Improving America's infrastructure isn't for the weak. It takes grit, determination, and hard work to execute high impact projects. Michels Corporation engages 8,000 people and 18,000 pieces of heavy equipment in our insatiable drive to be the best. We have a diverse market footprint within the US and across the globe. Our work improves lives. Find out how a career as a Senior Financial Planning & Analysis Analyst can change yours.
The Senior Financial Planning & Analysis Analyst plays a pivotal role in strengthening the global Finance value chain across the Michels family of companies. This position requires deep expertise in financial reporting, including interpreting financial statements and analyzing key financial and operational metrics. Success in this role hinges on the ability to manage multiple projects and priorities, maintain exceptional attention to detail, communicate complex financial concepts to non-financial stakeholders, and demonstrate strong analytical and problem-solving skills.
Why Michels?
* We are consistently ranked among the top 10% of Engineering News-Record's Top 400 Contractors
* Our steady, strategic growth revolves around a commitment to quality
* We are family owned and operated
* We invest an average of $5,000 per employee on training each year
* We reward hard work and dedication with limitless opportunities
* We believe it is everyone's responsibility to promote safety, regardless of job titles.
* We offer a comprehensive benefits program, including Health, Dental, Life, Flexible
* Spending Accounts, Health Savings Account, Short Term and Long-Term Disability Insurance, 401(k) plan, Legal Plan, and Identity Theft and Monitoring Plan. Depending on your position and location you may participate in a different benefit plan.
Why You?
* Assist in the assembly and analysis of monthly financial performance
* Recognize and resolve discrepancies issues in financial data, taking the initiative to ensure reports stay accurate and reliable
* Coordinate business performance updates, management results presentations, and standardized reporting
* Working with finance leaders to establish analytics, benchmarking, and financial modeling to uncover opportunities for performance improvement
* Collaborate across the business to assist in forecasting, tracking KPIs, and supporting forward-looking financial planning
* Connect with other finance team members to share ideas, learn, and support each other's growth
What it takes:
* Bachelor's Degree (or equivalent) in Accounting, Finance, or related field
* 5+ years of progressive financial management experience
* Strong analytical skills, research capabilities and overall business acumen
* Excellent communicator with the ability to actively listen and clearly convey key messages
* Proficiency with Microsoft Office Suite Applications (Word, Excel, PowerPoint, Outlook)
* Project experience and business consultant skills are (desired)
* Experience working on project teams comprising at least three-four individuals is (desired)
* Experience with Power BI and ERP (desired)
AA/EOE/M/W/Vet/Disability
***************************************************
$89k-114k yearly est. Auto-Apply 24d ago
Looking for a job?
Let Zippia find it for you.
Bert Ogden Cdjr Finance Manager
Bert Ogden Harlingen Motors 3.8
Finance analyst job in Harlingen, TX
Full-time Description
BERT OGDEN CDJR FINANCE MANAGER
Finance and Insurance Manager
DEPARTMENT: Sales
REPORTS TO: General Manager
PURPOSE: The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers.
ESSENTIAL DUTIES:
· Treat customers in accordance with dealership policies.
· Ensure that the proper follow-up schedule is attached to all completed sales.
· Ensure that all necessary customer satisfaction forms have been completed and turned in.
· Work with the service department to provide additional warranty information as necessary.
· Work with sales staff on computer follow-up system.
· Maintain daily log sheet and tabulate total, share with sales manager.
· Sell financing and credit life, accident and health insurance to customers.
· Establish and maintain good working relationships with several finance sources, factory and otherwise.
· Keep the general manager and sales manager apprised of all special programs sponsored by any financial source.
· Submit paperwork to and obtain approval from finance sources on all finance deals.
· Instruct salespeople in the methods of selling financing.
· Work with sales manager to secure a reasonable profit from every sale.
· Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income.
· Attend managers' meetings.
· Seek insurance companies for insurance paper.
· Maintain insurance files.
· Acquire/maintain licenses for selling insurance.
· Maintain a daily operating control.
· Prepare monthly penetration reports on finance penetration and share with sales manager.
· Check all paperwork for correct in title, lien information, taxes, etc.
· Establish and meet monthly objectives.
· Assist sales manager in the “outside call” program.
· Prepare and participate in sales meetings.
· Work with sales staff in negotiating a sale in the sales manager's absence.
· Monitor alternately with sales manager the lot traffic and compare with daily log sheet.
· Maintain a thorough knowledge of the policies and procedures of the sales department.
Requirements
Must be 21 years old or older.
Must have a Valid Texas Driver License
Must be able to pass a hair follicle drug screening.
Must be able to pass a background check screening.
Bert Ogden Auto Group Is An Equal Opportunity Employer
$76k-99k yearly est. 60d+ ago
Licensed Financial Advisor
Lone Star National Bank 3.2
Finance analyst job in McAllen, TX
Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships.
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.
Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships
Engages in effective sales calls and related activities that enable access to those customers who may not frequently use the traditional branch system
Prospects outside the financial institution in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activities
Utilizes effective needs-based relationships building sales strategies and sales performance metrics
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
Qualifications
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
A self-starting team player with a four-year Bachelor's degree in Finance or a related discipline from an accredited college or university
FINRA Series 6 or Series 7, FINRA Series 63, and Life and Health Insurance licenses
An equivalent amount of experience and education may be substituted in lieu of the degree requirement
All licensing must be kept current and maintained in good standing
Must be hard working team player with professional attitude, sales aptitude, and ability to work with minimal supervision
Skills should include typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephone
Excellent organizational, interpersonal, communication and customer relation skills
Visual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast paced environment and handling frequent interruptions
Bilingual skills in English and Spanish are required
ORGANIZATION
This position reports to the Investment Brokerage Manager
This position does not oversee other positions
TRAINING REQUIREMENTS
All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
COMMUNITY INVOLVEMENT
Lone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.
LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.
$63k-114k yearly est. 3d ago
Finance Manager - Automotive Dealership
Hiring Winners
Finance analyst job in McAllen, TX
We have an outstanding opportunity for a results-driven and experienced Finance Manager to join our team. The Finance Manager is responsible for overseeing the finance and insurance (F&I) process, ensuring compliance, maximizing profitability, and providing an exceptional customer experience.
Compensation
Competitive Pay Plan - Earn up to 14.75% of Gross Finance Profit
Job Responsibilities
Offer finance and insurance products to customers, securing the best terms while maximizing dealership profitability.
Structure loan and lease deals to ensure compliance with lender guidelines and dealership policies.
Present and sell extended service contracts, protection packages, and other value-added products.
Maintain strong relationships with lenders and financial institutions to secure competitive rates and approvals.
Ensure all transactions are accurate, transparent, and comply with federal, state, and local regulations.
Work closely with the sales team to streamline the financing process and improve overall customer satisfaction.
Review and finalize financial paperwork, ensuring accuracy and completion.
Maintain a high level of customer service and satisfaction throughout the sales and financing process.
Stay up to date with industry trends, financing options, and compliance requirements.
Requirements
Proven experience in automotive finance and insurance (F&I), with a strong track record of success.
In-depth knowledge of dealership financing processes, lender guidelines, and compliance regulations.
Strong sales, negotiation, and customer service skills.
Ability to work in a fast-paced environment while maintaining attention to detail.
Excellent communication and interpersonal skills.
Proficiency in dealership management software and F&I tools.
Valid driver's license and ability to pass a background check.
This is an excellent opportunity for a motivated finance professional to maximize earnings while providing top-tier service to our customers.
$68k-100k yearly est. 60d+ ago
Finance Manager
Hakes Brothers LCNM, LLC
Finance analyst job in McAllen, TX
Job Description
The Finance Manager is primarily responsible for providing financial and analytical support to help drive operational success in nearly every aspect the Division's operations including: sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Duties include:
Prepares financial forecasts of sales, starts, closings and other financial and operational metrics.
Regularly updates proforma data for each community with accurate and up-to-date information.
Responsible for division financial/operational reporting.
Assists with land acquisition feasibility modeling, including critical evaluation of inputs from land, sales, purchasing, and construction departments.
