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Financial Planner Salary in Dallas, TX

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PEPI Manager - M&A Finance (Open to all US locations)
Alvarez & Marsal Private Equity Performance Improvement Group, LLC, Dallas
DescriptionAlvarez & Marsal Private Equity Performance ImprovementManager, M&A FinanceAlvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - M&A team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range.Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.Our PEPI services include:Commercial Due Diligence/StrategyMerger Integration & Carve-outsIT- pre-acquisition diligenceIT- post-acquisition implementations and integrationInterim Management Supply ChainInterim ManagementM&A Services HR M&A Rapid ResultsSupply ChainCFO ServicesPrivate Equity Focused Professionals - Finance & Accounting (F&A)We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for any deal related scenario, including mergers, acquisitions, carve-outs, spins, joint ventures and alliances.PEPI's F&A M&A team is comprised of seasoned Finance & Accounting consulting professionals experienced in providing practical advice to private equity clients and their portfolio companies; across the full spectrum of the deal lifecycle from pre-deal activities, operational, financial and synergy reviews, through 'Day-1' planning, to post-deal implementations and future-state operating model. PEPI F&A M&A professionals provide pre-deal and post-deal advice across a number of areas within Finance & Accounting operations, while also supporting cross-functional teams in Commercial, Supply Chain, IT, HR etc. by adding a Finance, Accounting and Risk lens to the transaction's operations.The PEPI F&A group is a growing business targeting high growth in the next one to three years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to high-growth oriented individuals.F&A Manager - ResponsibilitiesWe are seeking a F&A Manager within our PEPI M&A practice. A strong candidate will have 5-8+ years of experience in F&A; candidates with depth in a given area will be strongly considered; including treasury, financial diligence, internal controls / audit, FP&A, Controllership. Some level of M&A experience is a requirement; depth of experience with private equity clients will be heavily considered.The Manager of M&A will have exposure to key client contacts, including the C-suite and Board . The Manager will be responsible for supporting the full spectrum of finance and accounting operations in connection with the transaction, including but not limited to: due diligence phase through deal execution; including coordination across third parties like, valuation specialists, bankers, and lawyers, performance or coordination within the Finance team and to enable the smooth operational execution of the deal. The role reports to the Director of PEPI's F&A M&A team, and will have regular direct exposure to the Senior Director / Finance Leader of PEPI's M&A team and A&M's Senior Leadership Team.Typical responsibilities for the F&A M&A Manager could include:Support business in ensuring Day-1 readiness across all F&A sub-functions.Manage the mapping of Chart of Accounts, Accounting policy alignment, and necessary close and reporting calendars for management, statutory and regulatory purposesCoordinate all aspects of the finance and accounting integration (Revenue and AR, Expenditures and AP, Month-end close and reporting, Payroll and Treasury, FP&A etc.)Own the integration plan and execution while driving a team of cross-functional leaders to orchestrate impactful integration planning and execution while proactively navigating challenges as they arise.Engage with functional teams through the M&A process and ensure deliverables are on time.Assist in the execution of business initiatives during integration/transition period.Analyze target company historical data to identify historical and projected trends, and support with diligence.Collaborate with Target to obtain necessary financial, tax, operational information.Establish rapport, credibility, trust, and respect with client at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills.Design and stand-up interim and future-state operating model for the Finance function.Manage project updates and communication within the organization in cross-functional meetings.F&A Manager - QualificationsBusiness Leadership Skills: Strong, team-oriented leadership skills with 4+ years of managing teams. Able to independently identify, frame, and escalate issues and support with decision making. Strong initiative while being a self-starter with the ability to forecast and meet deadlines. Detail oriented with the ability to work with minimal supervision. Accustomed to working in a fast-paced environment.Executive Communication Skills: High EQ, persuasive, executive presence. Exceptionally strong communicator equally adept at communications strategy and execution, with the ability to independently craft a full range of clear, high-impact communications with top-level company executives. Ability to communicate in an open and authentic manner in all situations.Influencing and Interpersonal Skills: Able to establish and build close working relationships. Strong personal credibility and counseling skills. Team-oriented planner and decision-maker. Ability to motivate, collaborate, and work successfully in a team