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Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
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Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Qualified credential, such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), strongly preferred.
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Parts Sales, Parts management, Parts Inventory management, Parts counter assistance, Automotive parts manager, Auto Parts Manager, Dealer Parts Manager, Dealership parts manager, Car Parts manager, Parts ordering, Dealer Parts, Auto Parts, Car parts, Managing auto parts, Automotive parts, Dealership Parts, inventory, inventory manager, inventory control.
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Mike Levins, Head of Insurance : Mike previously was the Head of Broker Relations and US MGA Operations at Hiscox. Satwik Mysore, Risk Engineer Territory Lead: After graduating with an actuarial science degree, Satwik has spent most of his career at Travelers, where he built one of the largest and most profitable management liability books by forming strong broker relationships.
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The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations.
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Military veteran - military service member - sales representative - sales manager - sales director - service advisor - account executive - real estate agent - insurance agent - loan officer - home advisor.
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TCC is looking to expand its Corporate FP&A team; we are looking for a Financial Analyst to join the team in our Irving office. Strong financial acumen including experience with forecasting, budgeting, and variance analysis.
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The service advisor is responsible for ensuring the customers' needs are being met while balancing financial, operating, quality, safety and asset targets against the requirements of the business.
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Customer Service Advisor - Part Time. Complete sales training and follow the Pick-n-Pull 5 Step Sales Model. The CSA is expected to maintain the excellent standards of all Pick-n-Pull policies and procedures, while always being pleasant, respectful, and helpful.
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Implement and maintain analytical reports across a wide variety of subjects such as credit risk, counterparty risk, foreign exchange risk, and liquidity risk across the enterprise including bank, broker dealer, and mortgage subsidiaries.
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Keywords: Diesel OR Trucking OR Dealership OR ADP OR Mack OR Volvo OR Caterpillar OR Allison OR Cummins OR Dealer ORHeavy Equipment OR Trailer OR Truck Sales OR Deal Sheet OR Class A OR CDK OR Frame Shop OR Foreman OR Leasing OR Service OR Warranty OR Parts OR Office OR Semi Truck OR Mechanic OR Google Jobs OR Career OR B2B Outside SalesOR Sales Representative OR Commercial Sales, OR Fabrication #ZR.
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For hedge fund clients, perform daily reconciliations between client's OMS, fund administrator and prime broker/custodian. Review NAV packages and reconcile financial reporting and investor statements prepared by the fund administrator.
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ACAMS, ISCO or other financial crimes-related certification preferred. Advising on and supporting the design of the regional components of the risk assessment process, supporting execution of the annual Global, Americas and U.S. Financial Crimes Risk Assessments for AML, Sanctions, and ABC.
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3+ years of automotive dealership experience (sales associate/representative, service advisor, parts counter, controller, marketing associate) Dealership management experience is a plus (sales manager, internet sales manager, business development manager, F&I manager, marketing manager, marketing director, parts manager, service manager, fixed operations manager.
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financial advisor broker dealer jobs Company: Houlihan Lokey in Dallas, TX
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