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Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you. We offer a competitive pay and bonus package. Starting compensation for this location ranges from $59,600.00 - $68,100.00 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications • Active FINRA Series 7 & 63 Licenses, • Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site., • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options., • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts., • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Example shift groups: • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned, • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office, • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training, • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training Preferred Qualifications • 1+ years of customer service experience, • 1+ years of client relationship experience, • Bachelor’s degree or higher in Finance, Economics, or related field from accredited university, • Ability to adapt to changes in the market and business, • Robust communication, influencing and client engagement skills, • Desire to be part of a supportive and collaborative team, • Proficient in Client Relationship Management (CRM) platforms, • Strong candidates will also have previous experience in Financial Representative role At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description As an employee of Crest Auto Group, you are part of the Crest luxury vehicle family, which includes one of the largest selections of new and pre-own luxury vehicles. Not only that, you can expect to work with a team of dedicated employees with a common goal of a collaborative approach. We offer regular training, opportunities to promote from within and are continuously striving to foster loyalty, long-term careers and happy employees. Responsibilities include: • Processing payments, • General AP/AR, • Billing, • Reconciling accounts, • Filing, • Other general associated duties assigned by management Qualifications: • Well versed in CDK, • Experience with titles and reconciling accounts, • Experience with accounts payable and accounts receivable, • Team player attitude, • Computer proficiency using MS Office, email and general internet, • Strong interpersonal communication and teamwork skills, • Prompt and courteous, • Enthusiastic personality, • Able to work in a fast-paced environment, • Willing to submit to a pre-employment background check & drug screen What We Offer: • Large Event Room and Wine Cellar for hosting customer and community events, • Crest Bistro with on-staff Chef inspired menus, • Full service Cafes in each new car building, • Coffee bars with full time Barista's, • Golf Putting Greens, • Customer Technology Areas, • Vehicle Technology Consultants, • Health Coverage, • Dental Coverage, • Vision Coverage, • Group Life, • Short / Long Term Disability, • 401K

Job DescriptionLHH Recruitment Solutions is actively seeking a Senior Accountant for a position in Frisco, TX with a global and well-known company in the service industry. The ideal candidate has a strong understanding of GAAP, intercompany transactions and experience using any large ERP. This is a great opportunity with great work life balance. In addition, they offer excellent benefits and a flexible work schedule. This position pays 85K-90K+10% Bonus. Responsibilities: · Create weekly and monthly adjusting entries to ensure accurate financials according to GAAP · Perform intercompany transactions · Review balance sheet and income statement and make any necessary corrections · Ensure internal work order system is maintained · Prepare and assist with daily funding requests · Work with external auditors · Maintain open communication with all accounting team members · Additional duties as assigned by Accounting Manager Qualifications: · Bachelor's in Accounting or Finance · Knowledge of GAAP · Public accounting preferred (Big 4 or large regional) · Experience with SOX compliance Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Pay Details: $85,000.00 to $90,000.00 per year Search managed by: Rami Muhanna Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Shifflett & Philips is looking for a staff accountant who is significantly experienced in QuickBooks and can provide financial support to a variety of clients in different industries. The ideal candidate will be able to manage monthly activity, prepare bank reconciliations, and provide financial statement preparation and analysis. Key Responsibilities: *Manage all aspects of general ledger accounting *Process corporate bank account reviews and reconciliations *Prepare monthly financial statements *EOM and YE close routine *Review payroll tax payments and filings *Use and implement QuickBooks for clients (QuickBooks Desktop & QuickBooks Online) Key Requirements and Qualifications: *Preferred associate accounting degree or equivalent experience *Experience working with a CPA firm is a plus *Professional presentation and conduct is required *Must be responsible and self-managed, have excellent follow-up and tracking skills and be detail-oriented *Minimum 2 years’ experience in QuickBooks is required *Able to work in-office and travel to client sites Company DescriptionShifflett & Philips is a boutique CPA firm that offers services in all stages of the business life cycle. Whether you are looking to purchase a business, optimize your tax structure, improve productivity and controls, reduce expenses, raise capital, or are ready to retire and sell your business, Shifflett & Philips can help you achieve your goalsShifflett & Philips is a boutique CPA firm that offers services in all stages of the business life cycle. Whether you are looking to purchase a business, optimize your tax structure, improve productivity and controls, reduce expenses, raise capital, or are ready to retire and sell your business, Shifflett & Philips can help you achieve your goals

