Financial advisor jobs in Dallas, Texas - Page 3Create job alerts

Job Description Are you a hospitality or sales professional ready to transition into a career where your people skills and relationship-building abilities truly pay off? We are looking for driven, coachable individuals who thrive in a fast-paced, customer-focused environment and want to build a long-term career in insurance and financial services. What Makes You a Great Fit: ✅ You love engaging with people and building relationships ✅ You have experience in hospitality, sales, retail, or customer service ✅ You’re a natural problem-solver who enjoys helping customers ✅ You thrive in a goal-oriented, team-driven environment ✅ You are looking for a career where your income potential matches your work ethic What You’ll Do: * Engage & build lasting customer relationships * Educate & advise clients on Auto, Home, Life, and Property Insurance * Provide outstanding customer service for policy questions, claims, and ongoing needs * Act as a trusted advisor to help people protect their families, businesses, and assets Who We’re Looking For: * Hospitality, Sales, or Customer Service professionals ready for a career shift * Strong communicators who excel at customer relationships * Goal-driven, hardworking, and coachable individuals * Licensed insurance professionals OR motivated candidates willing to get licensed * Bilingual (Spanish/English) is a plus! What to Expect in the Hiring Process: * Apply online * Zoom initial interview * Complete licensing within 30 days (we provide materials & guidance) Company DescriptionWe are a growing insurance and financial services agency dedicated to helping individuals, families, and businesses protect what matters most. Our team is passionate about building lasting relationships with clients while providing top-tier service, education, and guidance. We believe in creating a positive and supportive work culture where every team member has the opportunity to grow, succeed, and be rewarded for their hard work. Our agency offers clear career paths, ongoing training, and mentorship to ensure you achieve both personal and professional goals. If you’re driven, people-oriented, and eager to build a stable career with unlimited earning potential, we’d love for you to join our team.We are a growing insurance and financial services agency dedicated to helping individuals, families, and businesses protect what matters most. Our team is passionate about building lasting relationships with clients while providing top-tier service, education, and guidance.\r\n\r\nWe believe in creating a positive and supportive work culture where every team member has the opportunity to grow, succeed, and be rewarded for their hard work. Our agency offers clear career paths, ongoing training, and mentorship to ensure you achieve both personal and professional goals.\r\n\r\nIf you’re driven, people-oriented, and eager to build a stable career with unlimited earning potential, we’d love for you to join our team.

Job Description Financial Advisor Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one’s balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

Job Description Partner with Annuity Experts and Add a Six-Figure Income Stream to Your Business Are you a licensed life insurance agent looking to dramatically increase your income by serving the retirement needs of your clients? Annuity.com is seeking licensed professionals to partner with our senior specialists in a lucrative joint-work opportunity. This is a 1099 independent contractor opportunity for licensed agents to expand their product offerings. Compensation is 100% commission-based, earned via commission splits on joint sales. The Opportunity: A Partnership, Not an Apprenticeship Leverage your existing client relationships and sales skills while we provide the advanced product knowledge and case design support. In this team-based model, you will partner with an experienced annuity specialist to consult with clients and close sales together. It's the ideal way to master a new market without the risk of going it alone. The Power of Annuity Commissions: Annuity commissions are substantial. The average commission on a single sale ranges from $1,000 to $15,000. Through this partnership, you will earn a significant share of these commissions on every joint sale, providing a powerful boost to your current income. Your Role as an Independent Agent Partner: • Identify annuity opportunities within your existing network and new prospects., • Initiate consultations with potential clients to discuss their retirement goals., • Collaborate with your assigned Senior Annuity Advisor, who will provide in-depth product expertise, case design, and closing support on joint calls., • A Team Selling Environment: Partner directly with a top-producing mentor who is financially invested in your success., • Access to High-Level Strategy Sessions: Participate in optional, high-value training and case-design roundtables to sharpen your skills., • Life-Changing Income Potential: There is no cap on your earning potential. This is your entry into a market where single commissions can exceed $50,000., • Must hold an active State Life & Health Insurance Producer License., • An entrepreneurial mindset with a desire to build a scalable and profitable business., • A proven self-starter capable of generating leads and prospecting activity., • Highly coachable and open to collaborating within a proven, team-based system., • Classification: This is a 1099 independent contractor opportunity. It is not W-2 employment., • Taxes & Expenses: As an independent contractor, you are responsible for your own business expenses, taxes, and benefits. We’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry. With over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals. If you’re ready to own your platform — not just work for one — you’ll fit right in here.About Annuity.com\r\nAnnuity.com is a nationally recognized financial services platform helping independent annuity and life producers grow their business, increase earnings, and share in company ownership.\r\n\r\nWe’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry.\r\n\r\nWith over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals.\r\n\r\nIf you’re ready to own your platform — not just work for one — you’ll fit right in here.

Job Description Financial Advisor / Wealth Management Associate Location: DFW, East Texas, West Texas, San Antonio, and Austin, TX Job Type: Full-time | Hybrid Work Compensation: Uncapped Commission + Draw Key Responsibilities • Provide personalized financial recommendations to help clients achieve long-term financial security., • Act as a trusted advocate for clients, fostering lasting, value-based relationships., • Implement strategic financial plans and introduce innovative solutions to meet client goals., • Consistently grow your client base through effective prospecting, referrals, and relationship-building., • Stay current with industry trends and financial products through continuous training and professional development., • Maintain high ethical standards and a client-first approach in all aspects of business. Benefits • 401(k) and Pension Plan, • Medical, Dental, and Vision Insurance, • Life and Disability Coverage What We Do We provide Scalable Technical Staffing solutions encompassing SOW, staff augmentation, and direct hire placement for Fortune 2000 companies, with niche service offerings in Cyber Security, Digital, Field Services, and Professional Services. Our recruiting teams are specialized, certified, and have endured rigorous technical boot camps and ongoing required educational courses and meetups. What Proof We Have We have experience in scalable IT Staffing since the year 2000. Our IT experts have helped Fortune 2000 corporations embrace the cybersecurity and digital space, with many of our experts remaining on contract with clients for 8+ years. Our staffing experts have been engaged to speak at cybersecurity conferences, and our teams are certified and specialize in divisions focused around cyber, digital, field, and professional services. Why People Want It Our valueWho We Are\r\nGTN is the leader in technical staffing, leveraging innovation to drive next-generation recruiting to Fortune 2000 companies.\r\n\r\nWhat We Do\r\nWe provide Scalable Technical Staffing solutions encompassing SOW, staff augmentation, and direct hire placement for Fortune 2000 companies, with niche service offerings in Cyber Security, Digital, Field Services, and Professional Services. Our recruiting teams are specialized, certified, and have endured rigorous technical boot camps and ongoing required educational courses and meetups.\r\n\r\nWhat Proof We Have\r\nWe have experience in scalable IT Staffing since the year 2000. Our IT experts have helped Fortune 2000 corporations embrace the cybersecurity and digital space, with many of our experts remaining on contract with clients for 8+ years. Our staffing experts have been engaged to speak at cybersecurity conferences, and our teams are certified and specialize in divisions focused around cyber, digital, field, and professional services.\r\n\r\nWhy People Want It\r\nOur value

Job Description ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re looking for motivated, coachable individuals eager to start a professional career — no prior experience in insurance or finance needed. This structured program is designed to help you grow into a full-service financial advisor, beginning with life insurance and expanding into financial planning and investment solutions. You’ll gain hands-on training, dedicated mentorship, and access to proven tools that set you up for lasting success. If you’re passionate about learning, helping others, and building a meaningful career in financial services, this role provides a solid foundation and a clear path forward. This isn’t just a job — it’s your launchpad for a rewarding, long-term professional career. You’ll be surrounded by a supportive team that’s invested in your growth every step of the way. The skills and experience you develop here can open doors to unlimited income potential and leadership opportunities within the industry. This position requires occasional in-office presence. Candidates must be local to Dallas, TX. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to identify and connect with individuals and families in your network, • Have goal-based conversations to understand client needs, • Help clients apply for customized life insurance coverage, • Receive step-by-step training in prospecting, client engagement, and closing, • Begin your journey toward becoming a registered advisor with our sponsorship, • You’re not required to have insurance or finance experience, • You’re motivated, driven, and eager to grow, • You’re passionate about helping others, • You want flexibility, independence, and a career with purpose, • You’re excited to earn while you learn Compensation & Perks: • Sponsorship for life insurance licensing and securities exams, • Commission-based compensation (upside on earnings), • Team bonuses, contests, and incentive trips, • Health, dental, and retirement benefits are available, • Hybrid or remote options are available, • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license, • Learn the Basics – Training on prospecting, sales, and client conversations, • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66, • Advisory Certification – Transition into a fully registered financial advisor, • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company We are a growing, people-first agency built on education, trust, and legacy. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter.

Job Description Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Garland, Texas is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor. Key Traits: Strong Sales Track Record · Strong initiative · Positive attitude · Ability to market to local clients · Persistence · An entrepreneurial perspective to build client base · Persuasive ability Minimum Requirements: · College degree preferred · 3+ years of financial services experience with an emphasis on sales · Life and Health Licensed; Series 65 · Strong organizational, prioritization, interpersonal, and management skills · Strong mathematical and analytical skills · Excellent communication skills; both verbal and written · Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) · Experience with Salesforce/CRM preferred, but not required Position Responsibilities: · Prepare, present, and implement customized financial plans · Assist clients with annuities, life, long-term care, and managed money · Provide financial planning advice to include investment, insurance, and retirement · Develop, manage, and retain strong client relationships · Assist main Advisor with meeting individual and team goals as a Financial Advisor. Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Work Location: In person

Job Description Entry Role with Extensive Training and Mentorship Location: Hybrid | Full-Time | Growth Path to Licensed Advisor Do you love engaging with people? Excel at follow-up? Looking to build a real career—not just punch the clock? Texas National Financial Group (TNFG) is seeking a driven Future Financial Professional – Entry Role offering comprehensive training and mentorship. You’ll work directly with one of our top producers, helping to grow a thriving wealth management practice. Your key focus: connecting with warm and cold leads, scheduling qualified meetings, and contributing to the team’s long-term success. Whether you’re ready to advance in financial services or start from the ground up, this is your chance to launch a meaningful career with growth, guidance, and purpose. Apply today and help build something BIG with the TNFG team. Compensation: $45,000 - $130,000 performance based Responsibilities: What You’ll Do: • Make outbound calls daily to qualified leads and book appointments for a top-producing advisor, • Follow up on existing prospects, referrals, and marketing campaigns, • Track activity, conversations, and results using our CRM (Redtail), • Strong phone presence and zero call reluctance, • Experience in outbound sales, appointment setting, or call center preferred, • Licensed in Life Insurance (or willing to get licensed within 60 days—support provided), • Organized, coachable, and driven to hit your numbers Perks & Growth: • Clear career path toward becoming a fully licensed advisor, • Study material reimbursement and licensing mentorship, • Supportive team culture with real-time coaching and collaboration, • Access to industry platforms like FMAX, AssetMark, Redtail, and more, • Flexible hours with remote work option About Company We are a growing, people-first agency built on education, trust, and legacy. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter.

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If 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. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life 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 multi-faceted 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 years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also 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 funds1 through our broker-dealer arm 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 investment advisory division to offer wealth management and advisory services2, 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.

Job Description Capstone Asset Management in a real estate asset management company based in Dallas, TX that is in the business of buying, improving, and renting residential properties for long-term appreciation. We acquire and operate these properties on our own behalf and are looking to grow our asset base to 100mm by 2028. We are looking for seasoned Investor Relations Manager that has a current book of retail investors that are looking for fixed income opportunities that will generate returns of 9-12% and provide a consistent monthly dividend backed by income producing properties. We are looking for you to market our program to your existing client base as you continue to grow your pipeline. Our product has a successful and demonstrated track record, excellent references, and can even generate returns in a tax deferred environment for your clients if desired. You will have the full support of our business development team, In house attorney, and backroom support team. This position is a salary and performance position for the right candidate. HAVING AN EXISTING pipeline of clients is absolutely essential for this position. This does not need to be exclusive, and you can sell additional financial products to your clients as long as you can hit the monthly targets that we agree upon. This can be an in-house position or outside depending on the candidate. THIS POSITION CAN BE PART TIME OR FULL TIME. Salary range can range from $120,000-250,000+ for the right candidate. Job Types: Full-time, Part-time Pay: $120,000.00 - $250,000.00 per year Schedule: • Choose your own hours, • Bonus opportunities, • Have you raised capital from retail clients?, • Capital raising: 5 years (Preferred), • Sales Management: 5 years (Preferred)

Job Description Join Our Team as a Registered Investment Advisor! Are you a self-starter with a passion for the financial world? Do you thrive on setting and achieving goals? Are you motivated by a positive mindset and a desire to grow both personally and professionally? If so, we have an exciting opportunity for you! We are seeking a dynamic and driven individual to join our team as a Registered Investment Advisor. As an integral part of our organization, you will have the chance to make a significant impact on our clients' financial success while enjoying the flexibility of remote work. This is a commission-based position with tremendous potential for growth and success. Key Qualifications: ✓ Self-Starter: We value individuals who take initiative, embrace challenges, and proactively seek opportunities. You should possess the drive and determination to succeed, even in a remote work environment. ✓ Goal-Oriented: You should have a proven track record of setting and achieving goals. We are looking for someone who thrives on pushing themselves to new heights and continuously strives for excellence. ✓ Positive Mindset: A positive attitude is contagious, and we believe it creates a productive and enjoyable work environment. We seek individuals who can maintain a constructive outlook, even during challenging times. ✓ Desire to Grow: We are committed to your personal and professional development. If you have a hunger for knowledge, a desire to learn and grow in the financial industry, we are excited to support you on that journey. ✓ Undergraduate Degree: An undergraduate degree in finance, economics, or a related field is required to ensure you have a solid foundation for success in this role. ✓ Series License: While not mandatory, a series license (such as Series 7, 63, or 65) is preferred. It demonstrates your commitment to your craft and will provide a head start in servicing our clients. Joining our team means becoming part of a supportive and collaborative environment that fosters growth, innovation, and professional excellence. We offer ongoing training, mentorship, and the opportunity to work with a diverse range of clients. If you are ready to embark on an exciting journey where your hard work and dedication will be rewarded, please submit your resume and a cover letter detailing why you would be a great fit for this role. We look forward to reviewing your application and discussing how you can contribute to our team's success. Apply now and take the first step towards a rewarding career as a Registered Investment Advisor! Note: Due to the high volume of applications, only shortlisted candidates will be contacted. Company DescriptionIntegrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.

Job DescriptionBenefits: • Study materials & license fee reimbursed, • Series 7 Sponsorship, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development Job description Be a part of a thriving team that grows together, personally and professionally. Enjoy stability through what could be a long-term career experience by helping to protect members of the community from the unexpected and make a lasting impact on their lives. This is a role that offers endless personal growth opportunities, professional promotion, and career advancement. This full-time Account Representative role is conveniently located in Irving - Las Colinas. As an Account Representative, you will be responsible for managing prospects, designing sales strategies, implementing marketing tactics, developing & working leads, networking, setting daily/weekly & monthly goals, educating prospects, cultivating relationships with customers, identifying & uncovering additional needs. You will also collaborate with other office team members to role play, build new skills and develop abilities that will last a lifetime. Compensation: Competitive Base Salary + Sales Commissions & Team Bonuses Qualifications & Requirements: • Must be located in the United States and eligible for employment., • Goal-oriented and self-motivated., • Meet or exceed daily sales activities (outbound calls, quotes provided, talk-time, product sales), • Willingness to invest in yourself and think long-term as an insurance & financial services advisor., • Must obtain Texas Insurance Licenses prior to starting and being employed by the office. Both are preferred. Exam study materials & license fee is reimbursed upon joining and becoming employed by the office. Bonuses available for passing exams., • Property & Casualty License and/or, • Life & Health License, • Eventually the individual must obtain securities licenses which would include studying for & passing the SIE, Series 63 and Series 65 licenses. State Farm would sponsor you for any other license requirements such as the Series 6., • Comfortable and motivated by a compensation structure that includes both a base salary & commission., • Undeterred by rejection or failure - a growth mindset., • Ability to demonstrate sincerity and a genuine interest in helping others protect themselves from everyday risks., • Basic knowledge of insurance and insurance products - a willingness to learn more about the industry & State Farm product offerings., • Coachable - a desire to learn & follow proven methods.

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. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our cli

The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice. Bring your knowledge, skills, and abilities to us as a Financial

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

S63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), S7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Vanguard Financial Advisor Opportunity. Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. Stay updated on financial planning, capital markets, and the financial services industry.

We are seeking a dynamic HR Assistant to support our US operations. This role is responsible for driving strategic HR initiatives, managing end-to-end HR operations, recruitment, and payroll processing through ADP. The ideal candidate will be a hands-on professional who can balance strategic thinking with operational excellence to enable business success. Key Responsibilities 1. Business HR & Employee Engagement • Partner with business leaders to align HR strategies with organizational goals., • Act as a trusted advisor on employee relations, workforce planning, and talent development., • Drive employee engagement initiatives, handle employee greviances and foster a positive work culture., • Support performance management cycles, including goal setting, reviews, and feedback., • Exp in handling benefits for US & Canada 2. HR Operations • Oversee employee lifecycle processes including onboarding, offboarding, and HR documentation., • Ensure compliance with US & Canada labor laws, company policies, and industry best practices., • Maintain accurate HR records and prepare regular reports for leadership. 3. Recruitment & Talent Acquisition • Manage end-to-end recruitment for US & Canada roles, from sourcing to offer closure., • Partner with hiring managers to define job requirements and ensure timely hiring., • Utilize multiple recruitment channels to attract top talent and enhance employer branding. 4. Payroll & Compliance (ADP) • Manage US & Canada payroll process through ADP, ensuring accuracy and timeliness., • Handle benefits administration, tax filings, and statutory compliance., • Address employee payroll queries and work closely with finance for reconciliation. Qualifications & Skills • Bachelor’s degree in Human Resources, Business Administration, or related field (Master’s preferred)., • 1 years of progressive HR experience with exposure to business partnering, operations, recruitment, and payroll., • Hands-on experience with ADP payroll systems, • Strong knowledge of US employment laws and HR compliance requirements., • Excellent interpersonal, communication, and problem-solving skills., • Ability to work independently, manage multiple priorities, and collaborate with cross-functional teams. About VRIZE INC VRIZE is a Global Digital & Data Engineering company, committed to delivering end-to-end Digital solutions and services to its customers worldwide. We offer business-friendly solutions across industry verticals that include Banking, Financial Services, Healthcare & Insurance, Manufacturing, and Retail. The company has strategic business alliances with industry leaders such as Adobe, IBM Sterling Commerce, IBM, Microsoft, Docker, Sisense, Competera, Snowflake, and Tableau. VRIZE is headquartered out of Tampa (Florida) with a team size of 410 employees globally, currently, 100% of the clients undertaken are in the United States. Delivery centers are distributed in the US, Canada, Serbia, and India. Having stellar growth and future projections of 100% YOY for the last 3 years, the company has been successfully addressing its clients’ digital disruption needs. Our continued success depends to a large extent on our ability to remain at the forefront of disruptive developments in the field of information technology and leaders/team members joining the force are expected to replicate the same. VRIZE is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, marital status, age, national origin, ancestry, disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Individuals with disabilities are provided reasonable accommodation.

The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). Provides financial analysis support to administrators, department directors, and others as directed or required, to assist in the

Proprietary Teacher's Pension Classroom training program. The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.

Recommends banking and investments strategies that align with client financial goals and needs. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed s

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Key responsibilities include

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people?. Your responsibilities will include developing, negotiating, and finalizing s

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. Coll

Job Description As a Patient Account Representative, you'll be a guiding force behind efficient patient billing and account management. Your responsibilities will span the entire account lifecycle - from processing claims and collecting payments to resolving issues and addressing patient inquiries with empathy and clarity. Day-to-day, you'll leverage your expertise to: • Process and manage patient claims accurately and efficiently, • Collect payments, negotiate overdue balances, and assist with repayment structures, • Generate bills and explain insurance benefits to patients, • Resolve account-related issues promptly with patients and insurance companies To thrive in this role, you'll need: • A High School Diploma or GED and relevant experience in medical billing, collections and customer service., • Computer proficiency with EMRs and Microsoft Office Suite - Excel, Word, Outlook, • Strong understanding of insurance reimbursement procedures and revenue cycle process, • Good analytical skills and a firm grasp of calculations and medical terminology, • Exceptional verbal and written communication abilities (English a must; Spanish a plus), • Ability to work well independently with limited supervision, • Time management and organization to juggle multiple accounts, • Willingness to work claims, appeals and denials to positive outcomes (40-50 accounts per day), • Communicate to leadership management areas of concern or areas of improvement, • Update patient demographic information and initiate account adjustments, • Ability to work for extended periods of time on a computer More than just a financial coordinator, you'll be a trusted advisor, guiding patients through the often-complex realm of healthcare finances. Join our team and make a tangible difference in patients' lives. Why work for Us? We are on the cutting edge of the micro hospital trend in health care, a combination of ER, diagnostic and inpatient services that brings large health care services to the communities it serves. We are a smaller and more agile organization. You aren't just a number. We value our employees and treat them accordingly. Powered by JazzHR WYLUf5ua0j

Job Description Are you ambitious, motivated, and eager to grow in the financial industry? Join our team as a financial advisor and build a rewarding career helping clients achieve their financial goals. In this role, you’ll work closely with clients to assess their needs and develop personalized strategies for investments, retirement planning, insurance, taxes, and other financial solutions. Strong communication skills, a positive attitude, and a genuine desire to help others are key to your success. We’re looking for someone with a passion for learning, a commitment to professional growth, and an interest in delivering informed, client-centered financial guidance. Compensation: $75,000 - $95,000+ yearly Responsibilities: Job 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 #72 on the 2022 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 8/19/2022. For over 77 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 DescriptionDescription: NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. For more information visit . NexPoint Securities is hiring an entrepreneurially minded Internal Wholesaler to build new and deepen existing financial advisor relationships across the territories. The candidate would work with financial professionals across Wirehouse, Independent Broker/Dealer, and RIA channels to sell mutual funds and other registered products where NexPoint’s funds are embedded. The job requires the ability to establish credibility and build rapport with financial advisors. As a spokesperson of the firm, the goal is to promote the NexPoint's family of funds and increase assets under management. Responsibilities: • Establish new relationships and foster existing relationships with financial advisors, through proactive telephone calls, emails, arranging meetings, and conducting sales presentations, • Perform consistent follow-up with advisors to advance sales process and deepen relationships, • Construct custom portfolio and mutual fund analyses for financial advisors using Zephyr and Morningstar, • Meet client expectations to increase the quantity and quality of effective partnerships, • Partner with Regional Sales Directors by bringing entrepreneurial and innovative ideas to the table on territory management, • Provide best in class resources to financial advisors in positioning and promoting NexPoint investment strategies, • Participate in cross-departmental projects to gain better understanding of the overall mission of NexPoint and our unique alternative investment solutions, • Participate in industry renowned training programs to enhance communication and sales skills, • Establish credibility and build rapport with clientsRequirements:, • Entrepreneurial mindset with ability to put innovative ideas into action, • Ability to manage multiple tasks simultaneously while maintaining a concise objective, • Possess strong commitment to team environment dynamics with the ability to contribute expertise and follow leadership directives at appropriate times., • Superior ability to convey complex financial data into a concise message, • 1-3+ years of professional experience, • Bachelor's degree in Finance, Business, Marketing, Communications and/or related field, • Advanced MS Office skills, • Must hold Series 7 & 63, • Full product and industry training will be offered, • Ability and willingness to work 45 hours or more per week, • Ability to travel on a limited basis as needed, • A high level of professionalism and diligence, • Detail and task-oriented, • Strong work ethic and a team player, • Interest in capital markets and alternative non-traded products is a plus, but not required, • Must be a "self-starter" and self-motivated, • Excellent organizational and communication skills NexPoint offers a competitive base salary and bonus based on experience and performance. NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexPoint’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry. NexPoint is an Equal Opportunity Employer.

As a Student Financial Aid Advisor, you will play a vital role in assisting students and their families in navigating the complex landscape of financial aid and funding options for higher education. Previous experience in Financial Aid Office and general financial aid knowledge. Student Financial Ai

Advise TX College Advising Corps High School College Adviser - Office of Admissions (Dallas). Provide the support that students in Title One high schools require to navigate the complex process of college admissions, matriculation, and financial aid. As an advisor with Advise Texas, assist high scho

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-hig

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-hi

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Two plus years of experience working as a Financial Advisor. What you'll do as a Financial Advisor:.

Top tier advisory firm w/ hybrid schedule & focus on work/ life balance This Jobot Job is hosted by: Mitch Hagen Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $115,000 - $165,000 per year A bit about us: We are a fast-growing national accounting and advisory firm ranked among the top in the U.S. Our teams provide audit, tax, consulting, and risk services to clients in a wide range of industries, including financial services, real estate, energy, technology, and manufacturing. What sets us apart is our commitment to combining technical excellence with a people-first approach—we believe our success is built on developing professionals who thrive both inside and outside of the office. Collaboration, growth, and integrity are at the center of our culture. Why join us? • Balance that works: Flexible scheduling and hybrid arrangements help you manage busy seasons without sacrificing life outside of work., • Clear career path: We provide structured leadership programs, ongoing technical training, and mentorship designed to prepare you for the next step in your career., • Supportive culture: We pride ourselves on being approachable, team-oriented, and invested in each individual’s goals., • Comprehensive rewards: Competitive salary, strong benefits package, retirement plan with firm match, annual performance bonuses, and modern wellness perks. Job Details We are seeking a Governance, Risk & Compliance Manager to join our advisory team. This role will focus on internal audit, risk, and regulatory compliance engagements, with responsibility for leading projects and guiding client relationships. This role will have an emphasis on Asset Management. Experience with Asset Management (private equity, investment management, etc.) is critical. Key responsibilities include: • Leading and managing multiple client engagements at once, ensuring projects are delivered on time and with quality., • Supervising and mentoring teams, providing feedback and coaching to staff at various levels., • Building strong relationships with client leadership and serving as a trusted advisor on internal controls and compliance matters., • Reviewing team deliverables and ensuring alignment with professional standards and engagement objectives., • Applying knowledge of financial reporting, risk frameworks, and industry practices to help clients strengthen governance and controls., • Staying current on regulatory requirements such as SOX 404, COSO, GAAP, and audit methodology. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred)., • CPA, CIA, or similar credential required., • 4+ years of experience in public accounting, consulting, or internal audit, with exposure to regulated industries such as financial services or asset management., • Strong communication, project management, and leadership skills., • Ability to work effectively with multiple stakeholders and manage competing priorities., • Willingness to travel to client sites when needed. Preferred: • Deeper expertise in financial reporting cycles and business process controls., • Demonstrated success in mentoring and developing junior professionals., • Independent decision-making ability and proactive problem-solving skills. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

Director of Accounting - Hybrid This Jobot Job is hosted by: Melanie Courtney Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $120,000 - $140,000 per year A bit about us: Our client is a pioneer in online lending that has developed 14+ consumer finance brands in the US and UK and has served more than 4 million underserved consumers for over 20 years. Why join us? Great culture Top Benefits Growth opportunities Job Details About the Role -The Sr. Director of Accounting is responsible for directing the general accounting practices and operations; accounting policies, design, and implementation of internal controls and ITGC; manages the preparation of the consolidated financial statements and internal management reporting including regulatory and statutory reporting; oversight of financial information systems; and external audit and tax efforts. The Sr. Director of Accounting will support internal business partners on financial and operational matters. Responsibilities Strategic and tactical business partner and advisor to the VP of Finance and functional leaders in providing accounting leadership for all material business decisions. Oversee the day-to-day operations of the corporate accounting, financial reporting, tax accounting reporting, technical accounting, and accounts payable. Establish, maintain, and enhance accounting procedures and systems to comply with Sarbanes-Oxley, GAAP, applicable internal policies, and regulatory requirements. Responsible for the framework and maintenance of strong internal controls which allow the financial reporting to be effective and in compliance. Manage and develop the corporate accounting team providing appropriate guidance and leadership. Direct the monthly closing process including inter-company, balance sheet general ledger reconciliations, variance analysis, consolidation of entities and internal financial statement preparation. Coordinate audits with internal/external auditors. Lead the preparation of stand-alone audited financial statements for applicable legal entities. Provide guidance and expertise on complex financial transactions, recent accounting pronouncements and business development opportunities. Establish strategic plans and objectives for Accounting, including planning, staffing, budgeting, managing expenses, and recommending and implementing changes to methods and policies. Qualifications and Required Skills Bachelor’s degree in Accounting, Business or Finance required. Master’s degree preferred. I2+ years of accounting experience; 5+ years of managerial experience. Professional designation as a Certified Public Accountant (CPA) required. Demonstrated proficiency with Microsoft Office Suite, with an emphasis in Excel (VLOOKUP, pivot tables, etc.). Familiarity with Netsuite and/or other ERP system preferred. Strong technical accounting experience (revenue recognition, lease accounting, purchase accounting, consolidations, and foreign currency translation). Prior experience with a financial services company or a manager or senior manager in a public accounting firm that works with financial services clients is desirable, but not required. Experience overseeing the preparation of stand-alone audited financial statements for various legal entities is a plus. Experience in providing accurate and appropriate reporting for SEC and regulatory reporting, as well as meaningful internal reporting to management on company or division performance. Must have strong problem-solving and organization skills with strong attention to detail and the ability to manage multiple projects. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Overview As an Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by driving recovery processes , customer outreach, and risk management. You will assist in overseeing, training, and coaching customer service representatives where applicable while being a champion for compliance and ensuring Company standards are met. Your attention to detail and ability to follow the playbook will help foster the professional, respectful environment our customers and employees value. Responsibilities Develop customer relationships and complete inbound and outbound call campaigns daily to build new business, maintain store profitability, and further brand loyalty and recognition. Maximize customer success by offering ancillary products that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards, safety procedures. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* *Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand entity and at the sole discretion of the Company. Speak with your recruiter for the most up-to-date requirements. Qualifications • High School Diploma or equivalent required, • Minimum one year experience in customer service, sales, or retail, • At least 3 months of supervisory, key holder, or relevant leadership experience, • Excellent verbal and written communication skills, • Ability to work phone, Point of Sale, Microsoft Office, and other systems, • Must be at least 18 years of age (19 in Alabama), • Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law., • Leadership in a sales or customer service-oriented position, • Management experience in retail, convenience store, grocery, financial, service, or related industries, • Experience in check cashing, document verification, money order processing, • Bilingual English/Spanish is a plus and may be required for certain locations, • Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated)

Job DescriptionAbout us: Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients. The Opportunity: We are looking for an entry-level Financial Advisor to join our growing team at Spectrum Financial Group. We offer comprehensive training for this position, so no prior experience is necessary. Job Responsibilities: • Help clients evaluate their financial goals and objectives, • Conduct financial feasibility analyses and make appropriate recommendations, • Develop and implement investment plans and strategies, • Conduct effective client meetings and build relationships, • Continuously keep updated on financial markets and productsDesired Qualifications:, • Bachelor’s degree in Business Administration, Finance, Economics, or related field preferred, • Strong analytical and problem-solving skills, • Detail-oriented with excellent organizational skills, • Excellent communication and interpersonal skills, • Proficiency in basic computer applications (Word, Excel, etc.)Nice-to-haves:, • Prior experience in financial services, • Series 7 and/or 66 Licensure, • Clients referral book leading to growth opportunities, • Strong passion for investing and financial planning, • Ability to build meaningful relationships with clients #LI-SF1

Job DescriptionDescriptionPosition Overview: Concurrent’s Base Camp team is an elite, bicoastal team of talented and driven professionals who work together to achieve common goals. As the face of the firm, our department is in the business of making great first impressions that lead to lasting relationships. In your role as an Onboarding Specialist, you will collaborate with your team to provide all the support and training an advisor needs to move their book of business to Concurrent. Answering any questions that arise, you will act as a liaison between the advisor’s office and other internal departments. We pride ourselves on providing indispensable customer service to all our advisor offices, doing whatever it takes to answer questions, resolve problems, and maintain great relationships. We are seeking a highly motivated and detail-oriented Onboarding / Implementation Specialist to join our team. This role is critical in ensuring a seamless onboarding experience for new clients and efficient implementation of new processes and technologies within the firm. The ideal candidate will possess strong project management skills, a deep understanding of financial services, and the ability to communicate effectively with clients and internal teams. Key ResponsibilitiesClient Onboarding: • Coordinate and manage the conversion of new clients, ensuring a smooth and efficient onboarding process., • Serving as the relationship manager, main point of contact, and escalation point for new advisors moving to Concurrent, • Gather and verify all necessary client information and documentation., • Establish new accounts and ensure accurate setup within the firm's systems., • Provide ongoing support to clients during the conversion phase, addressing any concerns or questions., • Answering and fielding questions on a variety of financial topics—including operations, branding, compliance, and wealth management—as well as developing a strong knowledge base of other financial firmsImplementation:, • Lead the implementation of new processes, technologies, and systems within the firm., • Coordinating informational discussions and training sessions between departments, new advisors, and their staff, • Collaborate with internal teams to ensure successful deployment and integration of new tools and platforms., • Train staff on new systems and processes, providing support and troubleshooting as needed.Project Management:, • Develop and maintain detailed project plans, including timelines, milestones, and deliverables., • Creating customized conversion timelines and running weekly check-in calls to ensure that new advisors have a smooth onboarding experience, • Monitor project progress and ensure that all deadlines are met., • Communicate project status and updates to relevant stakeholders, including management and clients.Compliance and Documentation:, • Ensure all client onboardings and implementations comply with regulatory requirements and internal policies., • Maintain accurate and up-to-date records of client information and project documentation., • Educating new advisors and their staff on all areas of ConcurrentData Management and Integrity:, • Assist teams with spreadsheets and other data formats in organizing client data, • Project manage bulk data uploads working with our technology partners and systems, • Bachelor’s degree in finance, Business Administration, or a related field., • Minimum of 3-5 years of experience in financial services, preferably with a registered investment advisor or similar firm., • Strong understanding of investment products, financial planning, and regulatory requirements., • Proven experience in project management, with the ability to manage multiple projects simultaneously., • Excellent communication and interpersonal skills, with a client-centric approach., • Proficiency in financial software and tools, including CRM systems, portfolio management software, and Microsoft Office Suite (Outlook, Powerpoint, etc)., • Advanced Excel Skills: Including but not limited to: Vlookup or Xlookup, Concatenate Functions, Pivot Tables, Get Data/Data Query Capabilities, etc, • Detail-oriented with strong analytical and problem-solving abilities., • Ability to work in a fast pace environment while meeting specific deadlines., • PowerBi or Tableau experience is preferredPreferred Skills, • Project Management Professional (PMP) certification or similar credential., • Experience with specific financial software platforms (e.g., Black Diamond, Money Guide Pro, Custodian Systems)., • Series 65 or willingness to attain, • Familiarity with compliance and regulatory issues in the investment advisory industry., • Ability to work independently and as part of a team in a fast-paced environment.Location / Schedule, • This position will work in our San Diego, CA; Tampa, FL or Dallas, TX office. Remote work will be considered for qualified candidates., • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays, • Occasional evening/weekend hours may be requested., • Ability to travel up to 40%Job Type, • Full-time, Exempt, • 401(k) matching, • Dental Insurance, • Disability insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off (144 hrs), • 10 paid Holidays, • Vision insurance, • Equity

Job DescriptionT Bank, N.A. has partnered with SmartHR in their search for a Chief Trust Officer. T Bank is a national bank and trust that is part of Tectonic Financial, a Texas-based financial services group. T Bank prides themselves in fostering a collaborative environment where employees can contribute to delivering exceptional value, driving client success, and advancing their mission to redefine banking. Overview of Position The Chief Trust Officer is a senior level position responsible for developing, implementing, and administering all aspects of the Bank's Trust Department. This position plans, organizes, and controls the Trust Department’s day-to-day administrative, operational, and compliance activities; and collaborates with the Executive Vice President, the CFO, and the Bank President in the overall administration for the Bank. This role will require an in-office presence within our Dallas, Texas office. Upon the completion of training, the role may offer remote flexibility up to two days per week. Responsibilities: • Manage the delivery of services provided to Trust clients and their advisors, • Assist the Bank President in administration and management of a group of Common Investment Funds in which clients of the Trust Department invest both qualified plan and personal trust funds, • Administer and manage Trust accounts, including both trustee- and participant-directed plan accounts and related services, including oversight of high-growth participant directed recordkeeping team, • Periodic review of investments as required, and review and approval of new and closing accounts, as well as distribution requests for compliance with applicable laws and regulations, including ERISA, • Ensure that policies and procedures are current and followed, maintaining department policy manuals for Compliance Committee, • Identify opportunities for process improvements and system enhancements across Trust Department aimed at improving the efficiency and accuracy of operations teams within Department, • Prepare and analyze reports on Department activities, performance metrics, and compliance status, • Interface with management, compliance, and financial planners of affiliated advisor as needed in serving Trust Department clients, • Chair the Trust Review Committee, including preparation and review of materials, conducting meetings, and drafting/reviewing committee minutes, • Interface with federal regulators during in-office exams or via telephone/online meetings and respond to document requests in preparation for periodic regulatory examinations, • Interface with CFO and review and manage department revenue and expenditures, • Oversee processes to prepare data for the Common Trust Fund financial audits; work with auditing firm in finalizing procedures and final audit report, • Plan, prepare, and manage with tax accounting firm for tax preparation for personal Trust clients, including preparation of Forms 1099-INT, -DIV, -B, -Misc, and Form K-1 data, • Serve as a Trustee for the company retirement plan, and participate in Committee meetings quarterly Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Education and Experience: • 10+ years of Trust experience including employee benefits and qualified plans, personal, investments, and operations requirements, • Bachelor’s degree in business administration, Finance, Banking, or related field required, master’s degree preferred, • Common Fund experience and good working knowledge, • Successful history of team management; interfacing with high net worth clients, directors, and other civic leaders required, • Software skills: Trust account systems, Microsoft Office (advanced Word, Excel and Power Point/Publisher skills), digital imaging and storage systems, • Trust tax knowledge; Experience in working with FIS/TrustDesk and FIS/Relius Recordkeeping Solutions

Job DescriptionAmerican Beacon Partners Vice President, Head of Marketing American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2024, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year. For more information, please visit Our office is located in Irving, Texas (Las Colinas). This position is Hybrid, if locally based, will work regularly both onsite (currently 3+ days per week) and remote. If not based locally, must be in the home office 3-5 days per month. Job Description: The VP, Head of Marketing is responsible for ensuring alignment of Marketing efforts with the priorities of the firm. Responsibilities include developing marketing strategy, coordinating affiliate marketing with American Beacon's Sales team, engaging with and responding to the needs of American Beacon's strategic partners, supporting firm and channel specific sales campaigns, oversight of Digital Marketing team, supporting Sales, Product Management, Asset Management, and other internal customers in the creation of new materials. Key Responsibilities • Develops and executes firm-wide integrated marketing strategy to support growth in assets, advisor engagement, and brand visibility, • Maintains and updates a marketing roadmap for ongoing enhancements to marketing efforts, • Partners with distribution to align marketing goals with business priorities, • Oversee marketing vendor relationships, • Ensures efforts of Marketing department are aligned with the priorities of the firm and that sufficient resources are available, • Oversees and coordinates marketing initiatives for focus products including product positioning, value-add campaigns, and sales enablement, • Coordinates with Sales, Product Management and Asset Management to develop content strategy that spans thought leadership, video, social, and email campaigns targeting financial intermediaries, • Oversees recurring production and distribution of marketing collateral. Leads digital marketing efforts including website management, marketing automation, CRM and data analytics, • Builds and manages dashboards to measure campaign ROI, channel performance and sales activity metrics, • Works closely with American Beacon's affiliates, subadvisors and strategic distribution partners to design, execute and measure targeted marketing campaigns, • Works closely with Compliance team to ensure all information meets security and industry guidelines, • Leads a team of marketers and external vendors/agencies, managing budgets and resource allocation, • Consistently reads feedback and follows up with relevant mentoring, encouragement and accountability for individuals on team, • Ensures reviews are completed on schedule and effectively communicates reviews, compensation and standing within the organization with each team member Requirements • Prior experience in financial services required; prior experience in the asset management or wealth management industry and marketing to registered representatives in regional offices preferred, • Excellent understanding of the investment business and the firm's products and services, • Prior experience with channel and digital marketing, • Interpersonal and team leadership skills with the ability to drive key decisions in a dynamic, fast-paced environment, • Creativity and the ability to simplify complex investment ideas #LI-Hybrid Job Posted by ApplicantPro

Job Description Who We Are South Oxford Management (SOM) is a full-service property management company with locations in Texas, Georgia, Virginia, New Jersey, Florida and Connecticut. We are dedicated to offering an exceptional experience to our residents and team members. Our owners bring years of expertise in the industry to South Oxford Management, assuring quality in every aspect of our business. From asset management to leasing, we are passionate about making positive experiences for people. Putting people first is our mission. When you join South Oxford Management, you become part of a team where you’re encouraged to learn, share ideas, and participate in team building and charitable activities. How You Will Contribute The Regional Operations Support will support the delivery of operations for their region. You will have an in-depth understanding of SOM policies and processes. The Regional Operations Support will have experience delivering support services and be readily available to build and maintain relationships with colleagues and stakeholders while organizing and managing all facets of operations needs. Things You Will Do • Conduct onsite audits as needed on internal compliance, Mystery Shops, KnockTours, and/or any other areas of focus., • Serves as backup for Community Managers where necessary, • Provide after-site reports and recommendations for improvements or additional training, • Recruiting top-level talent and providing additional hiring and interviewing assistance to Regional Managers, • Onboard and train new hires in their respective positions., • Have the knowledge and ability to train associates on company programs, leasing, marketing, and customer service., • Assist with special projects and keeping up with timelines, due dates, and completion dates., • Be incredibly friendly and customer-centric. Love to smile and radiate an accommodating attitude while interacting with customers and vendors., • Demonstrated proficiency in using property management software (preferably Yardi and/or Real Page), word processing, spreadsheet, and database management applications to complete and produce required reports and other employment documents., • Demonstrated ability to read, write, and communicate effectively to comprehend and complete legal, financial, and human resource documents and make presentations to senior managers, clients, and others., • Assisting:, • Regional Property Manager with overseeing the strategic direction for a portfolio of properties, • Monitoring financial operations to achieve the highest net operating income (NOI) possible., • Launching new initiatives, • Plans and helps direct Property Managers in the operations and maintenance of sites within the area delegated by the RVP, including traveling on-site to properties, enhancing the value of each property., • Upper management of objectives, budgets, and goals with plans to achieve them while helping develop the management team members to maximize performance and taking a hands-on approach to all duties., • Floating Community coverage where there is a need, • Update and modify policies and procedures, • Review data for accuracy and prepare complicated spreadsheets, • Act as an advisor to Regional Managers and on-site staff to help meet established schedules and/or resolve technical or operational problems., • Drive alignment and synergy across the portfolio Things You Will Need Education/Qualifications • Must have 3 years of experience as a property manager to be considered, • High school diploma; Associate or bachelor’s degree a plus, • Minimum of 5 years of experience in Multi-Family Housing and Multi-Property site management., • Computer literate and proficient in Microsoft Office applications (i.e. Word, EXCEL, Outlook, etc.), • Exceptional communication, organizational, and analytical skills, • Detailed oriented, • Team player, • Excellent problem-solving, listening, and deductive reasoning skills, • Superior organization skills and dedication to completing projects in a timely manner, • Must be willing to travel (Up to 50%) Mental/Cognitive Skills • Willingness to establish and maintain effective working relationships, • Ability to analyze and revise operating practices to improve efficiency, • Detail-oriented and comfortable working in a fast-paced office environment What We Will Provide You South Oxford Management LLC provides a range of insurance options and benefits for our full-time team members. Including: • Medical/Rx, • Dental, • Vision, • Employer Paid Life/AD&D, • Voluntary Life/AD&D, • Short Term Disability, • Long Term Disability, • Employee Assistance Program, • Accident Plan, • Hospital Indemnity Plan, • Critical Illness Plan, • Legal/ID Theft Protection, • Pet Insurance, • 401(k) Retirement w/ Match + Immediate Vesting, • Paid Holidays and Time Off (3+ weeks), • Rent Discount (30%), • Tuition Reimbursement($2,000/year), • Paid Parental Leave (4 weeks), • Employee Referral Bonus, • Employee Rewards and Recognition You’re exceptional. Let us make you feel it. Join our team. South Oxford Management LLC is proud to be an Equal Opportunity Employer EOE/M/F/D/V/SO. South Oxford Management LLC is committed to providing a workplace that is free from the use, sale, possession, or distribution of illegal drugs and alcohol, as well as free from the abusive use of legal drugs or alcohol. All job applicants are required to take and successfully complete a drug and/or alcohol test before they will be permitted to begin employment. Applicants who refuse to take a test or do not cooperate with the test representatives will not be permitted to begin employment. If a test yields a positive result for drugs or alcohol, the Company may withdraw the offer of employment to an applicant where permitted by state law.

Job DescriptionSalary: 60k Base 150k OTE plus Benefits Position Summary: We are seeking a high-performing and relationship-driven Jet Card & Fractional Sales Director to lead client acquisition and revenue growth within our premium aviation division. This role is responsible for selling jet card memberships and fractional private aviation programs to high-net-worth individuals (HNWIs), C-level executives, and corporate flight departments. As an ambassador of the brand, youll cultivate lasting relationships, deliver tailored aviation solutions, and contribute to Jetvias mission to be Americas leading midsize private jet provider. Key Responsibilities: • Source, qualify, and close new Jet Card and fractional ownership clients through direct outreach, referrals, and event-driven networking, • Develop and manage a personal pipeline of high-value prospects, including HNWIs, corporate accounts, and family offices, • Deliver compelling in-person and virtual presentations, proposals, and contract negotiations tailored to client flight needs, • Collaborate with marketing, customer success executives, and operations to align messaging and ensure a seamless client experience, • Attend targeted industry events and host private client experiences to drive engagement, • Maintain accurate CRM activity tracking, forecasting, and reporting for all stages of the sales cycle, • Exceed monthly and quarterly sales targets through high-volume, high-touch consultative selling, • Act as a trusted aviation advisor and brand representative with discretion, professionalism, and integrity Required Qualifications: • 5+ years of consultative B2C or B2B sales experience in private aviation, luxury travel, financial services, or a related industry, • Demonstrated success closing high-ticket services or membership programs with UHNW clientele, • Exceptional interpersonal, communication, and presentation skills, • Existing HNWI or corporate prospect network highly preferred, • Ability to manage a long and short sales cycle with attention to service quality and urgency, • Proficiency with CRM platforms (e.g., Salesforce, HubSpot), • Willingness to travel regularly (30%50%) for client meetings and industry events Preferred Attributes: • Background in private aviation sales (charter, jet card, fractional, or aircraft management), • Familiarity with jet card program structures, pricing, and aircraft categories, • Strong personal brand and credibility in the luxury or UHNW market segment, • Entrepreneurial mindset with the ability to self-generate leads and manage your own book of business Perks: • Competitive base salary + uncapped commission, • Quarterly accelerators and bonuses for exceeding sales goals, • Monthly entertainment and hospitality budget, • Access to exclusive private aviation events, networking, and industry perks, • Opportunity for leadership growth and internal advancement About Jetvia: Jetvia is redefining midsize private aviation through elite customer service, trusted operational partnerships, and a focus on speed, safety, and style. With a foundation in both wholesale brokerage and luxury client service, we deliver world-class charter solutions and private flight programs for discerning travelers across the country.

Job Description Financial Aid Advisor Full-time Job Description: Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: • High School Diploma or equivalent required., • Basic knowledge of federal and state regulations which may impact Title IV funding., • Previous experience working with and technical knowledge of student financial aid programs preferred., • Health insurance, • Paid time off, • 401K with matching, • Major Holidays off, • Competitive Pay

Job Description I lead one of the top-performing New York Life and Eagle Strategies teams in North Dallas — and I’m looking for the next leader to join us. This isn’t just another job. You’ll be personally mentored by me, following the same path that launched my career 11 years ago and changed my life — both professionally and financially. My focus is getting you up to speed quickly, giving you the tools to win, and helping you grow into a leadership role of your own. What You’ll Do • Build lasting relationships with individuals, families, and businesses., • Learn consultative sales, marketing, and business development., • Gain firsthand experience as a sales professional, then transition into leadership., • Proven success in sales, management, or entrepreneurship (MBA/equivalent is a plus)., • A strong performance history and the confidence to lead from the front., • Mentorship: Hands-on guidance and direct coaching from a senior Partner., • Compensation: Quite often, our professionals break the $100K mark in their first year, while top leaders go on to earn well into seven figures., • Support: World-class training, digital tools, and a full product suite. A Fortune 100 company with 180+ years of history, New York Life is built on stability, service, and values. We’ve protected more than 5.1 million lives and have over $1.2 trillion of life insurance protection in force. Next Step If you’re ready to build a career with impact — and a mentor committed to getting you there — let’s connect. 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

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Discover the Smith Region of Modern Woodmen's impact in Your community, follow this link: Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070Check out the varying backgrounds of some of our local leaders: Tim Smith, Regional Director: • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years. The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.Perks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals., • Exclusive training/development with the financial services professional supporting you., • An environment and culture of mutual support and growth., • Attainment of prestigious credentials and recognition., • Consistent opportunities for growing your income and character., • Strong benefits and retirement package., • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral program, • We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.Qualifications:, • Ability and Desire to recruit, train and develop new financial representatives., • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges, • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus., • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.Required Active Financial Licenses:, • SIE Certification or willingness to quickly obtain, • Series 26 (or 24) License or willingness to quickly obtain, • Life/Health License or willingness to quickly obtain Deadline: Apply soon as this position will go fast. Flexible work from home options available.

Job DescriptionDescription: NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. Job Details: NexPoint is one of the fastest growing DST sponsors in the country and currently seeking a National Accounts Director responsible for promoting NexPoint’s 1031 exchange eligible DST offerings, Reg D offerings and interval funds, along with other closed end and open end funds. The Director, National Accounts will work closely with head office staff at prospective client organizations and research teams at key broker dealers to get placement of NexPoint’s funds on recommended/preferred lists. The individual is responsible for representing NexPoint in these distribution platforms. Responsibilities: • Develop and maintain business relationships with financial advisor professionals in the sales territory, • Maintain a high-level understanding of NexPoint’s wide range of investment products and global investment views, • Support advisors with day-to-day account management and client servicing, • Maintain and develop client relationship, preferably across multiple asset classes, • Ensure strong product knowledge capable of explaining and discussing a range of investment strategiesRequirements:, • Must have a proven track record of success with Independent Broker Dealers, preference for experience working with Registered Investment Advisors, • Minimum 5 years’ experience in Key Accounts Role with extensive IBD & RIA relationships, • Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory, • Bachelor's Degree, • FINRA Series 7, 63 licenses required, • Must be capable of creating relationships, and maintaining and strengthening existing relationships, • Must have demonstrated level of intelligence-analytic and quant ability, ability to grasp and articulate complex topics, • Innovative mindset with a constant eye on new approaches to accomplishing their goals, • Ability to travel extensively Compensation & Benefits: NexPoint offers a competitive base salary and bonus based on experience and performance. NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexPoint’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry. NexPoint is an Equal Opportunity Employer.