Member-Focused Financial Advisor
University Federal Credit Union
University Federal Credit Union seeks a Personal Financial Representative in Austin, Texas to engage with members and educate them on products to improve their financial wellbeing. This role emphasizes building long-term relationships and exceptional member service. The ideal candidate will have a passion for helping members and the ability to communicate effectively while providing solutions to financial needs. A high school diploma is required, with a preference for a bachelor’s degree. #J-18808-Ljbffr University Federal Credit Union
- UFCU in Austin, Texas is looking for a Personal Financial Representative to engage with Members, helping them identify financial needs and educating them on relevant products and services. Ideal candidates will possess strong relationship-building skills and a commitment...Suggested
- UFCU Main is seeking a Personal Financial Representative in Austin, Texas. In this role, you will engage with Members, educate them on services, and provide exceptional support. Key responsibilities include opening accounts, facilitating transactions, and enhancing customer...Suggested
$26.55 per hour
...offering a competitive wage of $26.55/hr. In this full-time role, you will provide exceptional service while identifying member needs and recommending financial solutions. The ideal candidate should possess a high school diploma and preferred experience in financial...SuggestedFull time- ...fraternal benefit society in Austin, Texas, is seeking dedicated financial representatives to help individuals achieve their financial... ...benefits including medical insurance and retirement plans, making a positive community impact a core focus. #J-18808-Ljbffr Modern WoodmenSuggested
- ...fully leverage our platform to run their financial operations. Your work will directly... ...This is a strategic, high-leverage role focused on execution, not escalation. Work Alongside... ...also work closely with a number of key members of the team who helped successfully scale...SuggestedRelocation
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...start as a financial representative focused on client-building and obtaining licenses... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...Full timeContract workFor contractorsWork at office$100k - $125k
...Vaco has partnered with a leading financial services organization that is seeking a Financial Advisor Transition Consultant to join... ...candidate screenings, focused on ensuring minimum job requirements... ...individuals, people with disabilities, members of ethnic minorities, foreign-...Work at officeLocal area- Overview Capitol Wealth Strategies - Austin, TX; a locally rooted, advisor-focused firm and a member of the Guardian Network, is looking for an experienced Financial Advisor ready to take the next step into leadership. As a Managing Associate , you’ll continue growing...Full time
- ...Federal Credit Union in Austin, TX is seeking a Member Services Representative. Responsibilities include... .... Ideal candidates will have a background in financial services, excellent communication skills, and a strong focus on member satisfaction. Mandatory qualifications...Monday to Friday
$19.5 per hour
Aplusfcu is looking for a Financial Services Consultant- Teller / Personal Banker (Part Time) in Austin, Texas. The role involves creating exceptional experiences through member interactions and supporting branch operations. The ideal candidate will have a high school diploma...Hourly payPart timeWork experience placement- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to... ...tailored financial plans that illustrate members' current situations, outline their future... ...Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have...Local area
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas... ...a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+...Work at officeShift workDay shift
- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Austin, Texas; Temple, Texas; Austin,... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$75k
...Position Summary The Budget Director/Senior Financial Advisor serves as the University's principal... ..., Deans, and other Finance Team members, in managing and analyzing institutional... ...ethnic, and multi‑faith community. Faculty focus primarily on teaching, supported by a student...Full time- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$60k - $300k
...success. We offer the freedom to run your own financial services practice with the support of a... ...greater success rather than individual focus. For you to succeed, we need to work... ...to attend training sessions led by top advisors and industry leaders. Stability - You are...Full timeRelocation packageFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$18.59 - $25.44 per hour
Financial Counseling Representative - On‑Site, Austin, Texas Schedule: Full‑time, Monday‑Friday... ...supporting patients, clients, and team members. Ability to explain financial and... ...for growth within R1. Team environment focused on innovation, collaboration, and patient...Hourly payFull timeLocal areaMonday to Friday$50k
...options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you'...Work at officeWork from homeHome officeFlexible hours- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking... ...dedicated to delivering personalized financial solutions that provide... ...The Senior Wealth Advisor will focus on acquiring and managing... ...Recruiting additional sales team members, as needed Helping build a...Flexible hours
- ...Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF... ...The Private Wealth Advisor is primarily responsible for... ...education, and coaching with a focus on achieving the client’s long... ...collaborative environment where team members work closely to understand...Work experience placementWork at office
$150k - $250k
...locations and more than 3,200 team members that speak 60+ languages... ...firm looking for a Wealth Advisor to join their dynamic team.... ...intersection of Tax Planning, Financial Planning, and investment Management... ...to grow with a future-focused, innovative firm. Perks/Benefits...Full timeWork at officeLocal areaRemote workFlexible hours- ...Profile Weaver Capital Advisors, LLC is seeking talented professionals... ...to delivering personalized financial solutions that provide... ...entities. The Wealth Advisor will focus on managing relationships... ...Recruiting additional sales team members, as needed Helping build a...Flexible hours
$50k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Austin - TX Compensation $50,000.00 - $100,000.00 per year Benefits Life Insurance Group Retirement Bonus based on performance Competitive salary Dental insurance Flexible schedule Health...Full timeFlexible hours$55k - $80k
...performance Free food & snacks Health insurance Paid time off Vision insurance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, you will successfully market the financial products that manage...Full time$65k
...across the US At the forefront of specialized financial services, we help families safeguard... ...respectful, high-energy, and treat every member like family. We do (optional) company outings... ...for a Benefits Representative? Our focus is on continuous learning and development...Full timeFlexible hours- ...Wealth Advisor/Trust Officer III-Austin Position: Wealth Advisor... ...clients and their family members to maximize the lifetime value... .... Provide a full range of financial and banking services to best... ...financial services and products, focusing on client-centric solutions....Monday to Friday
$77k - $214k
...career in our State and Local Tax Financial Services practice, within... ...business strategy. You'll focus on issues related to abandoned... ...way as technology-enabled tax advisors who provide significance through... ...Mentor and guide junior team members to develop their skills...Full timeH1bLocal area$26.55 per hour
...and recommend solutions that benefit the member and deepen their relationship with the... ...lasting relationships. Efforts are primarily focused internally. Responsibilities... ...Degree (GED), plus one year of successful financial institution or sales-related experience...Hourly payFull timePart timeWork at officeFlexible hours- Modern Woodmen in Texas seeks dedicated financial representatives to help individuals achieve their financial goals. Responsibilities include... ...essential guidance, and building lasting relationships with members. Ideal candidates are community-oriented, possess integrity,...
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