, IT, Employee Services, Etc.) Position Type: Full-Time Job Posting: The Role and the Company We’re Heidelberg Materials. Our products build cities and towns, including stadiums that hold thousands of fans, and bridges that support millions of vehicles. We have nearly 9,000 employees across 450 locations in the U.S. and Canada, making us North America’s leading supplier of cement, aggregates, ready-mixed concrete, asphalt, and related construction materials. Heidelberg Materials is seeking a Senior Accounting Manager to join our team in Irving, Texas. As a Senior Accounting Manager you will report directly to the Director of Materials Accounting for North American Shared Services. What You’ll get to do Oversee the financial and operational transaction processing for business line operationsResponsible for the accurate and timely closing of financials systems for area of responsibilityResponsible for the monthly balance sheet reconciliation and controls monitoring for area of responsibilityOversee the annual physical inventory flyover adjustments and reviewManage inventory valuation adjustments and reservesCoordinate the external audit support internally for the interim and year-end auditsCoordinate the internal audit support as neededPrepare and distribute reports and provide analysis/support as neededServe as the key finance partner with operations to drive operational excellence and continuous improvementsResponsible for the management and development of a team of accounting professionalsCollaborate with other functional areas in corporate, region, and local operations on special projectsDeliver results individually and as a key team member in a fast paced, high performance cultureEncourage and identify process improvement opportunities for the Shared Service organization as it relates to the individual’s area of responsibilityResponsible for the due diligence and integration of any acquired entities through M&A for area of responsibilityProvide technical accounting advice on accounting mattersComplete ad hoc projects. Essential Experience and Skills Bachelor’s Degree in Accounting or Finance, or a Master’s Degree with an emphasis in Accounting and Finance10-15 years of progressive experience in accounting or financeSolid understanding of GAAP and IFRSThorough understanding of large company ERP environments like SAP, JDE, OracleExperience with reporting systems like Essbase, HFM, Cognos, SAP BW, or similarProficiency with core MS Office applications (Excel, Word, PowerPoint)Strong supervisory and interpersonal skillsStrong written and verbal communication skillsCritical thinking and strong analytical skillsSolid project management and administrative skillsProven track record in managing people, meeting deadlines, and working collaboratively as part of a team are essential Preferred Experience and Skills Proven experience collaborating with and building the capability of less experienced colleaguesSAP ERP implementation experiencePreferred experience with SAP ECC, JDE, Essbase, and BlacklineAdvanced skills for financial analysis / modeling in Microsoft ExcelExperience with Lean / Six Sigma methodsCPA or CMA certificationDemonstrated openness to change, flexibility, and adaptabilityStrong tactical thinking, problem solving, and decision-making skillsOrganizational influence with strong interpersonal and communication skills What we have to offer Competitive base salary and participation in our annual incentive planHighly competitive benefits programsHybrid office environmentDress for your Day - flexible dress code based on type of work and/or audience for the day401k retirement savings plan with an automatic company contribution as well as matching contributions Employer Statement: Equal Opportunity Employer - Minority / Female / Veteran / Disabled
Full Time
9/29/2024
Fort Worth, TX 76102
(4.1 miles)
Build your best future with the Johnson Controls teamAs a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away!What we offerCompetitive salary and commission / bonus planPaid vacation/holidays/sick time - 15 days of vacation first yearComprehensive benefits package including 401K, medical, dental, and vision care - Available day oneExtensive product and on the job/cross training opportunities with outstanding resourcesEncouraging and collaborative team environmentDedication to safety through our Zero Harm policyCompany vehicleCheck us out!: https://youtu.be/cjZpE51xySYWhat you will doThe responsibility of the Building System Surveyor is to support Johnson Controls Building Solutions security sales associates in performing on-time and accurate customer site surveys and develop security equipment estimate and project design deliverables in support of the Center of Excellence Network. At a local branch level this pre-sales support role will work together with COE Application Engineers while proactively maintaining local jurisdiction familiarity, sub-contractor relationships and a working knowledge of the core JCI security product offering.The Building System Surveyor performs a critical function as part of the Global COE network to ensure that JCI security seller’s pre-sale needs are met