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
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can... ...on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based...SuggestedFull timeContract workFor contractorsWork at office$75k - $80k
...wealth management firm on a confidential search for an experienced Financial Advisor/Wealth Advisor. This is not a “bring your book and build it... ...of a multi-location wealth management firm Qualifications 2-3+ years of financial advisory, wealth management, or relevant...SuggestedWork at officeAfternoon shift- ...Financial AdvisorAre you looking to advance your career in a role with meaningful work? Do... ...on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients... ...activities.Required Qualifications• 3+ years of work experience with a proven...SuggestedWork experience placementLocal area
$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...SuggestedWork at officeWork from homeHome officeFlexible hours$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators... ...2. Schedule a brief call to discuss your market preferences 3. Discover how we can help you grow in a market that truly...SuggestedFull timePart timeWork at office$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 payLocal areaImmediate startRemote work$50k - $60k
...Job Description Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International... ...client base Qualifications: · Bachelor’s degree · 3 years’ experience in the financial industry · Health and Life...Full timeWork at officeNight shift- ...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 officeVisa sponsorship
$61k - $250k
Northwestern Mutual in Rockwall, Texas, is seeking a motivated individual to become a financial advisor. The role involves building a client base, creating personalized financial plans, and helping clients achieve their financial goals. You will receive comprehensive training...- A leading financial services firm based in Plano, Texas, seeks a motivated individual to generate clients and build relationships. Responsibilities... ...financial planning meetings. Ideal candidates will have 3+ years of experience, a network of contacts, and a strong...
$61k - $250k
A financial services company is seeking a Financial Advisor to help clients achieve their financial goals. The position entails building a client base, managing personalized financial plans, and continuous professional development through award-winning training. Starting...$64.48k
...members’ drive and optimism. Together we can make a difference in the financial future of our communities. What our team members are saying: Job... .../AVP, Intro & Testimonials Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY...Full timeTemporary workLocal areaFlexible hours- ...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 timeInternshipRemote work
- ...Overview We are a fast-growing, client-focused wealth management firm seeking a seasoned Senior Financial Advisor to help scale our high-touch service model. This role is ideal for a fiduciary-minded professional with 8–10+ years of experience , a portable AUM of $25M+...
$45 - $49 per hour
...Schedule: Fully onsite Job Description: Top skills: -Financial Analysis -Budget Forecasting -P&L Management KEY RESPONSIBILITES... ...Marketing, Finance, Business, Accounting, or related field and 3+ of progressive experience • Very strong business analytical...- ...due to the volume of applicants. Join a financial services firm where your contributions are... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...services, we want to hear from you 3-5 years of experience in financial services...Full timeTemporary workFlexible hours
- A leading financial services organization is looking for a Financial Advisor to join their team in Plano, Texas. This role involves helping clients with financial planning... ...their financial goals. Candidates should have 3+ years of relevant experience and the ability to...
- 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 timeLocal areaFlexible hours
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... ...held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (20...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 placementWork at officeWork from home- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas... ...for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- 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 timePart time
- A leading wealth management firm in Texas seeks a seasoned Senior Financial Advisor to enhance its high-touch client service. This role demands 8-10+ years of experience and a portable AUM of $25M+. The ideal candidate will thrive on building strong client relationships...
- 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 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...
- 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...
$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...$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial AdvisorAs part of the Wealth Management Team, the Financial Advisor drives business development growth, client experience and retention. The Financial Advisor is the primary source of relationship development, consultation, and advice to assigned existing clients...Work at office
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor 3. Be the first to apply!


