Finance Representative Jobs in Friendswood, TX

Financial Representative Trainee (Sales) - Houston, 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 trainee 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 to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. 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 *************************. Fair Chance Notices 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 Related Job Openings Field Development Supervisor (Mutual of Omaha Advisors) - Irvine, CA California | 503783 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Tampa, FL Florida | 503743

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. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. 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 every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down. What you will do: The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. The Financial advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances Advising the customer regarding the advantages, risks, and disadvantages of different products Developing internal referral resources to identify customers Identifying external prospects and expanding new client relationships Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales Maintaining all necessary licenses and registrations as required Successfully completing all mandatory training in a timely manner Maintaining superior and courteous service to promote products and expand customer relationships Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include: FINRA Series 7, 66, (65 and 63) (Required) State Life & Health Insurance License of state where applying Strong sales, marketing, and business development skills 2 years of experience in finance, insurance and/or banking Cetera Investment Services Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time. What are the statistics? 62% of American's live paycheck to paycheck The average American has 4,000 in their savings account The median American account balance has 35,000 in their retirement account Only 58% of people own stock Finances are the #1 cause of divorce in America Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education. We are looking for individuals who are passionate about impacting their community and making a difference. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves. A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision. Responsibilities (will be learned through our training program): Provide support to clients Build and maintain a portfolio of client assets Meeting/onboarding prospective clients Qualifications: Bachelor's Degree (Any Major) Interest in financial markets Excellent interpersonal skills Job Type: Full-time Benefits: Dental insurance Health insurance Vision insurance Physical setting: Office Supplemental pay types: Salary + Commission Pay Ability to commute/relocate: Houston, TX 77077: Reliably commute or planning to relocate before starting work (Required) Work Location: In person

Are you an experienced financial professional looking for a role where you can focus on what truly matters-serving clients-without the pressure of constant lead generation? Selah Financial Services is seeking a Meeting Advisor to join our collaborative team and help manage our growing client base. At Selah, we take a personalized, team-based approach to financial advising. Clients trust us during life's biggest transitions-starting a family, preparing for retirement, or navigating unexpected changes. Your role will be to guide them with care, expertise, and integrity. Why This Role is Different: No Cold Calling or Prospecting - Focus on advising, not selling Existing Clients - Step into a book of business with ongoing demand Team-Based Approach - Work alongside seasoned advisors in a supportive environment Meaningful Impact - Help clients achieve their financial goals through a structured, personal approach What You'll Do: Conduct client meetings (annual reviews, financial planning sessions, transaction oversight) Ensure top-tier client service by handling paperwork, transactions, and account updates Collaborate with the team to maintain a 99%+ client retention rate Stay compliant with industry regulations and firm best practices What We're Looking For: 3+ years in the investment/insurance industry Series 7 & 66 licenses required BA/BS in Business, Finance, or related field (CFP , MBA, or CPA preferred) Strong interpersonal skills and the ability to build lasting client relationships Passion for client-first advising in a team-oriented setting If you're ready to take your career to the next level-focusing on client relationships rather than sales targets-this could be the perfect opportunity. Selah Financial Services is exclusively partnered with FireSeeds for this hiring process. All candidate inquiries and applications must be directed through us. No unsolicited resumes sent directly to Selah Financial Services will be considered, nor will they result in any placement fees.

As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities: Our Financial Advisor in The Woodlands, TX will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will: Facilitate Business Development Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners Participate in the design and execution of key marketing initiatives, facilitating client involvement Represent the organization externally by attending and/or presenting at client and alliance events Provide a Superior Client Experience Manage the relationship and client experience from the beginning of engagement throughout the initial planning process Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations Own the organization's value proposition and its matriculation through the client experience Lead the Best Advisory Process Serve as an integral member of the organization's financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients Coordinate client service needs with internal and external team members Memorialize client meetings and providing support to the overall client experience Gain an understanding of the investment strategy of the organization Direct and monitor workflows required to provide an exceptional client experience Stay current on products, services and regulations that could impact our clients Qualifications: Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning 8+ years of experience with advanced planning CFP designation is required Strong entrepreneurial spirit with a high level of persistence Foundational knowledge of key financial, investment and risk management concepts A passion to help clients achieve their goals Demonstrated analytical and problem-solving skills Strong attention to detail, and exceptional follow through Outstanding communication and relationship building skills Excellent project management skills with ability to prioritize and track multiple tasks Empathy and great active listening skills The ability to think clearly, communicate succinctly, and write well Fundamental knowledge and hands on experience working with eMoney Benefits: Competitive compensation Health benefits A bonus program A 401 (k) retirement plan A fun and friendly team of colleagues

