Investment advisor serp_jobs.h1.location_city
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Investment advisor • fort worth tx
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Statutory Investment Accountant.Fort Worth, Texas, is an institutional alternative investment management firm.Crestline specializes in credit and opportunistic investments, including financing and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Bachelor of Professional Studies.Performs academic advising, educational, professional, or other basic academic advising or training at the individual or group level as appropriate.Work is performe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Brakes Plus was founded in 1990 with a single store in South Denver.Today Brakes Plus has over 150 stores across Colorado, Wyoming, Arizona, Texas, Nebraska, and Iowa.
As one of the fastest growing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice.Implement strategic sales plan and operating model for the entire Practice.Work with other Pract...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
How will your role impact First Command?.First Command was founded in 1958 by a retired military officer who was enthusiastic about helping service .
The Financial Solutions Strategy team share...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
This job posting is anticipated to remain open for 30 days, from 13-Sep-2025.The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Responsibilities include working as part of a retail sales team to provide best in class customer care.The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their wa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Real Estate Sales Agent.Are you a results-driven individual with an entrepreneurial itch? If you're more about building a business than just having a job, we want you on our team!.Fuelin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Love meeting new people? Do you want to guide individuals towards finding a new career through education? Would you like to be a part of an established company that currently has the most allied he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Rev Up Your Career As a Honda Service Advisor at Norm Reeves Honda-North Richland Hills!.Location : North Richland Hills, TX (Onsite) | Type : Full Time | Salary Range : $60,000 - $125,000.Schedule : M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Camping World is seeking a Service Advisor to join our growing team.As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Meador Chrysler Dodge Jeep Ram.Helping satisfied customers drive away with a smile on their face is what we do - join a team focused on earning customers for life!.
As a Service Advisor you will be ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for an Associate Director, Investment Risk Management.Key Responsibilities Provide independent financial and investment risk management oversight across multiple funds and st...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Love meeting new people? Do you want to guide individuals towards finding a new career through education? Would you like to be a part of an established company that currently has the most allied he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Love meeting new people? Do you want to guide individuals towards finding a new career through education? Would you like to be a part of an established company that currently has the most allied he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.Conducts re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the bes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Statutory Investment Accountant
Crestline InvestorsFort Worth, TX, USserp_jobs.job_card.full_time
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Academic Advisor
Texas Tech UniversityFort Worth, TX, United Statesserp_jobs.job_card.full_time
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Automotive Service Advisor
Brakes PlusNorth Richland Hills, TX, USserp_jobs.job_card.full_time
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Investment Consultant II - Merrill Premium
Bank of AmericaFort Worth, TX, USserp_jobs.job_card.full_time
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Financial Advisor
Atria Wealth SolutionsFort Worth, TX, USserp_jobs.job_card.full_time
Director, Investment Advisory Services
USI Insurance ServicesFort Worth, TXserp_jobs.job_card.full_time
Investment Product Director
First Command Financial Services, Inc.Fort Worth, TX, USserp_jobs.job_card.full_time
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Financial Advisor
TradeJobsWorkforce76111 Fort Worth, TX, USserp_jobs.job_card.full_time
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Financial Advisor
Edward JonesNorth Richland Hills, TX, USserp_jobs.job_card.full_time
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Customer Service Advisor
Radius RecyclingFort Worth, TX, USserp_jobs.job_card.full_time
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Investment Real Estate Sales Agent
New WesternFort Worth, TX, USserp_jobs.job_card.full_time
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Admissions Advisor
CHCPFort Worth, TX, USserp_jobs.job_card.full_time
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Honda Service Advisor
Norm ReevesNorth Richland Hills, TX, USserp_jobs.job_card.full_time
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Service Advisor
Camping World HoldingsFort Worth, TX, USserp_jobs.job_card.full_time +1
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Service Advisor
LithiaFort Worth, TX, USserp_jobs.job_card.full_time
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Investment Risk Management Director
VirtualVocationsFort Worth, Texas, United Statesserp_jobs.job_card.full_time
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ADMISSIONS ADVISOR
CHCP Healthcare and Educational Services LLCFort Worth, TX, USserp_jobs.job_card.full_time
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ADMISSIONS ADVISOR
College of Health Care ProfessionsFort Worth, TX, USserp_jobs.job_card.full_time
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Investment Banker
TradeJobsWorkForce76147 Fort Worth, TX, USserp_jobs.job_card.full_time
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SERVICE ADVISOR
AutoNationFort Worth, TX, USserp_jobs.job_card.full_time
Statutory Investment Accountant
Crestline InvestorsFort Worth, TX, USjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionEnsure financial controls are in place, and in adherence with current regulatory requirements. Stay updated on changes in accounting standards, regulatory frameworks and financial reporting requirements. Master's degree in Accounting, Finance, Economics, or a related field. CPA, CFA, or equivalent professional certification. 3+ years of progressive accounting experience and an understanding of private investments would be an advantage. Advanced excel skills and ability to manipulate data essential. Experience with accounting software and investment management systems. (e.g. Finance Force, Clearwater, AVS+). Organized, high level of initiative, self directed and independent worker with an attention to detail and strong time management skills Strong knowledge of accounting principles and financial reporting. Excellent attention to detail and organizational skills. Ability to communicate complex financial concepts clearly and concisely.
Statutory Investment Accountant
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.
CL Life and Annuity Insurance Company is a growing annuity writer and seeks a Senior Accountant to join our expanding finance team.
A successful candidate will contribute to the day-to-day accounting operations, ensuring accuracy in financial reporting, compliance with regulations, and optimize efficiency of processes. This role involves reconciling and maintaining general ledger records and preparation of financial statements.
The stage of the company early in its life cycle means that the role will be very hands-on, and the candidate must demonstrate an ability to quickly assume responsibilities and a high level of analytical aptitude.
The role is a hybrid in office role based in our Fort Worth office and will report to the CFO, Insurance and collaborate with internal and external stakeholders, to optimize accounting processes and provide accurate financial reporting.
Key Responsibilities
Financial Reporting :
Assist in preparation of Statutory and GAAP financial statements in compliance with applicable accounting standards :
- Prepare journal entries and account reconciliations.
- Prepare and analyze monthly, quarterly, and annual financial statements.
- Maintain and reconcile general ledger accounts.
- Manage inputs to month-end and year-end closing processes to ensure timely and accurate filing of annual reports and financial statements with all appropriate disclosures.
- Analyze and report on financial performance, valuations, and trends for areas of responsibility.
- Assist with budgeting, forecasting, and variance analysis.
- Support cash flow management and financial planning activities.
- Assist with external audits providing necessary financial data and support.
- Ad Hoc financial support to the CFO, Insurance.
Compliance and Regulatory Reporting :
Education
Experience
Skills and Competencies