Senior Financial Planning & Investment Advisor
Voya Financial
Voya Financial in Austin, TX seeks an experienced financial planning professional to deliver personalized investment solutions and help clients work toward long-term goals. You will create financial plans, cross-check work for accuracy, and support investment professionals to cultivate client relationships. The role emphasizes attention to detail and strong communication in a collaborative environment. This is a full-time position with growth opportunities in a client-focused team. #J-18808-Ljbffr Voya Financial
$128k - $252.5k
...Work you'll do As an Actuarial Senior Consultant on the Insights,... ...business, product development, financial reporting, modeling, and... ...models for pricing, financial planning, asset liability management,... ..., as well as through our own investments, commitments, and actions across...SeniorLocal areaVisa sponsorship$150 per hour
Senior Manager, Investment ManagementLightsource bp | Denver, CO or Austin, TX... ...you will provide critical financial modelling and analytical support... ...with independent advisors (technical, legal, tax) and... ...stakeholdersSupport budgeting, financial planning, and Board...SeniorContract workWork experience placementWork at officeRemote workWorldwideMonday to Friday$76.32k - $127.21k
...ingredients you need at LPL Financial to shape your success while... ...highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This... ...advisor affiliation models, investment solutions, fintech tools and...SeniorFull timeWork at officeWork from home- ...Position ProfileWeaver Capital Advisors, LLC is seeking talented... ...to delivering personalized financial solutions that provide... ...wealth management and wealth planning.The Senior Wealth Advisor works directly... ...strongly preferredAlternative investment experience Weaver Benefits...SeniorFull timeFlexible hours
- ...Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK... ...Summary Acting as a trusted advisor, finding and recommending the right financial... ...responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance...SeniorLocal area
- New York Life is seeking a financial service professional in Austin, TX to offer our wealth of financial products and services and help clients establish strong financial foundations for a bright future. We provide a comprehensive three-year training program, marketing...
$110.7k - $218.3k
...businesses grow. As a NetSuite Senior Consultant at Deloitte, you... ...fits professionals across core financial accounting, procure-to-pay,... ...components and prototypesDrive test planning, execution, and optimization... ...of growth. We’re just as invested in our own team’s growth,...SeniorLocal areaVisa sponsorship$79k - $125k
...the perfect position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter and wants to join... ...fast-paced and challenging environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation...SeniorFull timeContract workWork experience placementLocal areaFlexible hours- Huston-Tillotson University in Austin seeks a Budget Director/Senior Financial Advisor responsible for leading the University's budget management and financial planning efforts. This role involves working closely with senior leadership to enhance financial sustainability...SeniorFull time
- ...of America in Austin, TX seeks an experienced Senior Commercial Banking professional to advise and deliver financial solutions to complex Global Commercial Banking... ...specialists to design tailored cash, credit, and investment solutions. The role requires at least 10 years...Senior
- ...exceptional client advisory services. This role focuses on advising families on managing their wealth, utilizing investment strategies, financial planning, and banking expertise. Candidates must have over six years of experience in the financial sector and a Bachelor’s...Senior
$140.3k - $210.5k
...and the support of a company invested in you for the long haul. So,... ...the TeamThe Workday Success Plans Team are all about our customers... ...acting as a trusted Workday advisor, you will have the... ...deep understanding of Workday Financials applications. In this position...SeniorFull timeRemote workHome officeFlexible hours$75k
...AUSTIN, TX 78702 Salary Range: $75,000.00 per year Position Summary The Budget Director/Senior Financial Advisor serves as the University's principal budget officer and financial planning lead. This strategic role provides high‑level support to senior university leadership...SeniorFull time- ...in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets as part of a local team supported by an...SeniorBase plus commissionLocal area
$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b- Truist Financial Corporation is hiring for a Retail Client Services role in the United States. The position involves delivering outstanding client service in person and by phone, expanding client relationships, and offering financial products through consultative conversations...Senior
- Truist Financial Corporation offers a comprehensive banking role in our Retail Community Bank. The position emphasizes servicing clients, expanding relationships, and meeting branch sales targets through consultative conversations and product recommendations. Responsibilities...Senior
- First United Bank in Austin, TX is seeking a Senior Relationship Banker to deliver exceptional customer service, drive sales, and manage customer relationships end-to-end. You will mentor Tellers and Relationship Bankers I and II and serve as the location's subject matter...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each... ...management and customized investment portfolios Participate in building...Senior
$105.4k - $207.8k
..., manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead... ...organizations, as well as through our own investments, commitments, and actions across areas...SeniorLocal areaVisa sponsorship- A leading insurance agency in Austin, Texas, seeks a Financial Services Rep to market financial products that manage everyday risks. The role involves consulting customers on financial planning and recommending appropriate products based on their needs. Applicants should...
- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a... ...seeking Wealth Advisors and Senior Wealth Advisors for... ...portfolios of $5 to 15M in investable assets using Vanguard... ...by providing financial planning solutions using our time...SeniorLocal areaRemote work
- Customer Service Representative Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisors ...SeniorWork at officeFlexible hoursAfternoon shift
- ## Senior Relationship BankerApplylocations: Austin, TXtime type: Full timeposted on: Posted... ....* Collaborate and Coordinate with Financial Center Manger on team meetings and huddles... ...to be the best place, to bank, work and invest. We are committed to providing excellent...SeniorWork experience placement
$200k
...Sr. Wealth Advisor Compensation: $200,000 per year (2-... ...health, employee benefits, investment and wealth management... ...Job purpose: As a Senior Wealth Advisor, you will... ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with...SeniorWork experience placementLocal area$77k - $214k
...career in our State and Local Tax Financial Services practice, within... ...by aligning their state tax plan with the business strategy. You... ..., now and in the future.As a Senior Associate, you'll work as... ...way as technology-enabled tax advisors who provide significance through...SeniorFull timeH1bLocal area$110.7k - $218.3k
...Summary Today’s CFOs and financial leaders face increasing... ...operational efficiency. As an Oracle Senior Consultant at Deloitte, you... ..., and post-go-live support planning.Assist with current-state and... ..., as well as through our own investments, commitments, and actions...SeniorVisa sponsorship- A major financial institution in Austin is seeking an experienced Investment Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment...Senior
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...SeniorTemporary workWork at officeNight shiftWeekend work
$48k - $100k
Bank of America is seeking a Financial Advisor with Merrill Wealth Management in Austin, Texas. This role involves delivering customized financial planning and wealth strategies based on client assessments. Applicants should have at least 5 years of experience and relevant...Senior
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