Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor 3

Baylor Scott & White Health

About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott & White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: We serve faithfully by doing what's right with a joyful heart. We never settle by constantly striving for better. We are in it together by supporting one another and those we serve. We make an impact by taking initiative and delivering exceptional experience. Benefits Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level. Job Summary Prepares financial statements. Performs monthly finance sheet, income statement, and budget variance analyses. Consults and advises senior management on financial and operational issues. Works autonomously on strategic financial plans of the organization. Essential Functions of the Role Coordinates, examines, investigates, and advises senior management on financial variance reports. Studies financial results and provides management with reports as needed. Coordinates and investigates opportunities to enhance revenue or reduce costs, providing data to help findings. Advises senior management on financial operations issues of various departments. Meets with senior management to review financial operations of various departments. Aims to meet deadlines on special projects and studies as assigned. Prepares, manages, and examines financial information for the end of month close cycle. Manages and prepares the month-end journal process for efficient and accurate closes. Coordinates the review process each month after the close cycle for completeness and accuracy. Communicates timely information to the G/L coordinator for posting to books and records according to the close schedule. Reviews month-end data after the close cycle for completeness. Examines complex financial information to ensure financial reports have high integrity. Evaluates the month-end process and recommend improvements. Creates and educates staff on advanced InVision reports for internal financial studies. Writes and revises moderately complex PS nVision reports before splitting with leadership. Writes and conveys PS nVision reports for financial study. Completes assigned report writing projects on time. Coordinates the preparation of financial reports in easy-to-read formats. Knows About data to establish reporting needs. Creates adhoc reports as requested. Educates senior management on uses of financial reports. Performs and communicates moderate to complex studies for external users of financial information. Provides management with appropriate financial studies timely and efficiently. Oversees research of complex business lines for continued operations. Recommends changes in financial operations to improve performance. Maintains favorable relations with external users of financial information. Reviews, studies, and communicates financial variances to appropriate management officials. Develops computer programs for financial and operational reporting. Creates programs to help leadership comprehend complex operational data. Enhances financial reporting with efficient procedures. Provides timely and accurate reports using multiple databases. Coordinates data collection and converts it into clear financial information. Performs other position appropriate duties as required in a competent, professional and courteous manner. Key Success Factors Proficient with MS Office applications. Proven leadership, management, data and communication abilities required. Belonging Statement We believe that all people should feel welcomed, valued and supported. QUALIFICATIONS EDUCATION - Bachelor's EXPERIENCE - 4 Years of Experience #J-18808-Ljbffr Baylor Scott & White Health

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor 3 in Rowlett, TX vacancy
  •  ...integrity. We care like family! Jump-start your career as a Financial Aid Advisor today with The College of Health Care Professions. Job...  ...resources , including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase... 
    Suggested
    Temporary work
    Flexible hours

    HCA Mission Hospital - Memorial Campus

    Garland, TX
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Rockwall, TX
    2 days ago
  •  ...Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients....  ...independent advisor with the benefits of being an employee. ~3 retirement programs: a 401(k) with a 4% match, a cash... 
    Suggested
    Full time

    Prudential Financial

    Syracuse, NY
    2 days ago
  • $75k - $150k

     ...Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and...  ...remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere... 
    Suggested
    Full time
    Local area
    Remote work
    Relocation

    The Well

    Syracuse, NY
    1 day ago
  •  ...Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions...  ...~20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees) ~ Family Support... 
    Suggested
    Work at office
    Work from home

    Fisher Investments

    Sachse, TX
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to...  ...criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Syracuse, NY
    5 days ago
  •  ...Job Description Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing...  ...advisor with the benefits of being an employee. \n ~3 retirement programs: a 401(k) with a 4% match, a cash... 

    Prudential Financial

    Syracuse, NY
    6 days ago
  • $60k - $70k

     ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and...  ...up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms... 
    Hourly pay
    Local area
    Immediate start
    Remote work

    Corebridge Financial

    Syracuse, NY
    2 days ago
  •  ...If you’ve built a strong track record in financial or consultative sales but are still waiting...  ...Year 1 compensation $250,000+ Year 3 earning potential Uncapped compensation...  ...Full marketing support at no cost to the advisor, including branding, social media, and appointment... 
    Work at office
    Visa sponsorship

    Peak American Investment Advisors, Inc.

    Plano, TX
    4 days ago
  •  ...features. Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced...  ...advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash... 
    Full time
    Internship
    Remote work

    Prudential Financial

    Syracuse, NY
    3 days ago
  • $100k

    Location: Rockwall, TX | Full-Time This Is More Than an Advisor Role — It’s an Opportunity to Help Build the Next Office. We’re partnering...  ...phase of growth. The firm is looking for a high-performing Financial Advisor who knows how to close business, build trust quickly,... 
    Full time
    Work at office

    Advisor Talent Solutions

    Rockwall, TX
    4 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Rowlett, TX PNC is an in-office company that fosters a supportive... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Rowlett, TX
    2 days ago
  • $10k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Garland, TX
    4 days ago
  • $75k - $90k

     ...Insight Global is seeking a Financial Consultant to support an Financial Services Client ! This opportunity is based out of Ithaca NY...  ...3 or 66 ~ Life and Health Insurance License (Resident State) ~3-5 years of client-facing experience in retirement planning, financial... 
    Immediate start

    Insight Global

    Syracuse, NY
    3 days ago
  • A local insurance agency in Rowlett, TX is seeking a Financial Services Representative to market financial products and educate customers on insurance options. This full-time position offers a competitive salary with commission and benefits including paid time off and profit... 
    Full time
    Local area
    Flexible hours

    Rockwallinsuranceguy

    Rowlett, TX
    4 days ago
  • Bank of America is actively seeking a client-focused financial professional to deliver comprehensive advice and tailored solutions that help clients reach their financial goals. The role involves triaging leads, coordinating with partners, reviewing objectives with clients... 

    Bank of America

    Rockwall, TX
    1 day ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship... 
    Full time
    Part time

    SkyKey Financial

    Sachse, TX
    4 days ago
  • Baylor Scott & White Health is seeking a seasoned finance professional to prepare financial statements, run monthly close processes, and advise senior management on financial and operational issues. You will lead variance analyses, support revenue optimization, and develop... 

    Baylor Scott & White Health

    Rowlett, TX
    1 day ago
  • Bank of America is recruiting a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referrals to partners, meetings to review goals, and building financial plans with... 

    Bank of America

    Garland, TX
    1 day ago
  • PNC Wealth Management seeks a Financial Advisor based in Richardson, TX to develop personalized financial plans, grow a client book, and provide ongoing advice on investments and insurance. The role emphasizes teamwork within a branch network and a strong client experience... 

    Fairygodboss

    Garland, TX
    4 days ago
  • $10k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Garland, TX
    4 days ago
  •  ...developing individuals into strong, confident financial representatives through a culture rooted...  ...Day in the Life of a Northwestern Mutual Advisor: Meet Our Team: Geoff Henderson,...  ...Director/Financial Advisor: Time with NM: Over 3 years Prior to NM: Mathematics teacher... 
    Internship
    Work at office
    Visa sponsorship
    Flexible hours

    Northwestern Mutual Syracuse

    Syracuse, NY
    4 days ago
  • $85k - $120k

     ...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes... 

    Staffing In Motion

    Plano, TX
    5 days ago
  • $20.7 - $27.9 per hour

     ...: Full time Shift: Day Shift Description: POSITION SUMMARY: The Financial Counselor, works directly with patients, family, and various hospital...  ...of inventory (notifying supervisor when supplies are less than 3 months) Other duties as directed by leadership Additional... 
    Hourly pay
    Full time
    Local area
    Shift work
    Day shift

    Trinity Health

    Syracuse, NY
    4 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Local area

    Modern Woodmen

    Rockwall, TX
    1 day ago
  •  ...Branch is seeking a Personal Banker to help customers improve their financial wellbeing through proactive service and tailored financial...  ...ecosystem partners to grow share of wallet. Candidates should bring 3+ years of relevant banking experience and a customer-focused... 

    Fairygodboss

    Rockwall, TX
    2 days ago
  • $10k

     ...passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge...  ...sessions for internal and external clientsYour Qualifications:3+ years of experience within financial servicesYou have in-depth... 
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    3 days ago
  •  ...continuous improvementRequired qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in a relevant...  ...problem-solving, and change management skillsChase is a leading financial services firm, helping nearly half of America’s households and... 

    JP Morgan Chase

    Plano, TX
    2 days ago
  • Financial CounselorExperience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your...  ...retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock... 
    Temporary work
    Work at office
    Flexible hours

    HCA Healthcare

    Plano, TX
    33 minutes ago
  •  ...Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-...  ...ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most.... 
    Work at office

    Credent Wealth Management

    Plano, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor 3. Be the first to apply!