Financial Planner
RelaDyne
We’re looking for a Financial Analyst 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, TX Key Responsibilities Support senior leadership with financial analysis, operational performance improvement, and strategic projects Conduct variance analysis by comparing forecasts, budgets, and actual results Assist in the annual budget process and performance tracking of company-wide initiatives Prepare management reporting and presentations for leadership, Board of Directors, and external lenders Lead OneStream projects to improve team efficiency, reporting accuracy, and analytics Collect, validate, and manipulate data for reporting and analysis Maintain financial and business models and develop automated tools to enhance analytical insights Participate in special projects and ad hoc analyses as needed Required Qualifications Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field Minimum 2 years of experience in financial, business, or data analysis Understanding of P&L statements Highly motivated, self-starter with strong analytical and problem-solving skills Strong communication, organizational, and interpersonal skills Professional presence and effective team player Ability to travel domestically ( Preferred Qualifications Experience with OneStream Background in Finance, Accounting, Mathematics, Statistics, Economics, or Computer Science Experience with data analytics tools: Power Query, PowerPivot, Power BI, Tableau Why RelaDyne: You’llfind more than just a job-you’lldiscover a career with a company that valuespeople, teamwork, and growth. Equal Opportunity Employer/Disability/Protected Veteran RelaDyne 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 View email address on click.appcast.io. Equal Opportunity Employer/Disability/Veterans RelaDyne, and its affiliates, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ethnicity, sex, age, gender identity, sexual orientation or identity, genetic information, status as a protected veteran, status as a qualified individual with disability, or any other protected class status. EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service #J-18808-Ljbffr
$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- ...Description At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers... ...personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing Houston office. This is an exciting...SuggestedTemporary workWork experience placementWork at office
- ...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
- Northwestern Mutual offers a unique path to build a personal financial planning practice as a Financial Advisor in the United States. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training and a route...Suggested
- ...Job Description Job Description Description: At Larson Financial Group, LLC , we help individuals and families build lasting financial... ...careers. We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial...SuggestedWork at office
$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...Work 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 continued...
- ...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...Local area
- ...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
- ...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
$51.19k - $61.23k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...- RockBridge Search & Recruitment in Houston, TX seeks a seasoned Financial Planner to guide individuals, families, and business owners through retirement, investments, and estate planning. You will act as a trusted advisor, building lasting client relationships and delivering...
- Murray Resources - Best Staffing Agency in Houston is assisting a Houston-based independent wealth management firm in finding a Financial Planner. The candidate will guide clients from initial meeting through plan implementation, building authentic relationships and...
- ...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 office
- ...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...
- Reladyne in Houston, TX seeks a Financial Planner to provide analytical and financial support to senior leadership, guiding budgeting, forecasting, variance analysis, and reporting improvements. The role involves collaborating with cross-functional teams, leading OneStream...
- Financial Planner (Women's Wealth Advisory Services) Oak Harvest Financial Group | GoGo Sisterhood Houston, TX | Hybrid | Full-Time (Salaried Exempt) This isn't a cold-calling job. It's a calling. At Oak Harvest Financial Group, we believe money is never the end goal. It...Full time
- ...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
- ...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
$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
- ...Frost in Houston, TX is seeking a Private Banking Officer II to help affluent clients manage their financial lives, collaborating with Frost lines of business to build tailored plans. You will develop relationships, generate new business, and lead a team-oriented approach...
- * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...BOK Financial is seeking a Personal Banker to provide exceptional client experiences and to advance through the Banking Navigator training program. You will support clients with accounts, loans, digital banking, and teller transactions while developing depth in financial...Relocation
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...Local area
- ...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
- ...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
$200k
...resources to develop tailored, long‑term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client’s advocate...Full time- Amegy Bank in Houston seeks an experienced Commercial Banking Relationship Manager to identify lending opportunities, solicit and develop business activity, and manage a portfolio of commercial clients. You will assess credit, structure loans, and cross-sell bank products...Local area
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