Financial Planner
RelaDyne
Job DescriptionWe’re looking for a Financial Planner to provide analytical and financial support to senior leadership. In this role, you’ll deliver insights that improve operational performance, support strategic decision-making, and enhance reporting accuracy. You will assist with budgeting, forecasting, variance analysis, financial modeling, and enterprise reporting while partnering with cross-functional teams to provide actionable recommendations.Onsite- Houston, TXKey ResponsibilitiesSupport senior leadership with financial analysis, operational performance improvement, and strategic projectsConduct variance analysis by comparing forecasts, budgets, and actual resultsAssist in the annual budget process and performance tracking of company-wide initiativesPrepare management reporting and presentations for leadership, Board of Directors, and external lendersLead OneStream projects to improve team efficiency, reporting accuracy, and analyticsCollect, validate, and manipulate data for reporting and analysisMaintain financial and business models and develop automated tools to enhance analytical insightsParticipate in special projects and ad hoc analyses as neededRequired QualificationsBachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related fieldMinimum 2 years of experience in financial, business, or data analysisIntermediate Excel skills (lookups, pivot tables); beginner PowerPoint skillsUnderstanding of P&L statementsHighly motivated, self-starter with strong analytical and problem-solving skillsStrong communication, organizational, and interpersonal skillsProfessional presence and effective team playerAbility to travel domestically (<10% as needed)Preferred QualificationsExperience with OneStreamBackground in Finance, Accounting, Mathematics, Statistics, Economics, or Computer ScienceExperience with data analytics tools: Power Query, PowerPivot, Power BI, TableauWhy RelaDyne:You’ll find more than just a job-you’ll discover a career with a company that values people, teamwork, and growth. Apply today and join the team driving the future of reliability.Know Your Rights: Workplace Discrimination is Illegal– (click for more information)Equal Opportunity Employer/Disability/Protected VeteranRelaDyne and its affiliates are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ethnicity, sex, pregnancy, childbirth or related medical conditions, age, disability, genetic information, protected veteran status, sexual orientation, gender identity, or any other status protected by applicable federal, state, or local law.RelaDyne is committed to providing reasonable accommodations to qualified individuals with disabilities (including pregnancy, childbirth or other related medical conditions) to enable them to perform the essential functions of a position and to participate in the application, interview, and hiring process. If you require a reasonable accommodation to participate in the application, interview, or hiring process, please contact Human Resources at View email address on click.appcast.io DetailsJob Type: Full-timeCategory: Finance & AccountingSalaried: Salaried
$150k
...Than Wealth. Build Legacies. Some careers are measured by quotas. This one is measured by trust. We're seeking a distinguished Financial Planner who believes exceptional financial guidance is about more than numbers on a balance sheet. It's about helping individuals,...SuggestedFull time- ...A Houston-based independent wealth management firm is seeking a Financial Planner to join its growing team. This role is ideal for a seasoned advisor who enjoys building authentic relationships and helping women and couples navigate life's transitions such as retirement...Suggested
$60k - $100k
...Oak Harvest Financial Group is seeking an in-office Financial Planner in Houston, TX, to support advisors through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, participating in client meetings, and ensuring...SuggestedWork at office- ...responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to...SuggestedLocal area
$20 - $21 per hour
...Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community...Suggested- Description At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive... ...touch, and we’re looking for a dedicated Senior Financial Planner to join our growing Houston office. This is an exciting...Temporary workWork experience placementWork at office
- ...advisor within a structured client-facing team, overseeing junior advisory and client service support staff Deliver sophisticated financial planning and wealth management advice tailored to client goals Build long-term trusted client relationships while supporting the...
- ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.If you're looking for a career that empowers you to make meaningful...Contract workBank staffWork at officeLocal areaImmediate startFlexible hours
- ...processing cash transactions for clients as needed. Having deep conversations with clients to connect them to solutions that meet their financial goals. Requirements Experience in financial services and knowledge of financial services industry, products and solutions. One...
- Regions Bank is seeking a Relationship Banker I in Houston, TX, to deliver exceptional customer service on the cash line and by phone. You will process transactions, identify customer needs, and introduce digital banking options like mobile and online access. The role ...
- ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start
- ..., employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while delivering a "Raving Fans" experience, both for customers and employees.We are eager to welcome...Hourly payFull timeTemporary workPart timeWork at officeLocal areaShift workWeekend work
- ...order to acquire new clients and to enhance existing relationships. Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities. Collaborate with specialists (e.g., Treasury Management, Mortgage Loan...Flexible hours
- ...PNC Financial Services Group, Inc. is seeking a Personal Banker in Houston, TX. This role involves acquiring and deepening customer relationships through proactive sales and excellent service. You will work collaboratively within a supportive environment to drive customer...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$500 per month
...applicable plan terms.General SummaryAccurately perform branch functions while providing exceptional member experience. Identify member financial needs and provide recommendations utilizing our products and services to serve those needs. May handle more complex transactions...RelocationRelocation package- ...Banker; Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/12/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...Local area
- ...Desire to be their point of contact – they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What You’ll Need Required...Full timeMonday to Friday
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...seeking a Float Personal Banker to assist members at various branches in Houston. This role focuses on customer service and support for financial transactions, managing appointments in a busy environment while handling administrative tasks. The ideal candidate will have 1-3...
- ...support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts,...Work at officeShift work
- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.Provides exceptional...Work at officeRemote workWork from homeFlexible hours
- ...borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company’s credit quality standards are met or exceeded and work towards generating new...Local area
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
- Sunflower Bank, N.A. in Houston, TX is seeking a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. As a trusted advisor, you will manage client relationships across the bank, leveraging resources to proactively recommend...
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$100k
...other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Obtained...Full timeWork at officeDay shift$18 - $22 per hour
...Company Description Harris County Federal Credit Union (HCFCU) is a member-owned financial institution founded in 1951 to provide affordable loans and fair financial services to Harris County employees. Built on a legacy of service and community support, HCFCU now serves...Full timeWork at officeLocal areaWeekend work- First National Bank Texas is seeking a customer service-focused teller to join our Houston branch. The role involves handling cash, assisting customers with deposits and withdrawals, and presenting banking products to fit customer needs. The position requires bilingual...Flexible hoursAfternoon shift
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