Finance planner jobs in Fort Worth, TX - 1,334 jobs

Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. MBA or equivalent advanced degree is strongly preferred. Experience: 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. High attention to detail, accuracy, and organization when managing data sets and analyses. Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. Collaborative mindset with the ability to work effectively across functional teams and organizational levels. Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. Motion: Frequent use of hands and fingers for typing and handling office equipment. Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. Environment: Primarily indoor, climate-controlled office environment. Travel Requirements: Minimal travel required. Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.

MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.

The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Plano 75024 (near SH 121 and Dallas North Tollway) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support

A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr

Do not wait to apply after reading this description a high application volume is expected for this opportunity. This position supports the Corporate IM Finance Team; support is provided to the Systems Accounting Director as needed. Assistance and support is also provided to the Senior Managers of Corporate Accounting & Finance, Accountants, and Analysts within Corporate Accounting & Finance. Responsibilities: Provide support and coordinate multiple and various departmental projects for the Corporate IM Finance Team and the IM Finance Director of the System. Support and assist Corporate Accounting Manager and all other accounting/finance associates with specific projects and/or routine duties as specified. Ensure compliance with all due dates and deadlines. Code IM Invoices in BancTec and route to appropriate person(s) for approval. Maintain a cohesive relationship and cross-train within the Corporate IM Finance Department to ensure that all needs of the department are met. Ensure cross-training in the following areas: Reviews/ resolves open orders daily to ensure Department delivery expectation met. Reviews Exceptions, Open PO and RNI report regularly and works with team members to complete/reconcile their parts to each of these reports. Make comments and return to originator of files. Responsible for working with the IM Financial Analyst Lead for Capital and Project purchases that are IM related. Instruct the other Requisition Analyst on how to code Purchase Requests. Work with Financial Analyst Lead for Capital on data needed for Strata and all data base files that need updating or each Project or Capital Purchase. xevrcyc Provide weekly reports to Director of work load in Service Now and BancTec for the IM Requisitions. Requirements: High School Diploma Work Schedule: 5 Days - 8 Hours Work Type: Full Time

FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.

Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. This is an Exempt, in-office position in our Addison, TX office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's. DUTIES AND RESPONSIBILITIES Partner with Advisors and Sales Team (30%) Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. Review initial planning needs, clarify data requirements, and help organize all relevant client documents. Maintain clear communication with the team regarding case progress and any outstanding data requirements. Collaborate with Integrated Services (20%) Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan. Consolidate, summarize, and verify all information to ensure alignment with the client's goals. Track case activities and maintain accurate records in Salesforce (or similar CRM). Create and Support Financial Planning Deliverables (40%) Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency. Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations. Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. Adhere to best practices and established timelines to maintain a high standard of service quality. Client Presentation Support (10%) Organize and prepare meeting materials for Advisor-led client presentations. Participate in client meetings when necessary to provide detailed insights or gather additional data. Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps. EXPERIENCE AND QUALIFICATIONS Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience). 2-3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred. Demonstrated interest in pursuing professional designations (e.g., CFP ) is a plus. Strong organizational skills with meticulous attention to detail and accuracy. Excellent verbal and written communication skills; enjoys collaborative teamwork. Ability to manage multiple projects in a fast-paced, dynamic environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. Must be in good compliance standing with all relevant regulations, rules, and internal policies. PHYSICAL REQUIREMENT This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment 11 Paid Holidays Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.

Counter Threat Finance (CTF) Planner We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting in-depth analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to impact global security. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. Join a high-impact team supporting the Department of Defense (DoD) in disrupting illicit financial networks and strengthening national security. As an Expert CTF Planner, you'll play a critical role in coordinating intelligence analysis, driving strategic planning, and integrating private-sector best practices to enhance DoD and interagency operations. What You'll Do Provide expert advice to partner agencies on strategic guidance, campaign plans, and operational concepts targeting high-priority drug trafficking organizations and transnational criminal groups. Monitor, assess, and synchronize interagency plans at both strategic and operational levels, leveraging cross-organizational authorities and capabilities for unity of effort. Develop concepts for coordinating and managing DoD CTF activities in support of law enforcement agencies, including planning, training, operations, customer support, and repeatable processes for stakeholders. Conduct baseline assessments of analytic cells, align mission goals, and synchronize operational planning efforts. Enhance collaboration across DoD, U.S. Government, and private-sector partners to advance counter-threat finance operations. Support DoD leadership with milestone tracking, intelligence analysis updates, and strategic planning documentation. Assist in designing and developing a DoD CTF certification program to build long-term expertise. What We're Looking For Bachelors Degree with twelve (12) years of specialized experience OR Master's degree degree and Ten (10) years of specialized experience. Active Top Secret/SCI clearance. Hands-on planning experience with interagency partners, including the DoD Joint Planning Process and support to national counter-threat network operations. Proven experience applying financial and economic elements of national power to disrupt threat networks. Skilled in developing DoD strategies, CCMD campaign plans, and associated planning documents. Strong knowledge of the DoD Joint Planning Process and interagency operations. Expertise in applying financial/economic tools of national power to counter threat networks. Familiarity with federal performance measurement, reporting requirements, and the intelligence cycle. Desired Skills Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner). Graduate of a military Joint Planners course. Background in certification, program support, or Intelligence Community operations. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.