Job DescriptionUnder immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in accordance with the bank and the supervisor's direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Approval limits will be based upon level of authority * Perform other tasks requested by supervisors as they relate to the bank and its functions Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Operate a computer and other office machinery * Ability to lift up to 25 lbs FCBI is an equal opportunity employer.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: Monday-Friday 8:30am-5:30pm; every other Saturday 8:45am-12:30pm Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

Trader Support provides dedicated in-person ('on the floor') business proximate IT support to Traders and Front Office Commercial staff, workers with real-time impacts to the trading business. The team serves as a first point of contact for all Trading IT issues, of which includes standard desktop services and general triage for enterprise and application services for their designated locations and remote sites at times. This role is expected to maintain operational effectiveness within a high-pressure and demanding environment, while performing trader supporting tasks. Dimensions The role works to provide or maintain IT operational effectiveness within the trading environment. They provide the first level of support for things such as PC hardware and networking systems, Windows environment, standard Microsoft Office packages, trading specific packages used for analytics, a variety of external information services, online trading systems and services and all 'in house' systems essential for the trading network to function. To fulfil this role, they need to be familiar with local major Trading systems, and with the way in which these are used by the Business to facilitate their work. They are also required to liaise with the Global Helpdesk, Trading Delivery Vertical Teams, other IT Teams and external Vendors on such issues that cannot be addressed within the TS team. This role is evolving and becoming more technical to better support the business needs as they are now developing tools/apps on their own. Accountabilities Provide effective IT floor support to resolve immediate operation issues to minimise impact; 1st level troubleshooting; Windows OS, PC, network, Microsoft Office (M365 suite), Exchange and Active Directory, trading specific packages, external information services, online trading platforms, bespoke trading applications Maintain good working relationship with stakeholders such as the Trading business users, IT Service Desk and partners, vendors, and IT management Work collaboratively within Shell IT (i.e., Service Assurance team, Enterprise Services and Application Operations) to coordinate effective resolutions to operational issues Ensure all required security, compliance and equipment demand processes and procedures are followed Facilitate local deployment of software and hardware rollouts, as required Provide support during the regional annual Business Continuity tests Balancing satisfying user requests while adhering to the IT policies and processes Apply technical acumen towards continuous improvements to processes and tools both inside the team and to support the business Requirements Relevant Information Technology or Management Information Systems education at bachelor's degree level or equivalent (qualified associates deg.) Minimum of 2-3 years of desktop or infrastructure support experience preferably in End-User environment Excellent English language communication skills Strong technical knowledge of industry standard PC technologies and the Trading user desktop environment Experience with call-logging systems (i.e., ServiceNow) Excellent customer-facing, interpersonal skills Affinity with both technology and business processes Ability to deal with business and IT management at all levels Ability to prioritise in a demanding environment with multiple deliverables Self-starter, reliable and able to work with minimum supervision Strong knowledge of Windows OS, MS Office products (M365), Exchange, AD Awareness of market data feed services (i.e., Reuters, Bloomberg ICE, MarketView) Knowledge of development/scripting tools (i.e., Excel, VBA, Java, Power Shell, MS Power Platform) Knowledge of support, troubleshooting processes and ITIL certification a plus -- Best Regards, Nikhil Chandrakar Central Business Solution (CBSInfosys) 37600 Central Ct Suite 214 Newark, CA, 94560 Direct: ************** LinkedIn: ************************************ Central Business Solutions, Inc(A Certified Minority Owned Organization) Checkout our excellent assessment tool: ************************* Checkout our job board : *********************** ===================================================== Central Business Solutions, Inc 37600 Central Court Suite 214 Newark CA, 94560 Phone: ************* Fax: ************** Web: ************************* =====================================================

Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 35 offices around the globe, and over 2,000 dedicated people enabling access to exchanges and technology-powered services. For more information visit ************* Purpose of Role: Mare is seeking a Physical Crude & Petroleum Trader who is an experienced, strategic, diligent, ambitious, and proactive individual, responsible for a portfolio of Petroleum products. This Senior to Intermediate level position with the ability to work autonomously, and also as part of a team and directly engage with clients. Commercial ability to maintain good relationship with clients and find new ones to bring flow. Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics. Pinnacle Fuel LLC is the physical oil and petroleum trading division of Marex. As a global merchant trader of a broad spectrum of products, ranging across the entire scale of the crude barrel, we bring value to the marketplace by identifying the optimal outlets for the various products we handle. Unlike most of its peers, Pinnacle is a multi-faceted trading house that derives value from being hands-on in every aspect of its business. We embrace the opportunity to take on the responsibility to meet the needs of each and every one of our clients. Pinnacle is able to leverage its great experience and relationships in the petroleum arena along with the global presence and vast resources of the Marex group. Our expertise is in sourcing and accumulating a variety of products including: Crude Oil Distillates Fuel Oil Gasoline Components and other blend stocks Pinnacle Fuel provides a full range of services including: blending, storage, marketing, logistics and distribution, along with a robust sales and purchasing program. Responsibilities: Conduct thorough analysis of energy markets, supply and demand trends, geopolitical factors, and economic indicators to inform trading decisions. Develop and implement risk management strategies to mitigate price fluctuations, credit risks, and operational uncertainties associated with trading activities. Execute trading strategies by buying and selling petroleum products, ensuring accurate and timely trade execution. Collaborate closely with logistics, transportation, and storage teams to optimize the movement and storage of petroleum products, ensuring timely delivery to customers. Identify opportunities to maximize profits while managing costs, leveraging price differentials, and arbitrage possibilities. Establish and nurture relationships with suppliers, customers, and industry peers to gather market insights, negotiate favorable terms, and ensure smooth transactions. Utilize data analytics, market modelling, and demand forecasting to predict market trends, develop trading strategies, and improve decision-making. Stay up to date with industry regulations and ensure that trading activities align with legal and compliance standards. Stay informed about industry dynamics, emerging technologies, and trading best practices to adapt strategies accordingly. Prepare regular report on trading activities, performance metrics, and market analysis for internal stakeholders. Ensuring compliance with the company's regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges. Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with. Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values. At all times complying with Marex's Code of Conduct. Carrying out regulatory activities under the Marex Financial and MSIL trading books. Liaising with clients in US; clients include banks, hedge funds, market makers, fund managers, institutional, trading houses and other trading boutiques. To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility. To report any breaches of policy to Compliance and/or your supervisor as required. To escalate risk events immediately. To provide input to risk management processes, as required. The Company may require you to carry out other duties from time to time. Salary Range: $150,000 to $200,000 per year and eligible for discretionary bonus. Marex Benefits for 2025 Competencies, Skills and Experience: Competencies Excellent verbal written and communication skills. A collaborative team player, that is approachable, self-efficient and influences a positive work environment. Demonstrates curiosity. Ability to take a high level of responsibility. Excels at building relationships, networking and influencing others. Resilient in a challenging, fast-paced environment. Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness. Skills and Experience Proactive mindset in keeping up to date with market research and incorporating into role efficiently. Analytical skills, identifying opportunities and risks in a quick and decisive manner. Comprehensive knowledge of the financial service markets and relevant regulatory requirements. Substantial experience working in and knowledge of a Petroleum product area. Experience of the infrastructural support required to efficiently support Petroleum business lines. Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this. Experience in operating on electronic market making infrastructure. Experience in risk managing of Petroleum portfolios. Knowledge of the underlying products at Marex within the Petroleum remit. Bachelor's degree preferred Marex Benefits for 2025 Company Values: Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly. Integrity - Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves. Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do. Developing our People - Our people are the basis of our competitive advantage. We look to “grow our own” and make Marex the place ambitious, hardworking, talented people choose to build their careers. Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction. Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by the law. #LI-PP1

Quantlab is looking for a Quantitative Trader to join our ETF/Equities team. Quant Traders are responsible for managing trading systems in real-time and applying risk management in proprietary trading strategies. This role also includes monitoring and maintaining our robust trading system, optimizing the firm's trading, as well as handling risk and trade reconciliations. Working in close collaboration with quantitative researchers and core developers, you will test and deploy novel order execution and model training methods to increase trading efficiency. This position is based in Houston, TX and will be a hybrid work schedule. What you'll do: * Oversee Quantlab's algorithmic-based trading systems in real time, applying risk management principles in the design and implementation of new and proprietary quantitative trading strategies, as well as the optimization of existing strategies * Conduct statistical analysis, deriving practical insights to optimize risk allocations * Build statistical models to improve trading execution, including through the research, development and quantitative testing of novel order execution models * Develop tools to facilitate trading operations, and apply computational methods to optimize existing trading strategies * Increase efficiency and enhance the firm's trading activities by reviewing and analyzing statistical information and handling our risk and trade reconciliations * Coverage of live trading What you'll have: * A Bachelor's Degree in Math, Computer Science, Statistics, Physics, Engineering, Computational Finance (or equivalent) * Two or more years of experience in this or a related field * Understanding of Order Management and Execution Management Systems * Knowledge and familiarity with the mechanics and terminology of ETF's, equities, and futures markets * The ability to demonstrate an advanced proficiency with Python * A capability to work independently as well as part of a team * An interest in financial markets * The tenacity to learn quickly and apply new skills effectively * The drive to prioritize and be proactive * You enjoy watching the markets in real-time * Exceptional attention to detail and desire to understand issues deeply * Outstanding work ethic and ability to thrive in a fast-paced environment * Superior written and verbal communication skills * Proven trustworthiness and performance under the highest ethical standards Bonus Points: * Current active Series 7, 55, 56, or 57 license * A successful recent track record of experience working as a trader for an HFT or quantitative trading firm * Strong experience trading in ETF/Equities, as well as additional experience trading other types of asset classes (futures, options, currencies) * Exhibited ability of contributing strong value-add to portfolio management optimization and/or risk management functions as part of the trade desk operations What you'll get: * The unique opportunity to work alongside talented and passionate experts who take pride in delivering results * Attractive compensation and bonus structure * Generous benefit plan structure including an option for fully paid health insurance premiums for individuals * Company paid lunch * Training and development opportunities * Pre-tax transportation contributions * Casual dress Who we are: Quantlab is a quantitative trading firm where Technology and Scientific Research are central to our business and key to our success. Founded in 1998, Quantlab is a pioneer in quantitative algorithmic trading. Behind our success is our people. We hire some of the smartest and most passionate engineers and quants in the world. The firm is privately held with headquarters in Houston, and primary additional office locations in New York, Boston, Austin, and Singapore. In describing our cultural "fabric", we are a scientific lab parsing dense market data sets and ever-changing global trading dynamics in the centrifuge of math, technology, and finance. Why you should work with us: Quantlab is constantly pushing the boundaries of technology, from high performance computing clusters attached to petabytes of storage, to ultra-low latency hardware, to highly optimized operating systems. Our team members enjoy the collaborative and impact-driven atmosphere where passion, innovation, and the scientific process power amazing results. This is just one reason we continue to attract the industry's most enterprising and brightest talent. Our regard for tenacity, humility, and an intrinsic will to win promotes a fast-paced, team-first culture where brilliance is magnified into global leading lights. * ---- Quantlab is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with Quantlab should submit resumes in response to Quantlab's posted positions. All resumes submitted by search firms to Quantlab via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of Quantlab, and no fee will be paid in the event the candidate is hired by Quantlab. Quantlab is proud to be an equal opportunity employer. We do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, genetic information, age, military service, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings! What is Delek? What do we do? We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing. Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals. Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US! Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year. Delek Benefits We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment. Role & Responsibilities: As the Junior Crude Trader, you will be responsible for strategically optimizing our current asset footprint and establishing new commercial businesses that are synergistic with Delek's asset footprint and corporate framework. Manage and actively trade all physical and financial exposures, with a strong focus on achieving system margin and engaging in entrepreneurial trading. Develop an in-depth understanding of global cargo flows and export market variables, enabling you to make informed decisions and manage major exposures effectively. Collaborate with other crude trading heads to devise and implement macro and micro trading views for both book-level and corporate-level trade positions. Participate in the enhancement and evolution of our ETRM (Energy Trading and Risk Management) system and related front, mid, and back-office processes. Display leadership skills by mentoring and guiding less experienced commercial personnel, prioritizing their development and fostering a collaborative and supportive work environment Required Qualifications - Education, Skills & Experience: Possess a minimum of 10-15 years of related experience in the industry. A Bachelor's degree in a related field or equivalent experience is required, while a Master's or MBA is typically preferred. Willingness to travel as necessary for job-related projects or initiatives. Preferred Qualifications - Education, Skills & Experience: Demonstrate a minimum of 10 years of front office experience, with at least 8 years specifically in trading. Showcase in-depth knowledge of US grades trading, as well as a thorough understanding of risk, exposure, ETRM system output, and analytical modeling. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.

