Finance planner jobs in Sherman, TX

This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity. Required Qualifications Bachelor's degree or foreign equivalent from an accredited institution (In lieu of degree, three years of progressive experience may be considered per year of education.) 4+ years of Information Technology experience Strong understanding of testing processes and the end-to-end testing life cycle Excellent verbal and written communication skills Preferred Experience Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects Experience managing S/4 HANA testing environments is highly preferred Strong functional knowledge of SAP FICO modules, including: Accounts Payable (AP) Accounts Receivable (AR) General Ledger (GL) Product Costing Material Ledger Margin Analysis Asset Accounting Controlling (CO) - end-to-end business processes Experience working in a global onsite-offshore delivery model Hands-on experience in: Test planning & strategy Impact analysis Risk identification & management Test execution leadership Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle Experience conducting and driving defect triage meetings Ability to prepare and deliver test-related reporting including: Daily status reports Weekly & monthly dashboards Test metrics tracking Ability to identify and propose tools/technologies aligned with the broader testing function Strong knowledge of modern testing techniques, tools, and industry methodologies Hands-on experience with SAP test automation tools such as Tosca or Worksoft Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams Soft Skills Strong analytical, decision-making, and leadership abilities Excellent communication and stakeholder management Ability to work in fast-paced, multicultural environments Proactive attitude with a passion for quality and continuous improvement

Title: Data & Financial Analyst Job Type: Contract Skills Required Tableau , query running Analytically Strong Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting: 1. Develop and maintain data infrastructure Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous 2. Perform data analysis and management reporting Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes 3. Create data visualizations Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner 4. Collaborate and communicate findings Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner 5. Support process improvements Identify opportunities to streamline existing reporting and management processes Thanks Aatmesh *************************

PrideStaff Financial has partnered with an Addison, Texas based client who is looking to add a Financial Analyst to their growing team. The FP&A Analyst plays a key role in maintaining the financial health and data integrity of an assigned portfolio of properties. This position is responsible for delivering accurate financial reporting, performing variance analysis, and partnering with operational teams to support data-driven decision-making. The role is ideal for a detail-oriented finance professional seeking to build a strong foundation in corporate finance while gaining hands-on exposure to a large-scale financial systems implementation. Key Responsibilities Financial Reporting & Analysis Month-End Close & Reporting: Prepare, analyze, and distribute monthly financial performance packages for Regional leadership. Review General Ledger activity and explain variances related to operating expenses, utilities, and repairs and maintenance. Trend & Seasonality Analysis: Track key operational metrics-including occupancy, labor hours, and utility recovery-to identify seasonal trends and performance anomalies across multiple geographic regions. Data Integrity & Controls: Perform regular audits of property-level financial data to ensure accurate revenue and expense coding. Partner with Accounting to process reclassifications and corrections as needed. Budgeting & Forecasting Support Annual Budgeting: Support the bottom-up annual budgeting process by consolidating inputs from field leadership and loading data into the planning system in alignment with corporate targets. Forecasting: Maintain and update monthly forecast models based on current performance, run rates, and input from Regional Managers. Master Data Management: Maintain accurate property hierarchies, mappings, and metadata to ensure consistency and a single source of truth across financial systems. Systems & Special Projects Systems Implementation: Participate in User Acceptance Testing (UAT) for the company's new EPM platform and assist in developing property-level dashboards and reporting tools. Ad Hoc Analysis: Support Senior Analysts with special projects such as vendor spend analysis, labor audits, and operational deep dives. Work Environment & Expectations Fast-Paced, High-Performance Culture: As a private equity-backed organization, the environment is results-driven and deadline-focused. Analysts are expected to be responsive, adaptable, and proactive. Operational Support: Availability during critical financial cycles-including month-end close, budgeting, and forecasting-is required. This may involve extended hours or occasional weekend work to meet deadlines. On-Site Role: This position is fully on-site at the company's Dallas-area headquarters in Addison, TX. Qualifications Education & Experience Bachelor's degree in Finance, Accounting, Economics, or a related field 1-3 years of experience in Finance, Accounting, FP&A, or a comparable analytical role Technical Skills Advanced Excel skills required (e.g., Pivot Tables, Index/Match or XLOOKUP, SUMIFS) Experience with financial planning systems, EPM tools, or BI platforms is a plus Professional Attributes Strong attention to detail with a high degree of accuracy Excellent organizational and time-management skills Ability to perform effectively under pressure and manage multiple deadlines

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 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.

Job Description Job Title: Financial Planner 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 Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams) Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire) General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days Proficient in Microsoft computer applications Excellent written and verbal communication skills Strong organization skills and time management ability Additional Preferred Skills: 3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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 *****************************.

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple locations across the FNBO Footprint. *** Omaha, Nebraska Fort Collins, Colorado DeKalb, Illinois Sugar Grove, Illinois Council Bluffs, Iowa Plano, Texas About This Role: Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers. Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals. Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships. Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs. Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. Community Engagement: Actively participate in local civic organizations, fostering connections within the community. Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities. The Ideal Candidate for This Role: Required Qualifications: Bachelor's degree in Business Administration or related field or equivalent experience. 3 years of experience in the investment or financial services industry. FINRA Series 7 and 66 (or Series 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Previous successful business development activities and effective relationship management experience. Proven sales skills, preferably in the investment industry. Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards. Ability to work collaboratively and cohesively within a team environment. Strong knowledge of the finance industry and the local, state, national and global economy. Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer. Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal. Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250197 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

