About the Role:

Our client, a leading boutique Insurance and Employee Benefits Broker and Advisor headquartered in Dallas, TX is seeking a Controller to join their team. This hands-on role is ideal for a detail-oriented professional who thrives in a fast-paced environment and isn't afraid to lead, speak up, and ensure financial accuracy and accountability across departments. Insurance experience is a plus. 

As the Controller, you will handle Accounts Payable (AP), Accounts Receivable (AR), commission revenue tracking, payroll for a team of 14, and monthly reconciliations. This is a key position that supports executive decision-making through accurate financial reporting and oversight.

What We’re Looking For:

Ideal candidate is someone who’s not just good with numbers — but someone who brings confidence, assertiveness, and a solution-oriented mindset. You should be able to work independently and take full ownership of the accounting function.

Key Responsibilities:

• Business Control and Financial Planning skills
• Analytical Skills and Business Planning abilities
• Experience in finance and financial analysis
• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• Strong attention to detail and organizational skills
• Oversee and manage the full cycle of accounting activities, including:
  • Accounts Payable & Accounts Receivable
  • Commission and revenue tracking
  • Revenue and expense reporting
  • Bi-weekly payroll for a team of 14
• Perform monthly bank and credit card reconciliations to ensure accuracy and completeness.
• Prepare financial statements and support budgeting and forecasting efforts.
• Identify and implement process improvements to increase efficiency and accuracy.
• Confidently communicate financial insights and discrepancies to stakeholder

Education and/or Experience: 

• 5+ years of experience as a Controller, Staff Accountant, Bookkeeper, or Payroll Manager 
• Proven experience with QuickBooks (Online and/or Desktop)
• Advanced Excel skills (Pivot tables, VLOOKUPs, formulas, reporting)
• Strong understanding of financial principles, payroll, and commission structures
• Exceptional attention to detail and a high level of accuracy
• Strong interpersonal and communication skills — not afraid to take initiative or speak up
• Bachelor’s degree in Accounting, Finance, or a related field (CPA is a plus)

Salary/Benefits

• $80K-$100K/year (based on experience)
• Annual Bonus
• Great PTO 
• Benefits  (75% paid for employee) + 401K match at 3.5%
• This is a full-time on-site role located in Dallas, TX. Fridays are half days. Off at noon. 

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We are currently seeking a Financial Planner/Relationship Manager who is passionate about serving high-net-worth clients for a growing wealth management firm in The Woodlands, TX.  You will have the opportunity to make a meaningful impact on clients' lives by helping them achieve long-term financial success while working alongside credentialed professionals who value integrity, growth, and empathy.

JOB RESPONSIBILITIES:

• Partner with Wealth Managers to develop, present, and maintain customized financial plans
• Act as a trusted point of contact for clients, delivering timely and accurate support
• Analyze complex financial data to design and model wealth planning scenarios
• Participate in client meetings and liaise with external professionals such as CPAs and attorneys
• Oversee account administration, client onboarding, and ongoing service requests
• Prepare trade recommendations and contribute to investment strategy discussions

EDUCATION AND EXPERIENCE:

Required:

• Bachelor's Degree in Business, Finance, Financial Planning, or Economics
• 2+ years of related professional experience in financial services
• Series 65 license (or actively pursuing) - must be licensed by 90 days of employment
• Strong written and verbal communication skills
• High attention to detail, excellent organization, and time management

Preferred:

• CFP designation (or on growth plan)
• Experience with Tamarac (Advisor View and CRM)
• Experience working with high-net-worth clients or in a boutique advisory firm
• Comfort with investment principles and portfolio implementation

COMPENSATION AND BENEFITS:

• Salary: $70,000 $90,000 base + service-based overrides and bonus structure
• Health Coverage: Medical, Dental, Vision
• Retirement Plan: 401(k) with employer contribution + profit sharing
• Work-Life Balance: Generous PTO, supportive leadership, and a people-first culture
• Growth: Access to mentorship, continuing education, and advancement opportunities
• Schedule: Fully in office first 90 days for training. Then hybrid 2 days per week remote. 

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Accounting Specialist

Job Description

Reputable and longstanding agency in New York is currently seeking an experienced and detail-oriented Accounting Specialist to join their team. In this role, you will work to ensure efficient operations in areas such as auditing, compliance, agency billing, accounts payable (AP), and accounts receivable (AR). The ideal candidate will be highly organized, able to multitask effectively, and possess a solid understanding of accounting and bookkeeping principles.

Candidate must understand general ledger, journal entries, reconciliation on bank accounts, payroll, P&Ls, etc. Insurance agency accounting is a preferred. Must have experience with Applied EPIC. 

Responsibilities:

• Data entry, reconciliations, and financial reporting.
• Assist with commission downloads and payments.
• Conduct audits and ensure compliance with financial regulations and industry standards.
• Support the management of accounts payable and receivable processes.
• Prepare and process invoices and payments.
• Perform regular checks to ensure accuracy and consistency of account records.
• Must have experience with Applied EPIC
• Prepare financial statements, budgets, and tax filings.
• Stay updated on relevant industry laws and regulations.
• Communicate with insurance carriers to resolve any discrepancies or issues.

Benefits:

• Competitive Salary: $110,000-$135,000
• Great benefits: Medical, Dental, Vision, Voluntary, and ER Paid benefits offered
• Generous Vacation and Paid Time Off

Schedule:

• Monday to Friday 8:30-4:30
• Hybrid- M-Thur in office. Friday remote

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A P&C independent insurance agency is seeking an experienced, driven, and motivated Financial Advisor to join their team! Candidates must be dedicated to growing a current book of business while providing a very high level of service to their clients. 

Job Description:

The Financial Advisor will work closely with the Partners on a day-to-day basis, focusing on client communication, follow-up, and converting P&C clients to financial advising clients. This role requires an individual who is detail-oriented, personable, and enjoys client interaction. Key responsibilities include going through a warm leads list of current clients to add additional financial advising services to their portfolio. This will include scheduling appointments/calls with current clients mostly by phone but occasionally in person. 

Ideal candidate is someone who has demonstrated proficiency in sales. This is a great opportunity to show your sales skills as you will help drive and close new business.
The agency is looking for someone who has experience working as an advisor or broker in their previous role. This person should be passionate about helping clients plan out their best financial future.

• Speak with/meet with the agencies existing P&C clients to convert to financial advising clients
• Encourage clients to implement agencies financial advice and recommendations
• Prospect and acquire new clients 
• Bring a book of business with them, or have experience previously growing a book of business
• Strong sales background to grow sales
• Opportunity to partner with the owners on deals
• Opportunity to manage and run your own book of business as an entrepreneur

Requirements:

• 2+ years of financial planning or advisor experience
• Experience selling and building your own book of business
• Sales/upselling experience
• Series 6 or 7 & 63 or 66 licenses
• Strong communication skills phone and in person
• Attention to detail

What they offer:

A highly competitive salary based on experience, plus commission and bonus opportunity

A hybrid work schedule

Mentoring and sharing of best practices

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