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Accounting / Finance Jobs
Full Time
6/6/2024
Sandy, TX 78665
(22.8 miles)
Financial Representative Trainee - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 502871Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Sacramento, CA California | 502876 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503167
Full Time
6/7/2024
Austin, TX 78716
(43.9 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
6/9/2024
New Braunfels, TX 78130
(22.4 miles)
ControllerSan Antonio, TXBuild an Aviation Career You're Proud OfAt StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports you in building a solid career with a great team you can count on day in and day out for the long term.As a Controller you will serve as a key member of Standard Aero's Leadership team. The Controller is responsible for all financial and management accounting activities of the business unit including monitoring the financial performance of specific business units/programs. Provides comprehensive analysis and calculates financial measures of performance.What you'll do:Perform Monthly Profitability and Variance Analysis;Develop timely and accurate plant financial forecasts and annual budget;Identify and carry out initiatives to improve profits, reduce costs, evaluate capital investments and make best use of available resources;Perform monthly close process for the plant;Review plant customer billing statements for accuracy and terms and where appropriate work in conjunction with Corporate Credit Manager to resolve billing errors or discrepancies;Support Standard Aero's Leadership team in product cost/profitability analysis and management; including standard cost updates and resource usage estimates;Plan and manage Inventory Cycle Process, perform monthly inventory reconciliation and annual physical inventoryManage Standard Aero's Leadership team in Costing process and Work Process InventoryLead Standard Aero compliance to with the US Government Cost Accounting StandardsPerform various special projects as assigned.What skill you will use:10+ years financial planning and analysis experience in a manufacturing environment; Aerospace MRO industry experience a plus;Possess superior operational orientation, business modeling and analytical skills;Strong technology skills a must (Excel and Database tools); working experience with large ERP system a must, Oracle a plus;Experience in a standard costing environment;An undergraduate degree in accounting required;Strong working knowledge of GAAP accounting principles and practices;Strong working knowledge of US Government Contract, the FAR and CAS Disclosure statements.Demonstrates initiative and a strong sense of urgency to meet deadlines;Ability to work in a fast paced, entrepreneurial environment;Must have excellent verbal and written communication skills. Benefits that make life better:Comprehensive Healthcare401(k) with 100% company match; up to 5% vestedPaid Time Off starting on day oneBonus opportunitiesHealth- & Dependent Care Flexible Spending AccountsShort- & Long-Term DisabilityLife & AD&D InsuranceRaising the Standard of Excellence since 1911With over a century of proven excellence, StandardAero has become an industry leader in MRO services and customized solutions in the aerospace field. Our shared values and learning-based culture inspire our team to exceed their potential and power our customers' missions worldwide. With on-the-job training, advancement opportunities, and excellent benefits, StandardAero invites you to experience a fulfilling and meaningful career with us.Inclusivity Is Our StandardIt is StandardAero's policy to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Our supportive environment celebrates diversity with no room for harassment or discrimination of any kind. We invite you to bring your authentic self to our team and experience our welcoming culture. #Standard Aero
Full Time
6/3/2024
San Antonio, TX 78208
(31.5 miles)
The Cash Applications Specialist serves as an integral member of a quality and service driven Financial Operations team whose focus ensures the timely and accurate processing of Cash Application related tasks and driving research and resolution to customer Accounts Receivable inquiries. This position requires an individual who possesses cash application and AR skills and experience within financial support models focused on high quality, accurate completion of tasks and delivered with a Service Excellence focused approach.What you will be doing Ensure accurate and timely application of customer payments while maintaining the data integrity for our customers' accounts receivable profilesManage checks or wire payments in accordance with corporate policies and proceduresInteract cross-functionally with the Treasury Department for various depository banks and resolving potential errors and technical issues that can impact customer accountsPartner with internal UniFirst Team Partners and customers to ensure the thorough and timely research and resolution of financial questions or concerns.• Conduct transactional research to achieve resolution to account inquiries while maintaining consistent and excellent communication with team partners and customersProvide excellent customer service via conducting, where necessary, detailed transactional research, obtain resolution, and effectively communicate and close the loop with team partners or customers in a timely mannerWork on continuous improvement initiatives that require cross-functional interaction with Corporate Treasury, Accounting, National Accounts, and the Corporate Service teams in support of the completion of required deliverablesPerform additional tasks as requested by Manager or Team LeadQualificationsWho you are If career growth is a priority for you, UniFirst is the place to be! The Cash Applications Team is looking for individuals that are committed to excellent customer service, have a passion and desire to grow their career within finance, and are dedicated to being a great team player.Qualifications Bachelor's Degree in Accounting or Finance1-3 years of relevant experience including exposure to accounting or finance, preferably within high volume settings Key Competencies Digital literacyExperience with Microsoft Excel strongly preferredSelf-motivated with a strong work ethicCommitment to outstanding customer service, including the ability to effectively research and resolve customer inquiriesOutstanding communication (verbal, written & listening) skills, including the ability to effectively interact with customers, team partners, or vendorsBenefits & Perks: 401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses. UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine's "Best Companies to Sell For" list and recognized on Forbes magazine's "Platinum 400 - Best Big Companies" list. As an 80-year old company focused on annual growth, there's never been a better time to join our team.UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws UniFirst is an equal employment/affirmative action employer. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail to or call to let us know the nature of your request. UniFirst Recruiters and/or representatives will not ask job seekers to provide personal financial information when submitting a job application. Please be vigilant as such requests for information may be fraudulent.
Full Time
6/25/2024
Sandy, TX 78665
(22.8 miles)
Financial Representative Trainee - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 502871Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Sacramento, CA California | 502876 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503167
Full Time
6/5/2024
Austin, TX 78716
(43.9 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
6/3/2024
San Antonio, TX 78208
(31.5 miles)
The Cash Applications Specialist serves as an integral member of a quality and service driven Financial Operations team whose focus ensures the timely and accurate processing of Cash Application related tasks and driving research and resolution to customer Accounts Receivable inquiries. This position requires an individual who possesses cash application and AR skills and experience within financial support models focused on high quality, accurate completion of tasks and delivered with a Service Excellence focused approach.What you will be doing Ensure accurate and timely application of customer payments while maintaining the data integrity for our customers' accounts receivable profilesManage checks or wire payments in accordance with corporate policies and proceduresInteract cross-functionally with the Treasury Department for various depository banks and resolving potential errors and technical issues that can impact customer accountsPartner with internal UniFirst Team Partners and customers to ensure the thorough and timely research and resolution of financial questions or concerns.• Conduct transactional research to achieve resolution to account inquiries while maintaining consistent and excellent communication with team partners and customersProvide excellent customer service via conducting, where necessary, detailed transactional research, obtain resolution, and effectively communicate and close the loop with team partners or customers in a timely mannerWork on continuous improvement initiatives that require cross-functional interaction with Corporate Treasury, Accounting, National Accounts, and the Corporate Service teams in support of the completion of required deliverablesPerform additional tasks as requested by Manager or Team LeadQualificationsWho you are If career growth is a priority for you, UniFirst is the place to be! The Cash Applications Team is looking for individuals that are committed to excellent customer service, have a passion and desire to grow their career within finance, and are dedicated to being a great team player.Qualifications Bachelor's Degree in Accounting or Finance1-3 years of relevant experience including exposure to accounting or finance, preferably within high volume settings Key Competencies Digital literacyExperience with Microsoft Excel strongly preferredSelf-motivated with a strong work ethicCommitment to outstanding customer service, including the ability to effectively research and resolve customer inquiriesOutstanding communication (verbal, written & listening) skills, including the ability to effectively interact with customers, team partners, or vendorsBenefits & Perks: 401K with Company Match, Profit Sharing, Health Insurance, Employee Assistance Program, Life Insurance, Paid Time Off, Tuition Reimbursement, 30% Employee Discount, Employee Referral Bonuses. UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine's "Best Companies to Sell For" list and recognized on Forbes magazine's "Platinum 400 - Best Big Companies" list. As an 80-year old company focused on annual growth, there's never been a better time to join our team.UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws UniFirst is an equal employment/affirmative action employer. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail to or call to let us know the nature of your request. UniFirst Recruiters and/or representatives will not ask job seekers to provide personal financial information when submitting a job application. Please be vigilant as such requests for information may be fraudulent.
Full Time
7/1/2024
Sandy, TX 78665
(22.8 miles)
Financial Representative Trainee - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 502871Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Sacramento, CA California | 502876 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503167
Full Time
6/7/2024
Austin, TX 78716
(43.9 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
6/12/2024
Sandy, TX 78665
(22.8 miles)
Financial Representative Trainee - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 502871Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Sacramento, CA California | 502876 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503167
Full Time
6/26/2024
Sandy, TX 78665
(22.8 miles)
Financial Representative Trainee - Austin, TXLocation: TexasWork Type: Full Time RegularJob No: 502871Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee -Phoenix, AZ Arizona | 502866 Financial Representative Trainee - Sacramento, CA California | 502876 Sales Trainee (Group Insurance) - Multiple Locations Various Locations | 503167
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