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

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

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-Hybrid #SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Join our team as an Entry-Level Financial Advisor and embark on a journey to grow your career in the insurance industry with one of the most respected financial companies today. At NYL - DFW, we are committed to empowering you with the tools and support you need to build a strong financial future for yourself and your clients. As part of our inclusive and collaborative culture, you'll engage with a diverse community of professionals dedicated to customer service excellence. We'll invest in your development through robust career advancement opportunities, ensuring you have the skills to succeed. With competitive compensation packages and a commitment to your growth, you'll find a fulfilling career path with us. Let's work together to shape the future of financial advising and make a positive impact in the lives of those we serve. 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 Consistent communication with the leadership team Required: 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 Proven ability to stay motivated and self-disciplined in a hybrid work environment Preferred: 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 platforms

Job purpose Trajan Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint in the DFW area and looking for an Advisor to meet with clients at our Frisco and Southlake office locations. At Trajan Wealth, we pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. What sets us apart is our integrated approach: alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof. We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek. Additionally, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach, combined with our unwavering dedication to acting in our clients' best interests, truly embodies what it means to be a fiduciary-we don't just talk about it; we live it every day. Join us in our mission to provide exceptional financial and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan Wealth offers the platform to do just that. Our average advisor produces $40M per year in new assets. What Makes Us Different: Do what you do best; meet with and sell clients who are excited to meet you. We have an in-house marketing agency that focus on radio, seminars, digital and more. You have a team that sets 5 to 15 prospect and client appointments per week every week. You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance! Forget prospecting! Finally do what you do best, leave the minutia to your team! Regular business hours so you can get your family and personal life back. Turn key proven sales process and presentation that clients (and advisors) love. We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares! Duties and responsibilities Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives Qualifications Clean Broker Check Bachelor's degree or equivalent experience Securities licenses/Certification - Series 65 or Series 66 or CFP Life and Annuity license Minimum of 7 to 10-years of financial investment advisor experience Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal skills Excellent written and verbal communication skills Proactive style Service orientation and strong code of personal ethics Benefits $200,000+ per year (average) which includes base salary and bonus. W2 Employee not Contractor 401k with matching component up 13% United Healthcare PPO Medical employee coverage paid by Company Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available Generous holidays and PTO

What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward. Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities. Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most. In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward. Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world. About the team: Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space. The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their 'customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S.. What we ask of you: * Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data. * Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative. * Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business. * Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams. * Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts. * Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies. * Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios. * Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth. * Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value. * Ensure there are robust controls in place across the department, balancing agility with safety. What you will bring to the role: The successful candidate will have: * Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred. * Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance. * Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders. * Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action. * Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive. * Commercial acumen and strong understanding of Markel's strategy and priorities. * Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive. * Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics. * Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives. * Ability to attract, develop, coach, and retain employees for competitive advantage. * Significant pricing actuarial experience at a Commercial or Specialty Insurer. * Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets. * Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge. * The ability to stay ahead of external trends and promote a culture of continuous improvement. * Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks. Our values: We're all about people: * Empowering them, supporting them, and helping protect what matters most to them. * We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right. We win together: * We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion. * Because together we know we can achieve great things. We strive for better: * We aspire to lead and win in all that we do. * Aiming for excellence, and finding a better way of doing things, is up to us all. We enjoy the everyday: * We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door. We think further: * We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities. Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns. US Work Authorization US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future. Pay information: The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive. Who we are: Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people | We win together | We strive for better We enjoy the everyday | We think further What's in it for you: In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work. * We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life. * All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance. * We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave. Are you ready to play your part? Choose 'Apply Now' to fill out our short application, so that we can find out more about you. Caution: Employment scams Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that: * All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings. * All legitimate communications with Markel recruiters will come from Markel.com email addresses. We would also ask that you please report any job employment scams related to Markel to ***********************. Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Should you require any accommodation through the application process, please send an e-mail to the ***********************. No agencies please.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: * Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice * Actively develop new business while also managing and maintaining existing client relationships * Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences * Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding * Collaborate with attorneys and accountants regarding estate, gift, and income tax planning * Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: * Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience * FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire) * General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days * Proficient in Microsoft computer applications * Excellent written and verbal communication skills * Strong organization skills and time management ability Additional Preferred Skills: * 3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience * Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA * Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities * Attend and engage in coaching and training led by the leadership team and established advisors. * Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. * Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. * Schedule and conduct financial planning and advice meetings with clients and client prospects. * Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. * Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. * Build a book of business as a stand-alone Ameriprise Financial advisor. * If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications * 3+ years of work experience with a proven track record of success. * Have a network of personal and professional contacts within the local area that you may engage for referrals. * Showcase a background in building strong relationships and delivering superior client service. * Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. * Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications * Four-year college degree, or equivalent * Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. * Willingness and desire to be part of a coaching relationship and peer learning environment. * Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models. Job Responsibilities: Responsibilities include (but are not limited to) the following: * Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business. * The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories. * The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors. Qualifications: * 10+ years experience in financial services industry * 10 years sales experience * Knowledge of professionally managed investment products and/or investment advisory business preferred * Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred * Ability to work under pressure, meet deadlines and meet clearly defined measurements * Strong communication, interaction and presentation skills required * Self-motivated, adaptive, positive attitude and high energy are a must * Must display a passion for achieving aggressive goals in innovative and highly professional way * Bachelor's degree or equivalent experience * Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date. Skills: * Executive Presence * Portfolio Analysis * Portfolio Management * Research Analysis * Wealth Planning * Active Listening * Adaptability * Product Marketing and Branding * Sales Strategy * Trading and Investment Analysis * Coaching * Collaboration * Customer and Client Focus * Influence * Process Simplification Shift: 1st shift (United States of America) Hours Per Week: 40