Banking and Financial Services Jobs in Golden Oak

Position Type: Regular

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications:

* Bachelor's degree
* Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
* Active FINRA Series 66 license (May be obtained within the first 120 days)
* Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
* Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

* CFP or CFA
* Superior relationship management and client retention experience
* Polished interpersonal, communication and presentation skills, attention to detail

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future:

* 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance

Position Type: Regular

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

* CFP® designation or CFA® designation
* Bachelor's degree
* Active and valid FINRA Series 7 license

* May be obtained with a 120-day condition of employment

* Active and valid FINRA Series 66 license required

* May be obtained with a 120-day condition of employment

* Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications:

* Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future:

* 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Remote working/work at home options are available for this role.

JOB SUMMARY The Director of Finance and Accounting, (DOF), Resort Operations (Ops) is a pro-active and trusted business leader who provides financial and accounting expertise to Resort Operations on-site leaders to make timely and informed business decisions, optimize business value, and manage financial risk.

The DOF is responsible for financial compliance and adherence of the management agreement with the nonprofit property owners’ association and the financial and accounting reporting and analysis of the on-site ancillary business operations.

The DOF develops, implements and supports the delivery of financial products and services to meet the needs of the organization.

The DOF ensures compliance with Generally Accepted Accounting Principles (GAAP), corporate policies and standards e.g., MVW-66 and Sarbanes Oxley.

They oversee day to day operations by providing leadership, guidance and support to the sites F&A team by directing, planning, managing and executing against deliverables in a timely fashion.

The DOF’s four core work activities include, but not limited to, leading a team of on-site Finance & Accounting (F&A) professionals, business partnering with various stakeholders to execute and meet financial objectives, financial statement review and analysis, and implementation and compliance of accounting controls.

CANDIDATE PROFILE Education and Experience • Bachelor's degree in Finance or Accounting preferred, or related major; 6-8 years related work experience in finance and accounting; or, • High School Diploma/GED and equivalent work experience CORE WORK ACTIVITIES Strategic Planning & Business Partnerships: • Utilize effective relationship building skills with a broad range of business partners to gain trust, positively impact decision outcomes, and mitigate risk to the organization.

Stakeholders include, but not limited to, property owners’ association Board of Directors, corporate and regional F&A executives, corporate and regional Resort Operations executives, on-site leaders and associates, internal and external auditors, corporate tax, and third-party vendors.

• Make quality business decisions that thoughtfully weigh the facts and understand the interests of stakeholders involved • Drive comprehensive annual business plans for property owners’ association and on-site ancillary operations, including action plans to meet financial objectives • Manage cash flow and profit forecasts that facilitate timely adjustments to the business by stakeholders Accounting, Financial Systems & Controls: • Responsible for providing direction and ensuring the integrity of the financial reporting and accounting operations through a strong internal controls environment, including the compliance to company standards and policies, General Accepted Accounting Principles, and Sarbanes-Oxley requirements • Provide oversight to audit processes by conducting property level self-assessments and assisting with internal, tax, and regulatory audits • Prepare data and information to auditors for annual property owners’ association external audit, including clear and concise variance explanations demonstrating a thorough understanding of the financial statements • Knowledge of property owners’ association governing documents and state statutes and rules as it relates to association financial management Managing & Leading: • Motivate, coach, train, and recruit a team of on-site F&A professionals • Provide hands-on, real time accounting and financial analysis expertise to Resort Operations on-site leaders and property owners’ association Board of Directors • Develop F&A goals that are fully aligned with organizational goals and effectively lead change to support company objectives • Train non-financial Resort Operations on-site leaders as appropriate in order to enhance business understanding • Working with others to identify and remove barriers to success Financial Planning & Analysis: • Provide analytical support during budget reviews and capital planning to identify cost savings and productivity opportunities • Provide on-going analytical support by monitoring actual financial results against previously projected revenues and expenses, provide variance explanations, and plans for profit improvement • Review and analyze balance sheet reconciliations for completeness and accuracy, providing solutions and guidance for unreconciled items • Direct and continually improve the financial reporting process, including analyzing job tasks and structure to maintain controls, transparency, efficiency and effectiveness • Manage special projects as directed by the business needs MANAGEMENT COMPETENICES Leadership • Adaptability – Develops strategies and identifies resources to implement and manage change; models flexibility in adjusting priorities; and communicates the need for change in a positive way that encourages commitment.

• Communication
- Actively listens and uses appropriate communication styles to deliver complex information in a clear concise way and influences others to accept a point of view, gain consensus, or take action.

• Problem Solving and Decision Making
- Models and sets expectations for solving complex problems, collecting and comparing information to evaluate alternatives, considering their potential impact before making decisions, involving others to gain agreement and support, and guiding others to implement solutions.

• Professional Demeanor
- Exhibits behavioral styles that convey confidence and command respect from others; makes a good first impression and represents the company in alignment with its values.

Managing Execution • Building and Contributing to Teams
- Leads and participates as a member of a team to move the team toward the completion of common goals while fostering cohesion and collaboration among team members.

• Driving for Results
- Focuses and guides others in accomplishing work objectives.

•Planning and Organizing
- Gathers information and resources required to set a plan of action for self and/or others; prioritizes and arranges work requirements self and/or others to accomplish goals and ensure work is completed.

Building Relationships • Coworker Relationships
- Develops and uses collaborative relationships to facilitate the accomplishment of work goals.

• Customer Relationships
- Develops and sustains relationships based on an understanding of customer needs and actions consistent with the company’s service standards.

• Global Mindset
- Supports employees and business partners with diverse styles, abilities, motivations, and/or cultural perspectives; utilizes differences to drive innovation, engagement and enhance business results; and ensures employees are given the opportunity to contribute to their full potential.

Generating Talent and Organizational Capability • Organizational Capability
- Evaluates and adapts the structure of organizational units, jobs, and work processes to best fit the needs and/or support the goals of an organizational unit.

• Talent Management
- Provides guidance and feedback to help individuals develop and strengthen skills and abilities needed to accomplish work objectives.

Learning and Applying Professional Expertise • Applied Learning
- Seeks and makes the most of learning opportunities to improve performance of self and/or others.

• Business Acumen
- Understands and utilizes business information (e.g., data related to employee engagement, guest satisfaction, and property financial performance) to manage everyday operations and generate innovative solutions to approach business and administrative challenges.

o Management of Capital Resources
- Determines the appropriate allocation of money used to accomplish work goals, and submits expenses according to guidelines; appropriately utilizes and maintains equipment, facilities, and materials needed to perform work activities.

o Purchasing and Materials Management
- Knowledge of practices and procedures needed to maintain material, equipment and supplies; including vendor identification and contract negotiation, supply requisition and purchasing, inventory control, and when appropriate identification of environmentally appropriate materials.

o Sales and Marketing
- Knowledge of principles and methods for showing, promoting, and selling products or services.

This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

• Technical Acumen
- Understands and utilizes professional skills and knowledge in a specific functional area to conduct and manage everyday business operations and generate innovative solutions to approach function specific work challenges.

o Economics and Accounting
- Knowledge of P&L statements, operating budgets, forecasting and scheduling, and the reporting of financial data.

o Auditing and Reconciliation
- The ability to recognize, research, and resolve discrepancies in financial data, and create flow charts on main accounting and control cycles (A/R, AP, Cash) to facilitate understanding of key control points.

o General Finance and Accounting
- The ability to perform accounting procedures, proficiently use financial systems technology, and accurately complete general ledger entries; knowledge of database structures in order to obtain financial queries; establish financial statements and forecasts with a good understanding the financials flows and the organizational needs.

o Analysis
- The ability to create and maintain spreadsheets as well as analyze and summarize financial data using appropriate financial software.

o Accounting Knowledge
- Knowledge of general accounting principles and current company accounting policies and procedures.

This includes general accounting and financial reporting, auditing, accounts payable, and accounts receivable.

o Accounting and Internal Control Knowledge
- Knowledge of local Generally Accepted Accounting Principles (local GAAP), Marriott Vacations Worldwide Policies, and Standard Operating Procedures (SOPs) and controls.

o Legal
- Ability to read and understand basic contract elements, e.g.

royalty fees, management agreement, terms, priorities and profit distribution.

o Auditing Skills
- The ability to perform auditing procedures, including the ability to recognize, research, and resolve discrepancies in financial data.

o Payroll Systems
- Knowledge of local payroll reporting and tax requirements, ability to effectively record wages/tax liabilities, and operate payroll software applications, including understanding the features and functions of the applications.

(as applicable to site) o Accounts Payable and Accounts Receivable
- Knowledge of Accounts Payable and Accounts Receivable processes, including knowledge of sub-ledger reconciliation and controls.

• Basic Competencies
- Fundamental competencies required for accomplishing basic work activities.

o Basic Computer Skills
- Uses basic computer hardware and software (e.g., personal computers, word processing software, Internet browsers, etc.).

o Job Specific Computer Skills – Microsoft Excel and experience with general ledger systems preferred.

o Mathematical Reasoning
- Demonstrates ability to add, subtract, multiply, or divide quickly, correctly, and in a way that allows one to solve work-related issues.

o Oral Comprehension
- Demonstrates ability to listen to and understand information and ideas presented through spoken words and sentences.

o Reading Comprehension
- Demonstrates understanding of written sentences and paragraphs in work related documents.

o Writing
- Communicates effectively in writing as appropriate for the needs of the audience.

#LI-LB1 Hyatt Vacation Ownership is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.