Jobs

Work with the William Blair Investment Management Trade Operations team, other internal and external parties to support the daily trade processing workflows. Monitor trade communication and settlement for domestic equity, global equity, EMD and FX trades. Provide support of the trade order managements system, as well as the associated interface programs. Execute trade operations processes under the direction of senior staff. Ensure systems accurately reflect daily transactions. Resolve system issues. Respond to questions and issues from the trade team pertaining …

Candidates should be local to DFW, Moving to DFW, or have some connection to the area Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to …

Accounts Receivable Specialist Job description: Looking for an Accounts Receivable Specialist to join our team. Must be very diligent, be able to work under lots of pressure, must be able to manage time, must take initiative, and be a team player. Accounts Receivable Clerk Job Responsibilities: Secures revenue by verifying and posting receipts; resolving discrepancies. Accounts Receivable Clerk Job Duties: Posts customer payments by recording cash, checks, and credit card transactions. Posts revenues by verifying and entering transactions form lock …

THE OPPORTUNITY This is not an internship. It is not a traditional analyst seat. It is something harder to find and more valuable: Direct access to the full decision-making stack of a high-performing boutique advisory firm The opportunity to work alongside a CEO with rare dual expertise in tax strategy and private equity deal-making You will absorb — quickly — how: Capital is structured Deals get done The most successful business owners in the country think about wealth, risk, and …

Primerica is seeking motivated individuals interested in flexible remote opportunities within the financial services industry. Responsibilities may include communicating with clients, scheduling virtual appointments, assisting with customer support, and learning about financial education services. No prior experience required — training and mentorship provided. Ideal for students, career changers, or individuals seeking part-time or supplemental income opportunities. What We Offer Flexible scheduling Remote/work-from-home options Training and mentorship Professional development opportunities Advancement opportunities for qualified individuals Qualifications Strong communication skills Professional attitude …

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and …

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and …

What we offer you Medical, Rx, Dental, Disability, Life Insurance, Flexible Spending Accounts Retirement Savings Plans with Company Match/Contributions Education Assistance Bonus Plan Eligibility Parental Leave Job Summary The Finance Analyst is Responsible for the General Ledger and Month-end close and for Financial Statement preparation and reporting. This position reports directly to the Controller. Supports the timely reporting of daily, monthly and annual financial and operational data. The FA will gain broad exposure to financial planning, reporting and operational support, …

The Financial Analyst will report to the Director – Strategy and Planning. This position will support the sales and operations departments in order to support profitable growth of our key customers and channels. Key Results Area: Sales and Marketing Evaluate resource requirements and help with the implementation of pricing tools and capabilities. Manage the various price lists. Add new items, publish updates to price lists and manage price updates in the ERP and big commerce. Work with Sales on the …