Alternative Investment Associate
Investment Banker Job In Plano, TX
The Alternative Investment Associate role within SFMG's Investment Management Department involves managing all aspects of Alternative Investments operations, including facilitating investment capital wires, maintaining accurate transaction records in Portfolio Management software, and ensuring data integrity across systems.
Candidate Characteristic/Disposition
The ideal candidate must be detail and service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment. Applicant should have strong communication skills, be self-motivated, and team oriented. Willingness to learn and expand responsibility. Ability to maintain extreme confidentiality in dealing with client matters.
Essential Functions Statement(s)
• Submitting wires / money movement for investment capital calls
• Transaction entry, verification, and audits within Portfolio Management software
• Subscription document population for investments
• Communicating with all fund sponsors and admin on expected investment activity
• Assist with any activities necessary regarding our Portfolio Management Software
• Maintain processes or workflows in our CRM based for all Alternative Investment actions and tasks.
• Creating Alternative Investment Summary reports for advisors
• Coordinating due diligence calls and providing investment updates to advisors
• Tracking all K1 activity and communicating delivery expectations with advisors
• Working with custodians and fund partners to ensure investment and client data is accurate.
• Seek ways to improve operational efficiency
• Reconciliation of trading activity i.e. trade verification
• Organizing all client commitments, called capital, and distributions and presenting data to advisors.
• Working with the Trading Team to manage cash needs for Alternative Investments capital calls
Skills & Abilities
Education: Bachelor's Degree in Accounting, Finance, or Economics; preferred
Experience: 0-5 years financial service or other relevant experience preferred.
Computer Skills: Extensive background in Windows and Microsoft Office (Outlook, Word, Excel, and PowerPoint). Preferred but not required: OneNote, Teams.
Job Status: Full time
FLSA Status: Exempt
Position Eligible for Telework: Yes
Department: Investment Management
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.
Energy Banker
Investment Banker Job 19 miles from Plano
The Energy Banker builds a customer base through prospecting, community involvement and proactive business development activities. Increases the Energy loan portfolio through sound underwriting practices, generates Energy loan fee income and assists in increasing core deposits for the Bank. Develops and expands relationships for long term business partnering with customers while referring prospective business and individual clients to internal business partners.
Responsibilities
Drive new business development through consistent and focused calling activity.
Meet or exceed all goals and targets related to the identification and acquisition of new clients.
Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs.
Provide comprehensive portfolio management; analyze customers' needs and ascertain their financial position and credit worthiness; establish and negotiate terms, costs, repayment methods, collateral requirements and rates; manage relationship with customer monitoring repayment activities and variance in changes in the company.
Ensure that all Energy loans meet credit/financial requirements for lending quality and compliance as determined by the Bank.
Follow all processes and procedures for loan documentation and review as outlined by the Bank.
Build relationships based on trust, and strategic partnerships with business owners and other decision makers.
Analyze, synthesize and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
Interact with internal and external clients and provide extraordinary service.
Develop and maintain trusted, positive relationships with other employees, clients and vendors.
Represent the Bank and Energy Banking team in a highly professional manner.
Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
Reliable and predictable on-site attendance.
Qualifications
Advanced knowledge of Energy banking products and services including credit analysis, underwriting and treasury management product and services.
Proven performer as an Energy loan officer in a high performing commercial bank environment is required; familiarity with the metro market and region is preferred.
Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
Bachelor's degree or equivalent combination of education and/or work experience.
Formal credit training, an advanced degree and/or ongoing AIB seminars and other resources is highly preferred.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
Financial Representative Trainee (Sales) - Dallas, TX
Investment Banker Job 21 miles from Plano
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the training period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”.
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An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
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Financial Representative
Investment Banker Job 29 miles from Plano
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Oil & Gas Finance Associate
Investment Banker Job 19 miles from Plano
We are working with a Private Equity-backed Dallas Energy investment company that is looking to add a Finance Associate to its team. This position will join a small but growing team and be the go-to for valuations, corporate modeling, board presentations, etc. Will also work closely with the executive team and the PE team.
Requirements:
Bachelor's degree in Finance or a related field
1-3 years of Investment Banking experience; upstream O&G focus
Strong Excel, financial modeling, and presentation skills
This company offers a unique opportunity to join an early-stage team and gain experience in asset management as well as competitive compensation, benefits, positive culture, etc.
Investment Consultant - Westlake, TX (National Branch West Central Cal II)
Investment Banker Job 14 miles from Plano
RegularYour opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Banking and Finance Associate Attorney
Investment Banker Job 8 miles from Plano
We are working on a brand new Banking and Finance Associate Attorney role with an esteemed, North Dallas firm located in Addison - one that is growing by leaps and bounds. This firm is searching for an attorney with 1+ years of experience to join their collaborative team. Attorneys will have the opportunity to participate in all stages of mergers and acquisitions as well as wide variety of general corporate transactions.
You will develop deep insight into the lending markets in Texas and nationwide through representation of banks and private lenders. And you will leverage your ability to develop creative solutions and execute on strategies for client success, with a focus on middle-market businesses and entrepreneurs.
For more information, please send your resume to apply!
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Proprietary Equity Traders Wanted
Investment Banker Job 19 miles from Plano
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Finance & Restructuring Associate - Litigation
Investment Banker Job 19 miles from Plano
An established, international law firm is seeking an experienced Finance & Restructuring Associate with at least six years of corporate finance experience to join its Dallas office. This role offers the opportunity to work on a wide range of complex bankruptcy, insolvency, and corporate finance transactions, including senior debt, asset-based lending, cash flow, sponsor finance, unitranche, and mezzanine transactions.
Key Responsibilities:
Manage and work on various restructuring, workout, and bankruptcy matters.
Advise clients on corporate finance transactions, including complex lending structures.
Collaborate with senior attorneys to handle high-stakes, multi-jurisdictional cases.
Provide legal guidance and strategic solutions to clients involved in financial distress or transactions.
Draft, negotiate, and review legal documents.
Conduct legal research and prepare written memoranda.
Maintain strong client relationships and contribute to business development efforts.
Qualifications:
Juris Doctor (JD) from an ABA-accredited law school.
Minimum of six years of corporate finance experience, ideally in a large law firm setting.
Texas Bar admission.
Strong communication, writing, and legal research skills.
Proven ability to work both independently and collaboratively in a team environment.
Top academic credentials from law school.
Additional Desired Skills:
Experience in bankruptcy, restructuring, or corporate finance transactions.
Business development and client relationship management experience.
Compensation and Benefits
Salary: $205,000 - $275,000 (depending on experience)
The role offers the option to select a reduced billable hour track with a proportional salary reduction. Associates are eligible for a performance-based bonus.
Relocation assistance
Bar Review Expenses
The firm offers an extensive benefits package, including:
Comprehensive medical, dental, and vision insurance.
401(k) retirement savings plan and life insurance options.
Short and long-term disability, flexible time off, and up to 15 weeks of paid parental leave (with additional benefits for birthing attorneys).
Paid holidays, adoption assistance, and various reimbursement accounts for healthcare, dependent care, and transportation.
Educational programs, wellbeing initiatives, mass transit programs, and more.
Eligibility for a discretionary bonus, clerkship bonus, relocation expenses, and bar review expenses.
AimHire is an equal opportunity employer.
Corporate Finance Associate
Investment Banker Job 19 miles from Plano
A leading global law firm is seeking a talented and motivated Corporate Finance Associate with 3-4 years of experience to join their esteemed Corporate Advisory (Finance) Practice Area in Dallas. If you have a strong background in corporate and transactional finance, particularly within the Finance & Banking sector, and are eager to work in a collaborative and innovative environment, we invite you to apply for this opportunity.
Responsibilities:
Advise a diverse client base, including privately owned companies, publicly traded corporations, private equity firms, and financial institutions, on structuring and negotiating financing transactions.
Support clients in securing financing vehicles such as secured and unsecured credit lines, high-yield notes, asset-based loans, and tax-exempt bonds.
Collaborate with our nationally recognised deal lawyers and tax practice to deliver comprehensive transactional legal services, including M&A, project financing, private equity buyouts, and recapitalisations.
Represent borrowers and lenders in structuring a wide range of financing instruments, including specialty financings and asset-based lending.
Provide strategic counsel on market conditions, lender relationships, and best practices in financing documentation to help clients achieve optimal financing solutions.
Qualifications:
Have 3-4 years of corporate and transactional experience in the Finance & Banking sector.
Demonstrate exceptional writing, analytical, and academic skills.
Be admitted to practice in their jurisdiction.
Exhibit a strong commitment to client service, attention to detail, and the ability to work both independently and collaboratively.
Thrive in a supportive and inclusive culture that emphasises mentorship and professional development.
Benefits:
Competitive compensation packages that exceed industry standards.
A robust suite of wellness and support programs designed to promote work-life balance.
Personalised mentorship opportunities to foster professional growth and success.
The chance to work alongside a collaborative team of top-tier legal professionals in a dynamic global environment.
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.
Commercial & Investment Bank - Front Office - United States - 2025 ReEntry Program
Investment Banker Job In Plano, TX
JobID: 210575358 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $90,000.00-$90,000.00; Jersey City,NJ $90,000.00-$90,000.00; Newark,DE $90,000.00-$90,000.00; Palo Alto,CA $90,000.00-$90,000.00; Seattle,WA $90,000.00-$90,000.00; Chicago,IL $80,000.00-$80,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least 2 years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Payments combines our treasury services, trade, card and merchant services capabilities to help clients pay customers or employees, in different currencies, around the world. Focused on helping our clients navigate a challenging era of digital transformation and evolving customer expectations, JPMorgan Chase processes nearly $10 trillion payments daily, and is #1 in USD payments volume.
Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights.
Markets is comprised of the world's leading securities and derivatives sales, trading and research groups. Our professionals are at the center of the world's financial markets, providing liquidity, insights and analytics, competitive pricing across the full spectrum of asset classes - all focused on helping clients outperform their benchmarks.
Quantitative Research is the modelling team for the CIB Markets group. CIB QR covers Risk Management Models as well as Data Analytics for the CIB Markets businesses, Custody and Fund Services, and Treasury Services. The work spans topics ranging from process optimization in Treasury Services, client sales analytics in markets, through electronic trading and market making to classic derivative and credit modelling.
Investment Banking Supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Corporate Banking manages the firm's relationships with large corporations, financial institutions and public sector organizations globally to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in financing, risk management, working capital, cash management and investments.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
General Application, Investment Banking
Investment Banker Job 31 miles from Plano
B. Riley Financial provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley Financial is headquartered in Los Angeles with offices across the U.S. as well as an international presence. For more information, please visit ******************
B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. B. Riley Securities formerly operated as B. Riley FBR following the merger of B. Riley & Co. and FBR & Co.
General Qualifications
Excellent written and verbal communication
Exceptional organizational skills and detail-orientated
Works independently, proactively identifies next steps or areas of improvement
Sense of urgency and responsiveness
Communicates professionally
Bachelor's degree required
U.S. work authorization required. B Riley will not sponsor applicants for work visas at application or in the future.
Communications Skills
Exceptional writing and verbal communication skills, able to prepare high impact materials
Participates effectively in both internal and external meetings
Maturity and poise to work directly with client's and executives
Team Player
Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
Collaborative across teams and levels, both internally and externally
Understands coaching for long term development of self and others
Frisco Dodge - Future Positions
Investment Banker Job 8 miles from Plano
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
Investment Strategist Intern, application via RippleMatch
Investment Banker Job 19 miles from Plano
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
Basic understanding of investment concepts, financial markets, and asset management strategies.
Familiarity with financial modeling, quantitative analysis, and investment research techniques.
Ability to assist in the analysis of market trends, economic data, and investment opportunities.
Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models.
Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, for working with investment teams and presenting findings.
Eagerness to learn and stay updated with advancements in investment strategies and market conditions.
Hands-on experience in creating and interpreting financial reports and investment portfolios.
Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
Intern - Commercial Banking
Investment Banker Job 25 miles from Plano
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Responsibilities
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Qualifications
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Financial Rep - Upcoming Grad - Starting at $16/hr
Investment Banker Job 5 miles from Plano
Financial Representative Trainee (Sales) - Houston, TX
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the training period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”.
See All Awards
An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
Discover Our Culture
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Investment Consultant - Westlake, TX (National Branch West Central Cal II)
Investment Banker Job 32 miles from Plano
RegularYour opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job 19 miles from Plano
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Seattle,WA $38.46-$38.46; New York,NY $38.46-$38.46; San Francisco,CA $38.46-$38.46; Chicago,IL $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Intern - Commercial Banking
Investment Banker Job 25 miles from Plano
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Financial Rep - Upcoming Grad
Investment Banker Job 31 miles from Plano
Financial Representative Trainee (Sales) - Dallas, TX
Work Type: Full Time Regular Application Closes: Open Until Filled
SHARE
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the training period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”.
See All Awards
An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
Discover Our Culture
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