52 Results for

Financial Advisory Jobs in Terrell, TX

Jobs

New!

Plano, TX4 days ago

$189,370–$361,950 Per Year

As a dedicated Attorney Principal working on our Securities Counsel team, as an individual contributor, you will independently and regularly deliver effective, specialized legal advice to senior executive leaders, including the Chief Legal Officer, on highly complex and unique matters of significance in a specific type of law, leveraging deep subject matter expertise and thought leadership. Provides solution-oriented legal advice to manage regulatory, compliance and litigation risk to the organization; Serves as primary legal advisor delivering specialized legal advice on relevant matters or projects.

New!

Dallas, TX1 day ago

$75,000–$90,000 Per Year
Full-time
Employee

QualificationsBachelor’s degree in Finance, Accounting, Economics, or related field2–4 years of experience in FP&A, corporate finance, or accountingPrior experience in oil & gas or energy industry strongly preferredAdvanced Excel skills (financial modeling, pivot tables, complex formulas). Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Dallas, Texas30+ days ago

The Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.

Dallas, Texas30+ days ago

The Requirements: Knowledge and Skill Requirements: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential; At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Knowledge of M&A markets, including corporate, private equity, and investment banking; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

New!

Dallas, TX4 days ago

$100,000–$170,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

New!

Dallas, TX4 days ago

$130,000–$160,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

Frisco, Texas14 days ago

Baker 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.

Frisco, Texas14 days ago

New!

Richardson, Texas4 days ago

$105,800–$180,200 Per Year

Overview: The Senior Manager of Revenue Management Advisory is a proven leader, responsible for overseeing a team of Revenue Management Advisors that provide subject matter expert level insight and advice to customers from both a Revenue Management and general operations perspective. Create formal networks to coordinate with other RealPage teams to facilitate timely implementation and overall client success with an emphasis on the other pillar products that support AI Revenue Management and DemandX.

Dallas, Texas28 days ago

The Role: Managers with our Private Accounting Solutions practice oversee and complete accounting projects, provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

Plano, TX30+ days ago

Full-time

You act as a coach and technical leader, capable of going deep into code, architecture, and AI-assisted development workflows, while also aligning product, design, and delivery leaders on outcomes, trade-offs, feasibility, and long-term sustainability. You work side-by-side with engineers to design, build, and evolve high-quality solutions-leveraging modern software engineering practices and applied AI (including Claude Code and internal AI platform) to improve how value is designed, built, and delivered.

Rockwall, TX30+ days ago

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Richardson, TX30+ days ago

Garland, TX30+ days ago

Frisco, Texas12 days ago

Murphy, TX30+ days ago

Dallas, Texas30+ days ago

$61,000–$250,000 Per Year

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. 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.

Frisco, Texas13 days ago

Baker 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 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 a

Frisco, Texas13 days ago

Baker 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. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Frisco, Texas14 days ago

Frisco, Texas16 days ago

Frisco, Texas28 days ago

Baker 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. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Frisco, Texas15 days ago

Frisco, Texas14 days ago

Frisco, Texas30 days ago

New!

Richardson, TX3 days ago

The Freight Financial Analyst role will support the Global Transportation organization reporting to the Freight Audit and Analytics Manager by owning freight financial analytics, cost transparency, and decision support across all transportation modes (Air, Ocean, Ground, and Small Parcel). This role is accountable for translating large volumes of freight, invoice, and operational data into actionable financial insights that improve cost control, forecasting accuracy, and executive decision-making.

Frisco, Texas9 days ago

Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker 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.

Frisco, Texas29 days ago

Frisco, Texas30 days ago

Ennis, TX30+ days ago

Support pre-close and month-end close activities for assigned plants, including inventory counts, selected journal entries, account reconciliations, and variance analysis to ensure accurate and timely reporting. In addition to financial analysis and reporting, this role serves as the finance lead sites, with responsibility for selected aspects of the month-end close, reconciliations, and ensuring accuracy of financial results.

Plano, TX30+ days ago

Technical Proficiency: Strong understanding of financial modeling, forecasting, budgeting, and variance analysis, with proficiency in tools such as Excel, Power BI, and enterprise financial systems (e.g., PeopleSoft, Axiom, EPIC). + Analytical Expertise: Ability to perform complex financial analyses, interpret large datasets, and translate findings into actionable insights that support operational and strategic decision-making.

Plano, Texas30+ days ago

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Frisco, TX9 days ago

$75,000–$125,000 Per Year

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80qualified leads per day and marketing support to help you build your client base.

Dallas, TX11 days ago

$75,000–$125,000 Per Year

Plano, Texas30+ days ago

As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

Plano, TX30+ days ago

You will need to be comfortable collaborating with program delivery leads/program managers/project managers/IT leaders to maintain an understanding of project deliverables as estimated and planned. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) .

Frisco, Texas14 days ago

Frisco, Texas11 days ago

Dallas, TX30+ days ago

In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. Providing project management support for finance related projects, including purchase accounting, restatements, account reviews, finance IT system assessments and implementations, and change management.

Plano, Texas30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Frisco, TX30+ days ago

Securities 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). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

Plano, TX14 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Richardson, Texas30+ days ago

$133,500–$217,000 Per Year

You will employ a proactive data-focused approach to investment research, capital markets analysis and portfolio management to help the team formulate investment themes and asset allocation positioning (i.e. strategic and tactical), during the entire lifecycle of model portfolio management. In this position, you will also lead in the formation of investment outlook, content and advisor/agent education; participating the due diligence and fiduciary oversight responsibilities of various IPS investment/product platforms; creating and establishing State Farm’s footprint and point-of-view on investing for State Farm agents and retail customers.

New!

Richardson, TX3 days ago

The ideal candidate is highly motivated, relationship-driven, polished, comfortable with outbound sales activity, and interested in building a career in healthcare M&A, private equity, practice sales, and commercial real estate. With deep expertise in private equity, buyer dynamics, healthcare transactions, commercial real estate, and practice-level financial performance, Xite delivers strategic, data-driven outcomes for healthcare entrepreneurs nationwide.

New!

Plano, TX6 days ago

The RN Case Manager is responsible for promoting patient-centered care by coordinating the plan of care for the patient stay, managing the length of stay, ensuring appropriate resource management, and developing a safe appropriate discharge plan in collaboration with the multidisciplinary team. Considers patient’s readmission status or risk of readmission and develops strategies to mitigate including education on appropriately accessing healthcare resources, preventative education, and community based resources.

Plano, TX13 days ago

Dallas, TX26 days ago

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions.

Frisco, Texas13 days ago

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Financial Advisory Jobs in Terrell, TX

Attorney Principal - Investment Advisory / Broker-Dealer Counsel (Retail) USAA

Financial Analyst Company Confidential

Senior Associate - Transaction Advisory / Financial Due Diligence Andersen

Manager - Transaction Advisory / Financial Due Diligence Andersen

Transaction Advisory Manager - Financial Due Diligence bdo consulting

Transaction Advisory Experienced Manager - Financial Due Diligence bdo consulting

Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Senior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Senior Manager, Revenue Management Advisory Services RealPage, Inc.

Manager - Accounting Advisory/Private Accounting Solutions Andersen

Product Director - Engineering Advisory JPMorgan Chase Bank, N.A.

Financial Professional / Advisor New York Life

Financial Professional/Advisor (Bilingual Chinese) New York Life

Financial Professional/Advisor (Bilingual Vietnamese) New York Life

Manager, Corporate Finance Advisory Baker Tilly Advisory Group, LP

Financial Professional(Bilingual Vietnamese) New York Life

Financial Advisor Northwestern Mutual

Special Advisor, Higher Education Advisory Baker Tilly Advisory Group, LP

Senior Associate - Advisory Consulting & Operating Model Baker Tilly Advisory Group, LP

Senior Manager - Advisory Consulting & Operating Model Baker Tilly Advisory Group, LP

Special Advisor, Public Sector Advisory Baker Tilly Advisory Group, LP

Senior Associate - GBS Advisory Consulting & Operating Model Baker Tilly Advisory Group, LP

Consultant, IRA Advisory Baker Tilly Advisory Group, LP

Senior Consultant, IRA Advisory Baker Tilly Advisory Group, LP

Global Customs & Trade Advisory, Sr Consultant Baker Tilly Advisory Group, LP

Freight Financial Analyst CommScope, Inc.

IT Audit, Cybersecurity & Risk Advisory Senior (HITRUST) Baker Tilly Advisory Group, LP

Internal Audit & Risk Advisory Manager Baker Tilly Advisory Group, LP

Global Customs & Trade Advisory Consultant Baker Tilly Advisory Group, LP

Senior Financial Analyst - Plant Manufacturing Everest Search Partners

Financial Advisor/Analyst II - Heart Hospital Plano Baylor Scott & White Health

Investment Counselor (Financial Advisor Alternative) Fisher Investments

Financial Advisor (Frisco) Spectrum Financial Group

Financial Advisor (Dallas) Spectrum Financial Group

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher Investments

IT Financial Analyst - INTL Mexico AOR Insight Global

Financial Institution Senior Consultant (SOX and FDICIA focus) Baker Tilly Advisory Group, LP

Financial Institution Regulatory Compliance Senior Consultant Baker Tilly Advisory Group, LP

Director, Accounting and Financial Reporting Fti Consulting

Fractional CFO B2Bcfo

Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLC

Senior Wealth Advisor Beacon Pointe Advisors LLC

Portfolio Manager/Associate Portfolio Manager State Farm

M&A Business Development Associate Xite

Registered Nurse Case Manager PRN HCA Healthcare

Registered Nurse Case Manager HCA Healthcare

Regional Operations Manager (Dallas,TX) Oppenheimer & Co. Inc.

Accounting Manager- Finance and Accounting Managed Services Baker Tilly Advisory Group, LP

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