through a focus on high quality collaboration, professional on-site assessments, and by adhering to a standardized process and deliverables.How you will do itConduct timely and accurate security survey and on-site equipment assessments at the local branch level to meet pre-sale support request needs.Coordinate locally with sub-contractor representatives to obtain project bid quotes and pricing proposals in support of pre-sales proposal generation.Complete and deliver COE survey documentation and deliverables utilizing appropriate platforms (e.g., Salesforce, Office 365, SharePoint, ArcSite).In coordination with COE application engineers, review project costing estimates with local installation or operations management before submittal of completed deliverables to sales.Strict adherence to standardized processes and completion of deliverable documentation (site survey forms, floorplan drawing with device placement, etc)Maintain a strong familiarity with local sub-contractor resource availability and competencies.Proactively monitor and track AHJ local expectations, regulations and permitting requirements.Support sales to provide installation/operations with pre-installation scope of work debrief to aid in a smooth hand-off to installation personnel.Maintain a comprehensive knowledge of the JCI core product and service offerings.Provide JCI sellers with customer support as local point of contact to facilitate resolution/handoff when an on-site presence is necessary.Activities and responsibilities will adhere to current policies, procedures, programs and services.What we look forRequiredHigh school diploma or GED.5 years of industry experience, commercial installation or commercial sales (not combined).Minimum of five years of field experience, such as installation technician or successful sales representative, in commercial security; including intrusion detection, access control, IP video, fire alarm, etc.Must currently hold a NICET level II with the ability to obtain a NICET level III as well as the Texas APS license within 6 months.Experience with IP networking common practices, to include up to a minimum Layer 3 basic concepts and functions.Experience with a computer aided drafting software.Strong written and oral communication skills and interpersonal.Strong problem-solving skills and confidence to make sound business conscious decisions in stressful environment.Strong PC Proficiency to include but not limited to; Microsoft Office 365, SharePoint.Ability to learn JCI specific platforms to include but not limited to; Salesforce, ArcSite, MASterMind, ADMIN, etc.Time Management and ability to prioritize and multi-task.Ability to drive to customer and JCI branch locations.Occasional travel but limited.PreferredMinimum of two years of experience in proficient system design and installation/cost estimating of security equipment in a commercial sales environment.#LI-NC1Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit here.
Full Time
10/1/2024
Frisco, TX 75034
(38.3 miles)
Overview: Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.Business Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources. They are the primary contact for borrowing needs, on average, up to $5MM and engage bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and appropriate partner support. Responsibilities: In this role, you will get to: * Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income * Exercise your creativity and entrepreneurial spirit to engage with business owners in the community * Work in a supportive environment encouraging community and business development activities * Work within a streamlined, timely and efficient credit approval process * Be a part of a collaborative team with various business services partners to support the full client relationship Qualifications: Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development.-Or-High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development.Additional Requirements:Business development experiencePreferred Qualifications:Established COI's and referral sourcesFinancial analysis and credit underwriting skillsKnowledge of business lending, deposit and cash management solutionsAbility to provide financial guidance and expertiseSales planning and forecasting experienceFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
Full Time
9/17/2024
Bedford, TX 76095
(3.6 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 OpeningsSummer 2025 Product Owner Intern - Remote Remote, Nebraska | 503340 Financial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Miami, FL Florida | 502874
Full Time
9/10/2024
Arlington, TX 76000
(8.5 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 communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.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 inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 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 decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.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
9/15/2024
Grand Prairie, TX 75050
(15.2 miles)
Description Position at TPG Pressure Inc Thompson Pipe Group - Pressure: Accounting Manager Company: Thompson Pipe Group - Pressure Location: Grand Prairie, TX 75050 Department: Accounting FSLA: Full Time, Non-Exempt Title: Accounting Manager Reports to: Controller Supervisory Role: Yes Who We Are Thompson Pipe Group is a privately held family business of engineers, contractors, and manufacturers based in Rialto, California. From the humble beginnings, we built a family of products to meet the needs of all kinds of infrastructure. Each generation of products is better than the previous. Thompson Pipe Group is now the largest and most diverse drainage, sanitary, pressure and trench-less pipe provider, with manufacturing locations across the country and serving not just the US but all North America. Please visit our website at www.thompsonpipegroup.com Overview: The Accounting Manager position will drive daily operations and administration support for the company and report to the Corporate Accounting team. This position is responsible for leading office support services and related activities, such as General Ledger review, Accounts Payable, Accounts Receivable/Billing, and Collections. Supervisor Responsibilities: Manages the accounting staff who are responsible for financial reporting, accounts payable, accounts receivable/billing, collections, and budget preparation.Recruits and hires accounting staff and conducts performance evaluations.Coordinates training programs for new staff and identifies training needs for current staff. Duties and Responsibilities: Manage Accounts Payable, Accounts Receivable/Billing, and Collections teams.Assess and develop technical knowledge, skills and abilities in accounting team personnel. Review General Ledger activity to identify issues and work with other departments to remediate errors timely.Review procedures to ensure accuracy/timeliness of team’s work.Design and implementation of processes and procedures for maximum efficiency.Ensure completion in all activities for month end close procedures.Assist Corporate with financial and month end reporting analysis.Assist with periodic physical inventory counts in coordination with other departments.Reconciling various accounts such as inventory and investigating variances.Establishes and maintains local site internal controls in concert with Corporate direction.Assists Corporate and local management with various projects and analyses as needed.Drive documentation of SOPs and assist in training new staff as needed. Required Skills and Experience: Strengths in the ability to solve problems, analyzing warning signs, identifying the problem and finding a solutionAbility to lead a team and work well with cross functional teams and remote officesStrong computer skills, highly organized and detailed orientedEffective interpersonal and communication skill in working with all levels of in the organization Education and Experience: 4 year degree in Accounting or a related business from a recognized university4 or more years of accounting/finance experience2 or more years of public accounting audit experience a plusManufacturing/Plant Accounting experience preferred Physical Demands:While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move products and supplies, up to 40 pounds.Position Type/Expected Hours of Work:This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. OT will be required as needed. Travel: Travel is not generally expected with this position, but may happen occasionally. What We Offer: Thompson offers a variety of benefit plans and a company matched 401K retirement plan$1,000 referral bonusesLife and Supplement LifeEmployee DiscountsProfit SharingPaid HolidaysCompany EventsTraining and DevelopmentCareer Advancement Opportunities Our location 1003 MacArthur Blvd, Grand Prairie, TX 75050. *Must pass pre-employment physical and alcohol/drug testing* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Have a valid driver’s license EOE/AA – M/F/Vet/Disability Thompson Pipe Group – Pressure is an Equal Opportunity Employer, and we pride ourselves on recruiting, employing, training, compensating, and promoting regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law
Full Time
10/1/2024
Irving, TX 75039
(21.8 miles)
Financial Corporate ControllerLocation: Irving, TX. (onsite)Contract Duration: 3 months + (possible contract to hire)Rate: $60 – 75 per hourJefferson Wells is seeking an experienced and detail-oriented Financial Corporate Controller to join our team for a contractual period of 3 months or longer, with a possibility to become a contract to hire role.The Controller will be part of the Accounting and Finance group, reporting directly to the CFO, and will be responsible for all compliance related to the accounting and finance function. The Controller must be able to adapt to a continually evolving environment and thrive in an autonomous and deadline-oriented workplace while successfully managing the accounting staff and relationships with our partners and customers. As primary stakeholder of the financial systems, the Controller will ensure that technology is leveraged effectively to meet the organization’s financial reporting needs.Responsibilities Internal Controls - Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting. Design and implementation of processes and internal controls. Amortization - Service Contract and Provider revenue and expenses must be amortized monthly with cancellation logic and annual inception to date of all in force contracts. Forecasting - Generate five-year financial forecast based on sale projections and amortization schedules. Budgets - Work with CFO & individual departments to prepare budgets and consolidate them into one overall corporate budget. Compare historical results against budgets and forecasts, performing variance analysis to explain differences in performance and make improvements going forward. Asset Protection - Assure protection for the assets of the business through internal control, internal auditing, and ensuring proper reserve coverage.Understanding process and financial reporting related to inventory.Expense Management - Monitor and communicate expenses and costs to facilitate continuous operational improvements. Effectively lead all finance and accounting team members and provide guidance & mentoring. General Ledger - Manage and approve ALL general ledger entries for monthly financial statements. General ledger implementation and ongoing management. Month End Close - Oversee month-end close process and financial statement preparation. Coordinate monthly and annual close, including preparation of balance sheet, income statement (actual vs actual and actual vs budget), and related variance analysis. Oversee monthly review of accounts receivable and company payable subsidiary ledgers, including collections and reconciliation to general ledger. Financial Statements - Ensure accurate and timely processing of all financials monthly which include GAAP and Modified Cash Financials. Report financial status by developing forecasts, reporting results, analyzingvariances, and identifying improvements.Payroll - Support Payroll in biweekly payroll approvals and ensure that we are meeting all compliance needs. Tax - Manage the company’s income tax and other tax compliance requirements, ensuring accurate and timely filings/returns. Audits - Manage audit activities and audit compliance. Liaison for internal and external audits. Allocations - Settlement of and accounting for all corporate overheads, including rent and other office costs, T&E, legal, insurance, regulatory, and other costs.Banking - Management of all bank accounts and ensure their reported balances are correct. Develop and monitor business and sales performance and financial metrics utilizing tools such as Power BI.Special projects as assigned.Managing financial compliance/regulatory reporting Qualifications and Requirements: 5 + years in an Insurance Industry BS and MS in Accounting Required CPA required.At least 10 years of experience ideally gained through increasingly responsible management positions within Accounting or Finance in an insurance or property & causality environment 5+ years in mid-level management and up leadership roles A demonstrated working knowledge of manual and automated accounting systems, well-developed financial analysis capabilities, and demonstrated ability to manage accounting operations and applications.Superior verbal and written communication skills and the ability to effectively deliver and reinforce consistent messages at all levels. Experience with group accounting and consolidationsFamiliarity with insurance reserving and ultimate loss estimation techniques (required)Familiarity with insurance regulatory compliance as it relates to Finance, especially risk adjusted solvency and liquidity requirements (required) Advanced proficiency in Power BI, Power Pivot, and Microsoft Suites; particularly Excel (pivot tables, VLOOKUP, ERP retrieve tools, etc.)NetSuite system experience required. What’s in it for you: - Hourly rate of $60 to $75 an hour with Direct Deposit - Full-time with full Medical, Dental, Vision and 401K Benefits Jefferson Wells (www.jeffersonwells.com) is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance, and Tax. Our people leverage their extensive industry & technical experience to deliver practical and actionable solutions. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce capabilities of the ManpowerGroup. Jefferson Wells is an Equal Opportunity Employer.
Full Time
10/1/2024
Arlington, TX 76019
(3.6 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 OpeningsSummer 2025 Product Owner Intern - Remote Remote, Nebraska | 503340 Financial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Miami, FL Florida | 502874
Full Time
9/5/2024
Grapevine, TX 76099
(3.6 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 OpeningsSummer 2025 Product Owner Intern - Remote Remote, Nebraska | 503340 Financial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Miami, FL Florida | 502874
Full Time
9/17/2024
Arlington, TX 76019
(3.6 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 OpeningsSummer 2025 Product Owner Intern - Remote Remote, Nebraska | 503340 Financial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Miami, FL Florida | 502874
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