Job Description Step into the role of a Financial Services Representative with NYL - DFW, where your career growth is our top priority. You'll join a respected organization known for excellence in the insurance and financial industry. With our comprehensive training, extensive resources, and continuous support, you'll have everything you need to thrive. We're committed to helping you build strong, trusted relationships with your clients, guiding them toward confident, secure financial futures. Here, you'll provide exceptional service, ensuring your clients receive the best guidance and solutions. Our competitive compensation structure and clear paths for career advancement empower you to grow both personally and professionally. You'll be part of a team that values your success and encourages you to make a meaningful impact in others' lives. Together, let's create a strong financial future for you and your clients. Compensation: $75,000 - $90,000+ yearly Responsibilities: • Build and nurture strong client relationships, ensuring trust and long-term partnerships., • Provide personalized financial guidance, helping clients achieve their financial goals with confidence., • Analyze clients' financial needs and recommend tailored insurance and investment solutions., • Stay informed about industry trends and regulatory changes to offer the most current advice., • Collaborate with team members to enhance service delivery and client satisfaction., • Conduct regular reviews of clients' financial plans, making adjustments as needed to keep them on track., • Educate clients on financial products and services, empowering them to make informed decisions.Qualifications:, • Experience in financial services or a related field, with a focus on client relationship management., • Ability to analyze complex financial data and provide clear, actionable advice to clients., • Proven track record of building and maintaining long-term client relationships., • Strong communication skills, with the ability to explain financial concepts in plain language., • Familiarity with insurance products and investment solutions, ensuring tailored recommendations., • Commitment to staying informed about industry trends and regulatory changes., • Collaborative mindset, eager to work with team members to enhance client satisfaction and service delivery.About Company We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.

Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? • Comprehensive benefits package, including:, • Health, dental, and vision coverage, • 401(k) plan, • Paid time off and parental leave, • Disability, life, critical illness, and accident insurance, • Critical caregiving leave, • Employee discounts and commuter benefits, • Tuition reimbursement and scholarships for dependent children, • Adoption reimbursement program, • Competitive pay, • Career advancement opportunities within a leading national bank, • Supportive and inclusive culture focused on your professional growthRequirements, • 6+ months of customer interaction experience (work, military, or education), • Must meet SAFE registration and Loan Originator (LO) requirements, • Strong customer service and communication skills, • Ability to handle transactions accurately and follow procedures, • Experience building relationships and identifying customer needs, • Integrity and professionalism in customer and team interactions, • Ability to work a schedule that may include Saturdays, • Must be eligible to work in the U.S. (Visa sponsorship not available)What you’ll do, • Build strong customer relationships through proactive outreach and tailored financial solutions, • Assist customers with opening new accounts, processing service requests, and completing credit applications, • Educate customers on digital banking tools and technology, • Refer customers to appropriate partners for specialized financial needs Are you looking for more? Find it here. APPLY TODAY!

Job DescriptionCompany Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords. We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion. We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange. Public Storage is the nation’s leading self-storage provider, recognized for its iconic orange doors and commitment to delivering simple, reliable solutions to millions of customers across the country. We are expanding our creative team to enhance our consistent and engaging visual brand presence. Job Description Public Storage is looking for an Internal Auditor to work collaboratively with different departments to assure compliance and promote financial transparency within the organization. The Internal Auditor will be based in Dallas, TX. They will plan and execute financial and operational audits ensuring the effectiveness of our internal control procedures. The Internal Auditor will play a vital role in contributing to the safeguarding of our company's assets, and the oversight of our financial and business records. They will also assess risk management strategies and systems. If you possess a strong attention to detail, in-depth knowledge of business operations, and a solid understanding of financial guidelines, you could be an ideal fit. KEY RESPONSIBILITIES • Performing corporate audits, advisory reviews, and report writing, including Sarbanes Oxley (SOX) testing over Business Process Controls and/or Information Technology General Controls under direct supervision., • Using business tools and conducting data analyses to evaluate business risk and support audit conclusions., • Directly support the growth through acquisitions strategy by conducting property site reviews during the due diligence period., • Conducting or assisting in special examinations and projects at the request of management or the Audit Committee, including matters involving conflicts of interest or irregularities., • Building and managing internal and external relationships by demonstrating professionalism, a facilitative and collaborative communication style and responsiveness to internal partners., • Interacting or consulting with multiple stakeholders in the identification of functional, organizational and procedural issues, including recommendations for improvements/efficiencies., • Working as project lead with other internal auditors on audit assignments.Qualifications, • Bachelors Degree in Finance/Business, Accounting or related discipline., • Minimum 6 years of internal audit, financial or operational experience. Professional certification, such as CPA, CIA, CFE highly preferred. MBA a plus., • Strong Sarbanes Oxley (SOX) background with experience with end-to-end execution of SOX 404 compliance activities, including walkthroughs, documentation of process flows (narratives/flowcharts), and testing the operating effectiveness of key financial controls., • Previous public accounting and/or private industry experience with experience in and knowledge of operations and internal controls., • Deep experience in Microsoft Office Suite products, including Excel, PowerPoint and Word. (Must possess intermediate proficiency in Excel including the ability to create and manipulate pivot tables and use functions such as VLOOKUP, XLOOKUP, and HLOOKUP for data analysis and reporting.), • Experience auditing in an ERP environment such as SAP is preferred., • Experience with automated workpaper systems (such as AuditBoard, Workiva, Diligent) and data analytics., • Excellent written and verbal communication skills, including the ability to effectively present complex concepts in a clear and understandable manner to stakeholders., • Strong interpersonal skills to collaborate with cross-functional teams., • Ability to work efficiently under pressure, accurately meet deadlines, present a professional demeanor and work well independently., • Requires domestic travel of 10-20% annually. Additional Information Workplace Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.

Job DescriptionSalary: 28.00 - 35.00 per hour Revenue Cycle Specialist Location: Affinity Neurocare Frisco & Carrollton, Texas Reports To: Executive Leadership Position Summary The Revenue Cycle Specialist is responsible for managing all aspects of the billing, coding, and reimbursement process to ensure accurate and timely revenue collection. This position supports the clinics financial health by overseeing patient billing, claims submission, insurance follow-up, and payment posting, while maintaining compliance with all federal, state, and payer-specific regulations. Key Responsibilities • Review and verify accuracy of patient demographic, insurance, and charge information before claim submission., • Denial resolutions and resubmissions, • Assign and validate CPT, ICD-10, and HCPCS codes based on provider documentation., • Prepare, submit, and track electronic and paper claims to insurance carriers., • Monitor claim rejections, denials, and underpayments; perform timely resubmissions and appeals., • Post payments, adjustments, and refunds accurately in the billing system., • Maintain current knowledge of payer policies, medical necessities, and coding guidelines specific to neurology services (EEG, EMG, Botox, Infusions, Ambulatory EEG, etc.)., • Generate monthly reports on collections, aging, denials, and AR performance for leadership review., • Collaborate with front office and clinical teams to resolve billing discrepancies and enhance revenue capture., • Ensure all billing activities comply with HIPAA, CMS, and compliance standards., • Associates degree in healthcare administration, business, or related field preferred., • Minimum 3 years of medical billing and coding experience, preferably in neurology or specialty practice., • Certification preferred: CPC, CPB, or equivalent (AAPC or AHIMA)., • Strong knowledge of CPT, ICD-10, and HCPCS coding systems., • Experience with Medicare, commercial payers, and Workers Comp., • Excellent organizational, analytical, and communication skills., • Attention to detail and accuracy, • Strong problem-solving and follow-up skills, • Confidentiality and ethical handling of PHI, • Team collaboration and accountability, • Full-time, MondayFriday, • Competitive salary based on experience, • Benefits package available after probationary period