Conducts ad-hoc financial analysis to understand business drivers and the competitive environment to help drive business results.
Evaluates and communicates areas of risk and presents solutions.
Coordinates with corporate accounting and finance to complete month-end close activities.
Ensures compliance with SOX controls as directed by corporate accounting.
Assists each department, as required, with ongoing business needs.
Delegates work according to employee's abilities and skills.
Provides input to employee's performance evaluations.
Assists in the identification of internal and external training opportunities.
Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors).
Qualifications
Required: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field)
Preferred: Minimum three years public and/or corporate accounting experience
Preferred: Certified Public Accounting license (active or inactive)
Preferred: Prior homebuilding experience
Preferred: Excel and PowerBI proficiency
Strong analytical skills
Good verbal and written communication skills
Self-motivated with excellent organizational skills
Knowledge of accounting theory and financial reporting
Incentives
Paid vacation, sick leave & holidays
Discount off the sales price of a Hakes Brothers home
401k & Profit Sharing
Medical, dental and vision insurance
$68k-100k yearly est. 21d ago
Finance Manager
Charlie Clark Auto Group
Finance analyst job in Harlingen, TX
Finance and Insurance (F&I) Manager - Automotive
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
About Us:
At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
$67k-100k yearly est. 25d ago
Finance Manager - Bert Ogden Toyota
Bert Ogden Automotive Group 3.2
Finance analyst job in Harlingen, TX
Job Description
Finance and Insurance (F&I) Manager - Bert Ogden Toyota
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Compensation
Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more.
Benefits
In addition to career-long personal development, our associates enjoy a number of benefits, including:
Health, Vision & Dental Insurance
Paid Vacation
Paid Holidays
Incentives
About Our Dealership
We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas.
We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
$74k-113k yearly est. 5d ago
J.P. Morgan Wealth Management - Private Client Advisor - Brownsville and McAllen, TX
Jpmorgan Chase & Co 4.8
Finance analyst job in McAllen, TX
JobID: 210699303 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.
$57k-103k yearly est. Auto-Apply 6d ago
Bert Ogden Fiesta Nissan Edinburg Finance Manager
Fiesta Nissan
Finance analyst job in Edinburg, TX
Full-time Description
The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers.
Treat customers in accordance with dealership policies.
Ensure that the proper follow-up schedule is attached to all completed sales.
Ensure that all necessary customer satisfaction forms have been completed and turned in.
Work with the service department to provide additional warranty information as necessary.
Work with sales staff on computer follow-up system.
Maintain daily log sheet and tabulate total, share with sales manager.
Sell financing and credit life, accident and health insurance to customers.
Establish and maintain good working relationships with several finance sources, factory and otherwise.
Keep the general manager and sales manager apprised of all special programs sponsored by any financial source.
Submit paperwork to and obtain approval from finance sources on all finance deals.
Instruct salespeople in the methods of selling financing.
Work with sales manager to secure a reasonable profit from every sale.
Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income.
Attend managers' meetings.
Seek insurance companies for insurance paper.
Maintain insurance files.
Acquire/maintain licenses for selling insurance.
Maintain a daily operating control.
Prepare monthly penetration reports on finance penetration and share with sales manager.
Check all paperwork for correct in title, lien information, taxes, etc.
Establish and meet monthly objectives.
Assist sales manager in the “outside call” program.
Prepare and participate in sales meetings.
Work with sales staff in negotiating a sale in the sales manager's absence.
Monitor alternately with sales manager the lot traffic and compare with daily log sheet.
Maintain a thorough knowledge of the policies and procedures of the sales department.
Requirements
Must be 21 years old or older.
Must have a Valid Texas Driver License
Must pass a hair follicle drug screening.
Must pass a background check screening.
EMPLOYMENT BENEFITS INCLUDE:
Paid Vacation and Holidays
401(K)
Vision Insurance
Dental Insurance
Medical Insurance
BERT OGDEN IS AN EQUAL OPPORTUNITY EMPLOYER
$68k-100k yearly est. 60d+ ago
Financial Analyst
Pronto General Agency
Finance analyst job in Brownsville, TX
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
FinancialAnalyst
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
****************************************************
$47k-72k yearly est. 2d ago
J.P. Morgan Wealth Management - Private Client Advisor - Southwest Texas (Brownsville/ McAllen/ Laredo, TX and surrounding areas)
Chase 4.4
Finance analyst job in Brownsville, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$55k-117k yearly est. Auto-Apply 60d+ ago
Financial Aid Advisor
The College of Health Care Professions 4.1
Finance analyst job in McAllen, TX
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
$35k-40k yearly est. Auto-Apply 60d+ ago
Pricing Analyst (Fixed-term)
GTT Communications 4.6
Finance analyst job in Solis, TX
GTT is a leading networking and security as a service provider for multinational organizations, simply and securely connecting people and machines to data and applications - anywhere in the world. We serve thousands of organizations, bringing together the right people, partners and technology to reduce the burden on IT teams and solve the most pressing networking and security challenges. Built on our top-ranked global Tier 1 network, GTT Envision is a single global technology platform to connect, orchestrate, virtualize and automate enterprise networks, enabling customers with consumable solutions to achieve business missions and meet ongoing demand when, where and how needed. Our portfolio includes SASE, SD-WAN, security, internet, voice and other connectivity options, complemented by a suite of professional services and exceptional sales and support teams in local markets around the globe. We partner with our customers to deliver Greater Technology Together. For more information, please visit ************
Role Summary:
The pricing team is responsible for the commercial approval of orders brought into the business, from small deals up to multi-million-pound bids. They also provide reporting information on prices and margins that allow the larger business decisions to be taken.
Job Scope/Supervision:
The pricing team works closely with the bid management team to ensure that GTT can provide fast responses to any RFPs.
Duties and Responsibilities:
* Develop an understanding of the cost base of all of GTT's products and services.
* Engage with Pricing Manager and assist in pricing deals and bids.
* Price non-standard deals manually, where required.
* Escalate other pricing requests to the relevant Product Manager as fast and efficiently as possible.
* Facilitate the rapid closure of deals while also optimizing GTT's margins.
* Assist the bid team with bid coordination when required.
* Ad hoc requests
Required Experience/Qualifications:
* Professional and articulate.
* Able to communicate effectively with internal and external parties.
* Numerate.
* Ability to work in a timely and accurate fashion.
* Strong attention to detail.
* Flexible and self-motivated, team player.
* Must have excellent spoken and written English.
* Good Excel skills; ideally to include; Pivot Tables and VLookUp
#LI-Remote #LI-VK1
$51k-73k yearly est. Auto-Apply 23d ago
211 - Senior Budget Analyst
City of Brownsville 2.8
Finance analyst job in Brownsville, TX
Title: 211 - Senior Budget Analyst
Department: Financial Services
Rate of Pay: $60,235 - $73,787 - DOQ
Job Summary
The purpose of a Budget Analyst is to perform complex budget preparation and analysis work. The class is responsible for assisting the Budget Officer in the coordination of budgetary activities, reviewing and analyzing department budgets and performance measures. Works with City departments and senior management staff to ensure compliance with the annual capital expenditure plan or adopted operating budgets; assist Budget Officer in the development and monitoring of information and reports to provide decision - making tools related to capital plans and fund projections; and creates new funds to address needs of assigned departments.
Competencies
Ethical Practice
Effective Communication
Customer Focus
Time Management
Critical Thinking
Key Functions/Knowledge/Skills
• Assist the Budget Officer by developing, preparing, and assisting the City Administrator with the presentation and implementation of the City's annual budget.
• Participate in the development of the department's annual budget. Conduct reviews of departmental operations, and budget requests, analyze complex funding structures and restrictions, and recommend funding levels.
• Analyze and recommend costs and benefits of alternative methods of financial management of programs and administrative operations.
• Assist the Budget Officer to coordinate, compile, plan, and directs the long-term Capital Improvement Program for the City.
• Assists departments and senior management staff in ensuring compliance with annual operating, capital outlay, and capital improvement plans; develops and monitors information and processes, such as capital project management reports, fund appropriation approval requests, expenditure reconciliations, and criteria for closing capital projects; and updates capital plans and/or fund projections.
• Coordinates and monitors the implementation of new budget initiatives adopted by the City Commission, compiles, and reviews plan implementation, and provides monthly status updates.
• Assists in Developing and proposing policies and procedures for budget development and administration and assists with the design of the on-line budget application to streamline the budget process using advanced technology.
• Perform budget formulation and cost estimates to support plans, programs, and activities.
• Review and evaluate budget requests.
• Control and report obligations and expenditures.
• Participate and assist in special projects when necessary.
Minimum Education & Experience
Ph.D./J.D./P.E., etc. (no experience), or master's degree plus three years of experience, or bachelor's degree plus five years of experience, or associate's degree plus seven years of experience, or high school graduation or GED plus nine years of experience.
Special Certifications & Licenses
Valid Texas Driver's License.
Independence & Judgement
Noticeable judgment; must plan for long-term; must recognize and resolve problems and situations through appropriate means applying specific types of procedures to issues without indicated guidance or destination, addresses issues that need attention, etc.; involves freedom in selection of work methods among approved routines, setting of priorities, or sequencing of tasks within established schedules.
Initiative & Ingenuity
Greater level of knowledge when applying guidelines and interpretation of available options to non-standard situations; division goals drive priorities.
Supervisory & Responsibility
Lead person in small work group; does not specifically assign work but is looked to for guidance.
Financial Responsibility
Calculates amounts due, using some judgment; receives and processes larger amounts (several thousand dollars on one day not uncommon); balances receipts and cash from one or more other employees; monitors budget; brings problems to attention of supervisor; has substantive input into overall organizational budget.
Level & Frequency of Outside Contact
Direct contact may be infrequent but may require considerable tact and courtesy when it does occur.
Physical Demands
Office job with little or occasional light physical effort.
Responsibility for Equipment & Property
Responsible for use of equipment/property such as office equipment, supplies, etc., which are used in office.
Working Conditions
Office job, no adverse conditions.
Other Requirements
The City of Brownsville requires all employees to successfully pass a Drug & Alcohol and a physical examination and a Background Check.
ADA Requirements
The City of Brownsville is an Equal Opportunity Employer. ADA requires the City to provide reasonable accommodations to qualified individuals with disabilities. Prospective and current employees are invited to discuss accommodations.
Benefits
The City of Brownsville offers a comprehensive benefits package designed to support its employees' well-being and future. Employees participate in a robust retirement plan through the Texas Municipal Retirement System (TMRS) City to Employee Matching Ratio 2:1, with eligibility for retirement after 5 years of service at age 60 or 20 years of service at any age.
The City provides exceptional health benefits, including medical, dental, and life insurance plans for employees and their families, along with vision coverage for employees enrolled in health insurance through MetLife. Employees and their dependents can also access care at Frontier Clinic at no cost when covered by the City's health plan. Additionally, pet insurance is available as a voluntary benefit.
Employees have access to deferred compensation plans through Equitable and supplemental insurance options from AFLAC and Colonial Life. Full-time employees accrue 10 sick days and 15 vacation days annually.
The City offers parental leave concurrent with FMLA for eligible employees, longevity pay, and 100% tuition assistance up to $5,000 annually. Furthermore, Brownsville observes 14 holidays per year, plus two floating holidays, giving employees a balanced and rewarding work-life experience.
Starting in fiscal year 2025, employees will have access to flexible scheduling options as part of our commitment to work-life balance.
EEOC Statements
The City of Brownsville does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.
$60.2k-73.8k yearly 54d ago
Financial Aid Specialist
South Texas College 4.2
Finance analyst job in McAllen, TX
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 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
$19 hourly Auto-Apply 28d ago
FINANCIAL AID ADVISOR
Chcp Austin
Finance analyst job in McAllen, TX
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
$27k-38k yearly est. Auto-Apply 60d+ ago
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America 4.7
Finance analyst job in Harlingen, TX
San Antonio, Texas;Harlingen, Texas; San Antonio, Texas; San Juan, Texas; Pharr, Texas; San Antonio, Texas; San Antonio, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************************************************************************
**:**
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:**
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**We'll help you:**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Bi-lingual Spanish speaking
**Skills:**
+ Advisory
+ Account Management
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Issue Management
+ Client Solutions Advisory
+ Pipeline Management
+ Active Listening
+ Attention to Detail
+ Risk Management
+ Policies, Procedures, and Guidelines
+ Client Management
+ Causation Analysis
+ Written Communications
**Minimum Education Requirement:**
+ High School Diploma / GED / Secondary School or equivalent
**Schedule:**
+ Monday - Friday and rotating Saturdays
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$48k-77k yearly est. 60d+ ago
Voya Financial Edinburg
Voya Financial 4.8
Finance analyst job in Edinburg, TX
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Edinburg area to work plan sponsor relationships, in tax exempt markets and retail.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
Securities registrations Series 7, 65 & 66 preferred
Life & Health Insurance Licenses
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
Territory management and business development
Relationship building
Fund knowledge and product/pricing knowledge
At Voya Financial Advisors , we provide the tools and resources necessary that will help set you up for success including:
Full access to the Voya brand
Access to existing client base
Wide array of financial products
Technology and systems to enable you to efficiently manage your clients financial information and plans
Turnkey marketing services
Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
$76k-105k yearly est. 60d+ ago
Finance MDP
Mueller Water Products, Inc. 4.5
Finance analyst job in Brownsville, TX
Who We Are: Thank you for your interest in Mueller Water Products, Inc. For more than 165 years, Mueller Water Products, Inc. has been building the future of water infrastructure. From lifesaving fire protection to data intelligence, we are committed to developing products and solutions that help cities and utilities deliver clean, safe drinking water to hundreds of millions of people across North America.
Our purpose is to connect communities to water, life's most essential resource, with exceptional, people solutions and products. Behind that purpose is a dedicated team, united by our shared values of respect, integrity, trust, inclusion and safety. With a vision to be the leader in water infrastructure solutions-solving challenges, enriching lives and safeguarding the future-we are making a positive impact that will last for generations.
By joining Mueller, you become part of a dynamic team dedicated to excellence and innovation, working collaboratively to achieve meaningful results. We champion our people because when they succeed, our communities thrive. We invite you to learn more about career opportunities with us and consider submitting your application.
Finance MDP
At Mueller Water Products, we want to change the way people access clean, safe drinking water by manufacturing products and providing solutions that bring real value to the world, whether it's at the source, at the plant, below the ground on the street, or in a cloud.
Over the past 160 years, we've seen this mission spread beyond our wildest dreams. Today, we are a leading manufacturer and marketer of products and services used in the transmission, distribution and measurement of water in North America. So how did we reach this far? We are constantly learning through our commitments to new product development and manufacturing excellence, and we are taking those lessons in innovative ways and creative solutions that will better serve our customer, support our communities, and protect our planet.
The Mueller Development Program (MDP) is designed to support early-career professionals through structured development opportunities, dedicated mentorship, and organized events. Over a two-year period, participants rotate through different roles and may relocate to various Mueller locations-gaining broad exposure that strengthens leadership capabilities, deepens technical expertise, and builds professional confidence.
Rotations, lasting between 6 to 12 months, are determined based on functional area, business needs, and individual career aspirations. This structure allows participants to gain hands-on experience across multiple disciplines within the field across our various sites, including:
Albertville, AL · Atlanta, GA · Brownsville, TX · Chattanooga, TN · Cleveland, TN · Cleveland, NC · Decatur, IL · Kimball, TN
Relocation assistance is provided in accordance with company policy. The start date for this position will be January 2026 or June 2026.
As an MDP participant, you will contribute to meaningful work from day one-collaborating with leaders to implement strategies, optimize processes, drive change, and build relationships across the organization. Upon successful completion of the program, you will be offered a full-time role within your field of work.
Finance Track Overview:
Our Finance Development Program offers hands-on experiences across various finance disciplines such as financial planning & analysis, accounting, risk management, corporate development, investor relations, treasury, and audit.
During this program, participants will gain experience in analyzing financial results, developing financial plans, and presenting that information to upper management. Participants will go beyond task completion to acquire essential skills in approaching and resolving problems, including data collection, information development, synthesis, and effective communication. Assigned projects and daily work will not be in the form of proof-of-concept work, but projects that deliver value to the business, where you are a part of the organization from day one!
Desired Skills:
* Team player and self-starter with excellent written and communication skills
* Exceptional critical thinking and analytical proficiency
* Ability to adapt to change quickly
* Applied curiosity
* Effectively problem-solve and deliver high quality results
* Ability to communicate and collaborate across wide range of stakeholders
Qualifications:
* Bachelor's Degree in Accounting, Finance, or related field
* 0-2 years of relevant work experience
Mueller is an Equal Opportunity Employer.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by law.
At Mueller, we embrace diversity and inclusion. We are an equal opportunity employer and do not discriminate on the basis of an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status or any other protected characteristic under applicable law, whether actual or perceived. As part of the Company's commitment to equal employment opportunity, we provide reasonable accommodations, up to the point of undue hardship, to candidates at any stage, including to individuals with disabilities.
We celebrate all dimensions of diversity in the workplace equally and ensure that everyone feels a sense of inclusion, participation and belonging. We also aim to extend this commitment to the partners we work with and the communities we serve. We are constantly listening, learning, and evolving to deliver on these principles. We are proud of our collaborative culture. Our diverse employee population shares our fundamental core values of We Treat Each Other with Respect, We Act with Integrity, We Value Trust, We Prioritize Safety, and We Foster Inclusion, which creates a culture that attracts top talent, forming the foundation for a great place to work!
To learn more about what it's like being a team member of Mueller Water Products, follow us on LinkedIn.
Salary/Pay Range:
$67,000
The compensation range above reflects a good-faith estimate of starting base pay for full-time (40 hours per week) employment as of the date of posting. Individual compensation may vary depending on a variety of factors, including, but not limited to, the role, professional experience, job-related skills, achievements, and/or work location. The range listed is only one component of the total compensation package offered to candidates.
Other Compensation & Benefits:
Mueller offers an excellent salary and benefits package. Current benefit offerings include medical, dental, and vision insurance, 401k plan with 5% Company match, Employee Stock Purchase Plan (ESPP), short-term and long-term disability benefits, vacation, 100% paid parental leave, tuition reimbursement program, student debt retirement matching, well-being program, Employee Assistance Program (EAP), company-provided life insurance, supplemental insurance at group rates, and more.
Equal Employment Opportunity:
Mueller Water Products, Inc., as well as its subsidiaries, are equal employment employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and/or expression), age, national origin, disability, citizenship status (except as authorized by law), protected veteran status, genetic information, and any other characteristic protected by federal, state or local law. In keeping with its obligations under applicable federal, state, and local law, Mueller will make reasonable accommodations for qualified individuals with disabilities. To request a reasonable accommodation at any time during the application or interview process, please contact a member of the Human Resources Department.
This employer participates in E-Verify. E-Verify is a web-based system that allows employers to confirm the eligibility of their employees to work in the United States. The system compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records. This notice applies to all applicants and employees, including those hired to work remotely.
Notice of E-Verify Participation:
This employer participates in E-Verify. E-Verify is a web-based system that allows employers to confirm the eligibility of their employees to work in the United States. The system compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records. This notice applies to all applicants and employees, including those hired to work remotely.
Upon enrollment, employers participating in E-Verify are required to clearly display the Notice of E-Verify Participation and Right to Work posters in English and Spanish, both which may be accessed at the links provided below.
IER Right to Work Poster (English/Spanish)
E-Verify Participation Poster (English/Spanish)
How much does a finance analyst earn in Alamo, TX?
The average finance analyst in Alamo, TX earns between $39,000 and $87,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Alamo, TX
$58,000
What are the biggest employers of Finance Analysts in Alamo, TX?
The biggest employers of Finance Analysts in Alamo, TX are: