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Job Overview This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • 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 travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • 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. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful 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 work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • 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? Candidates 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 industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • 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 & Accolades At 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: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Description Summary: The Application System Analyst II serves as a liaison between system end-users (customers), operational leaders, additional support resources and vendors to design, build and optimize their assigned applications in a timely and high-quality manner. The Systems Analyst II will pr

Your Opportunity: Senior Accountant Carrollton, TX (on-site) The Senior Accountant is responsible for performing and supporting key functions of financial close and reporting. Maintain and apply information from various systems to be utilized within close processes which contribute to internal and external financial reports. Responsible for managing daily and monthly tasks such as journal entries, reconciliations, and analytical reviews of account activity. The ideal candidate will possess strong time management, attention to detail, adaptability, and desire to meet or exceed expectations of work quality and task deadlines. What We Offer: Benefits and Perks* • Uncapped Flexible Paid Time Off., • Paid on-the-job training and a comprehensive new hire program., • Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development., • Performance-based career advancement., • Educational Reimbursement Program., • Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA/Dependent Care FSA)., • Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program., • Company-Sponsored Life and AD&D Insurance., • Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance., • Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program., • Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace., • At least 5-7 years of experience with general ledger accounting, • Foundational knowledge of GAAP and accounting requirements, • Advanced knowledge of Microsoft Office (emphasis on Excel), • Strong Microsoft Dynamics skills preferred, • Bachelor's degree in Accounting preferred, • Professional, technically proficient, with an independent, investigative, and problem-solving mindset, • Team player, strong set of personal and business values, • Possess confidence and credibility, • Action-oriented: achieving deadlines and goals quickly and efficiently in complex situations, • Results-oriented: with a strong work ethic, • Exceptional communication skills, both written and verbal, • Sharp eye for detail, • Aptitude for technology What You’ll Do - Essential Duties and Responsibilities:, • Perform daily tasks of recording journal entries and reviewing status of various accounts., • Prepare and record key month-end journal entries which significantly impact financial statements., • Perform monthly analyses and reconciliations of assigned accounts, explaining or reconciling fluctuations., • Support ad hoc requests and reporting needs as necessary., • Ensure that all financial information published is accurate, timely, and compliant., • Access computerized financial information to answer general questions as well as those related to specific accounts., • Comply with federal, state, and company policies, procedures, and regulations., • Reconcile, investigate, resolve, and communicate discrepancies found in records, coordinating with others as needed., • Provide support and documentation for various audit requests. Think you’d thrive here? Learn more at ___Think you’d thrive here? Learn more at The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial® Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the domains @ccfi.com. In-store positions are in person only. The Community Choice Financial® Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.

This role will almost entirely be dedicated towards forward-looking FP&A work with financial modeling at the forefront; Analysts will be engaged in constant hypotheticals and scenario modeling as the company explores new initiatives, lines of business, market expansion etc. The department as whole f

Process accounts payable and receivable transactions as needed.

Irving - Hybrid (3 to 4 days in office).One of Vaco's midmarket clients in the Irving area has given us the exclusive search to onboard a Senior Staff Accountant as part of an overall effort to upgrade the team.Accountants will need to be engaging and communicative as this role will interact with ot

Vaco is working on behalf of one of our privately-held billion-dollar clients to onboard a Senior Analyst to support operations for one of their fastest growing segments. Managers in Finance all started off as Analysts before promoting up) and the individuals we’ve placed with the organization hav

Review and approve journal entries, account reconciliations, and financial statements. Support preparation of quarterly and annual financial reporting, including disclosures and footnotes. ERP system proficiency (SAP, Oracle, NetSuite, or similar); strong Excel and financial reporting skills.

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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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 Bachelors/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, • Give AI chatbots diverse and complex problems and evaluate their outputs, • 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.

Associate, Banker - Financing Group with Goldman Sachs Bank USA in Dallas, Texas. Finance, Economics, Business Administration, or related field and two (2) years of experience in the job offered or in a related Investment Banker role.

The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The position requires excellent written and ve

The Accounts Payable (AP) Specialist Senior is responsible for executing critical tasks within the accounts payable function, ensuring accuracy, compliance, and efficiency in financial transactions.This role requires extensive full-cycle accounts payable experience, strong analytical skills, and the

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking & Customer Success, • IT Support, • Data Analytics, • Investment Operations, • Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: * Be the voice of Fisher Investments to prospective clients * Review prospects' personal financial situation and provide solutions * Educate prospective clients on the competitive landscape * Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management * No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Success persuading and educating prospects Compensation: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays

Description Summary: The Accounts Payable (AP) Specialist Senior is responsible for executing critical tasks within the accounts payable function, ensuring accuracy, compliance, and efficiency in financial transactions. This role requires extensive full-cycle accounts payable experience, strong analytical skills, and the ability to collaborate with internal departments and external vendors. The Senior AP Specialist will play a key role in optimizing AP processes, resolving complex payment-related issues, and supporting financial integrity and operational excellence within the organization. Responsibilities: • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders., • Perform daily audits to validate completeness and accuracy of invoices., • Foster a culture of accountability and demonstrate good teamwork through actions and job performance., • Manage and maintain relationships with internal and external stakeholders by ensuring a timely response., • Demonstrate strong customer service while upholding CHRISTUS Health's core values., • Provide support for month-end close processes and projects., • Ensure efficient operation and compliance with CHRISTUS policies, healthcare industry regulations (i. e., HIPAA), and internal controls., • Coordinate and support internal and external audits., • Collaborate with colleagues across departments to contribute to a positive work environment., • Analyze exceptions and resolve internal/external stakeholder concerns., • Utilize Excel and technology tools effectively to manage spreadsheets, financial software, and automation processes., • Apply basic accounting knowledge to maintain accurate financial records., • Adapt to process changes, system upgrades, and evolving business needs with a willingness to learn., • Maintain confidentiality and integrity when handling sensitive financial information with professionalism and ethical responsibility., • Manage time effectively to balance daily responsibilities, meet deadlines, and maintain efficiency., • Effective written and verbal communication and interpersonal skills., • Ability to work independently and meet deadlines in a fast-paced environment. Education/Skills • High School diploma or equivalent required., • Business, Finance, or Accounting degree preferred., • Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint), • 3+ years of AP experience or related field is required., • Healthcare experience is preferred., • Infor/Lawson or other large ERP Systems., • The following professional certifications are preferred:, • APM (Accounts Payable Manager), • CAPP (Certified Accounts Payable Professional), • CAPA (Certified Accounts Payable Associate), • CPA (Certified Public Accountant), • APPM (Accredited Procure-to-Pay Manager) Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: * Be the voice of Fisher Investments to prospective clients * Review prospects' personal financial situation and provide solutions * Educate prospective clients on the competitive landscape * Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management * No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred * Multi-year track record of success driving results * Success persuading and educating prospects Compensation: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays

Description Summary: The Accountant Senior is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Senior Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate follow-up questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Senior Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Senior Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Senior Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Senior Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Senior Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders., • Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation., • Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements., • Prepare month-end balance sheet reconciliations. Education/Skills • 5 years of experience required., • Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 5 Days - 8 Hours Work Type: Full Time

Candidates must have a bachelor’s degree or higher (preferably in accounting or a related field such as business administration, finance, or forensic accounting) from a U. The transition from finance to special agent is more than a career move—it’s an opportunity to upskill and become an exper