Job Description We have an opening for a management position with Stonebriar Chevrolet. If you are an Experienced Finance Manager you need to check out our opportunities. Stonebriar Chevrolet is a top Dealer in this area and has a great, diverse staff in place. If you have the ability to produce results in finance we have an opportunity for you. Bilingual candidates are encouraged to apply but is not required. What’s in it for Me/Benefits • 401K with annual discretionary Employer Match. Immediate eligibility upon first day of employment., • Health Care. We offer multiple medical plans for you and your family's individual needs including a health reimbursement plan option., • Most of the time a five-day work week. WE ARE CLOSED ON SUNDAYS!, • Pay! Aggressive pay plan for top producers., • Opportunities for advancement. Inquire about our career path., • A real sense of accomplishment and success from helping people achieve their goals. Abilities • Willingness to write your success story within our success story. Your success is the key to our success., • Ability to produce numbers as a Finance Manager., • Ability to be able to bring the best out of our sales staff., • Bring your ‘A game’ & positive attitude with you every day, • Ability to produce consistent results on a month to month basis, • Available to work flexible hours & Saturdays, • Ready to hit the ground running and help us continue our success, • Fantastic communication skills with your customers and staff, • Professional, well-groomed personal appearance., • Clean driving record. You must possess a valid Driver's License., • Willing to submit to a pre-employment background check & drug screen, • Experience in the Finance Department in a dealership We are an equal opportunity employer and prohibit discrimination/harassment 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.

Job DescriptionDescription: Soleo Health is seeking an Advanced Collection Specialist to support our Specialty Infusion Pharmacy and work Remotely (USA). Join us in Simplifying Complex Care! Advanced infusion collection experience required, and must work 8:30a-5p. Soleo Health Perks: • Competitive Wages, • Flexible schedules, • 401(k) with a match, • Referral Bonus, • Annual Merit Based Increases, • No Weekends or Holidays!, • Affordable Medical, Dental, and Vision Insurance Plans, • Company Paid Disability and Basic Life Insurance, • HSA and FSA (including dependent care) options, • Paid Time Off! The Collection Specialist is responsible for a broad range of collection processes related to medical accounts receivable in support of multiple site locations. The Collections Specialist will proactively work assigned accounts to maximize accurate and timely payment. Responsibilities include: • Researches all balances on the accounts receivable and takes necessary collection actions to resolve in a timely manner, • Researches assigned correspondence; takes necessary action to resolve requests, • Routinely reviews and works correspondence folder requests in a timely manner, • Makes routine collection calls on outstanding claims, • Identifies billing errors, short payments, unpaid claims, cash application issues and resolves accordingly, • Ability to identify potential risk, write offs and status appropriately and report and escalate to management on as identified, • Researches refund requests received by payers and statuses refund according to findings, • Documents detailed notes in a clear and concise fashion in Company software system, • Identifies issues/trends and escalates to Manager when assistance is needed, • Provides exceptional Customer Service to internal and external customers, • Ensures compliance with federal, state, and local governments, third party contracts, and company policies, • Must be able to communicate well with branch, management, patients and insurance carriers, • Ability to perform account analysis when needed, • Answering phones/taking patient calls regarding balance questions, • Using portals and other electronic tools, • Ensure claims are on file after initial submission, • Identifies, escalates, and prepares potential payor projects to management and company Liaisons, • Write detailed appeals with supporting documentation, • Keep abreast of payor follow up/appeal deadlines, • Submits secondary claims Schedule: • Monday-Friday 8:30-5pRequirements:, • High school diploma or equivalent; an associate degree in finance, accounting, or a related field is preferred, • 3 years or more of strong infusion collections experience required, • Knowledge of HCPC coding and medical terminology, • CPR+ systems experience preferred, • Excellent math and writing skills, • Excellent interpersonal, communication and organizational skills, • Ability to prioritize, problem solve and multitask, • Word, Excel and Outlook experience Soleo’s Core Values: • Improve patients’ lives every day, • Be passionate in everything you do, • Encourage unlimited ideas and creative thinking, • Make decisions as if you own the company, • Do the right thing Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor. Keywords: AR, Accounts receivable, collector, reimbursement specialist, representative

