Job Title: Senior Investment Associate (Acquisitions & Asset Management)
Compensation: $90,000 - $100,000 Base + Performance Bonus + GP Equity Path
The Role:
Aligned Ventures is hiring a Senior Investment Associate to support the Partners in executing a high-volume acquisition mandate. This is a technical role focused on financial analysis, due diligence management, and operational reporting.
You will act as the "Technical Control Tower" for the firm. Your primary responsibility is to ensure the integrity of our financial data-from the initial underwriting of a new deal to the monthly performance tracking of our existing portfolio. This is a direct apprenticeship role with the Partners, designed for a professional who aims to evolve from an Analyst into a Principal.
Core Responsibilities:
1. Acquisitions & Underwriting
Financial Modeling: Build and manage complex dynamic financial models for value-add multifamily assets. You must be capable of building waterfall structures (Tiered IRR/Pref) from scratch.
Pipeline Screening: Review T-12s and Offering Memorandums to filter opportunities based on our buy-box criteria. You will be responsible for stress-testing broker assumptions against market realities.
Due Diligence Coordination: Manage the closing checklist. You will coordinate third-party reports (ESA, PCA, ALTA), audit lease files, and assist in physical unit inspections during the contract period.
2. Asset Management & Reporting
Variance Analysis: Track monthly P&L performance against the pro-forma budget. You will identify operational discrepancies (expense leakage, income gaps) and report them to the Partners.
Investor Reporting: specific monthly and quarterly performance decks. You are responsible for translating raw financial data into clear, accurate investor updates.
Renovation Tracking: Maintain "Budget vs. Actual" trackers for all CapEx projects to ensure business plan execution remains on schedule.
Mandatory Hard Skills & Qualifications
Experience: 2-5 years of direct experience in Real Estate Private Equity, Investment Banking, or Commercial Lending.
Advanced Excel Proficiency: This is a non-negotiable requirement. Candidates will be required to pass a timed financial modeling test during the interview process. If you rely on pre-built templates and cannot troubleshoot circular references or build dynamic cash flow projections from blank cells, do not apply.
Texas Residency: You must currently reside in Houston, Austin, Dallas, or San Antonio. This role requires physical site visits and property tours.
Operational Literacy: Ability to read and interpret a T-12, Rent Roll, and General Ledger.
The Opportunity
Mentorship: Work directly with the Principals to learn the full lifecycle of a deal, from LOI to Exit.
Wealth Creation: This role offers a clear path to General Partnership (GP) equity in the assets you help acquire and manage.
Growth: We are aggressively scaling to $1B AUM. We are looking for a key team member to grow with the portfolio and into a more senior position
To Apply
Submit your resume. In lieu of a cover letter,
Reply “Aligned” if you meet all the requirements under Mandatory Hard skills and qualifications
$90k-100k yearly 4d ago
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Investment Analyst (looking for public accounting)
Robert Half 4.5
Finance advisor job in Dallas, TX
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 5d ago
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab 4.8
Finance advisor job in Roanoke, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
Active and valid FINRA Series 7
Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
1-3 years of experience in the financial services industry
Preferred Qualifications:
Experience servicing high net worth clients
Bachelor's Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$43k-84k yearly est. 2d ago
Associate - Investment Management
CAZ Investments
Finance advisor job in Houston, TX
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Associate - Investment Management
As an Associate of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Associate in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
4-6 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel is a plus
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
$74k-135k yearly est. 2d ago
Investment Associate
MHW Search 3.9
Finance advisor job in Dallas, TX
MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis.
The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management.
KEY RESPONSIBILITIES
Acquisitions & Underwriting
Underwrite industrial acquisition and development opportunities using Argus and Excel-based models.
Conduct rent, sales, and market comps across targeted industrial submarkets.
Run sensitivity analyses and prepare return metrics for investment scenarios.
Support investment memos and underwriting packages for internal and investment committee review.
Market Research & Strategy
Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity.
Maintain pipelines, broker/owner databases, and market intelligence.
Assist in identifying new industrial markets and investment strategies.
Due Diligence & Transaction Execution
Participate in due diligence processes for acquisitions and developments.
Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review.
Assist in closing processes and cross-functional deal execution.
Portfolio & Asset Support
Support asset management initiatives, including model updates and business plan reviews.
Analyze leasing economics, tenant credit, and operating performance.
Assist in preparing reporting and asset summaries.
QUALIFICATIONS
1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets.
Industrial experience strongly preferred.
Argus proficiency required (Enterprise or DCF).
Advanced Excel modeling and financial analysis skills.
Experience supporting investment committee processes or preparing IC materials.
Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment.
Bachelor's degree in Finance, Real Estate, Economics, or related field.
$69k-122k yearly est. 4d ago
Corporate Finance, FP&A
Culbertson Resources Inc.
Finance advisor job in The Woodlands, TX
Senior FP&A Analyst
We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization.
Key Responsibilities:
Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives.
Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures.
Support multiple capital raise initiatives, including debt, equity, and hybrid instruments.
Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities.
Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors.
Collaborate cross-functionally with business units to align financial strategy with operational goals.
Monitor performance metrics, key drivers, and trends to guide strategic decision-making.
Qualifications:
3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, 3-statement modeling, and analytical skills.
Proven experience in M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
$54k-82k yearly est. 5d ago
Corporate Strategy Analyst
Landmark Structures
Finance advisor job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
MBA or equivalent advanced degree is strongly preferred.
Experience:
1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
High attention to detail, accuracy, and organization when managing data sets and analyses.
Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
Motion: Frequent use of hands and fingers for typing and handling office equipment.
Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
Environment: Primarily indoor, climate-controlled office environment.
Travel Requirements: Minimal travel required.
Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
$54k-82k yearly est. 4d ago
Financial Relationship Consultant
The Intersect Group 4.2
Finance advisor job in Austin, TX
The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin.
Senior Financial Relationship Consultant
Duration: 6-month contract to hire
Interview Process: 2 rounds of virtual interviews
Location: Austin 78701 (near W Cesar Chavez and Brazos Street)
Qualifications
5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling
Series 65 License or willingness to study / take exam once a full-time employee
Knowledge of banking products and services including deposits, lending and other financial services
Ability to multitask and solve problems in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proficient knowledge of Salesforce preferred
Bilingual in Spanish is a plus
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high-touch / engagement model
Proactive phone calls to both existing and prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
Assist in community awareness events to increase bank outreach and foster new business opportunities
Assist management with various operational duties and responsibilities
Abide by company policies, procedures, and regulatory compliance guidelines
$77k-111k yearly est. 5d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Finance advisor job in Dallas, TX
A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs.
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$54k-88k yearly est. 5d ago
Financial Analyst
Russell Tobin 4.1
Finance advisor job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
$23 hourly 2d ago
Financial Advisor
First Command Financial Services 4.7
Finance advisor job in Corpus Christi, TX
FinancialAdvisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command FinancialAdvisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 9 out of 10 of our FinancialAdvisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financialadvisor job or wondering how to become a FinancialAdvisor at First Command? As we continue to expand our FinancialAdvisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our FinancialAdvisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful FinancialAdvisor career.
We will sponsor your pursuit of full registration and licensing as a FinancialAdvisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command FinancialAdvisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor FinancialAdvisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor FinancialAdvisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
In the recruiting of FinancialAdvisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a FinancialAdvisor/Agent Agreement with First Command.
$62k-102k yearly est. 16d ago
Financial Advisor - Corpus Christi, TX - Market 6, Region 153
Edward Jones Careers 4.5
Finance advisor job in Corpus Christi, TX
If you find yourself at a professional crossroads, a career as a financialadvisor may be the right change for you. Financialadvisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from 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 financialadvisors are valued partners, 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. Financialadvisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financialadvisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
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.
Company Description
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 financialadvisors 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.
Awards and 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
Position Requirements
Successful financialadvisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financialadvisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financialadvisors earning potential is reflective of their performance.
What characteristics would make you a successful financialadvisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself…
Learning to be a financialadvisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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 financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors 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 financialadvisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financialadvisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financialadvisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New FinancialAdvisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
$45k-100k yearly 60d+ ago
2026 Capital Markets, Global Investment Banking Summer Associate - Houston
Rbc Holding Co Ltd. 4.9
Finance advisor job in Houston, TX
Global Investment Banking Summer Associate - Houston
What is the opportunity?
RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.
We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks.
RBCCM U.S. Summer Associate Program
Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate.
What will you do?
GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group.
Similar to full-time GIB Associates, Summer Associates will spend their time:
Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB
Developing and preserving complex financial models
Contributing to the delivery of client meetings and presentations
Conducting research to analyze market trends
Researching and analyzing future opportunities
What do you need to succeed?
In selecting Summer Associates, we look for the following:
Students in their penultimate year of study at an accredited 2-year MBA program
2+ years' work post-undergraduate work experience
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Well-rounded set of interests and extra-curricular activities beyond academics
What's in it for you?
We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual.
From this experience you would gain:
A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge
A better understanding of RBC's products and services
The support of a mentor (typically a full-time Associate or Vice President)
An opportunity to network and discuss career opportunities through a number of social events
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Additional Job Details
Address:
609 MAIN STREET:HOUSTON
City:
Houston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-08-25
Application Deadline:
2026-01-30
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
$95k-138k yearly est. Auto-Apply 5d ago
Investment Banker Associate
Primelending 4.4
Finance advisor job in San Antonio, TX
HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients.
Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience
Excellent quantitative skills
Strong interpersonal communication skills and attention to detail
Strong computer skills utilizing Excel, Word and PowerPoint
Ability to communicate in writing clearly and concisely
Ability to verbally communicate effectively with others
Ability to make critical decisions while following company procedures
Ability to be truthful and be seen as credible in the workplace
Ability to get along well with a variety of personalities and individuals
Demonstrated interest in public sector/community service
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions.
Provide extensive financial analysis using spreadsheet and industry-specific software packages.
Prepare financial proposals and in-depth presentations for current and prospective financialadvisory and underwriting clients.
Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).
$85k-123k yearly est. Auto-Apply 39d ago
Corporate Philanthropy Analyst
NRG Energy, Inc. 4.9
Finance advisor job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
* Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
* Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
* Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
* Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
* Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
* Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
* Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
* 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
* Strong organizational and project management skills
* Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
* Excellent written and verbal communication skills
* Ability to manage multiple priorities and work collaboratively across teams
* Passion for social impact, sustainability, and community engagement
Working Conditions:
* Hybrid or office-based work environment
* Occasional travel
* Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
Nearest Major Market: Houston
$96k-122k yearly est. 6d ago
Investment Banking Associate
Doeren Mayhew CPAs and Advisors 3.7
Finance advisor job in Houston, TX
Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you!
Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting.
We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development.
Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC.
Responsibilities:
Participating in all aspects of transactions, from pitching clients to closing deals.
Responsible for overseeing analysts daily tasks.
Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings.
Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations.
Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical.
Qualifications:
Bachelor s degree in Finance, Accounting or related field.
Minimum 2-4 years of investment banking or M&A employment strongly preferred.
Motivated self-starter who excels in both independent and team-oriented environments.
Superior work ethic and commitment to high-quality results.
Ability to drive deliverables with minimal oversight.
Proficient in financial modeling, writing and presentation skills to support deals.
Articulate, with exceptionally strong communication skills.
Superior attention to detail.
Advanced knowledge of Excel and PowerPoint to perform responsibilities.
Ability to effectively, interact with senior executives and business owners.
Must be able to commute to the Houston office.
Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
$89k-121k yearly est. 60d+ ago
Financial Consultant
Dev 4.2
Finance advisor job in Corpus Christi, TX
Jobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Empower
Job Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
What you will do
As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower.
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals
Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer's relationship with Empower
What you will bring
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within
corporate-established
timelines
and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated sales, relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
What will set you apart
Previous experience with inbound and/or phone-based sales
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team sales goals
This position can be done remotely.
#LI - Remote
#wealthmanagement
#series7
#finance
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financialadvisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual
environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$52,000.00 - $64,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility:
Remote - Nationwide
$52k-64k yearly 1d ago
Corporate Philanthropy Analyst
It Works 3.7
Finance advisor job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
Strong organizational and project management skills
Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
Excellent written and verbal communication skills
Ability to manage multiple priorities and work collaboratively across teams
Passion for social impact, sustainability, and community engagement
Working Conditions:
Hybrid or office-based work environment
Occasional travel
Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
$56k-88k yearly est. 60d+ ago
Financial Analyst
Warbird Healthcare Advisors
Finance advisor job in Gregory, TX
Job DescriptionDescription:
Financial Analyst for 5 weeks on PI project 040150001
Requirements:
$47k-72k yearly est. 9d ago
Finance Analyst - Hilton Salt Lake City Center
Hilton 4.5
Finance advisor job in Lake City, TX
What are we looking for?
Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values. Specifically, we look for demonstration of these Values:
Hospitality - We're passionate about delivering exceptional guest experiences.
Integrity - We do the right thing, all the time.
Leadership - We're leaders in our industry and in our communities.
Teamwork - We're team players in everything we do.
Ownership - We're the owners of our actions and decisions.
Now - We operate with a sense of urgency and discipline
In addition, we look for the demonstration of the following key attributes:
Quality
Productivity
Dependability
Customer Focus
Adaptability
What will it be like to work for Hilton?
Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision “to fill the earth with the light and warmth of hospitality” unites us as a team to create remarkable hospitality experiences around the world every day. And, our amazing Team Members are at the heart of it all!
EOE/AA/Disabled/Veterans
Hilton is seeking a motivated, detail-oriented entry-level Finance Analyst to support financial planning, reporting, and analysis across our portfolio of world-class hospitality brands. In this role, you will work closely with finance and business leaders to analyze performance, support budgeting and forecasting, and deliver insights that drive strategic decision-making.
The ideal candidate has a strong analytical mindset, solid financial fundamentals, and a passion for translating data into actionable insights in a fast-paced, global environment. This is an excellent opportunity to build a foundation in corporate finance while contributing to a company recognized for excellence, innovation, and an award-winning workplace culture.
For full time employees, Hilton offers AMAZING benefits including health insurance (medical, dental, vision), 401k (matching), extensive Paid Time Off, Team Member/Friend & Family Travel Program to stay in any Hilton brand hotel for a very discounted rate, Team Member recognition and other AWESOME Hilton Perks!
What will I be doing?
The Finance Analyst will perform activities to support the Accounts Receivable, Accounts Payable, Payroll and General Accounting functions. The Finance Analyst will participate in the development and processes of accurate reports and account management. In addition to performance, this position may be required to perform a combination of the following supportive functions, with the percentage of time performing each function to be solely determined by the supervisor based upon the particular requirements of the company.
Perform applicable retained Accounts Receivable, Accounts Payable, Payroll and General Accounting functions
Respond to guest inquiries, charge inquiries and requests in a timely, friendly and efficient manner to support continuing effort to deliver outstanding guest service and financial profitability
Complete month-end responsibilities
Perform other duties and responsibilities as assigned or required
Develops and maintains constructive and cooperative working relationships with other finance departments and corporate departments they support
Researches and responds to information requests from internal departments and management
How much does a finance advisor earn in Corpus Christi, TX?
The average finance advisor in Corpus Christi, TX earns between $35,000 and $133,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Corpus Christi, TX
$68,000
What are the biggest employers of Finance Advisors in Corpus Christi, TX?
The biggest employers of Finance Advisors in Corpus Christi, TX are: