Jackson Hewitt Jobs In Grand Rapids, MI

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This in an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Why USAA?Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!The Opportunity As a dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER™ (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $114,080 - $218,030. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning, and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts ~80 dedicated secondary advisory professionals worldwide across offices in New York, Dallas, Hong Kong and London Fully capitalized 17 GP-led transactions (e.g., continuation vehicles) totaling $10B+ of equity volume YTD in 2024 (~20% global GP-led market share) Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies is seeking an experienced Associate to join its PCA team in Dallas. The PCA team is focused on executing GP-led and LP-led secondary transactions across the private markets (e.g., private equity, venture capital, private credit, infrastructure, energy and real estate). GP-led secondary transaction mandates include single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors. The GP-led secondary market has rapidly grown from $14B of global transaction volume in 2017 to $62B in the LTM period ending June 2024, representing a 25% CAGR. Approximately half of GP-led secondary transaction volume consists of single-asset continuation vehicles, where a single portfolio company is recapitalized. LP-led secondary transaction mandates include portfolio, single fund and co-investment secondary sale advisory, buy-side advisory, fund valuation and analytics and fund- and portfolio-level financing Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity sponsors. The Associate will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $150,000 - $225,000. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

The Bulfinch Group - Needham, MA Overview and Objective The Bulfinch Group is an industry leader in the sale of individual disability insurance products for individuals and small business as an agency of The Guardian Life Insurance Company of America. The Bulfinch Group is currently seeking a Disability Income Specialist to join our office in Needham, to act as a Subject Matter Expert for these products. The Disability Income Specialist (DIS) is responsible for the growth and development of the disability insurance (DI) profit center within The Bulfinch Group. This objective will be accomplished through supporting and driving the DI sales of independent brokers as well as from The Bulfinch Group's Representatives. A successful candidate will provide brokers and advisors the knowledge and support they need to write business. They will help to build a reputation for expertise in marketing and selling individual DI, provide proactive sales and case design support, and deliver insight on industry trends and competition. The DI Specialist will also develop effective relationships with various home office teams to support brokers and advisors at The Bulfinch Group in their sales endeavors and help them to build a profitable book of business. Disability Income Specialist Responsibilities Schedule and make sales calls on a daily basis with new and existing brokers to strengthen relationships and identify selling opportunities. Proactive broker solicitation and development will initially involve 80% of the DIS's efforts. Work with the General Agents and Regional Wholesalers to develop and execute an appropriate business plan to maximize sales and meet firm production goals. Create firm visibility and sales opportunities through proactive marketing efforts. Utilize an effective contact management system to create and maintain broker profile levels (segmentation), and track business development activities. Achieve specific predetermined monthly, quarterly, and annual activity and sales goals. Identify and convert marginal brokers and advisors with potential into top producers. Conduct sales promotion and training meetings for brokers and advisors. Create and maintain a recruiting referral list of potential new firm advisors. Disability Income Specialist Qualifications: A successful DIS is a highly motivated, results-oriented entrepreneur with a strong work ethic and competitive drive to succeed. The DIS must possess: Proven sales and relationship-building skills; 2-5+ years related experience a plus The ability to work independently and creatively in a challenging environment Demonstrated oral and written communication skills A strong focus on personal customer service Ability to pay attention to detail and multi-task Strong sense of discipline and self-organization Demonstrated organizational or leadership success in a social or professional organization Requirements - Please do not apply to the DIS role, unless you meet the below requirements: Four-year college degree, or equivalent US Citizen or Permanent Resident Actively hold appropriate state insurance licensing preferred; Candidates without these licenses could potentially obtain this licensure before starting in the role Strong Candidates… Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development - seeking the privilege of autonomy along with the benefits of joining a dynamic organization Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile. Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; They are not afraid to spark up a conversation and ask for introductions Company Summary: Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm's core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. We are fortunate to be supported and aligned with our Broker/Dealer, Park Avenue Securities and Guardian Life, for additional training, compliance oversight, operational systems, and support of a Fortune 252 organization. Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America (BLICOA), Pittsfield, MA or provided by Guardian. BLICOA is a wholly owned stock subsidiary of and administrator for the Guardian Life Insurance Company of America (Guardian), New York, NY. Product provisions and availability may vary by state. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 GOULD STREET SUITE 310, NEEDHAM, MA 02494, ph# ************. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7663506.2 Exp 3/27