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Perform numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier’s checks while promoting the bank’s products and services and providing excellent customer service. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the efficient, effective, and accurate performance of Teller functions., • Represents the bank in a courteous and professional manner., • Receives and processes deposits., • Receives and processes loan payments., • Cashes checks and other negotiable instruments for clients., • Examines documents for endorsements and negotiability., • Processes transfers between accounts., • Sells traveler’s checks, official checks, and money orders., • Processes credit card cash advances., • Verifies and balances cash daily., • Detects and resolves discrepancies promptly., • Offers other Bank products to meet customer needs and strengthen the relationship., • Has no more than one proof error within a 30-day period., • Follow Teller procedures consistently and adheres to compliance requirements., • Other duties as assigned., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Ensures that client requests and inquiries are promptly resolved., • Operates online teller terminal., • Maintains privacy of customer information., • Ensures that the Bank’s quality reputation is maintained and projected., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Assists with training or orientation as needed., • Keeps supervisor informed of area activities and of any problems or concerns., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Assumes responsibility for related duties as required or assigned., • Performs night drop functions as assigned., • Performs related clerical duties as assigned., • Ensures that work areas are clean, secure, and well maintained., • Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained., • Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services. Education/Certification: High school graduate or equivalent. Required Knowledge: Understanding of Bank operations preferred. PROFICIENCIES: Mentor Program All required training and webinars in 90-day plan GS3 Program Precision Integrated Teller – Advanced functions (split, cash advance, CC, etc.) CTR/MIL understanding IVIEW Product Knowledge SCO ATM Balancing WITS/Wires – min. domestic Risk Management Skill Dual Control Experience Required: At least one year of related experience/cash handling required. Previous Teller experience preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Good math skills. Good typing skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin, and money counting machines, and telephone. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Friday: 40 hrs. Saturday: 4.5 hrs. 40 hours per week.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job Description Join our team as an Entry-Level Financial Advisor and embark on a journey to grow your career in the insurance industry with one of the most respected financial companies today. At NYL - DFW, we are committed to empowering you with the tools and support you need to build a strong financial future for yourself and your clients. As part of our inclusive and collaborative culture, you'll engage with a diverse community of professionals dedicated to customer service excellence. We'll invest in your development through robust career advancement opportunities, ensuring you have the skills to succeed. With competitive compensation packages and a commitment to your growth, you'll find a fulfilling career path with us. Let's work together to shape the future of financial advising and make a positive impact in the lives of those we serve. Compensation: $75,000 - $95,000+ yearly Responsibilities: • Maintain accurate CRM records and sales data to track progress toward monthly and quarterly goals, • Apply effective sales strategies to grow and retain client portfolios, • Assess clients’ financial needs and recommend tailored insurance and investment solutions, • Create customized risk management plans based on each client’s profile, • Build strong client relationships through consistent, high-quality service, • Stay current on industry regulations, policy updates, and continuing education requirements, • Attend training and obtain relevant licenses in a timely manner, • High school diploma (or equivalent), • Basic computer proficiency, including Microsoft Office and email, • Strong communication, customer service, analytical, and interpersonal skills, • Must hold or be willing to obtain a Life/Health insurance license, SIE, Series 6, and Series 63, • Bachelor’s degree, • Experience using CRM or sales lead management software, • Background in direct sales is a plus, • Comfortable using Zoom and other virtual meeting platformsAbout Company We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top- performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you You have the power to determine your own income with our commission-based compensation. In 2024, the average income of our financial professionals under the N8 and N9. Agent’s Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link . Company DescriptionAs a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18. 2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3 Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed. 4 Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see . New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity SMRU 1822201 7/1/20As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.\r\n\r\n\r\n\r\n*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.\r\n\r\n\r\n\r\n1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.\r\n\r\n2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019\r\n\r\n3 Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed.\r\n\r\n4 Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity\r\n\r\n\r\n\r\nSMRU 1822201 7/1/20

