Finance advisor jobs in Tyler, TX - 1,853 jobs

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.

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 operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), 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. 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. Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units. Analyze project-level profitability, backlog, utilization, and working capital trends. Drive variance analysis and performance management across revenue, margins, overhead, and cash flow. 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. 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 solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.

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

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.

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. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed 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. 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

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

Job Description: Client Advisors Reports To: Store Manager The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general. Responsibilities Sales Performance: Achieve and exceed sales and metric goals Utilize product knowledge and trends to provide relevant styling suggestions Actively engage with customers, building relationships to drive repeat business Maintain knowledge of store key performance metrics and work towards targets Collaborate with the management team to develop action plans and sales strategies Customer Service/Clienteling: Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers Assist customers by selecting appropriate styles based on their needs and preferences Use Product Knowledge to speak to the collection's vision and the product's quality Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up Proactively reach out to clients based on their preferences and past purchases Sales Floor/Operations: Maintain the visual presentation of the store, ensuring VM standards are met Assist in floor sets and replenishment of merchandise as needed Complete opening and closing duties Collaborate with the management team to oversee any additional operational tasks Other duties as assigned The A.L.C. Style Seven! - Key responsibilities of Stylists include: 1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion. 2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic. 3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve. 4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively. 5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses. 6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering. 7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact. Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices. Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms. Qualifications: · Previous experience in a retail role, preferably with a fashion luxury/contemporary brand · Strong sales, customer service, and communication skills · Basic computer skills in retail point of sales system, excel, and word · Organizational skills and an eye for detail · A positive, high energy, entrepreneurial spirit · A team player who is inspired by other's successes as well as your own · Able to work retail hours, including weekends and holidays The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate's relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

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

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr

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.

Backed and supported by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed. We are fully committed to your success...when you win, we win! About the Role SFG is seeking an Entrepreneurial motivated, relationship-driven Financial Advisor to join our team. This opportunity will allow you to deliver personalized financial guidance while building strong long-term relationships and provide strategic planning solutions that help clients reach their financial and retirement goals. This opportunity is ideal for someone passionate about financial wellness, long-term client support, professional growth and networking relationships. What You'll Do Manage and build a portfolio of clients through relationship-based planning Provide comprehensive financial assessments, including retirement, investment, insurance, and tax-advantaged strategies Prepare customized financial plans using firm-approved planning software Provide ongoing advice, portfolio reviews, and strategic recommendations Stay current on market trends, planning strategies and regulatory requirements Collaborate with team members and management to deliver high-quality client experiences Qualifications A Solid Entrepreneurial mindset with the ability to work independently Individuals looking for a flexible schedule and have a strong work ethic Passion for Sales, Networking and helping others Ability and willingness to obtain CFP , Series 65/66 or other financial licenses (We Help) Previous experience in financial planning, wealth management, or advisory roles (preferred but not required) High integrity and a commitment to fiduciary-level guidance Perks and Compensation Package SFG offers some of the Highest Commissions/Bonuses in the Industry!! Own Your Book of Business Un-Capped Earning Potential Qualify for annual production based Vacations and Awards Benefits and Perks include Medical, Dental, Vision, 401k match up to 10% and much more! We Are An Equal Opportunity Employer

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.

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.

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 financial advisory and underwriting clients. Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).

Join Yellowstone Life Insurance Agency, LLC as a Virtual Financial Advisor Insurance Agent and take the next step in your financial services career! In this remote role, you'll connect with clients from the comfort of your own home, providing them with tailored financial advice and strategic insurance solutions to help them secure their financial futures. As a Virtual Financial Advisor, you will leverage your expertise to assess client needs, identify the right financial products, and develop comprehensive insurance plans. You will guide clients through their financial journeys, offering advice on investment strategies, risk management, and retirement planning to ensure they meet their goals. Utilizing state-of-the-art technology, you'll maintain strong connections with clients while navigating a dynamic market. This role allows you to work flexibly while making a meaningful impact in your client's lives. Key Responsibilities: Develop and maintain client relationships through effective communication and personalized service. Conduct comprehensive needs assessments to identify the best financial and insurance products for clients. Present customized financial plans and proposals, utilizing your knowledge of various investment opportunities. Provide ongoing support and guidance to clients, helping them adjust their plans as necessary based on life changes or market conditions. Stay informed on industry trends and regulatory requirements to ensure compliance and deliver the highest quality service. Collaborate with fellow team members to achieve agency goals and enhance service offerings. Requirements Proven experience in financial advising or insurance sales preferred. Strong understanding of insurance products, investment strategies, and financial planning principles. Excellent communication and presentation skills to articulate complex financial concepts to clients. Ability to work independently in a remote environment with a self-driven approach. Required licenses: Series 7 and Series 65 or 66; additional insurance licenses as required. Bachelor's degree in finance, business, or a relatable field is highly preferred. Benefits Freedom & ability to work virtually

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

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.

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.

Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com. We create places people want to call home - starting with you. With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S. At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact. The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include: * A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership * Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations * The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program The program will run from June 1 - July 31, 2026. Responsibilities Responsibilities: We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today! * Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules * Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting * Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc. * Shadow the underwriting/proforma process for potential business * Additional tasks as assigned * Check assigned email regularly * Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise Qualifications Qualifications: * Interest or desire to work in property management, real estate, or finance * Strong analytical skills & ability to grasp new concepts quickly. * Strong written and verbal skills. * Ability to maintain sensitive and confidential information. * Strong problem-solving skills. * Must display intellectual curiosity and eagerness to learn. * Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program