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: • Work with our Canadian clients to build a trusting and professional relationship, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape, • CFA (passed any level) and Series 65 (we will help you obtain upon starting), • 4+ years of experience with portfolio management and client relationship building, • Bachelor's degree We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: DFW Market Position Overview: 56 year old Professional Security Company seeking a Financial Technology Consultant. The (FTC) is at the forefront of driving sales for Federal Protection, Inc.'s comprehensive suite of banking equipment solutions. Covering a designated territory, the TC establishes and nurtures relationships with financial institutions to achieve sales objectives, grow market share, and ensure customer retention. Roles & Responsibilities: • Sales & Business Development:, • Lead the sales of a wide range of bank equipment, including ATM/ITM's, video solutions, access control systems, pneumatic solutions, intrusion detection systems, and construction services., • Identify and target prospective clients within the territory, leveraging industry insights and analytics., • Client Relationship Management:, • Foster strong relationships with existing clients, ensuring their needs are met and encouraging retention and referrals., • Regularly update clients on new product offerings, enhancements, and industry trends., • Technical Consultation:, • Provide technical consultations to financial institutions, ensuring they understand the benefits and features of each product., • Resolve any technical inquiries or challenges that prospective or current clients might face., • Market Analysis & Strategy:, • Continuously analyze market trends and competitor offerings to identify potential opportunities or threats., • Develop and implement sales strategies to optimize market share within the assigned territory., • Reporting & Forecasting:, • Regularly report sales progress, client feedback, and market insights to the Regional Sales Manager., • Provide accurate sales forecasts and projections for strategic planning., • Training & Development:, • Stay updated with the latest in banking equipment technology and sales methodologies., • Bachelor’s degree in business, Sales, Finance, or a related field. Industry-specific experience can be considered in lieu of a degree., • years of experience in sales, preferably in financial technology or bank equipment., • Exceptional communication and presentation skills., • Strong technical acumen and ability to convey complex information in simple terms., • Relationship-building and networking expertise., • Analytical thinking with a strategic mindset., • Fieldwork involving travel within the designated territory., • Regular use of computers, communication tools, and specialized sales software.

Description Summary: The Accounts Payable (AP) Specialist Senior is responsible for executing critical tasks within the accounts payable function, ensuring accuracy, compliance, and efficiency in financial transactions. This role requires extensive full-cycle accounts payable experience, strong analytical skills, and the ability to collaborate with internal departments and external vendors. The Senior AP Specialist will play a key role in optimizing AP processes, resolving complex payment-related issues, and supporting financial integrity and operational excellence within the organization. Responsibilities: • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders., • Perform daily audits to validate completeness and accuracy of invoices., • Foster a culture of accountability and demonstrate good teamwork through actions and job performance., • Manage and maintain relationships with internal and external stakeholders by ensuring a timely response., • Demonstrate strong customer service while upholding CHRISTUS Health's core values., • Provide support for month-end close processes and projects., • Ensure efficient operation and compliance with CHRISTUS policies, healthcare industry regulations (i. e., HIPAA), and internal controls., • Coordinate and support internal and external audits., • Collaborate with colleagues across departments to contribute to a positive work environment., • Analyze exceptions and resolve internal/external stakeholder concerns., • Utilize Excel and technology tools effectively to manage spreadsheets, financial software, and automation processes., • Apply basic accounting knowledge to maintain accurate financial records., • Adapt to process changes, system upgrades, and evolving business needs with a willingness to learn., • Maintain confidentiality and integrity when handling sensitive financial information with professionalism and ethical responsibility., • Manage time effectively to balance daily responsibilities, meet deadlines, and maintain efficiency., • Effective written and verbal communication and interpersonal skills., • Ability to work independently and meet deadlines in a fast-paced environment. Education/Skills • High School diploma or equivalent required., • Business, Finance, or Accounting degree preferred., • Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint), • 3+ years of AP experience or related field is required., • Healthcare experience is preferred., • Infor/Lawson or other large ERP Systems., • The following professional certifications are preferred:, • APM (Accounts Payable Manager), • CAPP (Certified Accounts Payable Professional), • CAPA (Certified Accounts Payable Associate), • CPA (Certified Public Accountant) Full Time

Job Description We are looking for a skilled Bookkeeper to maintain financial records, including sales, receipts and payments. include working closely with our internal team's to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree (preferably followed by accounting CPE courses) and is experience with QuickBooks Enterprise "desktop version" is a must, DocuSign experience is a plus. The position’s responsibilities are to accurately record all day-to-day financial transactions of the company. Company DescriptionArdetech is a total Data Center Solutions Company. We provide anything in the data center except the building. As well as Compute, Storage, Virtualization and networking infrastructure. and the services to go along with the products. We also partner with other companies to provide our customers both present and future with all their technology needs.Ardetech is a total Data Center Solutions Company. We provide anything in the data center except the building. As well as Compute, Storage, Virtualization and networking infrastructure. and the services to go along with the products. We also partner with other companies to provide our customers both present and future with all their technology needs.

Job Description Job Overview: The Administrative/ Accounting Coordinator will assist in facilitating the daily workflow in the office. Qualifications: • Previous experience as a billing clerk or similar role., • Bookkeeping experience., • Familiarity with office equipment, such as copy machines, fax machines and multi-line phone systems., • Comfort with using business email system, such as Microsoft Outlook., • Strong communication skills., • Strong math and excel skills., • Strong attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines., • Ability to handle sensitive and confidential information and situations., • Excellent organizational and analytical skills., • Strong sense of customer service both internal and external., • Comfortable with routinely changing demands., • Ability to handle multiple tasks and duties simultaneously., • Perform clerical duties, such as filing, faxing, answering phone calls, and responding to emails., • Assist in handling payroll and personnel databases., • Assist in sales order invoicing, posting, and processing accounts receivables and accounts payable., • Verify state tax is correctly charged., • Set up vendors and customers in accounting system ensuring information is complete., • Track Project Manager and Supervisor receipts., • Maintain accurate and complete records, including general ledgers, journals, invoices, receipts, and information related to supplies and inventory., • Assist in daily, monthly, and annual activities and general ledger maintenance., • Communicate to customers and vendors to discuss account status, changes, or discrepancies., • Monitor customer payments and prepare billing reports., • File and manage various company records appropriately., • Assure compliance with company and other applicable policies as needed., • Provide excellent customer service and maintain vendor/customer relationships.

Job Description Our company is currently seeking a Bookkeeper to join our team in our Dallas office! You will be responsible for preparing financial statements & payroll reports for our Clients. Responsibilities: • Reconcile Clients Bank Account(s)., • Computerization, Journal entries, and using excel, • Communicate with clients to answer questions, • Perform data entry and administrative duties, • Preparation of 941 and Payroll Deposits, State Unemployment, 940, Sales Tax, • Training on Successful and Proven Software Provided, • Previous experience in Full Charge Bookkeeping, • Minimum of 5 years experience, • Fundamental knowledge of Bookkeeping, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionWe are a long-time established firm, in the North Dallas area. We would like to hire a competent and dependable persons to step in and help us continue to provide a great service to our Clients.We are a long-time established firm, in the North Dallas area. We would like to hire a competent and dependable persons to step in and help us continue to provide a great service to our Clients.

Job Description We are looking to fill a full-time position. Job duties include basic bookkeeping & payroll, AP, & AR, answering phones, greeting clients, clerical duties. Ordering supplies for the office. Strong attention to detail and organization skills are a must. Candidate will report directly to our President. Basic knowledge of Microsoft Word, Excel, and Quickbooks is preferred. Hours are Monday through Friday. Start times are negotiable. Company offers holiday pay and paid vacation.