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Outside of the office, Ive coached soccer for 17 years, volunteered at my kids schools, and served as Top Dog in the Watch D.O.G.S. program. Im also very active in my church and love giving back to the community. We offer flexibility and reimburse licensing costs to help team members succeed. Our culture is built on teamwork, trust, and excellence. I look for customer-focused, goal-oriented individuals who are relentless not ruthless in achieving their goals. My leadership philosophy is simple: If you give me all youve got, Ill give you all Ive got. We work hard, we play hard, and we make a real difference in the lives of our customers and each other. If that resonates with you, youll fit right in here. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jeff Cain - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Competitive salary, • Dental insurance, • Health insurance, • Training & development, • Vision insurance My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Frisco, TX and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Fabiola Sears - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Health benefit, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • License Reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Frisco, TX and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jj Castilleja - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionPosition Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Simple IRA Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

The salary range for this position is: $57,862.50 - $100,295.00, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, location, and applicable employment laws. To attract and retain top talent, we're pleased to offer competitive compensation and benefits, including: * Annual bonus program * Health, dental, vision, and life insurance * Long-term and short-term disability insurance * Generous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays * 401(k) with company matching contributions * Awesome work environment with casual dress * Team events and gatherings (Pre- and Post-Covid) Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at ___. To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes. #LI-JD1

Job Description Summary – Everest client is a fast growing organization seeking a Revenue Accountant to support end-to-end revenue and receivables activities, including customer invoicing, revenue recognition, collections, and month-end close. This position follows a hybrid schedule and requires onsite presence three days per week (Tuesday–Thursday) at the Frisco, TX office. Key Responsibilities • Generate and distribute customer invoices accurately and on schedule, ensuring alignment with contract terms and customer billing guidelines, • Review customer agreements to validate billing, revenue recognition, and compliance with contractual requirements, • Track, maintain, and analyze deferred revenue balances and revenue recognition schedules in accordance with U.S. GAAP, • Investigate and resolve billing issues, payment variances, and customer account discrepancies, • Manage collection efforts for outstanding receivables, including follow-up with customers and escalation recommendations related to reserves or write-offs, • Prepare billing adjustments such as credit/debit memos, refunds, and related journal entries affecting A/R, revenue, and bad debt, • Support the monthly close process with a focus on revenue and accounts receivable accuracy and timeliness, • Reconcile balance sheet accounts and research variances to ensure proper financial reporting, • Respond to audit inquiries and provide supporting documentation to external auditors and other stakeholders, • Produce ad hoc reporting and financial analysis as requested by management, • Collaborate cross-functionally with internal teams and maintain positive working relationships with customers, • Provide knowledge sharing and cross-training support to accounting staff as needed, • Identify opportunities to enhance processes, strengthen controls, and improve efficiency within revenue and receivables operations, • Ensure adherence to internal controls, accounting standards, and company policies, • Perform additional duties in support of the Revenue and Accounts Receivable function Qualifications • Bachelor’s degree in accounting strongly preferred, • Minimum of 2 years of experience in revenue accounting and/or accounts receivable, • CPA designation (active or inactive) with relevant accounting experience is a plus, • Solid understanding of U.S. GAAP, particularly revenue recognition concepts, • Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities, • Clear and professional communication skills, including the ability to interact confidently with customers, • High attention to detail and accuracy, • Proven ability to work collaboratively in a team-oriented environment

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Full-time team members enjoy valuable benefits, including a 401K match, paid time off, paid holidays, health benefit options (major medical, dental, and vision), and the flexibility of hybrid work schedules. We also believe in celebrating wins and staying connected through quarterly team-building activities. Were looking for motivated individuals to join us in providing exceptional service to our clients and contributing to the continued growth and success of our agency. If you're ready to work in an environment where your skills and dedication are valued, wed love to connect with you! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Mike Bergman - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred., • Bilingual Spanish Preferred

Job DescriptionSalary: Billing Analyst (Contract-to-Hire) Plano, TX (Hybrid) We are seeking a detail-oriented and proactive Billing Analyst to join our team on a contract-to-hire basis. This role supports key billing and revenue cycle functions, with a strong focus on analyzing payment trends, identifying payer issues, and driving denial resolution. Ideal candidates bring a quality assurance mindset, strong analytical skills, and hands-on DME billing experienceespecially with oxygen-related products. Key Responsibilities • Hybrid schedule: On-site 3 days per week in Plano, TX, • Analyze billing, claims, and payment data to identify trends, irregularities, and denial patterns, • Investigate root causes of denied/underpaid claims, including policy discrepancies and documentation gaps, • Recommend and implement corrective actions to prevent future denials and improve collections, • Collaborate with billing, coding, and reimbursement teams to strengthen process accuracy and compliance, • Independently troubleshoot issues with minimal oversightself-starter mindset required, • Create reports and dashboards using advanced Excel skills to support revenue recovery and operational insights, • Medical billing experience required, with strong knowledge of DME billing, • Oxygen experience is required (oxygen equipment, supplies, or related services), • Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, formulas, data analysis), • Prior experience as a Billing Analyst or similar revenue cycle role, • Strong analytical and investigative ability; comfortable working with large datasets, • Proven ability to research complex payer issues and follow through with recommendations, • Solid understanding of payer rules, medical claim workflows, and denial management, • Quality- and process-focused with exceptional attention to detail, • Strong communication skills for cross-team collaboration and issue escalation

Job Description Hybrid-Remote In-Office 1x Per Week | Outsourced Accounting | Client-Facing Role Do you love the rhythm of monthly accounting but want more than just transaction processing? Looking for a role where your work makes a direct impact on clients’ businesses — and where your personal and professional growth is a priority? Our client is a tech-forward, people-focused CPA & Advisory firm serving small-to-mid-sized businesses nationwide. They’re looking for a Staff Accountant / Associate who thrives in a multi-client environment and is eager to learn, grow, and contribute to a team that values innovation and proactive client service. Why This Role Stands Out • Hybrid Remote: Must be in the Greater Dallas area with flexibility to be in the office on either Tuesday or Wednesday each week, • Growth-Oriented: Exposure to tax work and clear pathways for advancement., • Manage and close monthly books for ~30 clients., • Perform reconciliations, payroll processing, and sales tax filings., • Prepare monthly financial reports for advisor review., • Assist with initial tax return prep in years 1–2., • Support client onboarding and ensure smooth ongoing engagement., • Bachelor’s in Accounting (preferred) or equivalent., • 1–3+ years bookkeeping/accounting experience in a multi-client setting., • Strong QuickBooks Online skills., • Tech-forward mindset and adaptability., • $60K-70$K base + onboarding bonuses + annual growth bonus = to 10-12% of base comp annually, • Flexible scheduling with most team members in the office Tuesday or Wednesday each week

Job DescriptionOverview We’re looking for a proactive and detail-oriented Staff Accountant to join our dynamic team! Our firm is experiencing rapid growth, creating numerous opportunities for career advancement. This role will involve managing multiple clients simultaneously, playing a key part in ensuring accurate financial records, adherence to accounting standards, and the overall financial health of our clients. If you have strong analytical skills, a keen eye for detail, and enjoy collaborating with a team, we’d love to hear from you! This is a fantastic opportunity to make a meaningful impact while advancing your career in a flexible and supportive environment. Duties • Prepare and maintain financial statements in accordance with GAAP., • Conduct balance sheet reconciliations to ensure the accuracy and completeness of financial data., • Analyze cash flow to assess liquidity and forecast future financial needs., • Utilize various accounting platforms to manage client accounts and financial reporting., • Participate in budgeting processes and provide insights for effective resource allocation., • Perform account reconciliations to identify discrepancies and resolve issues promptly., • Maintain accurate records through standard bookkeeping practices., • Collaborate with internal teams to support financial audits., • Engage with clients and offer expert guidance, providing strategic insights and recommendations on their current and future financial performance., • Other duties as assigned.Desired Skills, • Proficiency in Excel for data analysis and reporting., • Thorough understanding of accounting principles and best practices., • Familiarity with cash flow analysis techniques., • Strong multitasking abilities, with the capacity to meet deadlines in a fast-paced environment., • Excellent communication skills, both written and verbal, for clear reporting and collaboration., • Strong analytical skills with a keen eye for detail, ensuring accuracy in all financial documentation.Education, • Degree in accounting or related field is a plus., • 1-3 years experience in accounting., • Dental insurance, • Health insurance, • Paid time off, • Vision insuranceSchedule:, • 8 hour shift, • Monday to FridaySupplemental Pay:, • Bonus opportunities, • Performance bonus, • Yearly bonusAbility to Commute:, • Frisco, TX 75034 (Required)Ability to Relocate: 1uQaquXVgo

Job DescriptionWe’re looking for a proactive and detail-oriented Senior Accountant to join our dynamic team! Our firm is experiencing rapid growth, creating numerous opportunities for career advancement. This role will involve managing multiple clients simultaneously, playing a key part in ensuring accurate financial records, adherence to accounting standards, and the overall financial health of our clients. If you have strong analytical skills, a keen eye for detail, and enjoy collaborating with a team, we’d love to hear from you! This is a fantastic opportunity to make a meaningful impact while advancing your career in a flexible and supportive environment. Duties • Oversee Staff Accountants and assist in day-to-day operations and client management., • Prepare and review complex financial statements in accordance with GAAP and company standards., • Perform detailed balance sheet and income statement reconciliations to ensure data integrity and accuracy., • Analyze and interpret cash flow trends to assess liquidity and support financial planning., • Manage general ledger activity and month-end/year-end close processes., • Lead budgeting and forecasting efforts, providing strategic insights to support decision-making., • Review filing of tax documents/reports such as sales tax, 1099s, or other regulatory filings to ensure accuracy., • Ensure compliance with internal controls and external regulatory requirements., • Provide expert financial analysis and recommendations to clients and/or management teams to improve financial performance., • Other duties as assigned.Desired Skills, • Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, and financial modeling., • Deep understanding of GAAP, financial reporting standards, and regulatory compliance., • Strong experience with cash flow analysis, forecasting, and variance analysis., • Excellent organizational and project management skills; able to prioritize tasks effectively in high-pressure environments., • Clear and concise communication skills., • High attention to detail with strong analytical and problem-solving capabilities., • Experience with accounting software such as QuickBooks, Xero, or Sage.Education, • Degree in accounting or related field is a plus., • 3+ years experience in accounting., • Dental insurance, • Health insurance, • Paid time off, • Vision insuranceSchedule:, • 8 hour shift, • Monday to FridaySupplemental Pay:, • Bonus opportunities, • Performance bonus, • Yearly bonusAbility to Commute:, • Frisco, TX 75034 (Required)Ability to Relocate:, • Frisco, TX 75034: Relocate before starting work (Required)Work Location: In person Powered by JazzHR j2o97DL4nL

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