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Finance planner jobs in Fort Worth, TX
- 555 jobsAll
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Senior Financial Planner
Charles Schwab
Finance planner job in Roanoke, TX
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. Our opportunity: Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at: As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis. Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan. Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution. Partnering Proactively engage partners to create awareness around our most comprehensive financial planning abilities. Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate. Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Ability to coordinate meetings and presentations with business partners and clients. Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: Master's level or equivalent Financial Planning-related designation CFP designation is required. Active and valid FINRA Series 7 license required. Active and valid FINRA Series 63/65 or 66 required Bachelor's degree required. Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients. Ability to articulate the value and importance of financial planning services. Knowledge and ability to move clients through complete and complex financial planning cycle. Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. Excellent communication skills and ability to effectively communicate complex topics to clients. Strong client services skills and ability to anticipate and resolve problems on own initiative. Embrace an entrepreneurial and self-starter mentality. Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs. Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines. Proven work ethic with a high level of integrity to build trust with our clients and internal partners. Collaborative and relationship-focused work style with demonstrated success in a team-based environment. Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance$33k-48k yearly est. 2d agoInvestment Associate
MHW Search
Finance planner job in Dallas, TX
MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.$69k-122k yearly est. 16h agoFinancial Relationship Consultant
The Intersect Group
Finance planner job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated. Location: Dallas (75212) - near Trinity Groves area Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve 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 Proven customer service skills 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 prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, 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 Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support$75k-106k yearly est. 1d agoSap Finance Control Consultant
Neerinfo Solutions
Finance planner job in Richardson, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity. Required Qualifications Bachelor's degree or foreign equivalent from an accredited institution (In lieu of degree, three years of progressive experience may be considered per year of education.) 4+ years of Information Technology experience Strong understanding of testing processes and the end-to-end testing life cycle Excellent verbal and written communication skills Preferred Experience Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects Experience managing S/4 HANA testing environments is highly preferred Strong functional knowledge of SAP FICO modules, including: Accounts Payable (AP) Accounts Receivable (AR) General Ledger (GL) Product Costing Material Ledger Margin Analysis Asset Accounting Controlling (CO) - end-to-end business processes Experience working in a global onsite-offshore delivery model Hands-on experience in: Test planning & strategy Impact analysis Risk identification & management Test execution leadership Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle Experience conducting and driving defect triage meetings Ability to prepare and deliver test-related reporting including: Daily status reports Weekly & monthly dashboards Test metrics tracking Ability to identify and propose tools/technologies aligned with the broader testing function Strong knowledge of modern testing techniques, tools, and industry methodologies Hands-on experience with SAP test automation tools such as Tosca or Worksoft Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams Soft Skills Strong analytical, decision-making, and leadership abilities Excellent communication and stakeholder management Ability to work in fast-paced, multicultural environments Proactive attitude with a passion for quality and continuous improvement$52k-88k yearly est. 4d agoInvestment Analyst - Multifamily & LIHTC / Affordable Housing
Culver Investment Partners
Finance planner job in Dallas, TX
Culver Investment Partners (“CIP”) is a private multifamily real estate acquisition, investment, and operating firm with a fast-growing platform. We are seeking an entry-to-junior-level Investment Analyst (1-3 years of experience) with specific experience in affordable housing and LIHTC to join our team in Dallas, TX. This role provides a unique opportunity to support our acquisition and asset management teams, with a primary focus on traditional market-rate multifamily and affordable housing, including LIHTC and other regulated structures. The Investment Analyst will assist in reviewing acquisition opportunities in traditional multifamily (core-plus and value-add) as well as affordable housing deals that utilize LIHTC, tax-exempt bonds, Section 8, HOME funds, and other layered financing sources, primarily in Sunbelt markets (Texas, Georgia, the Carolinas, Florida, Arizona, and other select areas). You will help develop investment theses, underwrite complex affordable capital stacks, analyze market dynamics, ensure regulatory compliance, and collaborate with senior leadership on sourcing, underwriting, due diligence, and asset strategy. The role also involves supporting asset management functions, including financial reviews, budgeting, compliance monitoring, and performance tracking in a small, entrepreneurial environment. CIP has grown substantially in recent years, with over $500M and 2,900 units under management. CIP's executive team has over 30+ years of experience, $15B+ in transaction volume, and management of over 100,000 multifamily units. This position offers the chance to participate in promote/carried interest in all opportunities, providing a clear pathway for growth in multifamily and affordable housing investments. Duties and Responsibilities The role will be split between supporting acquisitions and asset management, plus additional involvement in construction management, accounting, and investor reporting. Daily responsibilities include, but are not limited to: Acquisitions Support (Market-Rate & Affordable/LIHTC): Perform property- and entity-level underwriting for multifamily opportunities, including detailed LIHTC pro formas, sources-and-uses stacking, and layered financing Build and audit Excel models for both traditional market-rate deals and complex affordable/LIHTC transactions. Analyze rent rolls, operating statements, compliance reports, QAP requirements, and investor/lender requirements. Prepare investment memos that clearly explain the capital stack, and long-term exit strategies. Coordinate due diligence for LIHTC transactions (8609s, partnership agreements, cost certifications, regulatory agreements, etc.). Conduct property tours and market research for both market-rate and affordable assets. Asset Management & Construction Management Support: Review and analyze monthly financial reports, including actual vs. budget analysis, income statements, balance sheets, cash flow statements, and delinquency reports. Review interior and exterior improvement plans and compare them to budgets. Communicate with property-level staff to understand operations and budget variances. Monitor asset strategies with senior leadership and provide project management assistance. Develop and distribute asset management reports. Create process documentation and build systems for recurring projects. Ad-hoc projects as necessary. Accounting and Investor Reporting Support: Assist in forecast cash requirements and communicate future cash outflows with fund accounting. Assist with monthly and quarterly investor reporting. Support other ad-hoc accounting tasks, quarterly valuations, due diligence, closings, and setting annual goals. Qualifications Bachelor's degree (business, finance, accounting, real estate, or related field preferred). 1-3 years of experience (including internships) with direct involvement in affordable housing / LIHTC underwriting, acquisitions, asset management, or syndication. Candidates must have hands-on LIHTC modeling and structuring experience; general multifamily experience alone will not suffice. Proven ability to build and understand LIHTC Excel models, including multiple funding layers, compliance-period forecasting, and Year-15 planning. Strong working knowledge of 9% and 4% LIHTC, tax-exempt bonds, Section 8, HOME, state housing credits, and related regulatory agreements. Proficiency in Microsoft Office, especially advanced Excel (complex financial modeling required), PowerPoint, and Word. Excellent analytical, written, and verbal communication skills; ability to explain complex affordable structures clearly and concisely. Ability to thrive in a fast-paced, entrepreneurial environment and manage multiple priorities. Willingness to travel as needed for property tours, investor meetings, and agency presentations. Must be eligible to work in the U.S. and able to work full-time in our Dallas office (in-person role). Preferred: Experience with market-rate multifamily value-add underwriting; prior role at a LIHTC syndicator, affordable developer, housing finance agency, or investment firm focused on affordable housing. This in-person position in Dallas offers exceptional professional development and the opportunity to participate in promote/carried interest on all deals in a growing owner/operator that is actively expanding in both traditional multifamily and mission-driven affordable/LIHTC housing.$58k-99k yearly est. 2d agoData & Financial Analyst USC and GC Only
Ampstek
Finance planner job in Richardson, TX
Role :: Data & Financial Analyst Duration :: Long Term Contract Domain Experience: Telecom Key Responsibilities Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting: 1. Develop and maintain data infrastructure Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous 2. Perform data analysis and management reporting Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes 3. Create data visualizations Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner 4. Collaborate and communicate findings Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner 5. Support process improvements Identify opportunities to streamline existing reporting and management processes$47k-69k yearly est. 2d agoFinancial Analyst
Russell Tobin
Finance planner job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.$23 hourly 2d agoFinancial Analyst (Retail Experience Req'd)
Topshelf Talent Group
Finance planner job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making. Essential Functions / Major Responsibilities: Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders. Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs. Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods. Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses. Partner with departments to collect data and ensure alignment on reporting requirements and assumptions. Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner. Assist in enhancing reporting tools and automating recurring reports where appropriate. Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency. Required Skills / Abilities / Competencies: Foundational knowledge of financial analysis, accounting principles, and business reporting. Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus. Strong attention to detail with a commitment to data accuracy and integrity. Ability to work effectively in a team environment and take direction from senior analysts. Excellent organization and time management skills; able to manage multiple tasks and meet deadlines. Clear and professional communication skills-both verbal and written. Demonstrated eagerness to learn and grow; receptive to feedback and development. Alignment with client's values and a passion for contributing to a purpose-driven brand. Education and Experience: Bachelor's degree in finance, accounting, economics, business, or a related field. Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required). Familiarity with financial statements and budgeting processes preferred. Personal passion for health and fitness is a plus.$47k-69k yearly est. 1d agoU.S. Private Bank - Investment Professional - Associate
JPMC
Finance planner job in Dallas, TX
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy$80k-131k yearly est. Auto-Apply 59d ago2027 Investment Banking Summer Financial Analyst (Class of 2028) - Dallas Consumer
HL Group
Finance planner job in Dallas, TX
Business Unit: Corporate Finance Industry: Consumer Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Houlihan Lokey's Consumer Group is the No. 1 Consumer M&A team in the U.S. (according to data from LSEG, formerly Refinitiv), guiding companies on their M&A, restructuring, and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's global Consumer team completed 62 deals. The group has built a reputation as a trusted advisor to companies in the consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.$110k yearly Auto-Apply 21d agoU.S. Private Bank - Investment Professional - Associate
Jpmorganchase
Finance planner job in Dallas, TX
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy$79k-117k yearly est. Auto-Apply 60d+ agoCollege Intern - Ground Handling Finance Analyst
Envoy Air
Finance planner job in Irving, TX
Ready for takeoff? We are looking for college intern who will be passionate to work for Envoy Air, the largest regional airline in the American Airlines Group (AAG) of carriers. This is an exciting opportunity where you will have the unique opportunity to work with a team of professionals to share your creative ideas to continue to build the Envoy brand, support recruiting efforts and translate complex concepts into easy to understand materials for our different audiences. Envoy operates Embraer 175 and 170 aircraft. The regional airline has expanded its network outside of the U.S. to international destinations in Canada, Mexico and the Caribbean. Our paid 11-week summer internship will not only enhance your studies, but also provide an educational experience you can't find in the classroom. As an intern, you will learn real world skills while building a professional network of future peers. You will learn the ins and outs of how your team impacts the business day to day and gain an understanding of the commercial aviation business. Pay rate: $22 / hr Responsibilities Interns will function as Financial Analysts in one of the company's key financial/operational departments. Financial reporting and analysis may cover any part of the business including: Flight Crews, Airport Operations, Maintenance, and Strategic Benchmarking. Each participant will be assigned a mentor and will participate in various training opportunities during the internship. Upon completion of the internship, each intern will have an understanding of the job functions of an analyst as well as an understanding of the commercial aviation business. The responsibilities of this position include analysis of financial statements, forecasting changes to the budget, and involvement in special projects. Typical job duties include: Analyzing Envoy's monthly financial results and understanding financial controls. Develop strategic analyses using analytic systems such as Microsoft Excel, SAP, Essbase, and Sabre software suite. Building automated analytical processes and improving control tools. Closing monthly financials and forecasting remaining year changes to the financial operating plan. Analysis of capital and non-capital spending, within AR's and purchasing agreements Present analysis to upper-level management, communicating financial results and process improvement initiatives Qualifications The ideal candidate must be able to work in a team environment and the ability to prioritize work and projects in order to meet deadlines and objectives. Must be able to work with minimal supervision, report to work regularly and on-time, and be self-motivated. Position Requirements: Minimum age of 18 Enrolled in an undergraduate or graduate degree program in: Finance, Accounting, Management, Economics, Information Systems, or Supply Chain Management Must be classified as a Junior or Senior upon start of internship 3.25 minimum Grade Point Average Advanced proficiency in MS Office that includes Excel, Word, PowerPoint, and Outlook Proficiency in organizational, decision-making and problem-solving skills Ability to present data to all levels of management Must be willing and able to travel Demonstrated ability to communicate effectively both orally and in writing Experience sorting, organizing, analyzing and presenting large data sets Experience with problem solving, forecasting, and advanced financial analytical skills Must be able to read, write, fluently speak, and understand the English language Possess the legal right to work in the United States Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time. Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time. Envoy Air is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled. Envoy Air Inc, a wholly-owned subsidiary of American Airlines Group, operates more than 168 Embraer aircraft on 970 daily flights to over 165 destinations throughout the United States, Canada, Mexico, the Bahamas and Caribbean. More than 21,000 Envoy employees operate regional flights for American Airlines under the American Eagle brand, and provide ground handling services for many American Airlines and American Eagle branded flights at 120 airport locations across North America and the Caribbean. The company was founded in 1998 as American Eagle Airlines, Inc., following the merger of several smaller regional carriers to create one of the largest regional airlines in the world. Envoy is headquartered in Irving, Texas, with hubs in Dallas-Fort Worth, Chicago, and Miami, with a large ground handling operation in Los Angeles. Connect with Envoy @EnvoyAirCareers on Instagram, Facebook, LinkedIn and X. #EnvoyInterns$22 hourly Auto-Apply 59d agoFinancial Analyst, Internship - Compensation Valuation
VMG Health
Finance planner job in Dallas, TX
Full-time Description Multiple Locations Offered: Dallas, Nashville, Denver, Chicago, Philadelphia and New York VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients' valuation, strategic, and compliance needs. Requirements VMG Health is seeking a Financial Analyst on our Compensation Valuation team in Dallas, Texas and/or Nashville, TN to assist with performing financial analyses, valuation excel modeling, due diligence, market research and report writing. KEY RESPONSIBILITIES: Apply core financial valuation principles to unique and ever-evolving types of arrangements. Work directly with clients in gathering information and data such as financial statements, contractual agreements, operational reports and any other data or information required to provide a thorough work product. Problem-solve in developing novel methodologies, approaches or considerations in an ever-evolving industry. Participate in authoring or co-authoring articles and/or presentations on compensation arrangements. Work directly with Division leadership in a team-based cohesive environment. Support the maintenance of the Division's infrastructure including updating and keeping template models & reports current, performing periodic survey database analytics, and contributing to a positive culture. QUALIFICATIONS: Bachelor's degree in accounting, finance and/or economics Strong knowledge of financial theory and/or economics. Studying financial modeling theories via university. Proficient in Microsoft Office; strong knowledge of Excel and Word Ability to work independently with minimum supervision. Attention to detail and ability to review personal work and peers' work. Superior written and oral communication skills. Ability to present ideas in a business-friendly language and tailor formal and informal communications to the audience. Client-oriented work ethic and excellent interpersonal skills. Ability to build and manage relationships with key clients to ensure the success of each engagement. Desire to contribute thought leadership to engagements and organizational knowledge Tenacity, intellectual curiosity, and a drive for continuous improvement. Travel: Minimal Office: Hybrid - 4 days in office$34k-54k yearly est. 60d+ agoFinancial Analyst Intern, application via RippleMatch
Ripplematch Internships
Finance planner job in Dallas, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.$33k-53k yearly est. Auto-Apply 60d+ agoFinancial Analyst Intern
Alm First
Finance planner job in Dallas, TX
About Us: ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide. Responsibilities: The intern role is to facilitate the data work portion of the advisory team needs. Additionally, interns work closely with a Financial Advisor in maintaining client relationships Preparation of asset/liability management (ALM) reports Loading detailed data from clients into the ALM model via electronic data files Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income Analyzing interest rate risk positions utilizing results from the ALM analysis for clients Preparing written analyses of the ALM results Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations Preparing what-if analysis and providing written analysis of the results Facilitate training of new analysts Contribute to the development of new products Participate in SSG projects Credit and valuation Distressed cash flow analysis This position is an entry level position. The day to day duties of the position can be categorized as either 1) analysis or 2) client related Analysis Manage all data to and from clients Model client balance sheets in ALM software Produce ALM output Prepare write-up analyzing ALM output Run what-if analysis Run monthly investment reports Client Discuss ALM results with clients Discuss what-if results with clients Discuss research and market conditions with clients Interact with client regarding data management Minimum Education Qualification: Junior or Senior year of undergraduate degree in finance or a related field. No prior experience is required; however, at least 1 year of analyst work experience is preferred. Language Skills: 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 managers, clients, and team members. Physical Requirements: Prolonged periods sitting at a desk and working on a computer Must be able to move about inside and outside of the office Must be able to lift up to 15 pounds at times Must be able to effectively communicate. Work Environment: Work is normally performed in a typical interior/work environment Must be able to lift up to 15 pounds at times ALM FIRST STATEMENT ON DIVERSITY & INCLUSION ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee. Equal Employment Opportunity ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at ******************** or via telephone at *************** (U.S.).$33k-53k yearly est. 60d+ agoWealth Advisor, Schwab Wealth Advisory
Charles Schwab
Finance planner job in Roanoke, TX
Regular Your opportunity Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include: Undergraduate degree required Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days) Three or more years advisory experience required Five or more years in the financial services industry working directly with clients highly preferred CFP or CFA preferred Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance$43k-84k yearly est. 2d agoInvestment Banking - Mid-Cap Investment Banking - Analyst
JPMC
Finance planner job in Dallas, TX
We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from Analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include: Bass Pro Shops / Cabela's Neiman Marcus PetSmart PGA Tour Superstores Fender Guitar Tecovas Under Armour Job Responsibilities Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills 1 year work experience in a investment banking front office, or related, role. Strong accounting, finance, quantitative and business writing skills. Bachelors' degree in Finance, Economics, Business Administration, or a related field. Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.$62k-98k yearly est. Auto-Apply 60d+ agoU.S. Private Bank - Investment Professional - Associate
Jpmorgan Chase & Co
Finance planner job in Dallas, TX
JobID: 210676499 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities * Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates * Create mandates for discretionary accounts * Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team * Work with Team Leader to monitor Client Advisor loadings. * Submit and monitor fee schedules and billing * Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Bachelor's Degree required * One plus years of industry related experience * Exceptional follow-up and follow-through skills * PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills * Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software * Experience and interest in financial markets and concepts * Excellent interpersonal skills * Self-starter, extremely organized and detail-oriented with strong commitment to accuracy$79k-117k yearly est. Auto-Apply 59d agoCollege Intern - Flight Operations Finance Analyst
Envoy Air
Finance planner job in Irving, TX
Ready for takeoff? We are looking for college intern who will be passionate to work for Envoy Air, the largest regional airline in the American Airlines Group (AAG) of carriers. This is an exciting opportunity where you will have the unique opportunity to work with a team of professionals to share your creative ideas to continue to build the Envoy brand, support recruiting efforts and translate complex concepts into easy to understand materials for our different audiences. Envoy operates Embraer 175 and 170 aircraft. The regional airline has expanded its network outside of the U.S. to international destinations in Canada, Mexico and the Caribbean. Our paid 11-week summer internship will not only enhance your studies, but also provide an educational experience you can't find in the classroom. As an intern, you will learn real world skills while building a professional network of future peers. You will learn the ins and outs of how your team impacts the business day to day and gain an understanding of the commercial aviation business. Pay rate: $22 / hr Responsibilities Interns will function as Financial Analysts in one of the company's key financial/operational departments. Financial reporting and analysis may cover any part of the business including Flight Crews, Airport Operations, Maintenance, and Strategic Benchmarking. Each participant will be assigned a mentor and will participate in various training opportunities during the internship. Upon completion of the internship, each intern will have an understanding of the job functions of an analyst as well as an understanding of the commercial aviation business. The responsibilities of this position include analysis of financial statements, forecasting changes to the budget, and involvement in special projects. Typical job duties include: Analyzing Envoy's monthly financial results and understanding financial controls. Develop strategic analyses using analytic systems such as Microsoft Excel, SAP, Essbase, and Sabre software suite. Building automated analytical processes and improving control tools. Closing monthly financials and forecasting remaining year changes to the financial operating plan. Analysis of capital and non-capital spending, within AR's and purchasing agreements Present analysis to upper-level management, communicating financial results and process improvement initiatives Qualifications Position Requirements: Minimum age of 18 Enrolled in an undergraduate or graduate degree program in: Finance, Accounting, Management, Economics, Information Systems, or Supply Chain Management Must be classified as a Junior or Senior upon start of internship 3.25 minimum Grade Point Average Advanced proficiency in MS Office that includes Excel, Word, PowerPoint, and Outlook Proficiency in organizational, decision-making and problem-solving skills Ability to present data to all levels of management Must be willing and able to travel Demonstrated ability to communicate effectively both orally and in writing Experience sorting, organizing, analyzing and presenting large data sets Experience with problem solving, forecasting, and advanced financial analytical skills Must be able to read, write, fluently speak, and understand the English language Possess the legal right to work in the United States Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time. Envoy Air is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled. Envoy Air Inc, a wholly-owned subsidiary of American Airlines Group, operates more than 168 Embraer aircraft on 970 daily flights to over 165 destinations throughout the United States, Canada, Mexico, the Bahamas and Caribbean. More than 21,000 Envoy employees operate regional flights for American Airlines under the American Eagle brand, and provide ground handling services for many American Airlines and American Eagle branded flights at 120 airport locations across North America and the Caribbean. The company was founded in 1998 as American Eagle Airlines, Inc., following the merger of several smaller regional carriers to create one of the largest regional airlines in the world. Envoy is headquartered in Irving, Texas, with hubs in Dallas-Fort Worth, Chicago, and Miami, with a large ground handling operation in Los Angeles. Connect with Envoy @EnvoyAirCareers on Instagram, Facebook, LinkedIn and X. #EnvoyInterns$22 hourly Auto-Apply 59d agoFinancial Consultant Partner
Charles Schwab
Finance planner job in Roanoke, TX
Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. 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$42k-60k yearly est. 2d ago
Learn more about finance planner jobs
How much does a finance planner earn in Fort Worth, TX?
The average finance planner in Fort Worth, TX earns between $31,000 and $115,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.
Average finance planner salary in Fort Worth, TX
$60,000
What are the biggest employers of Finance Planners in Fort Worth, TX?
The biggest employers of Finance Planners in Fort Worth, TX are:
- Kestra Financial Independent Advisor
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