Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Services Rep & Portfolio Planning Advisor in Austin, TX vacancy
  • 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... 
    Suggested
    Flexible hours

    Austin Community College

    Austin, TX
    1 day ago
  •  ...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

    Charles Schwab

    Round Rock, TX
    3 days ago
  • $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... 
    Suggested
    Flexible hours

    The Charles Schwab Corporation

    Austin, TX
    4 days ago
  • $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

    Altius Search Group

    Austin, TX
    3 days ago
  •  ...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... 
    Suggested
    Work experience placement
    Work at office

    Capital Farm Credit

    Round Rock, TX
    3 days ago
  • 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... 

    BOK Financial

    Austin, TX
    3 days ago
  • 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... 

    Texas Regional Bank

    Austin, TX
    3 days ago
  • $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 employment
    Relocation package
    Flexible hours

    Soni

    Austin, TX
    2 days ago
  • $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

    Jeppesen ForeFlight

    Austin, TX
    5 days ago
  •  ...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.... 

    VC Stack

    Austin, TX
    5 days ago
  • $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... 

    WizeHire

    Austin, TX
    2 days ago
  •  ...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 office
    Local area

    Capital Farm Credit

    Round Rock, TX
    3 days ago
  •  ...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 office
    Immediate start
    Day shift

    Texas Capital

    Austin, TX
    2 days ago
  •  ...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 placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Austin, TX
    1 day ago
  • 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... 

    Bank of America

    Austin, TX
    2 days ago
  • $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 contractors
    Flexible hours

    State Farm Agent

    Austin, TX
    3 days ago
  • 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

    Soni

    Austin, TX
    2 days ago
  • $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

    Myagentyanyan

    Austin, TX
    3 days ago
  • $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 work
    Work at office
    Flexible hours

    Amazon

    Austin, TX
    7 days ago
  •  ...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... 

    Chase

    Austin, TX
    2 days ago
  •  ...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

    Charles Schwab Careers

    Austin, TX
    12 hours ago
  •  ...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... 

    US National Credit Union Administration

    Austin, TX
    1 day ago
  •  ...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 time
    Temporary work
    Flexible hours

    Edward Jones

    Austin, TX
    4 days ago
  • 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... 

    Dimensional Fund Advisors

    Austin, TX
    1 day ago
  • 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 office
    Remote work
    Monday to Friday

    Dimensional Fund Advisors

    Austin, TX
    1 day ago
  •  ...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 placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Austin, TX
    4 days ago
  •  ...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

    Hilltop Holdings

    Austin, TX
    1 day ago
  • $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 time
    Work from home
    Home office
    Flexible hours

    LPL Financial

    Austin, TX
    3 days ago
  • $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 time
    Temporary work
    Local area
    Flexible hours

    American Accounting Association

    Round Rock, TX
    2 days ago
  • 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... 

    American Accounting Association

    Round Rock, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Rep & Portfolio Planning Advisor. Be the first to apply!