Financial Controller, Wealth Management (Hybrid TX)
Allworth Financial
Allworth Financial is seeking a Financial Controller to lead the accounting and financial reporting team in Addison, Texas. This hybrid, full-time role reports into corporate finance and guides the firm’s growth through strong internal controls and accurate reporting. The ideal candidate holds a CPA or equivalent and brings 8+ years of managerial accounting experience, including public company and PE-backed environments. #J-18808-Ljbffr Allworth Financial
- Allworth Financial seeks a seasoned Financial Controller to oversee accounting and financial reporting in a hybrid, Addison, TX-based role. You will lead a team of nine, drive close processes, and ensure compliance with accounting standards while supporting growth and...Suggested
- Allworth Financial ( ) is an independent investment... ...full-context wealth planning solutions... ...in the Wealth Management Industry, expanding... ...associates. The Financial Controller plays a crucial... ...full-time, exempt hybrid position,... ...into our Addison, TX office. Job Responsibilities...SuggestedFull timeContract workPart timeFor contractorsInternshipWork at officeFlexible hours
- Accord Management Group is seeking an experienced Corporate Staff Accountant in Plano, Texas. This full-time hybrid role is an exciting opportunity to join a team-oriented organization... ...responsibilities such as preparing financial statements and performing monthly analyses...SuggestedFull time
- At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships... ...accounts, to help them reach their financial goals and dreams. Additionally, you... .... Following training, transition to a hybrid environment, where team members work in...SuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week
- JPMorganChase Wealth Management seeks an Investment Professional to assist clients with brokerage accounts and guide them toward financial goals. The role requires licensing within 90 days and... ...during training and transition to a hybrid schedule, with three office days...SuggestedWork at officeRemote work
- At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships... ...accounts, to help them reach their financial goals and dreams. Additionally, you... .... Following training, transition to a hybrid environment, where team members work in...Work at officeLocal areaRemote workMonday to Friday3 days per week
$175k - $200k
Unity Search Group is seeking an Assistant Controller for a DFW-based, PE-backed distribution company. You will work with the VP of Accounting... ...full cycle accounting expertise are essential. The role offers hybrid flexibility and a compensation range of $175,000 to $200,000...- ...Asset Living is a third-party management firm and a proven partner in... ...responsibility. The Assistant Controller will provide leadership and coordination of property financial statements for a group of... ...compliance requirements. #LI-Hybrid Voluntary Self-...Permanent employmentFor contractors
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...OpportunityAs an Asset & Wealth Management Tax Senior Associate you will... ..., including reviewing financial data, preparing tax returns,... ...Washington; MA-Boston; CA-Sacramento; TX-Dallas; CA-San Francisco; PA-...Full timeH1b- Catalyst Health Group is seeking a Staff Accountant for a hybrid role in Plano, TX. You will ensure accurate financial information for multiple entities, support the disciplined close process, and produce reliable management reports. This role emphasizes strong accounting...
$161.5k - $184.3k
...motivated Audit Senior Manager interested in becoming... ...understand the business and its control environment. You... ...years of experience in financial analysis, or a... ...position. This role is hybrid meaning associates typically... ...Audit Sr. Manager Plano, TX: $161,500 - $184,300 for...Full timePart timeLocal area3 days per week- The American Heart Association is seeking a Senior Accountant for our Dallas, TX office. In a hybrid setting (2-3 days in-office), you will manage general ledger activities, prepare financial statements, and lead reconciliations to support accurate reporting. You will collaborate...Work at office
- Leeward Renewable Energy, LLC in Dallas, TX is hiring a Staff Accountant to maintain the general ledger, prepare financial statements, and respond to inquiries for assigned projects. This is an in-office role with hybrid flexibility, requiring on-site presence three days...Work at officeRemote work3 days per week
- Imprimis Group in Plano, TX, is seeking a Senior Accountant to... ..., monthly close, and accurate financial reporting across a diverse portfolio... ...budgeting, and help improve controls and processes while gaining... ...leadership and strategic projects. Hybrid work after 90 days. #J-18808-...Work at office
$209.5k - $239.1k
...Director, Assistant General Counsel - Financial Services Legal Team (Hybrid) As a Director on the... ...well as leaders, analysts, product managers, and designers across FS who are tasked... ...to be regularly worked. Plano, TX: $209,500 - $239,100 for Director, Asst...Full timePart timeLocal area3 days per week- DFW Dorms & Beyond, based in Plano, TX, seeks a detail-oriented Staff Accountant & Financial Analyst to support our growing business. Hybrid schedule, part-time to full-time, with 70% remote work and 30% in-office. This role blends day-to-day bookkeeping with analytical...Full timePart timeWork at officeRemote work
$138.1k - $157.7k
...Audit Manager, Consumer Lending (Credit Card & Personal Loans) (Hybrid) Capital One's Audit function is a... ...governance and internal controls. You are an agile learner... ..., banking, or the financial services industry. ~... ...Manager Plano, TX: $138,100 - $157,700 for...Full timePart time3 days per week$80k - $105k
...to a mid-size CPA firm, a great opportunity awaits in the Dallas, TX area. This well-respected and growing CPA firm is searching for... ...Compensation: Base Salary: $80,000-$105,000 Full benefits package Hybrid/Remote To be considered, please apply with a resume. If you...Remote work- ...Wealth Advisor Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine...Work experience placementLocal areaFlexible hours
$110k - $150k
...families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax,... .... Job Summary: The Wealth Advisor focuses on deepening relationships... .... Working Conditions: Hybrid schedule with a combination of...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Clearsulting LLC in Dallas, TX seeks a Director of Treasury with extensive Kyriba/TMS experience to... ...business development, requiring strong stakeholder management and strategic initiative execution. The position offers hybrid or remote work options, up to 10% travel, and a...Remote work
$138.1k - $157.7k
..., self-motivated Audit Manager, Commercial Bank interested... ...execute internal control testing for audits, demonstrating... ...commercial banking or financial services industry, or... ...is designated as a hybrid position. You are... ...Audit Manager Plano, TX: $138,100 - $157,700 for...Full timePart timeWork at officeLocal area3 days per week- ...Accounting Analyst to support the Controller for a group of market-rate... ...You will review third-party financial reporting, prepare monthly... ..., and work with fund management and senior leaders to drive... ...tight deadlines in a dynamic, hybrid office environment. #J-1880...Work at office
- ...Private Wealth Banker Dallas, TX, US, 75001 Req ID: 78623 Location: Dallas -DAL Areas of Interest... ...Application Deadline: 09/27/2026 BOK Financial Corporation Group includes BOKF, NA;... ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions...Local area
- ...the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...are affiliated companies under the common control of JPMorgan Chase & Co. Products not available...
$116.23k - $167.61k
...Job Description:At Regions, the Private Wealth Management Trust Advisor is responsible for the... ...perpetual discovery, assessing a client's financial situation to retain and grow the client... ...the company.SummaryLocation: Dallas, TX - 17 Seventeen Building BranchType: Full...Full timeWork at officeFlexible hours$110k - $150k
...families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax,... ...here.Job Summary:The Wealth Advisor focuses on deepening relationships... ...Friday.Working Conditions: Hybrid schedule with a combination of...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$114k - $165.3k
...idea that transforming financial lives starts by giving... ...salary**The Senior Private Wealth Advisor, Practice Lead... .... While not a people management position, this role will... ...law. ***For remote and hybrid positions you will be... ...newsletter.SummaryLocation: TX DallasType: Full time16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...experience, strong knowledge of U.S. GAAP and SOX controls, and hands-on experience with general ledger accounting, reconciliations, financial close, and audit support. The ideal... ..., highly organized, and comfortable managing multiple priorities in a fast-paced environment...
$51k - $81k
...Prepare reporting and manage work priorities to complete... ...This role is hybrid and requires regular, in... ...for this role in Dallas, TX & Des Moines, IA is $51... ...to 5%), and access to a financial professional to offer our... ...include award-winning wealth management and advisory...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Controller, Wealth Management (Hybrid TX). Be the first to apply!
- financial sales Addison, TX
- financial engineer Addison, TX
- financial software developer Addison, TX
- senior financial analyst fp&a Addison, TX
- financial institutions Addison, TX
- first financial bank Addison, TX
- workday financials Addison, TX
- financial fraud Addison, TX
- finance financial Addison, TX
- financial Addison, TX


