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
- World Finance in Austin, TX is seeking a Financial Services Representative to guide customers on their financial journey. This role focuses on driving loan sales, handling collections, and providing tax preparation support in a fast-paced branch environment. You will work...Suggested
- Loansbyworld is seeking a Financial Services Representative in Austin, TX, to guide customers on their financial journey. This role focuses on providing excellent customer service, processing loan applications, and enhancing community engagement. The ideal candidate demonstrates...Suggested
- 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...Suggested
$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...SuggestedPermanent employmentRelocation packageFlexible hours- 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...
$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....
- 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
- ...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... ...based on input from Credit Managers, portfolio data, and industry sourced data...Work experience placementWork at officeLocal area
- ...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...
- ...Portfolio Manager Capital Farm Credit is the largest rural lending cooperative in Texas... ...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 office
- 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...Full time
- 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
$50k - $100k
...Financial Services Rep As a Financial Services Rep with Ted Heaton State Farm, you will successfully market the... ...agency. Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial...For contractors$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- ...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
$43.89k - $150k
...direct position with Cetera Financial Group. Accepted applicants... ...with Cetera Investment Services LLC (marketed as Cetera Financial... ...At Regions, the Financial Advisor establishes a portfolio of bank customers based on... ...through Financial Planning services Identifies and follows...Full timeTemporary workLocal areaFlexible hours- ...collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This... ...models and transition plans Prepare and maintain... ...Wealth Managers, Investment Advisors, and other Portfolio... ...to take control of their financial lives, live their values...Work at office
- ...Wealth Advisor/Trust Officer III-Austin Position... ...Division: Wealth Mgmt Services | Work Days: Monday -... ...Relationships and Grows Portfolios Establish and maintain... ...a full range of financial and banking services to... ...Knowledge of Fiduciary Planning Strategies Review...Monday to Friday
$65.64 - $72.93 per hour
...is thrilled to partner with a leading financial services institution dedicated to helping individuals... ...in elevating their strategic portfolio management capabilities. This is an incredible... ...are translated into actionable plans, ensuring alignment and accelerating the...Hourly payTemporary workWork at office- ...Deadline: 10/31/2025 BOK Financial Corporation Group... ...Acting as a trusted advisor, finding and recommending... ...for making and servicing a wide variety of commercial... ...management plan for potential customer... ...You will manage deposit portfolios by fulfilling client requests...
- ...talent for a confidential Senior Financial Advisor opportunity focused on high‑... ...comprehensive financial planning and investment solutions. The... ...initiatives Collaborate with portfolio management, financial planning, and client service teams to ensure a high‑quality...
$43.89k - $150k
A leading financial services provider is seeking a Financial Advisor in Round Rock, Texas. The role involves providing sound financial advice to bank customers... ...relevant licenses. Excellent networking and portfolio planning skills are required, with potential earnings ranging...$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$150k - $200k
WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce... ...build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic...Casual workWork at officeFlexible hours- ...driven analysis across consumer, mortgage, and business lending portfolios. This hybrid role blends lending analytics, credit risk... ...throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are...Weekend workAfternoon shift
- Jeppesen ForeFlight is seeking a sharp Financial Analyst in Austin, TX, to manage revenue and product performance. In this impactful hybrid... ...partner with leaders to deliver insights and shape financial planning. Responsibilities include owning revenue reporting, financial...Flexible hours
- A growing financial services organization is seeking a Senior Fund Accountant to join its Austin-based team. This opportunity offers exposure to a diverse portfolio of alternative investment clients, including private equity, hedge funds, credit funds, and other alternative...
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