Financial Planner/Advisor Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team! At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Key Responsibilities Your day-to-day work will focus on: Meeting with clients to understand their financial goals, risk tolerance, and unique challenges. Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization. Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions. Educating and empowering clients with the knowledge and tools needed to confidently manage their finances. Researching and recommending investment opportunities that align with clients' objectives. Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice. Collaborating with our team to refine strategies and implement innovative solutions. What You'll Bring We're looking for someone who meets the following qualifications: A Bachelor's degree in finance, economics, or a related field. A Series 65 FINRA License (required). 3-5 years of experience in financial planning or investment management. Strong analytical skills and the ability to create effective financial solutions. Excellent communication skills with a knack for building strong, trust-based client relationships. Attention to detail and a commitment to delivering accurate, high-quality work. Proficiency with financial planning software and tools. A collaborative, team-oriented mindset with the ability to thrive in a dynamic environment. Why Join Melanin Money? At Melanin Money, we value our team members and their contributions. Here's what we offer: Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days. Competitive Compensation: Enjoy a base salary with performance-based incentives. Professional Growth: Access ongoing training, development programs, and career advancement opportunities. Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact. Meaningful Work: Help clients achieve their financial goals and create generational wealth. About Us Melanin Money is more than just a financial planning firm-we're a movement. Our mission is to empower individuals, particularly in underserved communities, to achieve financial freedom and build a legacy. We're passionate about making a difference, and we're looking for a like-minded professional to join us in this journey. How to Apply If this role resonates with you, we'd love to hear from you! Submit your resume and a cover letter explaining your experience, qualifications, and why you're excited about joining the Melanin Money team. Together, let's empower our clients to take control of their financial futures. Melanin Money Enterprises LLC is committed to providing a safe, productive, and ethical workplace for all employees. As part of our hiring process, all job offers are contingent upon the successful completion of a background check and/or drug test. Background Check: The background check may include, but is not limited to, verification of employment history, educational credentials, references, criminal history, and any other relevant information to determine your qualifications and suitability for the position. By submitting your application, you authorize our company or its designated agents to perform such checks. Drug Test: As part of our pre-employment process, candidates may be required to undergo drug testing. The test will screen for the presence of illegal substances and will be conducted in accordance with applicable federal, state, and local laws. A positive test result or refusal to submit to the test may result in withdrawal of the job offer. Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC. This information will not be disclosed to unauthorized personnel. Acknowledgment and Consent: By applying for a position at Melanin Money Enterprises LLC, you acknowledge that you have read and understood this disclaimer. Furthermore, you consent to the performance of the necessary background check and drug test as a condition of employment. Our company reserves the right to rescind an offer of employment or terminate employment based on information obtained through the background check or drug test, subject to applicable laws and regulations. If you have any questions or concerns about this process, please contact *******************

