Finance advisor jobs in College Station, TX - 42 jobs

All

Finance Advisor

Wealth Management Advisor

Bank Advisor

Finance Specialist

Finance Analyst

Finance Aid Advisor

Credit Analyst Internship

US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in College Station, TX
**We're bullish about your future here.** Your experience is valuable to us - and we know you have 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're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, 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 our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 44d ago

Looking for a job?

Let Zippia find it for you.

Financial Advisor
Briaud Financial Advisors
Finance advisor job in College Station, TX
Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm. Required: CFP , CPA, or JD (Applicants with the JD only should have estate planning experience) Demonstrated excellence in an area (i.e. academics, sports, hobbies, leadership roles outside of work, etc.) Proven ability to explain complex financial concepts simply & meaningfully Firsthand experience managing client relationships Useful Information About Briaud 8 Certified Financial PlannersTM on staff 250 clients, with $470 million under management Offices in College Station and Austin, Texas Fee only since our founding in 1986 * For consideration, please submit a cover letter with resume
$45k-92k yearly est. 60d+ ago
Associate Advisor Voya Financial College Station
Voya Financial 4.8
Finance advisor job in College Station, TX
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in the College Station area to work plan sponsor relationships in the higher education and healthcare markets. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations Series 6 and Series 63 (7 & 66 preferred) Life & Health Insurance Licenses Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents Territory management and business development Relationship building Fund knowledge and product/pricing knowledge At Voya Financial Advisors , we provide the tools and resources necessary that will help set you up for success including: Full access to the Voya brand Access to existing client base Wide array of financial products Technology and systems to enable you to efficiently manage your clients financial information and plans Turnkey marketing services Transition assistance, if applicable Competitive base salary + commissions Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
$40k-71k yearly est. 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
JPMC
Finance advisor job in College Station, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$53k-116k yearly est. Auto-Apply 60d+ ago
Financial Solutions Advisor - A & M
Bank of America 4.7
Finance advisor job in College Station, TX
College Station, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired** **Qualifications** : + Bi-lingual Spanish speaking + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$46k-75k yearly est. 7d ago
Private Wealth Advisor
Firstrand 4.1
Finance advisor job in Bellville, TX
To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Responsibilities: * Provide appropriate banking and financial solutions across an allocated portfolio of clients * Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering * Identify Local and Offshore fiduciary opportunities and advise on client philanthropy * Identify and utilise opportunities for revenue growth to deliver on sales targets * Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth * Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group * Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards * Deliver internal and external customer service excellence through adherence to quality service standards * Prevent wastage and identify process improvements to contain and reduce costs You will be an ideal candidate if you: * Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred). * Have 3 to 5 years' experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage). * The following sub-category 1 financial products is essential and must be signed off supervision. * 1.3 Long-Term Insurance subcategory B1 * 1.4 Long-Term Insurance subcategory C * 1.5 Retail Pension Benefits * 1.14 Participatory Interests in a Collective Investment Scheme * 1.17 Long-term Deposits * 1.18 Short-term Deposits * 1.22 Long-term Insurance subcategory B1-A * Full understanding of money management principles * Sound working knowledge of required business-related systems. * Sound working knowledge of Banking and Financial Services Regulatory requirements. * Knowledge on wealth management creation and accumulation * Wealth protection or risk knowledge * Excellent project management skills and able to plan and organize work independently. * Proven track record in servicing a portfolio of clients and in acquisition of new relationships. * Excellent knowledge of global financial markets and current affairs * Ability to match client needs with appropriate product solutions. * Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always. You will have access to: * Full understanding of money management principles. * Servicing a portfolio of clients and in acquisition of new relationships. * Compliance to legislative and audit requirements and adherence to relevant processes. * Participate in planned activities that are appropriate for your own development. * Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. #Post #FNB #LI-AA1 Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 13/02/26 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
$69k-149k yearly est. Auto-Apply 9d ago
J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
Jpmorgan Chase 4.8
Finance advisor job in College Station, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$55k-103k yearly est. 60d+ ago
Financial Advisor - North Houston and Surrounding Western suburbs/Huntsville/The Woodlands/Clear Lake
Thrivent 4.4
Finance advisor job in Huntsville, TX
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$46k-85k yearly est. Auto-Apply 60d+ ago
Financial Aid Advisor I
Texas A&M University 4.4
Finance advisor job in College Station, TX
Job Title Financial Aid Advisor I Agency Texas A&M University Department Scholarships And Financial Aid Proposed Minimum Salary Commensurate Job Type Staff Job Description What We Want Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks. Who We Are The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M's College Station, Galveston, McAllen, School of Law, and Health Science Center campuses-disbursing over $1 billion in financial assistance during the last academic year. What You Need to Know Salary Range: $21.64/hour Cover Letter & Resume: A cover letter and resume are strongly recommended Other Requirements: Occasional travel May be asked to work weekends, holidays, and outside regular business hours during peak periods Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment. Essential Duties/Tasks Advising/Processing Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships Assists with reviews of student files and adjusts as needed Learns the student financial aid/scholarship process and shadows team members Award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines Communicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.) Review application data against additional data received and resolve discrepancies or adjust data in Banner/Compass as appropriate Collaborate with on campus representatives regarding students' financial aid concerns Financial Aid Knowledge & Team Support Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid Learns how staff interact with students and help transition students from prospective to currently enrolled students Ensure processing activities adhere to established policies and procedures while using critical thinking skills General Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences) Learns how to respond to various questions that may require researching and consolidating data regarding financial aid and scholarships Attends local, state, and national workshops, and conferences May assist with presentations Military Education Benefits Processor Learns to certify Veteran Affairs (VA) education benefit requests, reviewing submitted VA documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation. Learns to track missing/incomplete student uploaded documentation in Banner/Compass. Learns to update team status report figures/dates. Learns to process and send VA debt letters received to Student Business Services (SBS) for repayment. Learns to review and process completed Primary Institution Letters (PILs) uploaded by students. Learns to reconcile VA payments with tuition and fees contracts. Learns to use discretion to respond to various questions related to federal military education benefits. Learns to work with the team and supervisor to resolve discrepancies or other problems. Learns to process eligible Hazelwood Exemption requests, reviewing submitted Hazelwood documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation. Learns to assist in reporting Hazelwood exemptions to the Texas Veterans Commission. Learns to use discretion to respond to various questions related to state military education benefits. Learns to assist Aggie One Stop staff with student questions. Qualifications Required Education and Experience Bachelor's degree or an equivalent combination of education and experience. No experience required. Required Knowledge, Skills, and Abilities: Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service. Working knowledge of Microsoft Office software. Ability to work individually or as a team in a dynamic organization. Good interpersonal communication skills. Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions. Ability to organize and make decisions. Ability to work well under pressure. Ability to use tact, diplomacy, and judgment in dealing with all customers. Why Texas A&M University? We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes. Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts, and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums 12-15 days of annual paid holidays Up to eight hours of paid sick leave and at least eight hours of paid vacation each month Automatic enrollment in the Teacher Retirement System of Texas Health and Wellness: Free exercise programs and release time Professional Development: All employees have access to free LinkedIn Learning training, webinars, and limited financial support to attend conferences, workshops, and more Educational release time and tuition assistance for completing a degree while a Texas A&M employee Living Well, a program at Texas A&M that has been built by employees, for employees Our Commitment Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
$29k-35k yearly est. Auto-Apply 11d ago
Financial Aid Advisor I
Texas A&M 4.2
Finance advisor job in College Station, TX
Job Title Financial Aid Advisor I Agency Texas A&M University Department Scholarships And Financial Aid Proposed Minimum Salary Commensurate Job Type Staff Job Description What We Want Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks. Who We Are The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M's College Station, Galveston, McAllen, School of Law, and Health Science Center campuses-disbursing over $1 billion in financial assistance during the last academic year. What You Need to Know Salary Range: $21.64/hour Cover Letter & Resume: A cover letter and resume are strongly recommended Other Requirements: Occasional travel May be asked to work weekends, holidays, and outside regular business hours during peak periods Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment. Essential Duties/Tasks Advising/Processing Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships Assists with reviews of student files and adjusts as needed Learns the student financial aid/scholarship process and shadows team members Award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines Communicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.) Review application data against additional data received and resolve discrepancies or adjust data in Banner/Compass as appropriate Collaborate with on campus representatives regarding students' financial aid concerns Financial Aid Knowledge & Team Support Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid Learns how staff interact with students and help transition students from prospective to currently enrolled students Ensure processing activities adhere to established policies and procedures while using critical thinking skills General Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences) Learns how to respond to various questions that may require researching and consolidating data regarding financial aid and scholarships Attends local, state, and national workshops, and conferences May assist with presentations Military Education Benefits Processor Learns to certify Veteran Affairs (VA) education benefit requests, reviewing submitted VA documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation. Learns to track missing/incomplete student uploaded documentation in Banner/Compass. Learns to update team status report figures/dates. Learns to process and send VA debt letters received to Student Business Services (SBS) for repayment. Learns to review and process completed Primary Institution Letters (PILs) uploaded by students. Learns to reconcile VA payments with tuition and fees contracts. Learns to use discretion to respond to various questions related to federal military education benefits. Learns to work with the team and supervisor to resolve discrepancies or other problems. Learns to process eligible Hazelwood Exemption requests, reviewing submitted Hazelwood documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation. Learns to assist in reporting Hazelwood exemptions to the Texas Veterans Commission. Learns to use discretion to respond to various questions related to state military education benefits. Learns to assist Aggie One Stop staff with student questions. Qualifications Required Education and Experience Bachelor's degree or an equivalent combination of education and experience. No experience required. Required Knowledge, Skills, and Abilities: Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service. Working knowledge of Microsoft Office software. Ability to work individually or as a team in a dynamic organization. Good interpersonal communication skills. Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions. Ability to organize and make decisions. Ability to work well under pressure. Ability to use tact, diplomacy, and judgment in dealing with all customers. Why Texas A&M University? We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes. Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts, and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums 12-15 days of annual paid holidays Up to eight hours of paid sick leave and at least eight hours of paid vacation each month Automatic enrollment in the Teacher Retirement System of Texas Health and Wellness: Free exercise programs and release time Professional Development: All employees have access to free LinkedIn Learning training, webinars, and limited financial support to attend conferences, workshops, and more Educational release time and tuition assistance for completing a degree while a Texas A&M employee Living Well, a program at Texas A&M that has been built by employees, for employees Our Commitment Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
$27k-32k yearly est. Auto-Apply 60d+ ago
Financial Analyst III
Blueforge Alliance
Finance advisor job in Bryan, TX
(BFA): BlueForge Alliance is an agile program integrator positioned to meet the demand to build capacity for the defense industrial base. We are a unifying organization converging technology, manufacturing, economics, and state and federal government to provide a forward-facing, federated umbrella with national visibility. As a non-profit, neutral convener, BlueForge Alliance aligns strategy with execution to coordinate regional stakeholders, assess and propose high-value efforts, and rapidly establish and deploy U.S. Department of Defense investments. By streamlining competing priorities and viewpoints, we aim to increase manufacturing capacity and technology adoption, boost the number of available suppliers and diversify investment into the defense industrial base. Position Summary: The Program Financial Analyst III will play a crucial role in analyzing financial data, monitoring budgets, and providing insights to support decision-making processes related to government contracts aimed at improving resiliency within the defense industrial base. This individual will work closely with the finance team and other stakeholders within BFA to ensure compliance with regulatory requirements and optimize financial performance. In addition to the following details, by being a BlueForger, you will be expected to uphold and exemplify our values of Belonging, Selfless Service, Integrity, Leadership, Respect, and Excellence. We uphold these values upon a backbone of humility driven by a culture of safety, vulnerability, and purpose. Essential Duties and Responsibilities: * Conduct financial analysis and reporting for US government contracts, including budget variance analysis, forecasting, and profitability assessment. * Collaborate with project managers and contract administrators to develop and monitor project budgets, ensuring accuracy and adherence to contract terms and conditions. * Lead the responsibility to create level-of-effort tasks within the organization while simultaneously tracking against their authorized budget and actual expenditures. * Provide financial guidance and support to project teams, assisting in cost control measures and identifying opportunities for cost savings. * Develop and present monthly and quarterly project and program financial reports including budget, expenditures/actuals, variance identification and analysis, and EAC. * Maintain compliance with applicable regulations and standards governing government contracts, including Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS). * Assist in the preparation of contract proposals and negotiations, conduct financial analysis and update key performance indicators to support pricing strategies and ensure competitiveness. * Analyze financial risks and opportunities associated with government contracts, proposing strategies to mitigate risks and capitalize on opportunities. * Collaborate with cross-functional teams to streamline financial processes and improve efficiency in contract management and reporting. * Lead in the development of spending plans, project burn rates, and ensuring financial requirements are met for both prime and sub-contractors. * Support internal and external audits related to government contracts, ensuring accurate documentation and resolution of audit findings. * Performs other related duties as assigned. * Bachelor's degree in Finance, Accounting, Business Administration, or related field. Advanced degree preferred. * Minimum of 5 years of experience in financial analysis, with a focus on US government contracting, or an equivalent combination of education and experience for success in the role. * In-depth knowledge of US government contracting regulations and requirements, including FAR and DFARS. * Strong analytical and financial modeling skills with the ability to interpret complex financial data and draw meaningful insights. * Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and external partners. * Experience with financial systems and software, such as Deltek Costpoint, preferred. * Relevant certifications (e.g., Certified Government Financial Manager, Certified Defense Financial Manager) a plus. Physical Requirements: * Prolonged periods of sitting at a desk and working on a computer. * Ability to lift up to 20 pounds. Travel Expectations: * Expected travel: up to 10% Periodic travel to BFA HQ (Bryan, TX) may be required. Note: BlueForge Alliance provides equal employment opportunities for all employees and applicants for employment. The company prohibits discrimination and harassment based on any characteristic protected by federal, state and local laws. BlueForge Alliance is a federal contractor, and many of the positions are security sensitive. As such, employment is contingent upon successfully passing required background and drug screens, including without limitation, criminal history check, education verification, credit history, and credential verification. This includes that you will be required to fully execute authorizing documents to allow the Company to conduct such background and other checks. To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158 or be eligible to obtain the required authorizations from the U.S. Department of State. The ability to perform essential job functions, with or without reasonable accommodation, is required. Reasonable accommodations will be provided to help enable qualified individuals with disabilities to perform the essential functions. The job description outlines key responsibilities, but the position may include additional duties.
$47k-71k yearly est. 1d ago
21R Credit Analyst Intern ( 25-101)
The Adam Corporation Group 4.2
Finance advisor job in College Station, TX
Credit Analyst Intern Summary: Prepares written in-depth credit analysis for Commercial and Industrial and Commercial Real Estate loans by underwriting the basics of commercial credit worthiness and identifying and analyzing sources of payment. Job Functions: Interprets financial data, financial condition and level of risk related to various types of borrowing entities and individuals including financial statement analysis, collateral evaluations, trend analysis ratio and industry analysis. Creates cash flow schedules based on personal and business tax returns and/or financial statements. Reviews and spreads financial statements and prepares comprehensive financial analysis on the creditworthiness of the borrower. Creates Pro-Forma analysis to assess the company's/individual's ability to repay current and proposal debt obligations based on the perceived level of risk determined in the analysis. Makes recommendations on approval or declination of loan requests. Provides commercial loan officers with a loan policy resource. Review appraisals and environmental reports. Support the loan approval process through credit authorization preparation and distribution. Provide documentation of committee approvals and requirements. Maintain approved vendor lists for real estate appraisers, attorneys, title companies, environmental investigators, and associated qualifications files to comply with regulatory requirements. May perform other tasks and assist in projects as needed. Position Requirements: Pursuing Bachelor's Degree in Business, Finance, Accounting or related discipline. Formal Bank Commercial Credit training or equivalent classes offered by third party providers (RMA, ABA, banking assns, etc.) preferred. 1-3 years banking/credit experience with 1+ years credit analysis experience in commercial banking or lending background preferred. Knowledgeable of computer systems including word processing, databases, and Excel. Experience with credit analysis software. Knowledgeable in financial institution operating policies and procedures and banking regulations state and federal. Key Qualifications: Demonstrated skill in analysis of business and individual financial statements, tax returns, and cash flows. Understanding of commercial real estate project analysis, real estate appraisal reviews and property environmental evaluation reviews. Working knowledge of all applicable Bank products and services. Excellent problem-solving skills and good process-facilitating. * Detail oriented, good organizational, interpersonal, communications and writing skills.
$29k-47k yearly est. Auto-Apply 60d+ ago
Finance Specialist I - Huntsville Central Pharmacy
Aa083
Finance advisor job in Huntsville, TX
Finance Specialist I - Huntsville Central Pharmacy - (2600035) Description The mission of Correctional Managed Care is to address the healthcare needs of underserved patient populations within the Texas Department of Criminal Justice (TDCJ) and the Texas Juvenile Justice Department (TJJD). JOB SUMMARY:Assists with transactional, budget, and analytical support with moderate supervision. Supports preparation of special projects, presentations and provides technical expertise regarding financial activities. ESSENTIAL JOB FUNCTIONS: Provide transactional and analytical support for assigned functions or departments. Supports preparation of annual and monthly financial and operational reports for assigned functions or departments. Supports preparation of presentations and does ad hoc analysis for management. Assists in coordination, preparation, and analytical review of the University's monthly financial report. Insures compliance with Federal and State UT System rules and regulations. Provides productivity and metric data for management. Provides financial information which enables management to make inform long term and short-term decisions. Adheres to appropriate internal controls for department; provides mechanisms to monitor and enforce compliance. Performs other related duties as required. EQUIPMENT:Standard office equipment WORK ENVIRONMENT:Standard office environment Security clearance is required; pre-employment drug testing is also required. Qualifications REQUIRED EDUCATION/EXPERIENCE: Associate degree or equivalent Two years related experience required. Salary is commensurate with years of relevant work experience. Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities. Primary Location: United States-Texas-HuntsvilleWork Locations: Central Pharmacy 2400 Avenue I Huntsville 77340 -Job: Business, Managerial & FinanceOrganization: UTMB Health: Regular StandardEmployee Status: Non-ManagerJob Posting: Jan 5, 2026, 5:26:32 PM
$35k-61k yearly est. Auto-Apply 26d ago
Financial Analyst
Murray Resources 4.7
Finance advisor job in Montgomery, TX
A leading wholesale distribution company is seeking a Financial Analyst to support data-driven decision-making and financial performance across the organization. The ideal candidate is a detail-oriented, analytical professional with a collaborative mindset. Working cross-functionally, the new hire will deliver actionable insights by analyzing financial data, forecasting trends, and supporting reporting initiatives while ensuring accuracy and financial integrity. Salary + Additional Benefits: $60,000-$65,000 Medical Insurance Dental Insurance Vision Insurance 401K - company match Location: Montgomery, TX Type of Position: Direct Hire Responsibilities: Prepare and analyze financial reports, budgets, and forecasts to support decision making. Monitor key performance indicators (KPIs) and provide actionable insights. Partner with business units to assess financial impacts of operational activities. Conduct variance analysis between actuals and budget/forecast. Develop financial models to evaluate business initiatives and investment opportunities. Assist with month-end close and reporting processes. Support ad hoc reporting requests and special projects from leadership. Ensure data accuracy across reporting systems and suggest process improvements. Requirements: Bachelor's degree in Finance, Accounting, Economics, or a related field 2+ years of experience in financial analysis, planning, or business intelligence Proficient in Microsoft Excel and financial modeling Strong analytical, communication, and problem-solving skills Experience in CPG Distribution and service-based environments preferred Understanding of GAAP and financial reporting standards preferred Must be able to sit or stand for extended periods and operate standard office equipment Occasional travel may be required for meetings or training Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application. #LI-DNI
$60k-65k yearly 8d ago
Finance Specialist I - Huntsville Central Pharmacy
UTMB Health 4.4
Finance advisor job in Huntsville, TX
The mission of Correctional Managed Care is to address the healthcare needs of underserved patient populations within the Texas Department of Criminal Justice (TDCJ) and the Texas Juvenile Justice Department (TJJD). Assists with transactional, budget, and analytical support with moderate supervision. Supports preparation of special projects, presentations and provides technical expertise regarding financial activities. ESSENTIAL JOB FUNCTIONS: Provide transactional and analytical support for assigned functions or departments. Supports preparation of annual and monthly financial and operational reports for assigned functions or departments. Supports preparation of presentations and does ad hoc analysis for management. Assists in coordination, preparation, and analytical review of the University's monthly financial report. Insures compliance with Federal and State UT System rules and regulations. Provides productivity and metric data for management. Provides financial information which enables management to make inform long term and short-term decisions. Adheres to appropriate internal controls for department; provides mechanisms to monitor and enforce compliance. Performs other related duties as required. EQUIPMENT: Standard office equipment WORK ENVIRONMENT: Standard office environment Security clearance is required; pre-employment drug testing is also required. REQUIRED EDUCATION/EXPERIENCE: Associate degree or equivalent Two years related experience required. Salary is commensurate with years of relevant work experience. Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
$34k-48k yearly est. Auto-Apply 24d ago
Finance Specialist I - Huntsville Central Pharmacy
University of Texas Medical Branch 3.6
Finance advisor job in Huntsville, TX
The mission of Correctional Managed Care is to address the healthcare needs of underserved patient populations within the Texas Department of Criminal Justice (TDCJ) and the Texas Juvenile Justice Department (TJJD). Assists with transactional, budget, and analytical support with moderate supervision. Supports preparation of special projects, presentations and provides technical expertise regarding financial activities. ESSENTIAL JOB FUNCTIONS: * Provide transactional and analytical support for assigned functions or departments. * Supports preparation of annual and monthly financial and operational reports for assigned functions or departments. * Supports preparation of presentations and does ad hoc analysis for management. * Assists in coordination, preparation, and analytical review of the University's monthly financial report. * Insures compliance with Federal and State UT System rules and regulations. * Provides productivity and metric data for management. * Provides financial information which enables management to make inform long term and short-term decisions. * Adheres to appropriate internal controls for department; provides mechanisms to monitor and enforce compliance. * Performs other related duties as required. EQUIPMENT: Standard office equipment WORK ENVIRONMENT: Standard office environment Security clearance is required; pre-employment drug testing is also required. REQUIRED EDUCATION/EXPERIENCE: * Associate degree or equivalent * Two years related experience required. Salary is commensurate with years of relevant work experience. Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities. Compensation
$33k-45k yearly est. 25d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Bryan, TX
**We're bullish about your future here.** Your experience is valuable to us - and we know you have 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're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, 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 our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 44d ago
Financial Solutions Advisor - Registration Candidate - College Station Area
Bank of America 4.7
Finance advisor job in College Station, TX
College Station, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************************* **:** At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$46k-75k yearly est. 7d ago
Private Wealth Advisor
Firstrand 4.1
Finance advisor job in Bellville, TX
To deliver exceptional experience and education to RMB High Nett Worth Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited - one of the largest financial services groups in Africa. Are you someone who can: * Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth. * Identify and utilise opportunities for revenue growth to deliver on sales targets. * Provide appropriate banking and financial solutions across an allocated portfolio of clients. * Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. * Ensure compliance to legislative and audit requirements and adherence to relevant processes. * Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation. * Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG). * Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering * Participate in planned activities that are appropriate for own development. * Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards. * Deliver internal and external customer service excellence through adherence to quality service standards. * Prevent wastage and identify process improvements to contain and reduce costs. You will be an ideal candidate if you: * Relevant NQF7 Level Degree in Finance, Economics or Accounting. * Completed RE5 qualification. * Preferred Qualification - Certified Financial Planner (CFP) * Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment. * Full understanding of money management principles * Candidates are required to have sign-off on the following sub-categories: * 1.3 Long-Term Insurance subcategory B1 * 1.4 Long-Term Insurance subcategory C * 1.5 Retail Pension Benefits * 1.14 Participatory Interests in a Collective Investment Scheme * 1.17 Long-term Deposits * 1.18 Short-term Deposits * 1.22 Long-term Insurance subcategory B1-A * Sound working knowledge of required business-related systems. * Sound working knowledge of Banking and Financial Services Regulatory requirements. * Knowledge on wealth management creation and accumulation * Wealth protection or risk knowledge * Excellent project management skills and able to plan and organize work independently. * Proven track record in servicing a portfolio of clients and in acquisition of new relationships. * Excellent knowledge of global financial markets and current affairs * Ability to match client needs with appropriate product solutions. * Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always. Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. #Post #FNB #LI-AA1 Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 13/02/26 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
$69k-149k yearly est. Auto-Apply 9d ago
J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
Jpmorganchase 4.8
Finance advisor job in College Station, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$55k-103k yearly est. Auto-Apply 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in College Station, TX?

The average finance advisor in College Station, TX earns between $33,000 and $126,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in College Station, TX

$64,000

$33,00010%

$64,000Median

$126,00090%

What are the biggest employers of Finance Advisors in College Station, TX?

The biggest employers of Finance Advisors in College Station, TX are:

Bank of America
Edward Jones
Ohana Outreach Financial
Voya Financial
Briaud Financial Advisors

Job type you want

Full Time

Part Time

Internship

Temporary

Zippia Careers
Business and Financial Industry
Finance Advisor Jobs
Locations
College Station, TX
Finance Advisor College Station, TX Jobs

Finance advisor jobs in College Station, TX - 42 jobs

US Experienced Financial Advisor

Financial Advisor

Associate Advisor Voya Financial College Station

J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX

Financial Solutions Advisor - A & M

Private Wealth Advisor

J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX

Financial Advisor - North Houston and Surrounding Western suburbs/Huntsville/The Woodlands/Clear Lake

Financial Aid Advisor I

Financial Aid Advisor I

Financial Analyst III

21R Credit Analyst Intern ( 25-101)

Finance Specialist I - Huntsville Central Pharmacy

Financial Analyst

Finance Specialist I - Huntsville Central Pharmacy

Finance Specialist I - Huntsville Central Pharmacy

US Experienced Financial Advisor

Financial Solutions Advisor - Registration Candidate - College Station Area

Private Wealth Advisor

J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX

Learn more about finance advisor jobs

How much does a finance advisor earn in College Station, TX?

What are the biggest employers of Finance Advisors in College Station, TX?