Job Title: Office Supervisor, Managed Operations Department/Business Unit: Managed Operations Reports to: District Manager, Managed Operations Status: Seasonal FLSA Status: Non-Exempt The Office Supervisor oversees the day-to-day operations of individual tax preparation offices. Reporting to the District Manager, the Office Supervisor is responsible for ensuring efficient operations, maintaining compliance, and delivering an exceptional customer experience. Responsibilities/Duties Office Operations Management * Manage the daily operations of the tax preparation office, ensuring adherence to company policies, procedures, and quality standards * Monitor office performance metrics, including revenue, productivity, and customer satisfaction, implementing strategies to improve efficiencies * Oversee staffing and scheduling, ensuring adequate coverage and optimal utilization of tax preparers and support staff * Maintain a clean, organized, and professional office environment, ensuring compliance with health and safety regulations * Coordinate and execute marketing initiatives for the designated office. Staff Supervision and Development * Recruit, train, and develop office staff, fostering a culture of customer service and continuous improvement * Provide ongoing coaching, feedback, and performance management to tax preparers and support staff * Conduct regular meetings and training sessions to ensure staff knowledge and skills remain up-to-date * Promote employee engagement, recognition, and career development opportunities Customer Service Excellence * Ensure exceptional customer service is delivered consistently, addressing customer inquiries, concerns, and complaints in a timely and professional manner * Monitor customer feedback and implement strategies to enhance the overall customer experience * Maintain a thorough understanding of Liberty Tax's products and services to effectively assist customers and promote additional offerings Compliance and Quality Assurance * Ensure strict adherence to all applicable laws, regulations, and company policies within the office * Conduct regular quality assurance checks on tax returns and client documentation to maintain high standards and minimize errors * Identify and mitigate operational risks, implementing appropriate controls and corrective actions * Maintain accurate and compliant records, preparing reports as required Financial Management * Manage office budgets, closely monitoring financial performance and implementing cost-saving measures as needed * Ensure accurate and timely reporting of financial data and adherence to accounting practices * Implement strategies to drive revenue growth and profitability for the office Qualifications: * Strong leadership, decision-making, and problem-solving abilities * Excellent customer service and interpersonal skills * Proficient in office management, budgeting, and financial reporting * Extensive knowledge of relevant tax laws, regulations, and industry best practices * Familiarity with tax preparation software and office productivity tools Education and Experience * Associate's degree in business administration, Accounting, or a related field; bachelor's degree preferred or the equivalent through a combination of education and related work experience. * 3+ years of experience in a supervisory or managerial role, preferably within the tax preparation or financial services industry Physical Requirements Position requires working at a desk for periods of time. Position may require lifting objects up to 20lbs. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This in an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt The Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: * Prepare individual and small business tax returns accurately and efficiently * Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. * Ensure compliance with federal, state, and local tax regulations. Customer Service: * Provide outstanding customer service by addressing client concerns and questions in a timely manner. * Conduct client interviews to gather information about their tax situation. * Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: * Stay updated on current tax laws and regulations through ongoing education and training. * Ensure all returns are prepared in compliance with relevant laws and regulations. * Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: * Maintain organized and accurate records of all client interactions and tax returns. * Ensure all required documents are filed correctly and securely. * Keep up to date with client files and follow up on missing information. Training and Development: * Participate in training sessions and continuing education to maintain professional credentials. * Stay informed about changes in tax laws and software updates. Collaboration: * Work closely with other tax professionals and office staff to ensure a seamless workflow. * Assist in mentoring and training junior staff members as needed. Qualifications * Strong knowledge of federal, state, and local tax laws and regulations. * Proficiency in tax preparation software and Microsoft Office Suite. * Excellent attention to detail and organizational skills. * Strong analytical and problem-solving abilities. * Superior communication skills, both verbal and written. * Ability to work independently and manage multiple priorities. * Must have an IRS preparer tax identification number (PTIN) or be eligible to apply/renew. Education and Experience * Associate's degree in accounting, finance, or a related field; or equivalent experience. * Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This in an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Summary of Responsibilities: A Corporate Banking Team Intern is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Interns primary responsibility is to support Corporate Banking Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries. The Intern will coordinate closely with Relationship Managers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution Identify and understand client needs, promptly responding to all client requests Coordinate transaction closings, including management of all documentation and follow-up Prepare for client meetings, including presentation materials, background information and call plans Research and evaluate potential new client relationships Risk/reward Analysis and Decisions Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America Participate in Credit Committees jointly with Relationship Managers Internal Coordination and Problem Solving Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc Coordinate internal procedures with the Credit, Operational and Legal departments Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development Information Management and Reporting Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts Ensure integrity of domestic/global profitability information gathering for internal team reporting Maintain the Customer Relationship Management system for pipeline and profitability reporting Level of Complexity and Risk Involved: The Intern position requires a high level of involvement and responsibility. Interns are responsible for substantial amount of in-depth analysis and research For each client in the portfolio, the Intern plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties : Interns play a critical and indispensable role as members of the Corporate Banking team. Interns support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Interns are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables Additional expectations within the scope of the Intern role: Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail) Successful interaction with the various product groups and colleagues Effective communication skills Develop solid knowledge of corporate banking products and services Strong work ethic and high degree of proactiveness Skills, knowledge, and abilities/Competencies: Technical Skills : Bachelor's degree Strong analytical and financial modeling skills Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus Understanding of international economics and markets Credit Training a plus Performance Skills: Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit team, Corporate Banking, and local relationship managers) Ability to work under pressure Strong attention to detail Strong interpersonal and teamwork skills Management Responsibilities: Interns work within an analyst pool and report to various senior bankers. Each Intern is responsible for a set number of client accounts within a given industry sector(s). Interns are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary is $90,000.00. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Job Title: Office Supervisor, Managed Operations Department/Business Unit: Managed Operations Reports to: District Manager, Managed Operations Status: Seasonal FLSA Status: Non-Exempt The Office Supervisor oversees the day-to-day operations of individual tax preparation offices. Reporting to the District Manager, the Office Supervisor is responsible for ensuring efficient operations, maintaining compliance, and delivering an exceptional customer experience. Responsibilities/Duties Office Operations Management * Manage the daily operations of the tax preparation office, ensuring adherence to company policies, procedures, and quality standards * Monitor office performance metrics, including revenue, productivity, and customer satisfaction, implementing strategies to improve efficiencies * Oversee staffing and scheduling, ensuring adequate coverage and optimal utilization of tax preparers and support staff * Maintain a clean, organized, and professional office environment, ensuring compliance with health and safety regulations * Coordinate and execute marketing initiatives for the designated office. Staff Supervision and Development * Recruit, train, and develop office staff, fostering a culture of customer service and continuous improvement * Provide ongoing coaching, feedback, and performance management to tax preparers and support staff * Conduct regular meetings and training sessions to ensure staff knowledge and skills remain up-to-date * Promote employee engagement, recognition, and career development opportunities Customer Service Excellence * Ensure exceptional customer service is delivered consistently, addressing customer inquiries, concerns, and complaints in a timely and professional manner * Monitor customer feedback and implement strategies to enhance the overall customer experience * Maintain a thorough understanding of Liberty Tax's products and services to effectively assist customers and promote additional offerings Compliance and Quality Assurance * Ensure strict adherence to all applicable laws, regulations, and company policies within the office * Conduct regular quality assurance checks on tax returns and client documentation to maintain high standards and minimize errors * Identify and mitigate operational risks, implementing appropriate controls and corrective actions * Maintain accurate and compliant records, preparing reports as required Financial Management * Manage office budgets, closely monitoring financial performance and implementing cost-saving measures as needed * Ensure accurate and timely reporting of financial data and adherence to accounting practices * Implement strategies to drive revenue growth and profitability for the office Qualifications: * Strong leadership, decision-making, and problem-solving abilities * Excellent customer service and interpersonal skills * Proficient in office management, budgeting, and financial reporting * Extensive knowledge of relevant tax laws, regulations, and industry best practices * Familiarity with tax preparation software and office productivity tools Education and Experience * Associate's degree in business administration, Accounting, or a related field; bachelor's degree preferred or the equivalent through a combination of education and related work experience. * 3+ years of experience in a supervisory or managerial role, preferably within the tax preparation or financial services industry Physical Requirements Position requires working at a desk for periods of time. Position may require lifting objects up to 20lbs. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This in an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts ~80 dedicated secondary advisory professionals worldwide across offices in New York, San Francisco, Dallas, Hong Kong and London Fully capitalized 17 GP-led transactions (e.g., continuation vehicles) totaling $10B+ of equity volume YTD in 2024 (~20% global GP-led market share) Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies is seeking an experienced Associate to join its Private Capital Advisory team in San Francisco, focused on GP-led secondary transactions in the venture capital and growth equity space. The PCA team is focused on executing GP-led and LP-led secondary transactions across private markets (e.g., private equity, venture capital, private credit, infrastructure, energy and real estate). GP-led secondary transaction mandates include continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for investment firms and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private markets investors and an important part of Jefferies full-service offering for leading financial sponsors. The GP-led secondary market has rapidly grown from $14B of global transaction volume in 2017 to $75B in 2024, representing a 27% CAGR. Venture capital and growth equity transactions have become an increasingly important part of the GP-led secondary market. Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading venture / growth sponsors. The Associate will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., investor roadshows, management team meetings, on-site office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Technology investment banking or secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at venture / growth firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across the venture capital and growth equity ecosystem Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $150,000 - $225,000. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt The Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: * Prepare individual and small business tax returns accurately and efficiently * Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. * Ensure compliance with federal, state, and local tax regulations. Customer Service: * Provide outstanding customer service by addressing client concerns and questions in a timely manner. * Conduct client interviews to gather information about their tax situation. * Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: * Stay updated on current tax laws and regulations through ongoing education and training. * Ensure all returns are prepared in compliance with relevant laws and regulations. * Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: * Maintain organized and accurate records of all client interactions and tax returns. * Ensure all required documents are filed correctly and securely. * Keep up to date with client files and follow up on missing information. Training and Development: * Participate in training sessions and continuing education to maintain professional credentials. * Stay informed about changes in tax laws and software updates. Collaboration: * Work closely with other tax professionals and office staff to ensure a seamless workflow. * Assist in mentoring and training junior staff members as needed. Qualifications * Strong knowledge of federal, state, and local tax laws and regulations. * Proficiency in tax preparation software and Microsoft Office Suite. * Excellent attention to detail and organizational skills. * Strong analytical and problem-solving abilities. * Superior communication skills, both verbal and written. * Ability to work independently and manage multiple priorities. * Must have an IRS preparer tax identification number (PTIN) or be eligible to apply/renew. Education and Experience * Associate's degree in accounting, finance, or a related field; or equivalent experience. * Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The summer analyst program is scheduled to begin in June 2026 in San Francisco and will run for 10 weeks. Junior Bankers will work specifically in the technology coverage group, meaning during your internship, you will be staffed on technology related pitches, live deals and other long-term projects supporting our client calling efforts. Whenever possible, interns will be invited to travel to client meetings. Our intention is for you to be exposed to the exact kind of work and assignments full-time analysts see on a regular basis. This includes, but is not limited to: · Learning how to put together a company overview, annotated stock price chart and Wall Street analyst summary · Deciding how to select the appropriate trading comps and precedents, as well as learning how to spread a trading comp · Conducting client due diligence · Becoming familiar with the different valuation methods, including DCF and LBO analysis · Preparing offering memoranda along with other written materials, including memoranda to senior management Development: Technology Investment Banking Summer Analysts will be provided with the tools and training they need to develop and help grow their careers. Summer Analysts are provided ample opportunities to network with colleagues both in the Investment Bank and across other businesses of Cantor Fitzgerald. Midway through the summer, you will be given constructive feedback on your performance and receive the support you need to ensure you walk away with a solid understanding of our business and your potential place here at Cantor. Depending on your performance, you may receive an offer to return to Cantor's San Francisco Technology Investment Banking group in a full-time position post-graduation. Qualifications: All undergraduate students, regardless of major or area of study, with a minimum GPA of 3.4 and an anticipated graduation date between December 2026 and June 2027 are invited to apply. We typically look for the following in our candidates: · Previous internships in a professional services or financial services industry · Strong analytical and quantitative skills · Strong critical thinking skills, with the ability to take instruction and run with projects · The ability to work in a team environment but also thrive in an entrepreneurial culture · Outstanding interpersonal and presentation skills to work in a client oriented atmosphere · Self-starters who display initiative, drive, motivation and leadership Salary: $20.00 - $25.00/hour The expected base salary for this position ranges from $20.00 to $25.00 an hour. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This in an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Title: Associate, Financial Institutions Group (FIG) Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team-oriented, and have a real desire to make an impact. Responsibilities: The Financial Institutions Group (FIG) of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers Associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring, and executing a broad range of advisory assignments and financial transactions for our clients. Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 3 years minimum of experience as an investment banking analyst Bachelor's degree MBA or equivalent graduate degree in a financial discipline Current or recent experience in an investment banking role or equivalent position Current or recent Financial Institutions industry experience; banks and specialty finance experience is a plus Preferred Qualifications: Outstanding academic record Exceptional communication skills, both verbal and written Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools Demonstrable commitment to and experience with working in teams Demonstrated interest in finance and financial markets Series 63 and 79 certified Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER