Financial Services Rep & Portfolio Planning Advisor
Tedrocks
A financial services agency in Austin is seeking a Financial Services Representative to help market financial products. You will consult with customers on financial planning and investment options while assisting in portfolio management. The ideal candidate has over 2 years of experience in financial services and holds FINRA Series 6 and 63 licenses. This role offers a competitive salary and a comprehensive benefits package, ensuring job satisfaction and work-life balance. #J-18808-Ljbffr Tedrocks
- A prominent educational institution in Austin is hosting a virtual hiring event for the Financial Services Representative role. This position involves educating clients on investment strategies and providing exceptional service. Ideal candidates are flexible and possess...SuggestedFlexible hours
- ...will handle inbound calls, own issues, and guide clients through retirement and market options. You will participate in the Schwab Service Academy to earn securities licenses, with training paid and a potential to advance to a hybrid work model after SSA completion. #J...Suggested
$58.7k - $67.2k
The Charles Schwab Corporation in Austin is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care. Starting pay ranges from $58,700 to $67,200 with...SuggestedFlexible hours$65k - $85k
...Portfolio Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging... ...relevant factors Develop and support action plans designed to reduce portfolio risk and...Suggested- ...Portfolio Monitoring Analyst Round Rock, Texas Capital Farm Credit is the largest... ...600 team members, we provide essential financial services to farmers, ranchers, rural homeowners,... ...Affordable medical, dental, and vision plans. Parental Leave: 8 weeks of paid parental...SuggestedWork experience placementWork at office
- BOK Financial in Austin is seeking a Private Wealth Advisor responsible for developing and expanding relationships with high-net-worth clients. The role emphasizes financial planning, portfolio management, and identifying business opportunities. Ideal candidates will have...
- Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships. The ideal...
$140k - $150k
...On-site (5 Days/Week) Soni's client is seeking an Associate, Portfolio Management - Finance to support a high-performing portfolio management... ..., maintain, and enhance complex fund- and joint venture-level financial models Build and maintain distribution waterfalls, preferred...Permanent employmentRelocation packageFlexible hours$122k - $150k
Jeppesen ForeFlight is seeking a sharp, driven Financial Analyst to serve as a revenue and product portfolio owner. In this role, you’ll have direct visibility... ...performance, deliver data‑driven insights, and shape planning and forecasting across the revenue and product...Immediate start- ...seeking a dedicated finance team member to support accounting and financial reporting activities. The role involves managing capital calls... ...experience in a similar setting. A solid understanding of portfolio fund valuations and strong communication skills are essential....
$124k
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you... ...financial recommendations such as savings plans, life insurance, mutual funds, and other financial...- ...Portfolio Manager Round Rock, Texas Capital Farm Credit is the largest rural lending... ...600 team members, we provide essential financial services to farmers, ranchers, rural homeowners,... ...Affordable medical, dental, and vision plans. Parental Leave: 8 weeks of paid...Work at officeLocal area
- ...While we are rooted in core financial products, we are differentiated... ..., retirement savings plans with a generous 401K match, paid... ...Overview of Position The Sr. Portfolio Manager role is positioned within... ...ensure best-in-class Customer Service while serving as an internal...Work at officeImmediate startDay shift
- ...Portfolio Manager III Austin, Texas To proceed with your application... ...common purpose to help make financial lives better through the... ...- whether shaped by military service, community college education,... ...communication and the official plan documents, the plan documents...Work experience placementWork at officeFlexible hoursShift workDay shift
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive financial guidance and tailored solutions for clients... ...partners, reviewing goals, and building detailed financial plans with brokerage products while adhering to licensing and SAFE...
$50k - $100k
Role Description As a Financial Services Rep with Ted Heaton State Farm, you will successfully market the financial... ...Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial...For contractorsFlexible hours- Soni is seeking an Associate, Portfolio Management - Finance to support a high-performing portfolio management team in a real estate private equity setting. The role focuses on sophisticated financial modeling, analysis, and strategic investment support. You will work...Relocation package
$55k - $80k
...off Vision insurance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member... ...RESPONSIBILITIES Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct...Full time$77.3k - $135.3k
Amazon Web Service (AWS) is a comprehensive, evolving, and growing... ...key member of the Colocation Portfolio & Asset Management team, and... ...should possess a high level of financial and colocation acumen and be... ...option for Supplemental life plans, EAP, Mental Health Support,...Contract workWork at officeFlexible hours- ...maintaining and growing the existing portfolio, via the phone Leverages... ...in Cash Management/Treasury Services or related business... ...follow a disciplined process to plan activities, manage time and accomplish... ...Us Chase is a leading financial services firm, helping nearly...
- ...specified location(s). As a Portfolio Strategist on the Portfolio Transition Services team, you'll help... ...closely with Retail and Advisor Services relationship owners... ...working with Financial Consultants, Wealth Advisors... ...Employee stock purchase plan * Paid time for...Work at office
- ...activities at the CU-13/14 level. This role emphasizes reviewing loan portfolios, examining assets, and managing projects with defined goals... ...improve outcomes. Specialized experience includes analyzing financial data and providing corrective recommendations, with additional...
- ...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...advance personalized financial plans aligned with client goals and... ...long-term priorities Guide portfolio strategy and implementation...Full timeTemporary workFlexible hours
- Dimensional Fund Advisors in Austin seeks an Associate Portfolio Manager to oversee ETFs and equity portfolios, executing daily trades and discussing... ...role requires an MBA candidate with 5+ years in financial services, strong quantitative skills, and proficiency in SQL...
- Job Description: Portfolio Management is responsible for the daily oversight... ...the greatest minds in modern financial economics. Our portfolio... ..., Consultant and Client Services teams to effectively respond... ...Careers site. Dimensional Fund Advisors LP is an investment advisor registered...Work at officeRemote workMonday to Friday
- ...Entry Level Financial Advisor Primary Location: UNITED STATES-TX-Austin... ...through networking events and portfolio management, ensure... ...and guidance Product and Service Consultation: Discuss financial... ...k); Employee Stock Purchase Plan (ESPP); disability; life Insurance...Work experience placementWork at officeLocal areaFlexible hours
- ...Financial Advisor HilltopSecurities is looking to hire a Financial Advisor... ...reviewing financial plans that include strategies designed... ...and loyalty through excellent service Qualifications... ...communities. With an extensive portfolio of products, we deliver a broad...Full time
$109.28k - $182.1k
...ingredients you need at LPL Financial to shape your success... ...that help financial advisors serve investors? Are... ..., and delivery plans aligned to business objectives... ...business growth and service diversification to unlock... ...roadmap and product portfolio, and begin structuring...Full timeWork from homeHome officeFlexible hours$43.89k - $150k
Financial Advisor Employer Cetera Financial Group Location Round Rock, Texas... ...with Cetera Investment Services LLC (marketed as Cetera Financial... ...Advisor establishes a portfolio of bank customers based on meeting... ...guidance through Financial Planning services Identifies and...Full timeTemporary workLocal areaFlexible hours- Regions is seeking a hybrid Financial Advisor in Round Rock, TX to develop client relationships and provide... ...guidance. You will deliver financial planning services, build a strong client network, and maintain a robust portfolio knowledge base while ensuring compliance with...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Rep & Portfolio Planning Advisor. Be the first to apply!
- financial advisor Austin, TX
- financial associate Austin, TX
- oracle financial functional consultant Austin, TX
- estate planning consultant Austin, TX
- associate leveraged finance Austin, TX
- financial advisor associate Austin, TX
- financial planning associate Austin, TX
- financial planning assistant Austin, TX
- finance associate Austin, TX
- financial counselor Austin, TX