Job Objective: Responsible for negotiating the purchase and sale of crude oil, focusing on North Dakota and the surrounding regions. Will work closely with producers and trade counterparties to help facilitate the transportation of crude oil and condensate and will provide flow assurance and incremental value via marketing and trading activities. Essential Job Responsibilities: Develop and maintain relationships with producers, marketers and end users understand their strategies and needs Develop and maintain knowledge of regional energy market fundamentals including crude supply and demand, regulatory changes, and transportation infrastructure with specific, detailed focus on the Gulf Coast. Monitor, analyze and communicate the impact of existing and proposed federal and state energy policy changes and infrastructure announcements that influence fundamentals Understand crude oil pricing trends and local basis drivers in order to recommend strategies to mitigate risks of downward realized prices and find upside opportunities Analyze and execute transactions to optimally manage throughput on Harvest pipeline systems Identify credit risks/limits for customers; monitor and take action as required on an ongoing basis Present market analysis in order to secure approval for sales plans and specific sales agreements Analyze and make recommendations for firm pipeline transportation and storage consistent with sales strategy and overall market dynamics Monitor planned and unplanned events; work closely with scheduling team to maximize the movement of product to markets Mitigate any imbalances and financial consequences by trading imbalances, netting, etc Work with back-office team to ensure accurate and timely sales invoicing as well as payments for purchases and transportation services. Other Job Responsibilities: Adheres to the company's values - integrity, ownership, urgency, alignment and innovation. Supports company vision and mission. Adheres to established work schedule, attendance standards and is punctual to work and meetings. Other duties as assigned by management. Qualifications: Five (5) years minimum experience in crude oil marketing and trading. Strong contract negotiation experience. Strong interpersonal/business skills with the ability to build relationships with outside contacts. Strategic thinker who understands market dynamics and the value of relationships. Ability to complete multiple, diverse tasks of differing priorities. Excellent written and verbal communication skills. Proficiency in the use and application of the following software: Required: Microsoft Office (Excel, Word, PowerPoint and Outlook). Education Requirements: Bachelor's Degree from an accredited four-year university or college. MBA from an accredited university or college preferred.

Context & Environment Electricity is the energy of the 21st century. To answer responsibly, TotalEnergies is investing significantly in solar and wind power in order to become one of the global top five producers of renewable energy by 2030. The Company is developing a portfolio of assets and operations across the electricity value chain to ensure that electricity accounts for 40% of its sales mix by 2050. The Company is also investing in batteries and hydrogen while developing its power retail activities. PURPOSES * Contribute positively to the P&L by developing and managing the portfolio of assets. * Extend the commercial capabilities of the Company by developing innovative trading approaches in order to manage and mitigate market risks of intermittent production. * Liaise with and strengthen relationships with all internal stakeholders: other trading and origination desks, support functions (operations, legal, middle and back offices, research and market analysis, IT), Finance/Credit departments, Company's development and strategy teams. Activities The Structured Power Trading team operates within GRP (Gas, Renewables & Power) Trading division to manage market exposures mostly linked to renewable power activities. The team will also act as the Company's subject matter expert and provide market intelligence internally. The main job responsibilities will include: * Build a profitable and risk-balanced portfolio (P&L responsibility). * Price and risk manage a portfolio of products that includes Basis risk, Flex products and Ren Assets. * Identify, analyze, and quantify risks in order to propose and build relevant hedging strategies. * Convert quantitative observations into business and strategic recommendations. * Assist in the development and implementation of risks and P&L reporting. * Develop the required tools and methodologies to price and risk manage a renewable and flexible assets portfolio. * Price and quote commercial opportunities brought by the Origination teams while advising on contractual terms. * Interact with other trading desks and support function teams to leverage the Company's expertise. * Collaborate with Research and Market Analysis to better assess illiquid prices and volume risks per technology and geography (e.g. Long Term prices, regional capture rates, etc.). * Maintain a current and rigorous knowledge of financial market regulations in the markets we operate. * Act as subject matter expert and provide the Company with market intelligence that might impact the power activities' development. DIMENSIONS The Structured Power Trading team operates within the Trading division to consolidate and manage power exposures coming from the development of the Company's renewable activities. The Structured Power Trading team identifies market opportunities as well as support various internal teams in charge of renewable development and retail activities Candidate Profile You are someone who possesses the following experience and credentials: * Bachelor's degree in a quantitative field of study such as engineering, economics, finance, etc. * 5+ years of relevant industry experience within a Gas, Renewables or Power company, a Trading house or a bank, developing, trading and risk managing a portfolio of renewable assets. * Knowledge of pricing and management of flexible products such as hydro or batteries. * Demonstrated experience pricing and risk managing congestion products such as CRR and FTR. * Demonstrated track record of pricing and risk managing US PPA is required. * Strong analytical skills required, coding skills a plus. * Strong interpersonal skills with an ability to keep a positive team spirt while working under pressure. * Fluent in English, French fluency a plus. Additional Information TotalEnergies values diversity, promotes individual growth and offers equal opportunity careers.

Department/Division: Trading & Marketing Reports Directly To: VP, Head of Power Trading FLSA Status: Exempt The Power Congestion Trader is responsible for managing the trading of electricity, focusing on power market congestion and transmission constraints. This role requires a deep understanding of energy markets, transmission systems, and the ability to make real-time trading decisions to optimize the flow of electricity. The trader will work closely with other departments, including risk management, operations, and financial analysis, to monitor and capitalize on market opportunities, mitigate risks, and maximize profit from power congestion. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Monitor and analyze transmission congestion patterns and identify trading opportunities in congested areas. Utilize forecasting models, market data, and real-time information to predict congestion and its impact on electricity prices. Conduct in-depth analysis of market conditions, regulatory changes, and system dynamics to assess the impact of congestion on power markets. Develop and implement trading strategies to take advantage of price discrepancies due to congestion. Execute trades in day-ahead and real-time markets to capitalize on congestion opportunities and mitigate associated risks. Manage and monitor trading positions across various market segments, including day-ahead, real-time, and forward markets. Collaborate with other traders, analysts, and operational teams to share insights and refine trading strategies. Provide timely reports on trading activities, market conditions, and profit/loss analysis. REQUIRED SKILLS & ABILITIES: Expertise in power market dynamics, including day-ahead, real-time, and forward markets. Strong analytical skills, with the ability to process and interpret complex market data. Proficiency in trading systems and tools (e.g., Dayzer, Powerworld) Understanding of market regulations and compliance requirements. DESIRED SKILLS & ABILITIES: Excellent decision-making skills in a fast-paced, high-pressure environment. Strong communication skills, both written and verbal, with the ability to present complex ideas to stakeholders. High attention to detail and the ability to manage multiple tasks simultaneously. Proficiency with programming languages (e.g., Python, SQL) for data analysis and modeling is a plus. Familiarity with transmission system operations, power flow modeling, and grid reliability standards is preferred. EDUCATION & EXPERIENCE: Bachelor's degree in finance, Economics, Engineering, or a related field. An advanced degree (e.g., MBA, Master s in Energy Economics) is a plus. Proven experience (typically 3-5 years) in power trading industry, particularly with a focus on congestion management and transmission constraints. Strong understanding of power markets, electricity pricing, and the factors influencing congestion. Experience with trading platforms and financial modeling tools used in energy markets. LANGUAGE SKILLS: Fluent verbal and written skills in English. LICENSES, CERTIFICATES, REGISTRATIONS: Certification or experience with risk management (e.g., FRM, PRM) is an advantage. WORK ENVIRONMENT & PHYSICAL DEMANDS: This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Physical demands include: Prolonged periods of sitting and may need to routinely move around to communicate with different groups Occasionally work late to meet with Tokyo office Must be able to lift up to 15 pounds at times. Must have a valid DL. Benefits & Perks Medical, Dental, Vision benefits 401K and Company Match Tuition Reimbursement Generous PTO Policy Breakroom Snacks / Beverages Position Competencies Job Knowledge Reseach Skills Analytical Skills Attention to detail Reporting Disclaimer: This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their leader, subject to reasonable accommodation. MEMS is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.

JobID: 210565129 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00; Chicago,IL $200,000.00-$275,000.00; New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry-leading M&A team. As a Vice President in M&A, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities * Acting as the primary day-to-day client point of contact and lead banker on deals * Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward * Refining marketing/execution materials for maximum client impact * Overseeing the creation of financial projection models * Identifying and managing all risks in a given deal * Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills * Bachelors degree in Finance, Accounting, Business, or a related discipline * Prior work experience in an investment banking front office role * Experience in training junior bankers * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner * Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

divstrong Description/strongbr/pHilltopSecurities is currently looking to hire an Investment Banker in Houston, Texas. The Assistant Vice President, Investment Banker will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. /pbr/br/strong Responsibilities/strongbr/ullispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Work with senior investment bankers in evaluating and analyzing client financial positions and transactions. /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Provide extensive financial analysis using spreadsheet and industry-specific software packages. /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients; Works closely with analysts and associates /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Assist with client and marketing responsibilities (include making presentations to clients, investors, and bond rating agencies regarding financing opportunities). /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Conducts research and valuations. Reviews financial information and new marketing conditions and developments to allow for thoughtful comprehensive strategic advice to execute deals. Reviews financial and legal documents/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Maintains comprehensive knowledge of regulatory and legal issues in the financial industry /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Maintains the highest professional and ethical standards/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Other duties as assigned/span/li/ulbr/br/strong Qualifications/strongbr/ullispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Undergraduate degree in accounting, business, economics, engineering, finance or mathematics with 2-3 years previous investment banking experience preferred/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Securities Industry Exam, Series 50, 52 amp; 63 license (or willingness to obtain within first 12 months of hire) required/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Excellent quantitative skills/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Experience with DBC Finance Software/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Strong interpersonal communication skills and attention to detail/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Strong computer skills utilizing Excel, Word and PowerPoint/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Clean regulatory record /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to communicate in writing clearly and concisely/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to verbally communicate effectively with others/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to make critical decisions while following company procedures/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to be truthful and be seen as credible in the workplace/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to get along well with a variety of personalities and individuals/span/li/ulbr/br//div

Full training and mentorship program in sales, finance, leadership, and entrepreneurship. 100% Commissions based opportunity with uncapped earnings. No prior experience required. Ready to be your own boss? Let's turn your passion into a paycheck! (What you'll do…) Offer services such as insurance, disability, retirement, and investment accounts to set clients up for financial success Provide ongoing advising to clients while generating future security for families. Growing your network and creating long lasting relationships. A career path that could change everything. Here's how… (How we prepare you...) Receive personalized coaching from an experienced development director and successful advisor Pairing with a mentor to strategize for your business plan and support you every step of the way Equip you with tools to support your clients and live up to your promise do to what's right while creating a better future. Consistent development discussions to scale your business and provide opportunities for growth to lead a team, shaping the future of financial reps If you've considered starting a business, this may be what you're looking for. (What do you gain?) A flexible environment that is best for you and your client's needs. Uncapped earning potential Be the creative director Unmatched network of people and opportunities Financial freedom is closer than you think… (Benefits) Medical insurance, dental, and vision, pension, group life Support for necessary licensing (Life & Health, SIE, and Series 6) Compensation in the form of commissions, fees, incentive programs, and bonuses Annual recognition company wide Revenue streams Renewable income Prior experience is not necessary. We have an award winning training program to teach you everything you need to be successful. If you have an entrepreneurial spirit with a relentless grit mentality, this opportunity will provide you with an unimaginable return. For more information, feel free to visit our site (****************************************************** and enjoy these videos highlighting a day in the life as an advisor: ******************************************* ******************************************* ******************************************* Interview Process The following stages are strategically sequenced to provide true insight into the complexity of the opportunity. We wanted to paint a clear picture to allow you to make an informed decision. 5 minute call with recruiter - learn the basics to make sure this is a good fit 5 minute survey to get you matched with your potential mentor 30 minute zoom interview to discuss the basics Connect with Chief Recruiting Officer Market Assement Mentor meeting to learn the day to day and how this opportunity will fit into your life Compensation Conversation Final interview with owner of the firm