Job Description Position Summary Dallas Frameless Glass is seeking a highly organized, detail-oriented Full-Charge Bookkeeper to oversee all financial records, client invoicing, and day-to-day accounting operations. This role is critical to the accuracy, efficiency, and success of our economic processes. You’ll manage full-cycle bookkeeping and play a key role in supporting decision-making through timely reporting and analysis. If you’re proactive, precise, and passionate about numbers with a strong understanding of job costing, invoicing, and small business finance, we want to hear from you. Key Responsibilities • Manage full-cycle bookkeeping, including Accounts Payable (A/P), Accounts Receivable (A/R), general ledger, and bank reconciliation., • Create and send estimates and invoices to the clients, • Track incoming payments and follow up on outstanding receivables., • Categorize and record transactions accurately and maintain organized documentation., • Prepare monthly, quarterly, and annual financial statements., • Reconcile bank, credit card, and vendor accounts., • Prepare and file sales tax reports (if applicable), • Coordinate with CPA for year-end tax preparation and filings, • Manage payroll or coordinate with an external payroll provider, • Provide timely financial insights and reports to business owners., • Ensure compliance with federal, state, and local financial regulations. Qualifications • Minimum 3 years of full-charge bookkeeping experience, • Proficiency in QuickBooks Online, Xero, or other accounting software, • Proven experience creating and sending client estimates and invoices, • Solid understanding of GAAP and financial reporting standards, • Strong attention to detail and excellent time management skills, • Ability to work independently and maintain confidentiality, • Excellent communication and client service skills, • An accounting degree is a plus. Preferred Skills • Experience in the glass, construction, or home improvement industries, • Familiarity with project-based accounting or job costing, • Competency with Microsoft Office and/or Google Workspace, • Bilingual abilities (Spanish or other languages) are a bonus. Why Join Us at Dallas Frameless Glass? At Dallas Frameless Glass, we’re redefining what it means to bring precision, beauty, and excellence to every glass installation. We specialize in high-end frameless shower enclosures, custom mirrors, and architectural glass solutions—serving homeowners, builders, and designers across the Dallas-Fort Worth area. We are a business rooted in craftsmanship, customer satisfaction, and innovation. We don’t just install glass—we help people elevate their spaces. When you join our team, you’re not just a number. You’re a valued contributor in a close-knit operation where your voice matters and your work drives results. We believe in trust, efficiency, and creating a workplace where accountability is rewarded and growth is encouraged. We’re growing fast, and this is your opportunity to grow with us.

Job DescriptionBenefits: • 401(k) matching, • Company parties, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Vision insurance, • Bonus based on performance, • 401(k), • Competitive salary We look forward to connecting with you if you have State Farm agency experience and are the customer-focused and empathetic team member we are searching for. RESPONSIBILITIES: • Establish customer relationships and follow up with customers as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.QUALIFICATIONS:, • Dedicated to customer service, • Able to effectively relate to a customer, answer their questions, and anticipate their needs., • Excellent communication skills to assist customers and coordinate with other agency team members, • Proactive in problem-solving Linda Horton - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds. Flexible work from home options available.

Job Description About Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation. In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a "unicorn" – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us! Wealthfront Career-Launching Company Figure Series D Announcement About the Role We are looking for driven, customer service-oriented teammates, curious about innovative blockchain technology and financial services. In the AAA role in the Servicing department, you will learn all things Figure by sitting in the heart of the action: providing product, technical and educational support to our existing customers and third parties across multiple loan products. Your effective communication, task-driven problem solving, and attention to detail will contribute to key outcomes that secure existing business initiatives, drive brand engagement, and ensure customer success. You will keep Figure accountable to its customers by troubleshooting problems and providing solutions across multiple product lines with knowledge and empathy. What You'll Do • Be the first point of contact and promote brand recognition by ensuring unrivaled support to our customers via email and outbound calls, • Handle customer and third-party inquiries via omnichannel communication with exceptional customer service for all of Figure's products, • Educate customers on servicing processes and procedures with knowledge and enthusiasm, • Conduct loan administration duties such as loan documentation reviews/requests, payment assistance processing, etc., • Gather key insights and assist in process improvement for Figure's products and services and the impact on our customer experience, • Collaborate and process requests from other Figure internal operational departments, • Provide technical support and troubleshooting on a variety of potential issues, • Participate in new training and licensing programs to expand the team's capabilities, • 1+ years in a customer-facing or administration role, • BA/BS from an accredited university preferred with, • Proven background in being a dependable and reliable team player, • Customer service experience with loan products such as HELOC, Mortgage, Personal Loans preferred, • 2 years of loan administration functions (Escrow, subordinations, payments, etc) preferred, • Flexibility and adaptability to ongoing refinements in process and structure, • Confident, friendly, and compassionate communication skills, • Successfully complete the required compliance training, • A positive and problem-solving approach to customer service, • Ability to instill trust and rapport with customers, • Process-driven organizational skills, • Compensation Range: $22/hr, • 15% annual bonus target, paid quarterly, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

Job Description The Account Representative at the Law Office of Bryan Fagan is the primary point of contact for existing clients and is responsible for ensuring high levels of engagement, satisfaction, and retention. This role demands a proactive approach to client relationship management, including regular communication, conflict resolution, upsell opportunities, and cross-functional collaboration to meet client needs. A critical focus includes ensuring contract compliance, financial accountability, and full transparency with clients during key legal milestones.An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers. Account Representative Responsibilities: Client Relationship Management • Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement., • Build and maintain strong relationships with clients by offering support, solutions, and timely updates., • Conduct scheduled check-ins to assess client satisfaction and address concerns proactively., • Meet with clients at designated stages of their case—such as mediations, depositions, arbitrations, and trial—to ensure transparency, preparedness, and understanding of both legal and financial expectations., • Engage in heavy client communication using multiple channels, including verbal (calls and meetings), written (emails, letters), and texting, using platforms like Clio, client portals, and secure messaging tools. Account Oversight & Communication • Monitor all assigned client accounts to ensure legal service delivery is on track., • Maintain and update financial information and case milestones across various platforms, including Clio, Google Sheets, and internal systems., • Ensure accurate documentation of all client interactions in CRM and case management systems. Account Representative/Collections (Billing Department) Requirements: • 2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services), • Strong verbal and written communication skills across phone, email, and text platforms, • Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms, • Demonstrated ability to manage multiple accounts and prioritize effectively, • 401(k), • Dental insurance, • Health insurance, • Life insurance, • Vision insurance Schedule: • 8 hour shift, • 40-hour work week

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..., • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • License reimbursementRequirements:, • 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 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.

Job DescriptionBenefits: • Hiring bonus, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • 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 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: • Licensing paid by agency, • 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 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 DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Flexible schedule, • 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 Dallas, 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 Amabilia Esparza - 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, • Health insurance, • 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 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 Description POSITION DESCRIPTION This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model. DUTIES AND RESPONSIBILITIES • Opening New Deposit Accounts, Maintaining and Closing Deposit Accounts; including DDA/MMKT, Time Deposits, Individual Retirement Account, • Extensive direct client service support, • Data entry and/or verification of input to the bank's core system, • Daily imaging functions, including scanning, indexing, and filing all client deposit account documents to storage servers, • Support for new project/product implementation through all business functions, • Provide ongoing support for deposit operations and Bank Client Support as needed, • 2-3 years relevant experience in a similar role, • Prior consumer and commercial new account onboarding with direct client contact, • Prior cash handling experience, • Strong client service skills, including written and oral communication skills, • Strong computer skills, including experience with MS Office and other windows-based software, • Desire to work in a rapidly growing business with an extremely high degree of customer service expectations, • Must consent to and have favorable consumer report and background check #LI-KS1 NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job DescriptionROLE DESCRIPTION: Rosalinda Aguero - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Account Associate - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together. RESPONSIBILITIES: • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.QUALIFICATIONS:, • Dedicated to customer service, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Able to obtain Property and Casualty License, • Able to obtain a Life/Health License, • Able to achieve mutually agreed upon marketing goals, • Interested in marketing products and services based on customer needsBENEFITS:, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Health benefits, • Profit sharing, • Growth potential/Opportunity for advancement within my office

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off ROLE DESCRIPTION: As a Team Member for Ben Norton State Farm , 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., • Be coachable, be a great team player and maintain a positive attitude., • Seek high achievement. Flexible work from home options available.

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Amalia Briano - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 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., • Bilingual Spanish required.

Job DescriptionBenefits: • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • 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 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., • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Licensing paid by agency, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Carlos Luevano - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 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., • Bilingual Spanish (required)

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Flexible schedule, • Free food & snacks, • Health insurance, • Opportunity for advancement, • Paid time off, • Signing bonus Job Description: As a Account Associate - State Farm Agent Team Member, you will be part of a collaborative team focused on reshaping the way insurance is approached. We're seeking individuals who are tech-savvy, socially connected, and eager to make a meaningful impact. Your responsibilities will include: • Engaging with potential clients through various channels, including social media and digital platforms., • Educating younger demographics on the importance of insurance and tailoring solutions to their unique needs., • Leveraging modern sales techniques and technology to reach and exceed sales targets., • Participating in ongoing training programs to stay updated on industry trends and product knowledge., • Building a personal brand within the community through networking and events.Qualifications:, • Enthusiastic and self-motivated with a passion for sales., • Excellent communication skills, especially in the digital space., • Tech-savvy and comfortable using social media platforms for networking and lead generation., • Ability to adapt to a fast-paced and evolving work environment., • Eagerness to learn and grow within the insurance industry.Requirements:, • High school diploma or equivalent; college degree is a plus., • Previous sales experience or a strong desire to pursue a career in sales., • Familiarity with social media platforms and digital communication tools., • A positive and proactive attitude towards challenges. Sam Pridgeon - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • 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 Grand Prairie, 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 David Peterson - State Farm Agent, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. 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: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agencys team to ensure successful long-lasting customer relations.QUALIFICATIONS:, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred., • Successful track record of meeting sales goals/quotas preferred., • Previous experience in insurance or a related field preferred., • Property & Casualty License (must be able to obtain), • Life & Health License (must be able to obtain)

Job Title: Insurance AR Specialist I Job Location: 12770 Merit Dr., Suite 800, Dallas, TX 75251 Job Type: Fulltime Your new career awaits you... We are looking for an analytical Accounts Receivable professional to assist our accounting department as it receives, processes, and collects on goods sold or services rendered. In this role, you will be required to review account information, correct discrepancies, and ensure that accounts are properly billed and that payments are collected. To succeed as an accounts receivable professional, you should be a skilled and thorough researcher with excellent communication and record-keeping skills. You should be detail-oriented, organized, and self-motivated with strong math and computer skills. Responsibilities: • Identify problem accounts with payors; investigate and correct error, follow-up on missing account information, and resolve past-due accounts., • Research inquiries regarding past-due balances and insurance guidelines., • Resolve delinquent accounts; prepare payment plans and monitor adherence to plans by guarantor; direct accounts to inside collection department when necessary., • Prepare reports to identify and resolve accounts receivable issues., • Post data; verify and perform mathematical computations; maintain files., • Compose and type routine correspondence, memos, letters, appeals, etc., • Work with practices within the organization in getting any necessary or requested documentation for patients, insurance carriers or other areas., • Identify patient accounts for collection action when delinquent or when unable to contact patient or guarantor., • Process the Account Receivable Report., • Contact payors/insurance companies if there is a delay in responding to statements or claims., • May process incoming and outgoing mail., • Verify all patient and guarantor demographics are entered correctly when confirming account for refunds team., • Enter contact notes related to all communications regarding account including phone, email, letter, spark, TEAMS, and all other methods of communications between patient, guarantor, insurance carrier, practice, and surgeon., • Provide the utmost level of customer service to the practice., • Perform tasks for other accounts receivable representatives while they are on vacation., • Provide support for other team personnel during periods of high activity. Required Qualifications: • High school diploma or equivalent required., • At least three (3) years’ experience in a similar role., • Understanding of dental and medical insurance., • Proficient in Microsoft office applications including Word, Excel and Outlook., • Excellent communication, research, problem-solving, and time management skills., • High level of accuracy, efficiency, and accountability., • Attention to detail. Preferred Qualifications: • Bachelor’s degree in accounting, finance, or related field preferred, or equivalent experience within field preferred Schedule: • Monday to Friday - 8AM - 5PM Benefits: • 401(k) matching, • Dental Insurance, • Health insurance, • Life insurance, • Referral program, • Vision insurance Special Requirements: • Working on-site is essential to the function of this position., • Must be able to sit behind a desk 80% of the time at minimum., • Physical requirements include driving, flying, sitting, and standing for extended periods of time., • This is not an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. Management may require that other or different tasks be performed as assigned. Beacon Oral Specialists Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • 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 Dallas, 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 John Jinuntuya - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 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.