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews • Manage data and plans in financial planning software • Learn the technical aspects of the advisor position and prepare to service clients independently • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply • Deepen client relationships and establish credibility and rapport both in person and via phone • Clearly articulate complex concepts to customers • Proactively communicating with clients and following up on all contacts assigned • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork • Develop Centers of Influences such as community involvement, CPA's and attorneys, etc. • Other duties as assigned Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products • Basic computer skills are essential (Outlook, Word, Excel and Power Point) • Excellent communication skills, both verbally and in writing • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once • Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor's degree (finance, accounting or related field preferred) • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required • Series 65/66 preferred (or ability to obtain) • CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions for the Senior Financial Planner I will include: Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Dispense financial planning advice in both supervised and unsupervised environments. Deliver financial planning support that results in increased referrals and high client retention. Ensuring adherence to company standards of client care, meetings, referrals and retention. Co- present financial planning concepts and analysis with advisors. Mentor, coach, and review output of other members of the Financial Planning Group. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional (FPQP ) or Master's Degree in Financial Planning Client facing experience with at least 6 years relevant experience preferred Excellent verbal, written, analytical and organizational skills Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer). Technical and analytical training and experience in financial planning Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment Ability to work independently without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $65,875 - $77,500 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Title: Financial Planner The Financial Planner is responsible for managing client relationships as a Lead Planner working alongside the Advisor. This includes communicating with the client and their team of professionals as well as presenting financial plans and reviews during meetings and collaborating with the Advisor on recommendations and strategies. Level Intermediate Candidate Characteristic/Disposition The ideal candidate must be service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment. Applicant will require strong communication, interactive skills, and be team oriented. This person also needs to be extremely organized, detailed oriented, and have the ability to multi-task on a daily basis. Essential Functions Statement(s) Very proficient in eMoney Develop a general understanding of how to use other firm platforms such as our CRM, Portfolio Management software, Schwab and Fidelity. Learn The SFMG Way and follow firm processes Verify accuracy of data entry for all new plans and reviews Develop strategies or solutions for achieving client goals and objectives Present financial plans and recommended strategies in client meetings Very knowledgeable in all topics related to financial planning and wealth management Work with clients other professionals (CPA, estate attorney, insurance agent, etc.) Direct communication with clients as an additional point of contact Attend and participate in weekly Financial Planning team meetings Assist with leading quarterly Wealth Management Committee meetings Skills & Abilities Education: Bachelor's degree. Preferred field of study: Financial Planning, Finance, Accounting Experience: 3-5 years in the financial services industry Computer Skills: Preferred but not required: Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams), eMoney Advisor Job Status: Full time FLSA Status: Exempt Position Eligible for Telework: Yes Department (Team): Financial Planning Work Schedule: M-F; hours may vary by day between 8:00AM - 5:00PM This position is located in Plano TX. Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available. Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions. Instructions for applying for this position: Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected. Thank you.

Essential Function The Associate Merchandise Financial Planner is a strategic partner to Merchants and Planning & Allocation in planning and forecasting financial metrics to support category strategies driving sales, margin, and inventory efficiency. Responsible for a specific area under the Sr. Merchandise Financial Planner. (This position is hybrid working 2 days a week in our Support Center, currently located in Denton, TX, but relocating to Plano, TX (Legacy West) in January 2026 working 3 days per week in the office) “At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.” Primary Duties Planning and forecasting the future sales, inventory, and profits to meet budgetary requirements at the category level. Determine the supporting inventory levels and open to buy. Execute modeling and analysis to support profitability of long-range corporate targets. Weekly communication to merchandising partners of risk and opportunities relative to the planner forecast. Supporting ad-hoc projects through modeling, analysis, and cross functional partnership. Reporting and actualization. Knowledge, Skills and Abilities College degree (BA or BS) preferred 2-3+ years' experience in merchandising planning, analytics planning, or finance, with experience in managing a budget for sales, margin, and inventory Retail or consumer goods industry experience preferred Strong Excel skills, experience working with large data sets and scenario modeling Strong analytical skillset with attention to detail Strong organizational skills including prioritizing, scheduling, time management, and meeting deadlines Able to prepare and present category forecasts and financial findings to business partners Competencies / Attributes • Ability to plan, forecast, and exercise sound judgment • Strong communication skills, written and verbal Working Conditions /Physical Requirements The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items such as papers, files, books, small parts; driving an automobile, etc. No special physical demands are required to perform the work. The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, libraries, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated. Benefits We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life Insurance, paid vacation and sick days, paid holidays, tuition reimbursement and 401(k) with company match. In addition, associates of SBH may take advantage of our in house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, is both a Sally Beauty and CosmoProf Professional onsite store, where associates enjoy a great merchandise discount! Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, or disability. #LI-Hybrid

Job Description Job Title: Financial Planner Compensation: 90-125K base, plus bonus We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner, working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings. Key Characteristics & Ideal Candidate Profile The ideal candidate will be: Service-oriented with a proactive attitude Highly organized and detail-oriented Comfortable managing multiple priorities in a fast-paced environment A strong communicator with excellent interpersonal skills A collaborative team player who thrives in a client-centric setting Essential Responsibilities Serve as Lead Planner in client relationships, working in partnership with the Advisor Develop, analyze, and present financial plans and strategies during client meetings Maintain proficiency in eMoney; verify data accuracy for all plans and updates Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity Collaborate with clients' external professionals (CPAs, attorneys, etc.) to support holistic planning Provide direct communication and ongoing support to clients as an additional point of contact Participate in weekly Financial Planning team meetings Assist in leading quarterly Wealth Management Committee meetings Qualifications & Skills Education: Bachelor's degree required (preferred fields: Financial Planning, Finance, or Accounting) Experience: 1-3 years of experience in the financial services industry Series 65 or 66 requried; CFP Preferred (firm will pay for candidate to obtain) Technical Skills: Strong proficiency in eMoney Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)

Job Description Lincoln Property Company ("Lincoln") is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

ABOUT TRINITY Trinity REIS is a commercial real estate brokerage built on strong relationships and a long-term partnership mindset. From our Fort Worth headquarters and Austin office, we collaborate with developers, funds, and high-net-worth investors to buy and sell investment properties across the country. We specialize in single-tenant net lease (STNL), retail, and industrial assets, and we back it up with results: more than $3.7B in total transactions and $235M+ in active listings. Our culture is collaborative, entrepreneurial, and agent-centric. We're here to help you grow a business you're proud of. DESCRIPTION We're looking for an Investment Sales Associate with proven experience in prospecting and relationship management. The right candidate is driven, growth-minded, and committed to long-term success. You'll focus on STNL retail, shopping centers, and industrial properties, so knowledge of these asset types or the ability to learn them quickly is essential. Requirements • Source and cultivate relationships with real estate investors and developers. • Proactively generate new business by making a substantial number of lead-generating calls each week, with call expectations agreed upon with your mentor. • Work with investors to understand their financial objectives for their real estate assets. • Review leases and other due diligence materials and guide clients through the sale process. • Research Trinity's active inventory and pitch properties to potential buyers. • Keep detailed notes and track activity in the CRM. • Submit all marketing needs to the designated marketing team and pull sales comparables for your opportunities. • Collaborate with the transaction team through the entire escrow process. • Consistently aim to meet or exceed sales goals. WHAT WE LOOK FOR IN AN AGENT • Do you have your Texas Real Estate Sales Agent License or are you in the process of obtaining it? • Do you have experience or demonstrated interest in commercial real estate and sales? • Do you have a natural competitive drive with a team-player attitude? • Are you motivated by 100% commission? • Are you coachable and eager to learn? • Are you proficient in Salesforce or comparable CRM platforms? Benefits • Industry leading five-week training program for new agents. • Mentorship pairing with a senior agent and open-door access to partner level help. • Access to premium industry tools and subscriptions (Crexi, AlphaMaps, Terrakota, CoStar, LoopNet). • Full marketing support: proposals, off-market packages and offering memorandums for listings. • Transaction management support from LOI to closing. • Regular team events: happy hours, office lunches, holiday parties, golf tournaments, company outings and more!

Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us. An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it is an essential part of this world-changing company- delivering on Toyota's vision to move people beyond what's possible. At TFS, you will help create best-in-class customer experience in an innovative, collaborative environment. To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time. Who we're looking for Toyota's Dealer Lending Portfolio Management Department is looking for a passionate and highly motivated Dealer Lending Portfolio Analyst. The Dealer Lending Portfolio Analyst is responsible for all aspects of monitoring and managing a portfolio of commercial dealers. This includes building relationships with dealership personnel and acting as a liaison between them and various internal stakeholders. Utilizing reporting, trackers, and systems, the Dealer Lending Portfolio Analyst will review metrics such as line utilization, audit results, financial performance, and operating trends to proactively identify risks and coordinate the appropriate mitigation efforts. Reporting to the Dealer Lending Portfolio Management Supervisor, the person in this role will support the Dealer Lending Portfolio Management department's objective to focus on commercial loan risk management and excellent customer service to our internal and external customers. What you'll be doing * Collaborate with Dealer Lending Operations, Underwriting, Risk, and Field Sales to assist with collecting financial information, following up for documentation, reviewing audit performance, assessing financial performance, confirming Covenant compliance, and monitoring line utilization trends. * Act as a point of contact both internally and externally for requests and questions related to a portfolio of commercial accounts. * Work directly with dealership personnel to address issues and provide insight. * Review reports and trackers, as well as pull ad-hoc information to monitor dealership financial performance, operating trends, and security position. * Facilitate open communication channels between various internal business partners, i.e. Underwriting, Servicing, Audit, Risk, Field Sales, Legal, Treasury, etc. to drive resolutions to issues that arise related to the management of the portfolio. * Create and deliver meaningful, sustainable value to customers by anticipating needs and expectations and providing appropriate value-add solutions. What you bring * Bachelor's degree, in Business Administration or a related field or progressive years of relevant work experience in a similar or related industry. * Experience in managing a portfolio of accounts. * Strong communication skills for engaging directly with customers and building lasting relationships. * Comfortable working in a dynamic environment with shifting priorities, demonstrating flexibility and adaptability. Added bonus if you have * Commercial automotive experience at a captive finance company. * Prior banking experience related to commercial lending. What we'll bring During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include: * A work environment built on teamwork, flexibility, and respect * Professional growth and development programs to help advance your career, as well as tuition reimbursement * Team Member Vehicle Purchase Discount * Toyota Team Member Lease Vehicle Program (if applicable) * Comprehensive health care and wellness plans for your entire family * Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute * Paid holidays and paid time off * Referral services related to prenatal services, adoption, childcare, schools and more * Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA) * Relocation assistance (if applicable) Belonging at Toyota Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong. Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law. Have a question, need assistance with your application or do you require any special accommodations? Please send an email to *****************************.

