Finance representative jobs in Cedar Park, TX - 355 jobs

All

Finance Representative

Relationship Banker

Finance Advisor

Finance Service Representative

Insurance Account Representative

Finance Associate

Finance Professional

Equity Trader

Finance Internship

Banker

Business Banker

Personal Banker

Insurance Representative

Relationship Banker - SW Temple area
Bank of America 4.7
Finance representative job in Temple, TX
Temple, 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 (********************************************************************************************************* **:** 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! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities** : - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** **BILINGUAL - Spanish HIGHLY DESIRED** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills** : - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **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.
$29k-35k yearly est. 4d ago

Looking for a job?

Let Zippia find it for you.

New/Developing US Equity Trader - Austin Texas
Kershner Trading Group
Finance representative job in Austin, TX
Kershner Trading is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to senior multi-product trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our team of quants, programmers, and support staff to build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable
$75k-134k yearly est. 60d+ ago
Financial Advisor II
Frost Bank 4.9
Finance representative job in Austin, TX
It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$51k-70k yearly est. Auto-Apply 60d+ ago
Financial Counseling Rep I
R1 Revenue Cycle Management
Finance representative job in Austin, TX
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. Responsibilities: Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment. Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. Contact insurance carriers or other sources and act as an advocate for the patient. Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. Maintain accurate documentation of pre-processing information. Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. Perform all other duties and projects as assigned. Required Qualifications: High school diploma is required At least one year of call center experience Attention to detail Strong customer service experience Ability to multi-task and navigate between multiple systems simultaneously Ability to handle a large volume of incoming calls Must be comfortable being on your feet Must be willing to walk a lot during your shift Desired Qualifications: Previous experience as a financial counselor with background in medical terminology preferred Understanding of State and Federal assistance Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.). For this US-based position, the base pay range is $18.00 - $25.44 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook
$18-25.4 hourly Auto-Apply 12d ago
Area Personal Financial Representative
UFCU Main 4.1
Finance representative job in Austin, TX
About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values: Purposefully Member-Obsessed We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success. Possibilities Reimagined We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. Performance Excellence Rooted in Unwavering Integrity We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration. Essential Functions of the Job Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Excellent verbal, interpersonal, and written communication skills Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Strong attention to detail Strong organizational and time management skills Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude High proficiency in Microsoft Office Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Required Qualifications High School Diploma or GED English/Spanish bilingual Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! INDUFCU
$35k-43k yearly est. 3d ago
Personal Financial Representative - Steck (English/Spanish Bilingual)
University Federal Credit Union 4.1
Finance representative job in Austin, TX
About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values: Purposefully Member-Obsessed We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success. Possibilities Reimagined We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. Performance Excellence Rooted in Unwavering Integrity We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration. Essential Functions of the Job Member Relationships * Open savings, checking and deposit accounts as well as Certificate of Deposits * Educate members on Credit Reviews and Needs Assessments * Accept and input consumer and business loans * Communicate UFCU's Mission, Vision, and Values Account Services * Refer fraud claims to experts * Provide online and mobile support * Increase Automated Teller Machine limits * Release check holds * Provide notary services * Conduct Signature Guarantees * Complete wire transfers * Validate vehicle values * Manage account restrictions and pop-up concerns, and add travel notes on member accounts * Partner with Collections for members who are past due * Problem solve and facilitate connecting members with internal business partners Conduct Transactions * Process service requests and financial transactions * Process stop payments via check, ACH and/or Cashier's Checks * Process ATM and Point-of-Service transaction disputes * Set-up and grant access to safe deposit box * Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance * Performs other duties as assigned. * Adhere to all company policies, procedures and business ethics codes. * Complete required regulatory training as assigned. * Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development * Make external business partner referrals * Host tables at and attend community events Knowledge, Skills and Abilities * Ability to effectively build relationships, establish rapport, and diplomatically communicate information * Effective active listening skills * Excellent verbal, interpersonal, and written communication skills * Ability to be adaptable and work in a fast-paced environment * Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues * Strong attention to detail * Strong organizational and time management skills * Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude * High proficiency in Microsoft Office * Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies * Demonstrating Member Obsession * Demonstrating Performance Excellence * Demonstrating Innovation Required Qualifications * High School Diploma or GED * Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment * Minimum of two (2) years of customer service experience * Minimum of one (1) year working in a team environment * Advanced knowledge of current local, state, and federal regulations Preferred Qualifications * Bachelor's Degree * Credit Union experience * Series 6, 63, and/or Texas Life and Health Insurance licenses * Registered NMLS * Investment license * Consumer lending experience * General knowledge of applicable financial industry regulations * Military experience Hours Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! #INDHP
$35k-42k yearly est. 3d ago
Finance Roles
Talarico for Texas
Finance representative job in Austin, TX
Job Description Talarico for Texas is building a people-powered campaign rooted in grassroots support, integrity, and the belief that politics should work for everyday Texans. As we grow, we are preparing to expand our finance team to ensure we have the resources needed to win. While we are not currently hiring for specific finance positions, we anticipate the need for talented, motivated individuals to join our fundraising and finance team in the months ahead. Requirements We welcome resumes from individuals who: Are detail-oriented, organized, and reliable. Communicate effectively and professionally with donors, stakeholders, and staff. Are comfortable in a fast-paced, campaign-style environment. Share a commitment to Democratic values and grassroots organizing. Have experience with campaign finance tools (NGP VAN, ActBlue, Google Suite, etc.) or a strong willingness to learn. The Campaign is an equal opportunity employer. We value the unique backgrounds and perspectives of every individual and strive to foster an inclusive and welcoming workplace for all. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other any other characteristics protected under applicable law. Benefits Benefits: Healthcare, Paid time off, Sick leave
$40k-77k yearly est. 9d ago
Financial Professional
Davis Family Financial
Finance representative job in Austin, TX
Davis Family Financial is a leading financial services firm dedicated to helping families and individuals achieve their financial goals. We provide a wide range of services including financial planning, investments, insurance, and retirement planning. Our team of experienced professionals is committed to providing personalized and comprehensive solutions to our clients. Job Description: We are seeking a highly motivated and driven individual to join our team as a Financial Professional. In this role, you will have the opportunity to work with a diverse client base and help them achieve their financial goals. You will be responsible for building and maintaining relationships with clients, providing financial advice and guidance, and offering personalized solutions to meet their specific needs. Key Responsibilities: - Meet with clients to understand their financial goals and objectives - Conduct thorough financial analysis and develop customized financial plans - Educate clients on various financial products and services - Recommend appropriate investments and insurance products to help clients achieve their goals - Monitor and review client portfolios to ensure they remain aligned with their financial objectives - Maintain strong relationships with clients through regular communication and follow-up - Keep up-to-date with industry trends and changes in the financial market - Collaborate with team members to develop strategies for business growth Qualifications: - Strong understanding of financial products and services - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Detail-oriented with strong analytical skills We Offer: - Ongoing training and development opportunities - Supportive and collaborative work environment If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity at Davis Family Financial.
$40k-77k yearly est. 60d+ ago
Financial Professional - Retirement Benefits Group - TX, Austin (5176)
EQH
Finance representative job in Austin, TX
Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Base Salary\: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29) **Join Equitable Advisors\: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights Client Engagement\: Cultivate and expand your network within established markets Products and Services Consultation\: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation\: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance\: Flexible schedule to maximize productivity and personal time Location\: Working outside the office in local schools and municipalities
$40k-77k yearly est. Auto-Apply 60d+ ago
Financial Advisor II
Frost (Cullen/Frost Bankers
Finance representative job in Austin, TX
It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: * Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice * Actively develop new business while also managing and maintaining existing client relationships * Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences * Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding * Collaborate with attorneys and accountants regarding estate, gift, and income tax planning * Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: * Bachelor's degree in business, economics, or related discipline or 5+ years of related experience * FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire * General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire * Proficiency in Microsoft applications * Excellent written and verbal communication skills * Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: * 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience * Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor * Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$45k-92k yearly est. Auto-Apply 2d ago
Specialty Finance Advisor Senior
JPMC
Finance representative job in Austin, TX
If you want to support initiatives and execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help serve the needs of businesses with $.5million to $20 million in revenue. As a Specialty Finance Advisor in Business Banking, you will provide critical and strategic SBA product expertise and Commercial Real Estate product expertise to Business Relationship Managers (BRM). The Specialty Finance Business Lending Advisor is responsible for consulting and partnering with BRMs to assess the SBA financing needs and Commercial Real Estate financing needs of existing clients and prospects and identify, structure, and close loans successfully. Job Responsibilities Act in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA and Commercial Real Estate portfolio including development of referral sources and joint calling with BRMs on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction. Identify client needs, develop client solutions, and partner with other product groups or lines of business when client needs dictate Structure and price loans for clients adhering to bank policies and government regulations Determine if client meets preliminary SBA eligibility requirements Act as primary point of client contact during the post application submission, eligibility and post approval phase of the process which includes obtaining critical documentation Monitor loans through the pipeline, closing and booking stage Manage client expectations for products and overcome objections Provide a high level of service to clients throughout the loan cycle Educate BRMs and Chase partners on how to identify SBA and Commercial Real Estate loan opportunities by providing product information, eligibility requirements and coaching Develop and maintain relationships with SBA District Offices and Certified Development Companies Maintain up-to-date knowledge of Chase Credit Policy and SBA Standard Operating Procedures Required qualifications, capabilities, and skills Minimum of 7 years of relationship development experience in commercial/business banking Minimum of 2 years of SBA and Commercial Real Estate lending experience Bachelor's degree in finance, Marketing or related business field or equivalent work experience Thorough understanding and knowledge of SBA products along with industry standards and rules/regulations Strong communication skills with individuals at all levels, internally and externally Proven negotiating and business credit skills Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals Ability to work in a team environment to achieve goals Results-oriented, customer-focused with a bias for action and sense of urgency Ability to build relationships with clients and internal partners and influence others without direct control
$45k-92k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Austin, TX
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$58k-103k yearly est. Auto-Apply 19d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance representative job in Austin, TX
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 42d ago
Structured Finance Associate
5 Legal
Finance representative job in Austin, TX
Job Description One of Fortune's 100 Best Companies to Work For and top 200 AmLaw firm, seeks an associate to join its Structured Finance team. The ideal candidate will have 2-4 years of transactional or finance experience. Prior structured finance experience is a plus although not required. Candidates must be highly motivated and have excellent academic credentials along with superior communication skills and ability to work with clients. Must be a member of the Bar.
$45k-81k yearly est. 5d ago
Portfolio Finance Associate
Aypa Power
Finance representative job in Austin, TX
Aypa Power, a Blackstone portfolio company, is a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects that power our communities and cities. Our mission is to responsibly decarbonize the grid and make North American energy markets more affordable, sustainable, and efficient. Aypa is well-capitalized and uniquely positioned to lean forward on projects with well-suited deal structures to meet our customers' needs. We have been at the forefront of energy storage development since our first energy storage project came online in 2018. As a leader in our industry, we have over 22 GW of utility-scale energy storage and hybrid renewable energy projects in development and 33 projects in operation or construction across North America. The Portfolio Finance Associate will report to the Director of Portfolio Finance and play a critical role in managing the financial aspects of Aypa Power's diverse project portfolio, where the Portfolio Finance team oversees over $3 billion of existing financings, which is growing $1-2 billion per annum. This position requires strategic financial oversight, collaboration with cross-functional teams, and an understanding of tax equity, project finance, corporate finance, and asset management within the renewable energy sector. Responsibilities: Play a lead role in growing Aypa's Portfolio Finance function, liaising across the organization to ensure sound execution and compliance with the company's existing financings; Oversee financial operations and compliance for a large construction warehouse facility (the largest of its kind in energy storage), including modeling, planning, capex tracking, covenant testing and reporting, and payment execution; Work closely with cross functional teams to manage loan draw processes, consult on deliverables, and lead project onboarding to ensure readiness and eligibility for warehouse financing; Coordinate reporting and take-out strategies for projects transitioning from the warehouse to long-term financing structures such as tax equity financing, term loans or private placements; Provide FP&A support and maintain debt and tax equity financial models after commercial operations date, delivering key information to facilitate annual planning, budgeting, corporate model maintenance, and cash and tax forecasts; Provide advice, best practices, and transaction support (as needed) to deal execution teams in the structuring and execution of financings; Ownership of key aspects of the warehouse model, corporate model and strategic business reporting/analysis; Management and cultivation of financing partner relationships with counterparty stakeholders as part of administering the portfolio during operations; Manage the interest rate hedging program, including compliance and supporting accounting on hedge effectiveness analysis; Partner with asset management and leadership to navigate contract amendments, consents, waivers, etc., and more broadly facilitate smooth and efficient information sharing across Aypa; Support ongoing planning and reporting requirements to Blackstone; Perform ad-hoc projects and duties as required or assigned. Key Qualifications: Minimum 4+ years of finance, asset management or FP&A work experience, ideally with exposure to the energy or asset management industries; Undergraduate degree in engineering, finance, business, or accounting; Familiarity with transactions in the renewables space including construction financing and the funding and drawdown process, with tax equity financing or fund management experience a major plus; Technical understanding to support budgeting, forecasting, and financing; Ability to review and understand complex contracts, including technical, financial, and legal concepts with respect to major infrastructure projects; Financial modeling experience in energy or infrastructure is required; Familiarity with complex portfolio management; Ability to work and effectively communicate and influence other business partners; Advanced knowledge of MS Excel, PowerPoint, and PowerBI; ability to analyze and interpret data; Strong business acumen, analytical, and decision-making skills; Excellent interpersonal and communication skills, both written and verbal; Desire to work with an entrepreneurial and rapidly growing company and play an active role in shaping the trajectory of the firm. Compensation and Location: Salary : A base salary commensurate with experience; Bonus : An annual bonus will be awarded based on individual performance and the overall success of the business; Benefits : Aypa offers an attractive benefits package with excellent health care/dental/vision, 401k matching, unlimited vacation, paid parental leave, and other health/wellness benefits; Location: Hybrid (USA or Canada). Preference for Austin, TX, but will also consider Salt Lake City, UT, or Greater Toronto, Canada area. The ability to work in the United States or Canada is a requirement . Travel: 10% At Aypa, we nurture and support a highly diverse team and actively seek to advance fair and inclusive practices in all aspects of what we do. We hire passionate, dedicated, and forward-thinking individuals from different backgrounds and value unique perspectives and experiences. With a focus on belonging, we are committed to providing an inclusive environment for all. Please note: We kindly request that recruiting companies and agencies refrain from contacting us regarding this job posting. We appreciate your understanding and cooperation in respecting our hiring process. Thank you.
$45k-81k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Marc Nascimento-State Farm Agent
Finance representative job in Cedar Park, TX
Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a Financial Services Rep with Marc Nascimento State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses required.
$30k-45k yearly est. 20d ago
Accepting Resumes for Future Openings: Financial Advisor
Zach Garcia
Finance representative job in Austin, TX
At Jump Start Investments, we're working to make investment decisions better for everyone. That's where you come in. We're looking for smart, team-oriented people who want to be part of a world-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Responsibilities The Opportunity Are you a proactive Financial Advisor who has a desire to help your client with major investment decisions? If so, BBVA Compass is seeking a Financial Advisor to join our growing team. The Financial Advisor role is critical to the success of the company retail banking strategy through the knowledge, expertise and training of the sale of investment related products within a given market. We value innovation and encourage our Financial Advisors to be creative in their approach in acquiring potential and retaining existing customers through developing relationships while achieving success in attaining the given investment production goals. We also have a passion for further developing our Financial Advisors in their career and place a value on providing additional training and support to aid our Financial Advisors in maximizing their potential. The Role To become the best universal bank in the US, the Financial Advisor will need to have a passion to grow relationships and help clients by providing superior service and expert advice for their investment banking needs. A successful Financial Advisor candidate has the ability to recognize other banking needs that their clients have and work closely with the branch teams to fulfill those needs. Finally,our Financial Advisors are the investment sales leaders for both the communities and branches they serve. The Financial Advisor is active in the development of community connections to expand the bank's portfolio of investment clients. Qualifications Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records. 1. Bachelor's degree in business or equivalent professional experience. 2. Series 7 Financial Industry Regulatory Authority(FINRA) Registered Representative and 63 State licenses, Life, Accident & Health Insurance license. 3. Preferred FINRA Series 65 or 66 registration. 4. Securities sales experience requiring high levels of outside business development skills. 5. General understanding Compensation: $65,000+
$65k yearly Auto-Apply 60d+ ago
Financial Planning Operations & Planning Associate Career-Track Financial Planning Support | Austin
WWS Financial LLC 3.8
Finance representative job in Austin, TX
Job DescriptionFinancial Planning Operations & Planning Associate Career-Track Financial Planning Support | Austin, TX | In-Office / Hybrid If you're genuinely curious about how money, investments, insurance, taxes, business, and estate planning work-and want to become skilled enough to help clients in those areas within a competency of people, technology, numbers, compliance, data, and analysis-keep reading. Join a boutique wealth-management firm and learn elite financial planning from the inside out. We serve successful families, business owners, and professionals through multi-generational strategies that integrate investments, insurance, and advanced estate planning within a fiduciary framework. You'll work directly with the CFP founder and internal consultants in a firm committed to innovation, technology integration, and a modern client experience. This is not a sales job or a call-center role. It's a true apprenticeship-part operations, part financial analysis, part project management-for someone who wants a long-term career in financial planning and thrives on precision. You don't have to be an extrovert, but you must communicate clearly, know when to stop emailing and pick up the phone, and take ownership from start to finish. Professional follow-through, accuracy, and compliance discipline are non-negotiable here. What You'll Do This role supports every facet of a high-performing financial planning practice-from operations to marketing, from technology to client experience. You'll be the execution engine that makes planning and production possible, ensuring the advisor can focus on delivering strategy, advice, and results. Your responsibilities will include, but are not limited to: Operations and Administration of the Firm: Own the calendar, manage workflows, oversee licensing and compliance processes, maintain digital filing systems, and ensure all applications, forms, and documentation meet compliance standards. Client and Case Support: Gather data, maintain flawless accuracy, and prepare deliverables in eMoney, Excel, and Salesforce for financial planning, insurance, and investment cases. Sales Development and CRM: Maintain and optimize the CRM (Salesforce) for all prospects, clients, and referral sources; build follow-up sequences; ensure no opportunity slips through the cracks. Marketing and Communications: Coordinate firm branding, website updates, newsletters, digital outreach, and social media initiatives; support podcasts, events, and professional marketing efforts. Client Appreciation and Retention: Track key dates and milestones; coordinate client and referral gifts, events, and personal touches that reinforce client loyalty and brand experience. Growth and Recruiting: Help identify, recruit, and onboard future team members as the firm expands; assist in training and documenting workflows for scalability. Innovation and Systems: Continuously look for better ways to integrate technology, automate routine processes, and modernize the client experience through improved systems and reporting. This is a comprehensive operations role that touches every area of the business-planning, marketing, administration, and growth. Success in this role requires organization, ownership, and the ability to manage multiple priorities simultaneously without losing sight of the details. Must Have Exceptional attention to detail-you treat accuracy as craftsmanship. High personal accountability; no excuses, no loose ends. Structured, proactive communication-written, verbal, and by phone. Analytical mindset with curiosity and grit. Professional composure and reliability. Qualifications Bachelor's degree preferred (Finance, Accounting, Economics, or Business). Associate degree or equivalent experience considered. 2-3 years of practical experience in a related field (financial operations, accounting, project management, or similar) may substitute for a degree. High proficiency in Salesforce and Microsoft Excel / Office, with strong data-management skills. Familiarity with eMoney, Envestnet, or Morningstar a plus. Career Path & Compensation Starting Compensation: $52,000-$70,000 annually, including opportunity for performance-based increases and annual bonus potential. Advancement is merit-based, not time-based. Exceptional performers who master systems, complete licensing, and demonstrate ownership may progress through the career track and pay scale faster than the standard timeline. Progression Framework (Cumulative, Not Sequential) Each phase builds on the previous one-new licensing and capabilities enhance earlier responsibilities rather than replace them. Accuracy, operational execution, and attention to detail remain core expectations throughout every stage of advancement. Typical progression: Phase 1 - Operations & Planning Associate: Master systems, accuracy standards, and workflows. Phase 2 - Licensed Assistant: Obtain Life & Health license; expand responsibilities into product and case design while maintaining operational precision. Phase 3 - Registered Assistant: Earn Series 6/63 or 7/66; take on plan updates, investment operations, and analysis while continuing to manage planning process execution. Phase 4 - Associate Advisor: Participate in client meetings, help develop recommendations, and lead initiatives-while upholding the same high standards of accuracy and process discipline established in earlier phases. AFA affiliation requires 7/66 licensing. Comprehensive Benefits Package Includes Annual performance bonus potential Health benefits stipend Retirement plan with employer matching Paid Time Off (PTO) and holidays Licensing, continuing-education, and professional-development sponsorship Success Metrics 100% accuracy in data and documentation On-time delivery of meeting prep and projects Clear, proactive communication Steady progress on licensing and training milestones Visible impact on efficiency and client experience
$52k-70k yearly 22d ago
Insurance Account Representative - State Farm Agent Team Member
Brandy Whiteside
Finance representative job in Austin, TX
Do you aspire to make a difference, provide input and influence, with the ability to exercise autonomy and control in your own career while having the opportunity to stay abreast of the latest trends and growth? Do you desire to some day run your own business, but not quite ready? If this sounds like you, then I would welcome the opportunity to speak with you. As a member of my agency team, I will act as a mentor and provide an environment in which you can learn the insurance business and build upon your managerial skills/experiences. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agent's role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent's employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies' agent selection process Compensation: $52,000.00 - $75,000.00 per year State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$52k-75k yearly Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Yan Yan Tung-State Farm Agent
Finance representative job in Austin, TX
Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Free food & snacks Health insurance Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Assist customers with life insurance needs review. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred.
$30k-46k yearly est. 6d ago

Learn more about finance representative jobs

How much does a finance representative earn in Cedar Park, TX?

The average finance representative in Cedar Park, TX earns between $25,000 and $71,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Cedar Park, TX

$42,000

$25,00010%

$42,000Median

$71,00090%

What are the biggest employers of Finance Representatives in Cedar Park, TX?

The biggest employers of Finance Representatives in Cedar Park, TX are:

University Credit Union
R1 RCM
Blake District-Northwestern Mutual
R1 Revenue Cycle Management

Job type you want

Full Time

Part Time

Internship

Temporary

Zippia Careers
Sales Industry
Finance Representative Jobs
Locations
Cedar Park, TX
Finance Representative Cedar Park, TX Jobs

Finance representative jobs in Cedar Park, TX - 355 jobs

Relationship Banker - SW Temple area

New/Developing US Equity Trader - Austin Texas

Financial Advisor II

Financial Counseling Rep I

Area Personal Financial Representative

Personal Financial Representative - Steck (English/Spanish Bilingual)

Finance Roles

Financial Professional

Financial Professional - Retirement Benefits Group - TX, Austin (5176)

Financial Advisor II

Specialty Finance Advisor Senior

Financial Advisor

Advisor, Finance Operations

Structured Finance Associate

Portfolio Finance Associate

Financial Services Representative - State Farm Agent Team Member

Accepting Resumes for Future Openings: Financial Advisor

Financial Planning Operations & Planning Associate Career-Track Financial Planning Support | Austin

Insurance Account Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Learn more about finance representative jobs

How much does a finance representative earn in Cedar Park, TX?

What are the biggest employers of Finance Representatives in Cedar Park, TX?