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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 ->
Medicare agents - sell Medicare Advantage, Medicare Supplement and PDP from home this AEP! Assurance is looking for licensed and experienced insurance sales agents to help Medicare beneficiaries find the plan that is right for them. As an Independent Medicare Agent, you will have the opportunity to help Medicare beneficiaries while building your career, all at your own pace. Our high-powered marketing engine generates in-market shoppers for you at no cost, so you can focus on your sales and provide the best experience. Through Assurance, you will have access to trusted carriers like... 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 ->
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 ->
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 ->
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 ->