Financial Solutions Advisor - Central Houston Area Bank of America CorpFinancial Solutions Advisor - Central Houston AreaHouston, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Central Houston Area Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Aid Advisor CHCP Healthcare and Educational Services LLCFinancial Aid AdvisorHouston, TXYou responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging.
Managing Director - Private Wealth Client Services BOK Financial Corp.Managing Director - Private Wealth Client ServicesHouston, TXYou will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. The Managing Director- Private Wealth Client Services is primarily responsible for overseeing and managing a Private Wealth team of Client Service Associates who provide support services to our Private Banking team and their high net worth clients.
Financial Solutions Advisor - PNC Wealth Management PNC BankFinancial Solutions Advisor - PNC Wealth ManagementHouston, TexasPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
FHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS First Horizon CorpFHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONSHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewFinancial Clearance Specialist II - Rev Cycle University of Texas Health Science Center at HoustonFinancial Clearance Specialist II - Rev CycleHouston, TXRemoteCertification/Skills: NoneMinimum Education:High School Diploma or equivalent required Associate''s Degree in healthcare or business-related field preferredMinimum Experience:3 years experience in healthcare financial clearance, insurance verification, or a related revenue cycle role requiredPhysical Requirements:Exerts up to 20 pounds of force occasionally and/or up to 10 pounds frequently and/or a negligible amount constantly to move objects. Our total rewards package includes the benefits you'd expect from a top healthcare organization (benefits, insurance, etc.), plus: 100% paid medical premiums for our full-time employees Generous time off (holidays, preventative leave day, both vacation and sick time - all of which equates to around 37-38 days per year) The longer you stay, the more vacation you'll accrue!
Financial Clearance Specialist III - Rev Cycle University of Texas Health Science Center at HoustonFinancial Clearance Specialist III - Rev CycleHouston, TXOur total rewards package includes the benefits you'd expect from a top healthcare organization (benefits, insurance, etc.), plus: 100% paid medical premiums for our full-time employees Generous time off (holidays, preventative leave day, both vacation and sick time - all of which equates to around 37-38 days per year) The longer you stay, the more vacation you'll accrue! To the extent that a position requires the holder to research, work on, or have access to critical infrastructure as defined in Texas Business and Commerce Code §117.001(2), the ability to maintain the security or integrity of the infrastructure is a minimum qualification to be hired for and to continue to be employed in that position.
Business Financial Controllership Manager DeloitteBusiness Financial Controllership ManagerHouston, TX$131,200–$240,500 / yearWe work with the CFO, CAO, controller, and treasurer to develop an efficient, high quality, data-driven, tech-enabled controllership and treasury function that empowers our clients to drive more value to their business partners and to their investors. Supporting all phases of the Planning, Programming, Budgeting, and Execution (PPBE) cycle, including budget exhibit development, unfunded requirement requests, budget formulation, and Program Objective Memorandum (POM) activities.
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of America CorpFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, TXOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Specialist Manager, Risk And Compliance Services (Personal Consultation) DeloitteSpecialist Manager, Risk And Compliance Services (Personal Consultation)Houston, TX$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
M&A Financial Due Diligence Data Analytics Senior Consultant DeloitteM&A Financial Due Diligence Data Analytics Senior ConsultantHouston, TX$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Workday Financials Associate Director Protiviti IncWorkday Financials Associate DirectorHouston, TX$153,000–$260,000 / yearYou'll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through analytics, automation or the latest tools and methods. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Government Services Manager Consultant- Fema EisnerAmperGovernment Services Manager Consultant- FemaHouston, TXRemoteThis role is ideal for someone with strong familiarity with Federal Emergency Management Agency (FEMA) funded initiatives, including the Public Assistance, Individual Assistance, Hazard Mitigation, and Building Resilient Infrastructure and Communities programs and a proven track record of supporting complex programs in a compliance- or finance-related role. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Forward Deployed Engineer - Databricks - Forensic Discovery & Financial Crime Deloitte Touche Tohmatsu LtdForward Deployed Engineer - Databricks - Forensic Discovery & Financial CrimeHouston, TX$134,500–$265,100 / year3+ years of experience in software engineering, data engineering, data science, analytics engineering, or technical delivery roles, with experience in Amazon Web Services (AWS), Microsoft Azure, Google Cloud, or comparable cloud platform services. As a Senior Consultant - Forward Deployed Engineer (FDE) - Databricks on the Forensic, Discovery, & Financial Crime team, you will be responsible for designing, deploying, and scaling AI-enabled solutions that help clients address complex business and technology needs.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistHouston, TX$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewPatient Financial Representative (Fulltime) Houston Behavioral Healthcare HospitalPatient Financial Representative (Fulltime)Houston, TXHouston Behavioral Healthcare Hospital is to improve the well-being of the clients we serve by providing expert quality care, a comprehensive array of services, convenient and timely access, delivered with exceptional service and compassion. Conducts detailed discussion with patients, obtains information and completes required tasks to determine patient’s eligibility for Medicaid and other federal, state, and local government or private sources as appropriate.
NewSenior Manager - Strategic Valuation Services Cherry, Bekaert & Holland, L.L.P.Senior Manager - Strategic Valuation ServicesHouston, TX$156,000–$249,600 / yearAs a Senior Manager, Valuation, you will: Lead strategic and traditional valuation engagements, including pre-deal analyses, value opinions, calculations of value, business enterprise valuations, purchase price allocations, impairment analyses, tax valuations, complex financial instruments, and litigation matters. Join Cherry Bekaert's Valuation Services practice as a Senior Manager where you will expand beyond traditional deliverables to guide clients through complex business decisions, providing pre-deal analysis, value opinions, calculations of value, and ad-hoc modeling and analysis.
Financial Reporting Analyst US Physical Therapy IncFinancial Reporting AnalystHouston, TXUSPH also has an industrial injury prevention business which provides onsite services for clients' employees including injury prevention and rehabilitation, performance optimization, post-offer employment testing, functional capacity evaluations, and ergonomic assessments. USPH locations provide preventative and post-operative care for a variety of orthopedic-related disorders and sports-related injuries, treatment for neurologically-related injuries and rehabilitation of injured workers.
Customer Service Consultant Corebridge Financial Inc.Customer Service ConsultantHouston, TX$40,000–$42,000 / yearWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Senior Consultant, Accounting and Finance Advisory Services Baker Tilly Virchow KrauseLLPSenior Consultant, Accounting and Finance Advisory ServicesHouston, TX$86,660–$164,300 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.