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
$15 - $17 per hour
WAC-TX WFC Limited Partnership is seeking a Financial Services Representative in Texas. The role involves guiding customers toward financial... ...to $17, with benefits including health insurance and a 401(k) plan after 30 days of employment. #J-18808-Ljbffr WAC-TX WFC Limited...SuggestedHourly pay- A financial services company in Austin, Texas, is seeking a Financial Services Representative (Bilingual) to assist customers in their financial journeys. The role requires empathy and excellent customer service skills, along with the ability to process loan applications...Suggested
$57.3k - $68.8k
...the finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services... ...workopportunitiesfor qualifying shifts. Your Talent Advisor will walk you through the training...SuggestedRemote jobWork at officeMonday to FridayFlexible hoursShift workNight shiftDay shiftAfternoon shiftWeekday work- The Well is looking for a Financial Planner in Austin, Texas, to provide personalized financial planning and investment management for high-net-worth clients. You will lead... ...candidate has over 5 years of financial services experience and a strong understanding of personal...SuggestedFull time
- ...Austin, Texas, is seeking a client-facing Financial Planner to join its advisory team. This... ...leading clients through the financial planning process, developing tailored financial plans... ...5+ years of experience in financial services, strong communication skills, and a proven...Suggested
- ...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....
- Amherst Group in Austin, Texas is seeking a Portfolio Analyst to support portfolio management through financial modeling and strategic analysis. The ideal candidate... ...3 years of relevant experience in the financial services sector. Responsibilities include creating financial...Flexible hours
- ...Texas is seeking an experienced Associate Credit Officer to support its Middle Market line of business. This role involves maximizing portfolio performance by ensuring comprehensive credit approval processes and overseeing credit risk analysis. The ideal candidate should...
- ...seeking an experienced Associate Credit Officer to support the Middle Market line of businesses. This role is crucial for maximizing portfolio performance and providing oversight for Portfolio Managers throughout the deal process. The ideal candidate will have a minimum of...
- ...conduct fundamental credit analysis on syndicated loans and monitor portfolio holdings. You will also present investment recommendations and... ...or credit research, a strong understanding of CLO structures, and advanced financial modeling skills. #J-18808-Ljbffr Selby Jennings
$50k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Austin... ...As a Financial Services Rep with Ted Heaton State Farm, you... ...Consult customers with financial planning and investment options. Assist customers with portfolio management and asset...Full timeFlexible hours$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- ...Investment Associate in Austin, TX. This role involves preparing portfolio materials for client meetings, communicating client requests... .... Candidates should have 1-3 years of experience in financial services and knowledge of investment products and terminology. Strong...Flexible hours
- ## Analyst/Sr Analyst , Portfolio Management -Investor ReportingApplyremote type: Onsitelocations... ...investors, wrapped in all the ongoing services required to manage, own, and finance the... ...models.* Build and maintain portfolio / financial models including cash flow projections,...Full timeFlexible hours
- ## Senior Portfolio ManagerApplylocations: Austin, TX - Main Officetime type: Full timeposted... ...help deliver top-quality experience and service? If so, the Senior Portfolio Manager... ...manner at a wealth management or other financial services organization* Thorough understanding...
$50k - $100k
A leading financial services agency located in Austin, TX, is seeking a Financial Services Representative to help customers navigate... .... The role involves guiding clients through financial planning, conducting portfolio management, and ensuring compliance with regulations....Flexible hours- A leading financial services firm in Austin is seeking a Financial Advisor to expand a client portfolio and offer advanced financial planning. This role combines client advisory with business development, providing a clear path for career advancement and equity participation...
$100k
...Financial Advisor - Business Development Austin, Texas, United States Role:... ...Join a rapidly expanding financial services platform built for advisors who... ...manage a high-net-worth client portfolio Provide advanced financial planning, portfolio reviews, and investment...Remote workShift work$75k - $80k
Soni, located in Austin, Texas, is seeking an Analyst for Portfolio Management to support investment analysis and strategic initiatives... ...and 1-3 years of relevant experience. This role focuses on financial modeling, data analysis, and preparing presentations for stakeholders...Remote job- Position: Wealth Advisor/Trust Officer III - Austin... ...Division: Wealth Management Services | Work Days: Monday -... ...and Grows Portfolios Establish and maintain... ...Provide a full range of financial and banking services to... ...Knowledge of Fiduciary Planning Strategies Review and...Monday to Friday
- ...Aypa Power, a Blackstone portfolio company, is a leading developer, owner, and operator of... ...and play a critical role in managing the financial aspects of Aypa Power's diverse project... ...in energy storage), including modeling, planning, capex tracking, covenant testing and reporting...Contract workWork experience placement
- Essential Functions The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR answers questions and provides information upon request, assists customers in understanding and utilizing bank...Daily paidFull timeWork experience placementWork at officeMonday to Friday
$54.1k
...and your drive to make a difference. Our service team plays a vital role in guiding... ...opening doors to a meaningful career in financial services. If you’re ready to make an impact... ...workopportunitiesfor qualifying shifts. Your Talent Advisor will walk you through the training...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$17 - $20 per hour
## Financial Services RepresentativeApplylocations: Austin South, TX, United Statestime type: Full... ...year, we promote 80% of Financial Services Reps to management. + 75% of World’s... ...Paid holidays, vacation time, and a 401(k) plan (including company match).* Be part of a...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$57.3k - $68.8k
...industry together. Schwab’s service team plays a critical role in... ...clients feel confident about their financial futures. As a Licensed... ...qualifying shifts. Your Talent Advisor will walk you through the... ...and Employee stock purchase plan Paid time for vacation, volunteering...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$24 - $35 per hour
...everyday banking needs, products and services through scheduled appointments,... ...helps customers progress toward their financial goals through planning, digital engagement, and customized... ...Proactively acquire, manage, and grow a portfolio of consumer and business customer...Hourly payTemporary workWork experience placementImmediate start- ...Texas, we provide funding and services to rural lending associations in... ...relationships. This role performs in-depth financial analysis, due diligence, credit administration, portfolio monitoring, and transaction... ...accounts, and more. 401(k) plan that includes immediate vesting...Work at officeLocal areaImmediate startFlexible hours
$24 - $33 per hour
...does not accept unsolicited resumes or services from third- party recruitment agencies.... ...and hire those candidate(s) without any financial obligation to the recruiter or agency. Any... ...vacation rental, and small balance commercial portfolios. Headquartered in Austin, Texas, since...Hourly payWork at officeRemote work- ...degree and over 8 years of experience in financial services, with strong communication, negotiation... ...includes responsibilities for client portfolio management, ensuring profitability and... ...include medical, dental, and a 401(k) plan along with vacation and sick days. #J-...
- ...years in private banking, lending, or financial services Industry: Private Banking / Wealth Management... ...primary relationship manager for a portfolio of high-net-worth clients. Develop... ...referring investment and financial planning opportunities. Excellent interpersonal...Work at office
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