Fiduciary Advisor - Austin Metro Trajan Wealth LLCFiduciary Advisor - Austin MetroAustin, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Austin area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Financial Analyst - Hybrid (Austin) The Launch BoxFinancial Analyst - Hybrid (Austin)Austin, TXFull timeThe ideal candidate will provide oversight to accounting and finance functions across multiple US client companies, bringing structure, rigor, and scalability to financial reporting. About Us: Kianalei Capital is a private family office operation with debt and equity investments in professional services, hospitality, real estate, and other industries.
Transaction Advisory Associate Providence Staffing LLCTransaction Advisory AssociateAustin, TXUnlike traditional accounting firms, this organization empowers professionals to craft their own personalized career paths—whether that’s progressing to Partner or pursuing a non-traditional leadership track. As a Transaction Advisory Associate, you’ll be a critical member of buy-side and sell-side deal teams, leveraging your expertise in Microsoft Excel to compile and analyze financial data for target companies.
Analyst, Portfolio Management Amherst Holdings LLCAnalyst, Portfolio ManagementAustin, TXOver the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. Underpinned by proprietary technology, battle-tested data and mortgage model, and a deep understanding of U.S. real estate markets, Amherst's vertically integrated platform seeks to provide investors a more efficient model to price, finance, and manage real estate with turnkey execution capabilities across the firm's debt and equity strategies in the public and private residential, commercial, and mortgage-backed securities markets.
Business Analyst – Investments Tellus SolutionsBusiness Analyst – InvestmentsAustin, TXPrepare comprehensive documentation for the Investment Accounting system and data solution including detailed front-to-back investment process workflows, data flows, source to target data maps, data definitions to ensure that processes are understood to reduce the risk of requirements gaps, and to prepare ERS for an implementation. This role is highly collaborative, partnering with stakeholders across Investments, IT Shared Services, Finance, and providing advisory support to Investments leadership throughout the project lifecycle.
Wealth Advisor III - Houston / Austin Truist Financial CorporationWealth Advisor III - Houston / AustinAustin, TXEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
Capital Projects Senior Consultant - Dba/Pwa DeloitteCapital Projects Senior Consultant - Dba/PwaAustin, TX$110,700–$218,300 / yearFrom strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.
Account Manager, ETF Sales – Southwest PIMCOAccount Manager, ETF Sales – SouthwestAustin, TexasThe Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Senior Credit Analyst Easy Street CapitalSenior Credit AnalystAustin, TexasRecent Graduates or 1-2 years of experience with related education or experience in areas of real estate; business analyst, financial analyst or credit analyst roles or experience in consulting, advisory or public accounting roles all pluses, but not required. The Real Estate Analyst role is focused on performing all aspects of due diligence with regards to the origination of mortgage loans (valuation, tenant/lease, insurance, borrower credit, etc.) including direct interaction with investors and mortgage brokers.
Alternative Asset Analyst Brown AdvisoryAlternative Asset AnalystAustin, TX$60,000–$72,000 / yearDaily tasks include, but are not limited to: generate monthly, quarterly, and ad-hoc reports for our client and institutional relationships, researching and resolving valuation audit and tolerance breaks; responding to and resolving ad-hoc requests and ticket queues for alternative assets; and contributing to business process efficiency initiatives. The Alternative Asset Team supports all operational and reporting aspects of alternative assets at Brown Advisory, ensuring the accuracy and timeliness of reporting, transactions and valuations related to private equity, hedge fund, and direct investment deals.
NewSenior Financial Analyst - New Markets Tax Credit (Nmtc) Baker Tilly Virchow Krause, LLPSenior Financial Analyst - New Markets Tax Credit (Nmtc)Austin, TX$77,800–$126,390 / 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.
NewFinance & Accounting Outsourcing, Accounting Manager (Not-For Profit) Cherry, Bekaert & Holland, L.L.P.Finance & Accounting Outsourcing, Accounting Manager (Not-For Profit)Austin, TXIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. The successful candidate will partner with FAO leadership and mission-driven organizations to deliver accounting, financial reporting, and advisory solutions that help clients operate efficiently, maintain compliance, and advance their organizational goals.
Managing Director, Valuations Armanino McKenna Certified Public Accountants & ConsultantsManaging Director, ValuationsAustin, TX$207,900–$283,200 / yearThis Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.
NewKey Account Executive RSMKey Account ExecutiveAustin, TX$147,000–$260,700 / yearRequired experience working with global accounts, multinational organizations, and/or publicly traded company clients, including familiarity with global tax priorities, complex compliance needs, financial reporting considerations, and the coordination required across tax, audit, advisory, and client leadership teams. Deep working knowledge of professional services delivery, including audit, assurance, global tax, consulting, advisory, or similar services, with the ability to speak credibly about service capabilities, methodologies, regulatory considerations, and client outcomes for complex domestic, multinational, and public company clients.
Director, Capital Management National Western Life Insurance CompanyDirector, Capital ManagementAustin, TX$170,000–$210,000 / yearEnterprise Capital Strategy & RBC Leadership: Recognized expert in NAIC RBC and statutory capital, leading capital adequacy insights and governance across entitiesAdvanced Capital Modeling & Analytics: Oversees development and application of capital models, including scenario analysis and stress testing to inform strategic decisionsRating Agency Strategy & Engagement: Plays a key role in shaping analytical positioning and supporting interactions with AM Best, S&P, and KBRACapital Optimization & Transaction Advisory: Leads analysis and guidance on reinsurance and capital‑impacting initiatives, influencing structure and financial outcomesExecutive Influence & Decision Support: Translates complex analytics into clear, actionable insights for senior leadership, executive committees, and Board audiencesCross‑Functional Leadership & Transformation: Drives alignment across actuarial, FP&A, treasury, and product teams while advancing capital analytics, reporting, and process efficiency. Lead financial analysis and modeling of capital-enhancing initiatives, including reinsurance transactions and other risk-transfer strategiesPartner with actuarial, finance, and reinsurance teams to evaluate transaction impacts on capital, earnings, and ratingsSupport execution of approved initiatives through detailed analysis and cross-functional coordination.
Equity Research Associate Roth Capital PartnersEquity Research AssociateAustin, TXFull timeIn addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. The Equity Research Associate is responsible for research, client support, and data collection, statistical studies on the industries and individual companies and their securities.
Multifamily Sales Analyst Walker and Dunlop, Inc.Multifamily Sales AnalystAustin, TXWe are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. Comprehensive benefit options* that have earned Walker & Dunlop the gold level of the 2025 Cigna Healthy Workforce Designation, some of which include: Up to 83% subsidized medical payroll deductions.
Vice President, Portfolio Strategy & Analytics Amherst Holdings LLCVice President, Portfolio Strategy & AnalyticsAustin, TXOver the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. Underpinned by proprietary technology, battle-tested data and mortgage model, and a deep understanding of U.S. real estate markets, Amherst's vertically integrated platform seeks to provide investors a more efficient model to price, finance, and manage real estate with turnkey execution capabilities across the firm's debt and equity strategies in the public and private residential, commercial, and mortgage-backed securities markets.
Investment Analyst, Production Support JLLInvestment Analyst, Production SupportAustin, TXWhat your day-to-day will look like: Create comprehensive investment sales offering packages and submissions incorporating detailed market research, advanced financial modeling, and persuasive executive summaries for diverse commercial property types. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
NetSuite Senior Consultant - Business Transformation Embark PeopleNetSuite Senior Consultant - Business TransformationAustin, TexasOur focus is to deliver exceptional hospitality to our clients to correct what is broken within finance departments, refine and improve current systems and data, and finally, help business leaders access/interpret their data so it transforms the business. Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients.