Finance advisor jobs in Harlingen, TX

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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

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.

JobID: 210674890 JobSchedule: Full time JobShift: : 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.

Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities * Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. * Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. * Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. * Interview students to obtain information needed to determine eligibility for aid. * Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. * Ensure 100% student satisfaction; provide timely service during student appointments. * Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? * Challenge and expand your knowledge. * Develop your skills in an entrepreneurial environment where you have influence. * Work alongside an exceptional leadership team, passionate about educating future developers. * Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? * You are passionate about education and commit to a "students first" philosophy. * You embrace change and you are always excited to learn something new. * You believe that goals are set to be exceeded. Requirements * Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. * Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits * Training & Development * Fun & Energetic, Family-Based Environment * Continuous Growth Opportunities * Medical, Dental, & Vision Options * Health Savings & Flexible Spending Options (HSA & FSA) * Basic Life & Accident Insurance * Short & Long-term Disability * 401K Retirement Plan * SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. 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. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: * High School Diploma or equivalent required. * Basic knowledge of federal and state regulations which may impact Title IV funding. * Basic knowledge of CampusVue database (preferred). Experience: * Previous experience working with and technical knowledge of student financial aid programs preferred. * At least two years' experience working in a post-secondary institution. Benefits: * Health insurance * Paid time off * 401K with matching * Major Holidays off * Competitive Pay

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026

Special Instructions Dear Applicant, The South Texas College Office of Human Resources will not be held responsible for redacting any confidential or sensitive information from the documents that you attach to your application. Confidential and sensitive information include the following: Social Security Number Date of Birth Age Citizenship Status Gender Ethnicity/Race Marital Status Applicant Photos * A redaction guide can be found by clicking here. Please make sure that you omit this information from your application prior to submission. We are advising you that the Office of Human Resources will be forwarding your application to the hiring department as per your submission. Transcripts Transcripts must be from an institution accredited by an accrediting agency recognized by the U.S. Department of Education or the Council for Higher Education Accreditation (CHEA). Foreign transcripts Applicants submitting employment applications with foreign transcripts must provide transcript equivalency documentation from an approved evaluation service. The evaluation service must be a member of the National Association of Credential Evaluation Services (NACES). The evaluation service links on the following site are provided by South Texas College for your convenience but are not affiliated with South Texas College: NACES Members Department: Student Financial Services General Statement of Job The Financial Aid Specialist assists the Director of Student Financial Services and the coordinator in the overall administration of local, state and Title IV financial aid programs. Specific Duties and Responsibilities Essential Functions: Assists the director and coordinator in the overall administration of local, state, and Title IV financial aid programs. Informs groups and individuals of financial aid services. Oversees the student verification and award packaging process. Submits initial, renewal and correction applications through the Department of Education's websites. Assists students and parents with financial aid programs. Handles all information in a confidential and sensitive manner. Assists students with their FAFSA transmittal. Reviews student schedules and degree plans. Monitors subjects pursued by students to certify classes that only apply to their program of study. Ensures that students are not on academic suspension. Responds to inquiries from students and team members. Maintains familiarity with the College's policies, procedures, and academic standards. Keeps abreast of changes to regulations and requirements of financial aid programs. Travels throughout the college district, as needed. Serves as Campus Security Authority. Performs other duties as assigned. Required Education and Experience Bachelor's Degree or related field required At least one (1) year of customer service experience, preferred. Required Knowledge, Skills and Abilities Excellent oral, written and interpersonal communication skills. Strong computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills. Knowledge of local, state and Title IV financial aid programs. Understanding and working knowledge of regulations and requirements of financial aid programs. Ability to prioritize, organize, and complete multiple tasks with attention to detail, within stated deadlines. Ability to work independently as well as a team player within department and with others. Ability to work evenings and/or weekends as needed; willing to travel throughout the college district using own means of reliable transportation. Demonstrated commitment to achieving the vision and mission of South Texas College. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of students, parents, managers, clients, customers, and the general public. Ability to apply practical understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Checks, Certificates, Licenses, and Registrations Security Sensitive position: all applicants are subject to a criminal background check under South Texas College policy. In addition, subject to a federal background check. Must have or qualify for a valid Texas driver's license and proof of liability insurance. Physical Requirements Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Bending the body downward and forward by bending leg and spine. Perceiving attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips. Picking, pinching, typing, or otherwise working, primarily with fingers rather than with the whole hand as in handling. Applying pressure to an object with the fingers and palm. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discrimination in sound. Raising objects from a lower to a higher position or moving objects horizontally from position-to-position. Occurs to a considerable degree and requires substantial use of upper extremities and back muscles. Ability to make rational decisions through sound logic and deductive processes. Expressing or exchanging ideas by means of the spoken word including the ability to convey detailed or important spoken instructions to other workers accurately and concisely. Standing particularly for sustained periods of time. Bending body downward and forward by bending spine at the waist. Occurs to a considerable degree and requires full motion of the lower extremities and back muscles. Close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; and/or extensive reading. Mobility to accomplish tasks, particularly for long distances or moving from one work site to another. The above job description is not intended as, nor should it be construed as, exhaustive of all responsibilities, skills, efforts, or working conditions associated with this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this job. Minimum Compensation $19.00 Hourly Desired Start Date February 02, 2026 Posting Close Date (No Close Date if Blank) 12 January 2026 11:59pm

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay

Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************

To provide financial analysis for a department. Responsible for financial activities such as debt administration, issuance and analysis, budget, contract compliance, financial reports, and other business management services. * Maintains accounting records and produces accounting reports and financial analysis. * Prepares various financial reports including monthly summary reports, government reports, and annual financial report schedules. * Reviews accounts and fund groups for the propriety of entries and approval of such vouchers. * Analyzes fiscal accounting and related systems. * Prepares financial feasibility studies. * Prepares, analyzes and maintains cost data as required for regulatory reporting. * Prepares recommendations and documentation to create and update fiscal services. * Proposes policies and procedures for the department's operation. * Prepares and processes relevant correspondence * Manages and reconciles accounts to monitor assigned programs. * Assists in the review, maintenance, and modification of receivables for systems such as student loans. * Interprets and ensures compliance with federal, state and University policy. * Manages special projects. * Performs related duties as assigned. Supervision Received General direction from the assigned supervisor. Supervision Given May supervise assigned staff. Required Education Bachelor's degree in Finance, Accounting, or Business Administration from an accredited University. Preferred Education Master's Degree in Business. Licenses/Certifications None. Required Experience Two (2) years of experience in finance or accounting with experience in planning, forecasting and/or financial analysis. Preferred Experience Experience obtained in a state agency and/or higher educational setting. Equipment Use of standard office equipment. Working Conditions Needs to be able to successfully perform all required duties. Usual office environment. May require some weekend and/or evening work or travel. Other Accuracy in all phases of duties performed. Excellent verbal and written communication skills. Demonstrated effective interpersonal skills. Physical Capabilities N/A Employment Category Full-Time Minimum Salary Commensurate with Experience Posted Salary Commensurate with Experience Position Available Date 01/05/2026 Grant Funded Position No If Yes, Provide Grant Expiration Date

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.

At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role. 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. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 60 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to * Unlimited potential for financial growth. * A strong referral base from across the business through our relationship with one in every two households. * Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. * Robust marketing support to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. You're the kind of person that (required skills) * Sets and accomplishes goals, achieving whatever you put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. * Communicates clearly and confidently with clients from all walks of life. * Works well with others and collaborates productively to get things done. * Can manage complexity, prioritize tasks and execute in a fast-paced environment. * Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. You'll be even more prepared if you have (desired skills) * Strong computer skills with an ability to multitask in a demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Shift: 1st shift (United States of America) Hours Per Week: 40

JobID: 210674890 JobSchedule: Full time JobShift: : 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.

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay

We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities * Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. * Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. * Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. * Interview students to obtain information needed to determine eligibility for aid. * Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. * Ensure 100% student satisfaction; provide timely service during student appointments. * Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? * Challenge and expand your knowledge. * Develop your skills in an entrepreneurial environment where you have influence. * Work alongside an exceptional leadership team, passionate about educating future developers. * Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? * You are passionate about education and commit to a "students first" philosophy. * You embrace change and you are always excited to learn something new. * You believe that goals are set to be exceeded. Requirements * Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. * Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits * Training & Development * Fun & Energetic, Family-Based Environment * Continuous Growth Opportunities * Medical, Dental, & Vision Options * Health Savings & Flexible Spending Options (HSA & FSA) * Basic Life & Accident Insurance * Short & Long-term Disability * 401K Retirement Plan * SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************