environment. Able to creatively drive consensus. Change ambassador and influencer.Project and Program Management Skills: Experience in estimation, planning, design, and implementation of complex cross-functional business efforts. Effective in influencing and making high-quality decisions and taking decisive action. Ability to work well under deadlines and determine the priority of multiple and at times conflicting efforts. Strong meeting management and coordination skills.Process Improvement Skills: Ability to analyze poorly defined areas and processes within a cross-functional organization. Effective in implementing new and improved processes.Analytics: Strong critical thinking skills. Experience applying various methodologies or practices to assess processes, business issues, and people. Ability to extract key messages from detail and translate them into audience-appropriate messages.M&A / Accounting / Finance Experience: Strong understanding of GAAP and related purchase accounting requirements. Experience working in various aspects of Finance operations, including Controllership, Treasury, FP&A, Operational accounting (AR, AP), Payroll, Internal Controls / Internal Audit highly desired.Bachelor's Degree is required with a concentration in Accounting, Finance, or Business / Management, required.5+ years' experience managing and executing finance or / and accounting operations, including experience supporting with integrations or finance transformations.Intermediate to advanced Excel and Powerpoint skills.MBA with a Finance concentration or CPA preferred.Top-tier strategy firm, niche advisory firm, or Big-4 Consulting experience preferred.3-5+ years of M&A accounting, financial diligence experience preferred.The salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.#LI-CP1
Financial Professional - Leadership Fast Track
Equitable Advisors, Dallas
Equitable AdvisorsAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional. After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:• Development sessions• Advanced coaching from peers, managers and executive leadership• Leadership development school• Equitable Advisors' virtual university• Leadership meetingsResponsibilities• Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals• Ensuring compliance oversight and supervision• Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategyRequirementsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. • A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States. Benefits• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business • Sponsorship as well as coaching to obtain the licensing required for hire • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus • Ability to work jointly with senior joint-work partners and to be coached by top performers • Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsIf you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23)
Loan Officer
Megatel Homes, Dallas
Loan Officer MCI Mortgage is Megatel Homes lender. As MCI Mortgage Loan Officer, you will assume full responsibility to guide Megatel home buyers through the loan process from pre-qualification, application, loan approval, and loan closing. You will prequalify prospective home buyers introduced by on site sales team, review financing options, and assist credit challenged purchasers, as needed. You will serve as the MCI primary point of contact for home buyers for assigned communities. Establishing and maintaining a partnership with the Megatel Home sales team is vital to your success in this role. MCI Mortgage, offering a wide range of financial solutions for home buyers and owners including conventional, FHA, VA and USDA products. The Mortgage Loan Officer will play a key role in developing and identifying prospective customers through company generated leads. This includes obtaining applications as well as coordinating and assisting in the processing and closing of loans. The Loan Officer will develop and maintain existing client relationships as well as identify and pursue potential new customer opportunities. Responsibilities Qualify loan applicant and determine best program for applicant utilizing automated underwriting systems and/or manual underwriting guidelines established by MCI. Prepare applicants for loan application and conduct formal loan application with all borrowers Spend adequate time in builder communities earning the business by reaching out to 100% of the customers Provide weekend support in builder communities and grand opening functions. Dedicated to delivering best in class customer service in an inside/outside sales environment Manage a loan pipeline and the loan process to ensure loans fund in a timely manner. Identifying prospective customers through company leads. Create relationships with prospects and customers to establish trust and encourage referral business Develop and maintain relationships with real estate agents, financial planners, individual borrowers and builders, etc. What We Offer: Top pay for productive team members All marketing tools and material Best designed LOS system Provide Leads directly from builder and sales agents Experienced Processing, Underwriting team that can assist you along any part of the process from application through to funding. Benefits Offered: Health Insurance Vision Dental Paid Holidays Job Type: Full-time Qualifications Two to three years of experience in a loan origination experience NMLS License Required Knowledge of conventional and/or government guidelines Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Professional and effective interpersonal skills Encompass experience preferred Proven track record of success in sales Strong phone presence, listening and presentation skills Ability to multitask, problem solve and efficiently manage time
Wealth Management Sales
Equitable Advisors, Dallas
Equitable AdvisorsAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional.After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:• Development sessions• Advanced coaching from peers, managers and executive leadership• Leadership development school• Equitable Advisors' virtual university• Leadership meetingsResponsibilities• Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals• Ensuring compliance oversight and supervision• Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategyRequirementsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.• A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States.Benefits• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business• Sponsorship as well as coaching to obtain the licensing required for hire• Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus• Ability to work jointly with senior joint-work partners and to be coached by top performers• Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsIf you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23)
Senior Financial Analyst
AMN Healthcare Inc., Dallas
Job DescriptionWelcome to AMN Healthcare: Where Your Career Becomes the Next Big Success Story!Ever wondered what it takes to build one of the largest and most successful healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and amazing people like you. At AMN Healthcare, we don't just offer jobs; we pave the way for incredible careers.Why AMN Healthcare? Because You Deserve the Best:Forbes Recognition: We don't just make lists; we make headlines. AMN Healthcare proudly claims a spot on Forbes' prestigious lists not once, but twice! We're among the "Best Large Employers for Women," a testament to our commitment to excellence.SIA Approval: Acknowledged by Staffing Industry Analysts (SIA) as one of the "Rapidly Advancing Staffing Firms," we have no plans to decelerate in the future.Incredible Futures: Join a team that doesn't just talk about building the future; we're shaping it. Discover how AMN Healthcare is crafting incredible futures, one amazing career at a time.Job SummaryThe Senior Analyst I, Financial Planning & Analysis is responsible for timely and accurate budgeting, reporting, and analysis of the operations. This role repairs and or/reviews specified account reconciliations and accounting support. Job ResponsibilitiesProvides support and coordination for the organization's external financial reporting processes, including responsibilities associated with monthly, quarterly, and annual financial reporting.Evaluates monthly comparative operating results and forecasts and prepare a comprehensive reporting package to be provided and presented to senior management.Leads coordination and preparation of quarter-end disclosure schedules within a tight timeframe to support external reporting requirements.Ensures that the documentation appearing in all filings is aligned with all applicable United States Generally Accepted Accounting Principles and Securities Exchange Commission reporting requirements.Performs the research, determination, and execution of proper accounting treatment based on accounting and regulatory advice as required.Maintained and assist in the annual operating plan and periodic forecasting.Assists with the professional development of financial analysts.Facilitates the audit process by preparing and maintaining appropriate documentation to support externally-reported financial and non-financial information. Key SkillsFinancial AnalysisBusiness partnering QualificationsEducation & Years of ExperienceBachelor's Degree plus 5-7 years of work experience OR High School Diploma/GED plus 9-11 years of work experienceMaster's Degree in Finance, Accounting, Economics (Preferred)CertificationsCertified Public Accountant (CPA) (Preferred)Chartered Financial Analyst (CFA) (Preferred)Certified Financial Planner (CFP) (Preferred)Additional ExperienceBackground in Operations Finance or FP&A, with a focus on reporting and financial dataStrong financial modeling and quantitative skills Work Environment / Physical RequirementsWork is performed in an office/home office environment.Team Members must have the ability to operate standard office equipment and keyboards.AMN Healthcare will provide reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job. Our Core Values• Respect • Passion • Continuous Improvement • Trust • Customer Focus • Innovation At AMN Healthcare, our diversity, equity, and inclusion philosophy is grounded in the belief that we should respect all voices, seek different perspectives, and succeed when we act together as a positive force for all of humanity. AMN Healthcare strives to foster a workplace of belonging where all team members can be their authentic selves, where we can apply our collective skills to innovate solutions that empower the future of care. AMN Healthcare is an equal opportunity employer.Pay Rate$74,500 - $88,500 SalaryFinal pay rate is dependent on experience, training, education, and location.
Entry Level Wealth Management Leadership Fast Track
Equitable Advisors, Dallas
Lemnis Capital - Management Development Program At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #LCElite program is an established management track designed to help accelerate your success within the program where you can join our 2-year management track and be on the path to becoming a vice president or district manager. Lemnis Capital's training systems are designed to provide you with the skills and tools you need to succeed: • Development sessions • Advanced coaching from peers, managers and executive leadership • Leadership development school • Management development school • Leadership meetings Responsibilities • Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals • Ensuring compliance oversight and supervision • Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy Requirements With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. • A four-year college degree is preferred but not required • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Benefits • Compensation you control and a complete benefits package • Personalized and comprehensive training and support in all areas important to building your business • Sponsorship as well as coaching to obtain the licensing required for hire • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus • Ability to work jointly with senior joint-work partners and to be coached by top performers • Advancement and management opportunities • A work-life balance and access to a full suite of remote-work technology solutions If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23)
Wealth Management (Leadership Fast-Track Program
Equitable Advisors, Dallas
Lemnis Capital, is in alliance with Equitable. Equitable Advisors founded in 1859, is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.Lemnis Capital is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)What it takes to be an Lemnis Capital' Financial ProfessionalWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.• A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States.Benefits of working with us• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business• Sponsorship as well as coaching to obtain the licensing required for hire• Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus• Ability to work jointly with senior joint-work partners and to be coached by top performers• Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsTo get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Lemnis Capital is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance Lic. #______ (if applicable) AR Insurance Lic. # ________ (if applicable) For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.
Entry Level - Financial Advisor Leadership Fast-Track Program
Equitable Advisors, Dallas
At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success within the program where you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:• Development sessions• Advanced coaching from peers, managers and executive leadership• Leadership development school• Equitable Advisors' virtual university• Leadership meetingsResponsibilities• Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals• Ensuring compliance oversight and supervision• Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategyRequirementsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.• A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships*Note -- applicants must be authorized to work in the United States.Benefits• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business• Sponsorship as well as coaching to obtain the licensing required for hire• Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus• Ability to work jointly with senior joint-work partners and to be coached by top performers• Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsIf you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23)
Financial Professional
Equitable Advisors, Dallas
OverviewYou are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals.Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:• Recruit and select new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals• Ensure compliance oversight and supervision.• Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.QualificationsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.• A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States.What Equitable Advisors Offers• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business• Sponsorship as well as coaching to obtain the licensing required for hire• Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus• Ability to work jointly with senior joint-work partners and to be coached by top performers• Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsEquitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) GE-2456831.5 (8/23)(Exp.8/25)
Demand Planner
JBAndrews, Dallas
JBAndrews is currently collaborating with an industry leading organisation within the Building Products industry to identify a Demand Planner, located in Dallas. The ideal Candidate will have strong analytical skills, experience in demand forecasting, proficiency with planning software, and effective collaboration abilities.Key Responsibilities: Develops an unconstrained forecast driven by statistics, market intelligence, sales programs, and product life cycle, customer POS, customer inventory data, and error analysis techniquesLead the monthly consensus forecasting process and is a key contributor to the monthly SIOP processCollaborates with SIOP, Executive Leadership, Finance, Product Management, Regional and Local Sales Teams, supply planners, inventory planners, and procurement teams to ensure that all demand plans are in alignment from a top-level perspective to a more detailed customerManage and maintain forecasting and demand planning systems and softwarePrepare and maintain relevant reports pertaining to demand planning processRequired Experience:2 + years of experience in demand planning, forecasting, inventory management, supply chain, or related fieldDemonstrated proficiency in statistics, forecasting, and forecasting methods with an understanding of their financial and operational impactsDemonstrated proficiency using root cause analysis to improve forecast accuracy and demand planning processesProficiency with Tableau or PowerBI reporting tools, desiredPlanning system experience - SAP/IBP, Blue Yonder / JDA, Netstock/ Demandworks, SAP APO, SAP, or SAP Business Objects, preferredBachelor's Degree in Business Management, Economics, Statistics, Business Analytics, Supply Chain Management, or related field, or equivalent experience