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Financial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee... more ->
The AP Manager's main responsibility is for the coordination and management of Accounts Payable for Surgery Partners corporate office. Effective resolution management and Accounts Payable process management are critical pieces of the AP Manager's day-to-day job duties. Additionally, relationship management of both internal and external customers and peers is a core requirement to being an effective AP Manager at Surgery Partners. The Accounts Payable portfolio of responsibilities that they will manage will be focused on timely vendor setup, prompt payment of invoices, fielding questions from... more ->
Do you excel in a communicative environment? Do you enjoy working collaboratively with peers? Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works closely with our Institutional groups to help meet strategic fund initiatives and financial analysis needs. The team also coordinates with a variety of Accounting groups in Corporate Finance and many other groups within the firm. The Opportunity: As the Fund Accounting Specialist, you will build your accounting abilities by cross-training, taking ownership of various projects and becoming a liaison for... more ->
Business Development Associates - Remote Available Location: Preferred - candidates located in Dallas, Texas or Phoenix, AZ, or those willing to relocate to Dallas or Phoenix. With the right skills/qualifications you can live anywhere in the United States and this can be a 100% remote position (with ample opportunity to work in-office if desired). Firm Overview: Lower middle market private equity investment firm and advisor to independent sponsors and acquisition entrepreneurs. We provide acquisition support and direct equity capital investment through proprietary strategies and relationships... more ->
Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported... more ->
Corporate Accountant Role: In this role, the Corporate Accountant will perform monthly/quarterly closing processes including prepare/post journal entries for investment activity and insurance activity. Prepare general ledger account reconciliations and par value reconciliations. Back-office duties for the trading desk; including communication with multiple brokers and state banks. Primary liaison to investment management teams, custodians and investment software vendor. Creation of monthly financial reports regarding investment holdings. Investment Accountant prepares schedules and exhibits... more ->
Business Development Associates Compensation: Compensation will be competitive and commensurate with previous experience. Base salary + Bonus: Bonus is based on # of closed deals (per deal) that the Business Development Associate sources. We are on track to do about 10 deals this year. Location: This can be a 100% remote position (with ample opportunity to work in-office if desired). While we prefer candidates located in Dallas, Texas (or those willing to relocate to Dallas), you can live anywhere in the United States. Firm Overview: Texas-based, lower middle market private equity investment... more ->
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth... more ->
Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs. The team coordinates with a variety of groups in Corporate Finance, many groups within the organization and a global range of service providers. The Opportunity: The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial... more ->
Are you a curious auditor who wants to make a difference? Your experience with a world of changing regulations will evaluate the efficiency of operations designed to protect us and our clients. Your help will provide valuable insights and opinions to the growth of our firm. The Opportunity: As an Internal Auditor at Fisher Investments you'll use your previous audit experience to make a significant impact at an expanding global money manager. You will help develop an effective internal audit program. You will help assess risk, test internal controls, and provide invaluable operational... more ->
Tax Senior Role: Organize and Prepare tax returns Planning and research are performed with direct support from supervisors. Exhibit a high level of attention to detail throughout the tax preparation process. Exhibit an ability to communicate effectively with staff and supervisors both verbal and written. Organize and prepare tax returns for individuals, partnerships and S corporations. Understands complex tax issues and the application to client situations and transactions. Prepare and deliver timely a high-quality work product. Provide support for and participate in tax planning and tax... more ->