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Full Time
3/30/2025
Houston, TX 77040
(5.9 miles)
Daily Thermetrics is a fast-growing manufacturing company, and we are looking for a dedicated Purchasing Assistant to join our team. In this role, you will support our purchasing and sales departments, ensuring that projects are completed safely, accurately, and within tight deadlines to meet both quality standards and customer expectations.
The Purchasing Assistant is an entry-level position that plays a key role in maintaining the smooth operation of our supply chain. You will be responsible for providing administrative and operational support, assisting with the preparation of key procurement documents, and tracking orders to ensure timely deliveries.
Support the Purchasing Department in preparing RFQs (Request for Quotation), RFPs (Request for Proposal), and purchase orders. Collaborate with the Sales team to obtain pricing from suppliers for RFQs. Assist in tracking open orders, updating procurement statuses, and maintaining detailed reports. Work with the Accounting team to resolve supplier invoicing discrepancies. Communicate with suppliers to address missed deliveries, short shipments, and other order issues. Contribute to team objectives by taking on additional responsibilities as needed.
Benefits: 100% Company paid Employee Only Medical Health Savings Account with Employer contribution 100% Company paid Life Insurance Paid Time Off Paid Holidays 401K with Employer match Medical Plan options available (two medical plans, dependent/family coverage) Health Savings Account Flexible Savings Account Optional Voluntary Benefits Including: Dental, Vision, Supplemental Life Insurance, Disability, Accident plan)
Qualifications: High school diploma or equivalent (Associate Degree or B.Sc. in Supply Chain or related fields preferred) Minimum two years experience in a purchasing position Proficient in purchasing functions, supply and inventory management. Excellent communication, negotiation and interpersonal skills Must be a detail-oriented team player with ability to prioritize, multitask and work with minimal supervision Strong organizational skills, understanding of sourcing and the ability to maintain vendor relationships Experience with spreadsheet computer applications a must Dependable and Reliable production orientation Position is based at a manufacturing/fabrication shop, climate-controlled shop environment. Interaction with machine shop employees with varying experience, engineers, supervisors as well as third-party inspectors, as needed. Working in plant and/or shop areas around production machinery Ability to lift and carry 20 pounds Sufficient clarity of speech and hearing or other communication capabilities, with or without reasonable accommodation, which permits employee to communicate effectively Strong attention to detail Sufficient personal mobility and physical reflexes, with or without reasonable accommodations to perform inspection duties in a fabrication/manufacturing shop, as needed. Ability to maintain focus and multitask effectively Ability to communicate technical concepts and materials specifications, written and verbal
Daily Instruments provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.   This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Contract
3/26/2025
Humble, TX 77338
(21.0 miles)
$70,000 to $85,000 / yr
Gulf Coast Alloy Welding imageAt GCAW, we're a dynamic team committed to excellence and innovation in the Oil & Gas industry. We pride ourselves on our collaborative culture, where every team member plays a crucial role in our success. As we continue to grow, we're looking for an organized, detail-oriented Accounting Manager / Controller to join our team. GCAW is a leading custom equipment fabricator for the Oil & Gas industry, founded in 1981.
The Role: We are seeking a highly skilled and experienced Controller / Accounting Manager to join our team. The ideal candidate will possess extensive knowledge in construction and manufacturing accounting practices, including job costing. This role is critical to our financial operations, providing leadership and strategic direction in financial planning, analysis, and reporting. Familiarity with our job costing software, E2 (ECI JobBoss2), is essential.
Key Responsibilities: Oversee and manage all accounting operations including Billing, Accounts Receivable, Accounts Payable, General Ledger, Cost Accounting, Inventory Accounting, and Revenue Recognition. Prepare and publish timely and accurate monthly financial statements. Coordinate the preparation of the budget and financial forecasts and report variances. Implement and manage job costing procedures using E2 (ECI JobBoss2). Ensure accurate job costing and allocation of costs to specific projects. Analyze job cost reports and provide insights to project managers and senior management. Ensure compliance with local, state, and federal government reporting requirements and tax filings. Coordinate and facilitate annual audits and ensure timely resolution of audit findings. Conduct detailed financial analysis and provide regular reports to senior management. Develop and maintain financial models to support strategic planning and decision-making. Monitor financial performance against key performance indicators (KPIs) and provide recommendations for improvement. Identify and implement process improvements to enhance the efficiency and effectiveness of the accounting department. Foster a collaborative and positive work environment.
Benefits: Competitive salary and PTO. A vibrant, inclusive work environment. Opportunities for professional growth and development. A supportive team and management.
Qualifications: Minimum of 5 years of experience in a similar role, preferably within the construction or manufacturing industry. Proficiency in job costing software, specifically E2 (ECI JobBoss2). Strong knowledge of accounting principles, practices, and regulations. Excellent analytical, problem-solving, and decision-making skills. Strong leadership and team management abilities. Exceptional communication and interpersonal skills. Proficiency in Microsoft Office Suite, particularly Excel.
Full Time
3/25/2025
Houston, TX 77002
(18.5 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsCompetitive Sales Desk Consultant - Advisor Network - Omaha, NE Nebraska | 503726 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740
Full Time
3/25/2025
Huffman, TX 77336
(30.8 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 01-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
4/1/2025
Houston, TX 77027
(16.1 miles)
Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!This position will be based in the Biltmore Investor Center in Arizona.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
4/1/2025
Houston, TX 77065
(0.1 miles)
Living Our ValuesAll 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.Why Join UsCareer Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.A Day In The LifeThe Sr. Accounting Clerk is responsible for processing dealer and general agent commission payments, ensuring accurate reconciliation and adherence to accounting controls. This role collaborates with various internal teams to resolve discrepancies, improve payment processes, and maintain smooth financial transactions. Additionally, the Specialist will support Accounts Receivable by assisting with cash posting and supporting key partner relationships to ensure timely and accurate financial processing. Strong communication and problem-solving skills are essential for coordinating with internal teams and external partners on payment issues and financial clarifications. Detail-oriented and organized, the Specialist ensures all financial data is recorded accurately and in compliance with GAAP.As a Sr. Accounting Clerk you will:Ensure that dealer and agent commission payments align with contractual agreements and company policies.Calculate and prepare funding requests and journal entries for commissions and other commissions related items as necessary and in a timely manner.Research and resolve commission related questions and other customer issues in an agreed upon timeframe. Strive to provide exceptional customer service.Assist with other functional responsibilities, including cash posting and supporting key partner relationships, to ensure accurate financial processing and reconciliation.Execute monthly, quarterly and annual close of the general ledger for companies as assigned.Prepare journal entries and account reconciliations, including recurring entries, for month-end close.Maintain well-documented work-papers for journal entries and account reconciliations, ensuring all necessary entries are recorded and balance sheet and income statement accounts remain reasonable.Support audit processes by providing necessary documentation and explanations.Coordinate and communicate actions between the Friedkin affiliated companies.Collaborate with team members and leadership to identify process improvements that enhance efficiency and accuracy.Carry out responsibilities in accordance with the Company's Code of Business Conduct, policies, and applicable laws. Performs other duties as assigned. May participate in or support project and process improvement teams.What We Need From YouHigh School Diploma, required.Associate's Degree in Accounting, Finance, or a related field (or equivalent experience), preferred.4-6 years' experience and/or training; or equivalent combination of education and experience required.Experience in service warranty or automotive industry preferred.Familiarity with financial reporting software and tools (e.g., Excel, ERP systems).Demonstrate financial planning and coordination skills.Demonstrate strong computer skills (spreadsheets, databases, word processing, etc.).Must be able to handle multiple tasks at one time.Interpersonal, teamwork, and organizational skills.Accounting background with a strong proven financial analysis skill set.Self-motivated to learn and grow, proactive in developing and pursing career goals.Excellent communication skills both written and verbal.Physical and Environmental 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 must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements10% Periodic travel may be required.Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1HP125
Full Time
3/25/2025
Houston, TX 77002
(18.5 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsCompetitive Sales Desk Consultant - Advisor Network - Omaha, NE Nebraska | 503726 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740
Full Time
3/28/2025
Houston, TX 77246
(22.2 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 17-Mar-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
4/1/2025
Houston, TX 77065
(0.1 miles)
Living Our ValuesAll 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.Why Join Us Career Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting ourBenefitspage.A Day In The LifeThe Operational Accounting Manager for Accounts Receivable & Commissions Payable is a key leadership role responsible for overseeing financial operations related to these areas, with a focus on dealer communication and education regarding the billing process. This position requires expertise in accounting principles, accounts receivable, commissions payable, and effective communication skills to support dealers and ensure accurate financial transactions.As a Operational Accountng Mgr you will:Accounts Receivable Management: * Supervise accounts receivable processes, including invoicing, collections, and reconciliations. * Monitor and analyze AR aging reports, identify delinquent accounts, and implement collection strategies. * Collaborate with sales teams and dealerships to resolve billing discrepancies and ensure timely payments.Commissions Payable: * Manage commissions payable processes, calculating and verifying commissions for sales personnel and dealers. * Ensure accuracy and completeness of commission calculations, including incentives. * Coordinate with sales departments to maintain updated commission structures and payout schedules.Dealer Communication & Education: * Act as the primary point of contact for dealers regarding billing inquiries, payment terms, and commission details. * Provide training and educational resources to dealers on the billing process, payment procedures, and account reconciliation. * Address dealer concerns and proactively communicate updates or changes in billing policies or procedures.Financial Reporting & Analysis: * Prepare and analyze AR aging reports, commissions payable reports, and other financial data related to dealer transactions. * Provide insights and recommendations to management based on financial analysis and trends. * Assist in budgeting, forecasting, and financial planning activities related to accounts receivable and commissions payable.Process Improvement: * Identify opportunities to streamline AR and commissions payable processes, improve efficiency and reporting capabilities, and reduce errors. * Implement best practices, automation tools, and software enhancements to optimize financial operations. * Collaborate with IT and finance teams to enhance billing systems and reporting capabilities.Team Management: * Lead and mentor a team of accounting professionals responsible for AR, commissions payable, and dealer communication. * Foster a positive work environment, provide training and development opportunities, and ensure team productivity and performance.What We Need From YouBachelor's Degree in Accounting from four-year College or university; with 5 - 8 years related experience and at least 3 years in insurance or claims operations.Business Acumen – Knowledge of business operations and key factors impacting business successes.Commitment to Quality – Provides products and services of the highest quality, sets quality standards.Process Orientation – Understands process components and attributes. Identifies, prioritizes and implements process improvement opportunities.Achievement Orientation – Sets high performance standards, sets aggressive goals and is able to achieve them.Performance Management – Knowledge of methods used to improve operational performance. Able to put concepts into action; activity based costing/management, balanced scorecard, bench marking techniques, best practices, key performance indicators, etc.Customer Orientation – Continually seeks to understand and act upon customer needs, concerns and priorities.Leadership – Guides individuals and groups toward desired outcomes by building confidence based on a shared vision and the means to attain it.Interpersonal Aptitude – Maintains effective working relationships with others both within and outside of their team.Interpersonal Influence – Uses interpersonal aptitude skills to build relationships beneficial in achieving work-related goals. Gains attention and respect of others.Business Insight – Understands how new events will affect individuals and business processes.DL NUMBER - Driver License, Valid and in State RequiredTravel Requirements10% Occasional Travel May be RequiredJoin UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1HP125
Full Time
3/25/2025
Houston, TX 77002
(18.5 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsCompetitive Sales Desk Consultant - Advisor Network - Omaha, NE Nebraska | 503726 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740
Full Time
4/1/2025
Houston, TX 77065
(0.1 miles)
Living Our ValuesAll 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.Why Join UsCareer Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.A Day In The LifeThe Statutory Accounting Manager under the leadership of the Senior Director, Accounting & Controller will take ownership of statutory and financial compliance reporting for the insurance entities within GSFSGroup, while providing peer support to the broader accounting team and overseeing a direct report responsible for statutory compliance. This is a hands-on role requiring deep knowledge of insurance statutory accounting principles (SAP), regulatory compliance, and financial reporting. The successful candidate will be responsible for ensuring compliance with NAIC (National Association of Insurance Commissioners) guidelines, coordinating annual and quarterly statutory filings, and working closely with auditors and regulators.As a Statutory Accounting Mgr you will:Statutory & Compliance: Lead the preparation and filing of quarterly and annual statutory financial statements in compliance with NAIC requirements and applicable state insurance regulations. Ensure compliance with SAP and align financial reporting with regulatory requirements. Prepare Schedule P, Schedule F, and other NAIC-required schedules for regulatory filings. Monitor and implement changes to NAIC regulations and state-specific insurance reporting requirements. Coordinate and respond to requests from state insurance departments, regulatory bodies, and auditors.Direct Report Supervision & Peer Support: Supervise and mentor an accountant that is charged with statutory compliance and premium tax returns, estimates, and payments, ensuring timely and accurate completion of regulatory filings. Provide peer support to the broader accounting team on statutory reporting matters, acting as a subject matter expert. Review the work of the statutory compliance accountant, ensuring accuracy in filings and compliance documentation. Assist in training and knowledge sharing within the finance and accounting teams to improve statutory compliance awareness.Hands-on Execution & Financial Analysis: Lead the preparation of monthly close entries on both a GAAP (generally accepted accounting principles) and SAP basis related to the insurance entity within the GSFSGroup, including investment accounting close entries utilizing Clearwater Analytics. Prepare and analyze financial data to prepare statutory financial statements, footnotes, and disclosures. Prepare reconciliations between US GAAP and SAP financials to ensure consistency and compliance. Work through risk-based capital (RBC) calculations and other key regulatory financial metrics. Maintain and update workpapers to support financial reporting and audits. Work closely with actuarial, tax, and finance teams to ensure completeness and accuracy of reserves, premium accounting, and investment disclosures.Audit & Regulatory Liaison: Serve as a key point of contact for external auditors, regulators, and state examiners during financial audits and regulatory examinations. Facilitate the annual audit of statutory financial statements and respond to auditor inquiries. Assist with the preparation of Management Discussion & Analysis (MD&A) and other regulatory reporting requirements.Process Improvement & Internal Controls: Identify and implement efficiencies in statutory reporting processes to enhance accuracy and reduce reporting cycle times. Support automation efforts and improvements in statutory financial reporting systems. Collaborate with finance, actuarial, and legal teams on strategic initiatives impacting statutory reporting.What We Need From YouBachelor's Degree in accounting, finance or a related field. Req5-7 years of experience in statutory accounting, insurance financial reporting, or audit within the insurance industry. Required• Deep understanding of SAP (Statutory Accounting Principles), NAIC reporting, and insurance regulatory requirements.• Familiarity with insurance financial systems (Microsoft Dynamics AX/Dynamics 365 or similar ERP systems)• Familiarity with statutory specific software/applications such as Sovos Statutory Reporting, TriTech Premium Pro, and Clearwater Analytics (or similar systems).• Previous supervisory experience and related month-end close experience preferred.• Experience in transitioning away from reliance on Microsoft Excel for accounting close and processes.Business Acumen -- Knowledge of business operations and key factors affecting business successes.Identifies, prioritizes and implements process improvement opportunities.Leadership -- Guides individuals and groups toward desired outcomes by building confidence based on a shared vision and the means to attain it.Expertise in GAAP, Microsoft Dynamics AX, Excel and other PC applications required in the job.Interpersonal Influence -- Uses interpersonal aptitude skills to build relationships beneficial in achieving work-related goals. Gains attention and respect of others.Leadership – Guides individuals and groups toward desired outcomes by building confidence based on a shared vision and the means to attain it.Must have strong communication skills and the ability to build successful relationships with internal and external partners.Strong strategic thinking and problem-solving abilitiesExpertise in Microsoft Office and Excel required.Ability to accurately work with large amounts of financial and accounting data.Ability to apply extensive know-how of technical accounting and financial reporting standards.Certified Public Accountant (CPA) PreferredPhysical and Environmental 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 must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements10% Periodic travel may be required.Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1HP125
Full Time
3/25/2025
Houston, TX 77002
(18.5 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsCompetitive Sales Desk Consultant - Advisor Network - Omaha, NE Nebraska | 503726 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740
Full Time
3/25/2025
Houston, TX 77002
(18.5 miles)
Financial Representative Trainee (Sales) - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503753Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsCompetitive Sales Desk Consultant - Advisor Network - Omaha, NE Nebraska | 503726 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Columbia, SC South Carolina | 503740
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