This position will support the VP Investments in sourcing, underwriting, analyzing, and modeling transactions. They will lead the due diligence work for transactions under consideration, validate underwriting assumptions, and prepare internal and external presentations regarding potential transactions for review by the investment committee. Must possess a deep understanding of real estate dynamics and valuation methodologies within different asset classes and will support capital raising efforts and asset management (once properties are acquired). PRINCIPAL JOB ACTIVITIES: Evaluate core-plus, value-add, and opportunistic investment opportunities throughout the 50 largest MSAs in the United States. Acquisitions will primarily be focused on neighborhood and necessity-based retail Will occasionally assist in evaluating retail development opportunities. "Evaluation of opportunities" will include financial modeling (Excel and Argus Enterprise ), market analysis (retail and alternative uses such as office, multi-family, for sale housing, lodging, medical, health & wellness) and integrating land value creation and development returns for these alternative uses. Proficient in using the internet to "fill holes" in Acquisition Submission Memos provided by Selling Brokers. Lead retail space-by-space analysis with senior members of Centennial's leasing This analysis will serve as the backbone for Argus modeling. Beyond the underwriting of acquisitions, the ability to incorporate development projects into 5-10-year cash flow models. May spend 10-20% of time assisting the Development Team. Underwriting will include preparation of Preliminary Investment ("Heads up") Memos and Formal Investment Memos for Investment Approval, and participation in IC Proactively respond to broker submissions of properties for sale and perform initial triage of Underwriting efforts may include travel to acquisition targets. This travel will include touring competitive projects as well as projects where alternative uses have already been Manage the Acquisition Pipeline database used in Weekly Pipeline Review Regular interactions with the entire senior management The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. REQUIREMENTS: Bachelor's Degree (preferably in Finance, Accounting or Real Estate). Minimum of 5 years of real estate investment underwriting Argus Enterprise modeling experience Fluent in MS Office suite of products (Excel, Power Point, Word). Strong communication skills: written and ability to communicate efficiently via email (brevity is essential). High level of organization with the ability to maintain files on numerous projects Attention to detail and ownership of investment Proven leadership capability: mentor Investment Analysts, setting priorities for their entrepreneurial mindset and the ability to prioritize and multi-technical understanding of retail leasing mechanics (LOI, Lease Signing, Build-out, Lease and Rent Commencement). High aptitude and proficiency in project and fund modeling (investor waterfalls) and multi-tenant commercial property (office, retail) underwriting. Some experience in negotiating acquisition and financing documents a plus. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in an office environment and requires the ability to operate standard office equipment including computer, scanner, printer, and keyboard/mouse. While performing the duties of this job, the employee is regularly required to sit, move about an office, speak, and hear. The employee is occasionally required to travel. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and expansive reading. EQUAL OPPORTUNITY EMPLOYER: Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability. Pay Range$125,000-$145,000 USD Centennial is a retail real estate owner and operator with a national portfolio of shopping, dining, entertainment and mixed-use destinations as well as a full-service property management platform serving third-party owners. With over 300 employees nationwide, the firm now operates 20 million square feet of mixed-use destinations in 16 states. Since 1997, Centennial has played a pivotal role in shaping the evolution of American retail by creating a superior multi-faceted shopping experience with properties that serve not only as a place of commerce, but as a place of community. #centennial #createdbycentennial Centennial does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Centennial to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Centennial will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy