Finance Associate
5 Legal
Top 100 AmLaw firm seeks an associate to join its Transactions Practice Group in their Dallas office. Qualified candidates must have 1-4 years of experience and will have excellent document drafting and interpersonal skills and experience working on mergers, acquisitions, dispositions, venture capital financings and general corporate matters. The candidate must have a positive attitude and an exceptional work ethic, coupled with a desire to be part of a fast-paced and collaborative environment with direct interaction with both partners and clients. Top academics and experience required. To be considered, a candidate must hold a JD from an ABA-approved law school and must be in good standing and an active member of the Bar of the state in which the candidate is admitted to practice. Timely admission to the Texas Bar will be a condition of employment. #J-18808-Ljbffr
- ...A prominent law firm is seeking a Finance Associate to join its Dallas office. This role focuses on real estate finance and debt fund transactions. Candidates should have 3-4 years of relevant experience, strong academic credentials, and must be licensed to practice in...SuggestedWork at office
$250k - $310k
...Finance Associate – Texas (Austin, Dallas, Houston, San Antonio) A prestigious international law firm is seeking a talented Finance Associate (4–5 years PQE) to join its growing finance practice in Austin, Dallas, Houston, or San Antonio . This is an excellent opportunity...SuggestedWork at office- ...Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations...SuggestedWork at office
- ...Other Positions Description US Heart and Vascular is in need of a Financial Counselor to join our team at Houston Cardiovascular Associates in Houston, TX. Responsibilities Serve as the point of contact for all financial responsibility and assistance related questions...SuggestedFull timeWork at officeShift work
- ...Wealth Analysts and Financial Advisors, if applicable. Qualifications Bachelor's degree in a related discipline such as Accounting, Finance or Economics Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 Holds appropriate...SuggestedBank staffWork at officeLocal area
$72.25k - $85k
...Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Northwestern Mutual is seeking Financial Representatives in the United States to start as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your first years in the business. The role offers a path to becoming...
- JMD Staffing LLC is seeking a motivated Retirement Income Advisor based in Wisconsin, offering a fully remote role focused on retirement income strategies. The ideal candidate will have 2–5 years of experience in insurance and annuities, with a valid Life & Health Insurance...Remote work
- Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach. Registered...Permanent employmentWork at office
- Magellan Health seeks a Personal Financial Counselor to provide counseling to service members and their families at military installations in Wisconsin. You will deliver one-on-one counseling, develop spending plans, and create educational materials to support financial...
$50k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...Work at officeWork from homeHome officeFlexible hours- Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. With competitive...Remote work
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at office- Anderson University’s Office of Financial Aid & Scholarships seeks a full-time Financial Aid Counselor to support daily operations and provide exceptional service to students and families. Responsibilities include counseling on aid eligibility, progress requirements, renewal...Full timeWork at office
- The Financial Aid Department is recruiting for one full time Financial Aid Counselor. Under the guidance of the Director of Financial Aid, this position supports the day-to-day operations of the Office of Financial Aid by serving as the primary lead in the coordination...Full timeWork experience placementWork at officeNight shift
- A financial services company is seeking financial advisors to help clients through personalized planning. This role involves building a client base, presenting financial solutions, and developing through award-winning training. Ideal candidates should be self-motivated...Flexible hours
- US Heart and Vascular is hiring a Financial Counselor to support patients at Orion Medical in Houston, TX. The role includes verifying insurance benefits, educating patients about their financial responsibilities, and managing payment plans. The candidate must have a High...
- Allstate invites experienced financial professionals to build a personal financial services practice under the Allstate brand. You’ll receive support, access to new customers, and guidance from Allstate Agency owners to expand in your community. As an Allstate Financial...
- San Blas Securities, located in Wisconsin, is searching for motivated and results-oriented financial advisors to join their team. Candidates should have over 5 years of experience, be licensed with Series 7 and 63, and possess existing client relationships. This remote...Remote work
- ...Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance. Completion of CFP® coursework. A minimum of one year of financial industry-related experience preferred. Proficiency in Microsoft...Monday to FridayFlexible hours
- ...in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial...
$85k - $145k
Mercer Advisors in Plano, Texas, is seeking a Wealth Path Wealth Advisor to join their collaborative team. The role involves managing a portfolio of 150-250 clients, ensuring client satisfaction, and onboarding new clients to enhance their financial journey. Candidates...- Overview Unlock your potential as an Epicor Financial Consultant in a fully remote position, where you can make a significant impact on businesses using Epicor ERP. Responsibilities Key responsibilities include analyzing client needs, implementing effective solutions, ...Remote workFlexible hours
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- SCS Focus Partners Family Office and OCIO in Dallas, TX seeks a Vice President to join the client advisory team serving ultra-high-net-worth clients. You will oversee investment plans, prepare meetings, and communicate sophisticated wealth topics with clarity. The ideal...Work at office
$150k - $350k
...Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you’ll need Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses;...$85k - $145k
...Knowledge, Skills and Abilities Education Bachelor’s degree from an accredited institution (preferably business, economics, accounting or finance related); Master’s degree a plus. Experience Five to twenty-five years of job-related experience. Certifications Certified...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Northwestern Mutual is seeking College Financial Representatives for an internship in Wausau, Wisconsin. This program offers guidance and support to help you build a financial planning practice starting from the ground up. Interns will gain skills in networking, prospecting...Full timeInternshipFlexible hours
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