1,596 Results for

Financial Planning Jobs in North Branch, TX

Jobs

New!

Plano, TX3 days ago

$65,000–$90,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.

New!

Plano, TX3 days ago

$63,590–$121,530 Per Year

Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

Plano, TX9 days ago

$55–$58 Per Hour
Contractor

The contractor will be responsible for managing key financial tasks, including Retail OpEx reporting, budget requests, system approvals, invoice validation, and expense forecasting. This role requires a strong understanding of financial operations, analytical skills, and the ability to work independently in a fast-paced environment.

New!

Addison, TX3 days ago

$90,000–$115,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This individual will serve as a strategic business partner to leadership across retail, corporate, and specialized business units, supporting budgeting, forecasting, financial reporting, and operational analysis.

New!

Fort Worth,, Texas1 day ago

$28–$30 Per Hour
Contractor

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. This position involves managing project data, creating dashboards, analyzing reports, and collaborating with various teams to ensure successful project execution.

New!

Southlake, TX3 days ago

$95,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will play a crucial role in providing financial insights to support strategic decision-making, driving operational efficiency, and achieving business objectives.

New!

Frisco, TX1 day ago

$100,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Responsibilities: Provide comprehensive estate planning services to our clients, including drafting and reviewing wills, setting up trusts, and advising on power of attorney and other related matters.

New!

Dallas, TX3 days ago

$150,000–$200,000 Per Year

This is not a siloed SEC role, the ideal candidate is a well-rounded accounting leader with experience navigating complex transactions, scaling processes, supporting IPO readiness, and driving accounting excellence across the organization. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Plano, TX1 day ago

$170–$170 Per Year

We are seeking a highly organized and proactive Portfolio Manager & PI Planning Coordinator to support business operations through a combination of ad hoc portfolio management activities and large-scale planning event coordination. The ideal candidate is a self-starter who can synthesize information from multiple sources, manage competing priorities, and translate data into clear, actionable insights for stakeholders.

New!

Dallas, TX6 days ago

$80,000–$110,000

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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Dallas, TX6 days ago

$80,000–$110,000

New!

Dallas, TX3 days ago

$110,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country.

New!

Richardson, TX4 days ago

As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner.

New!

Irving, TX3 days ago

$130,000–$140,000 Per Year

Rather than a traditional FP&A position, this role acts as the “connective tissue” across the organization—partnering closely with finance leadership and cross-functional teams to drive alignment, execute key initiatives, and deliver actionable insights to senior stakeholders. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Irving, TX2 days ago

Additional responsibilities include assisting in identifying, quantifying and prioritizing opportunities to improve net revenue realization and cash flow at the system level, the facility level and at a Payor level as well as development of financial models and other analysis related to the development and implementation of solutions in revenue cycle areas. The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle data analysis and reporting.

New!

Fort Worth, TX3 days ago

$75,000–$90,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide advisory services to clients on financial planning issues, including retirement planning, estate planning, and business succession planning.

New!

Fort Worth, TX3 days ago

$90,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide advisory services to clients on financial planning issues, including retirement planning, estate planning, and business succession planning.

New!

Irving, TX3 days ago

$100,000–$120,000 Per Year

This position will act as a Compliance Manager and primary Compliance Stakeholder to company initiatives and products by participating in business partner meetings, gathering, reviewing, and approving business requirements, and facilitating user acceptance testing through the entire project lifecycle. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Grapevine, TX3 days ago

$140,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Well-established, full-service CPA firm that provides a full suite of traditional audit/review, tax, and accounting services to individuals and businesses, both large and small, throughout the Dallas/Fort Worth area.

New!

Dallas, TX3 days ago

$120,000–$135,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a place where tax professionals aren’t just maintaining compliance—they’re influencing business decisions, optimizing structure, and contributing to high-impact projects across a complex enterprise.

New!

Addison, TX3 days ago

$95,000–$115,000 Per Year

We are looking for a Materials Manager who operates with a high degree of structure, precision, and accountability—someone who can bring discipline to inventory control, purchasing, scheduling, and supplier management in a complex, engineered to order environment. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Dallas, TX16 days ago

Lead activation governance by coordinating with field sales, brokers, or distributors where applicable, and merchandising partners to deliver displays, shelf sets, resets, and special programs, with documented follow-up and escalation when execution gaps emerge. Translate plans into actionable execution playbooks with defined timelines, roles, and tracking routines across the field sales organization and merchandising resources, including reset and major initiative coordination when required.

Plano, TX9 days ago

$55–$65 Per Hour

Coppell, TX25 days ago

$85,000–$85,000 Per Year
Full-time
Employee

The Senior Accounting Manager plays a critical leadership role in maintaining accurate financial reporting and supporting operational excellence across the organization. This position ensures strong internal controls, drives process improvements, and partners with leadership to deliver timely financial insights.

New!

Dallas, TX6 days ago

$120,000–$130,000

New!

Irving, TX3 days ago

$110,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is collaborative, fast-paced, and highly visible across the organization, partnering closely with leadership to support key business initiatives and long-term strategic goals.

New!

Plano, TX5 days ago

$90,310–$162,550 Per Year

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.

New!

Coppell, TX6 days ago

$125,000–$135,000

New!

Dallas, TX3 days ago

$90,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate brings strong Yardi experience, deep knowledge of commercial real estate accounting, and hands-on expertise with CAM reconciliations, lease accounting, and multi-property portfolios.

New!

Dallas, TX3 days ago

$160,000–$215,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Dallas, TX3 days ago

$120,000–$150,000 Per Year

New!

Plano, TX2 days ago

$93,770–$179,240 Per Year

6 years of operations experience in a relevant functional area to include financial services, Fraud, AML, compliance, risk, audit, third party risk management or other related operational areas that support fraud risk management initiatives within the business. Knowledge of relevant federal laws, rules, and regulations, to include: PCI DSS, UDAAP, GLBA, ECOA, Reg CC, Reg E, Reg W, UCC, FCRA, BSA/AML, Elder Financial Exploitation guidance, OCC Fraud Risk Management 2019-37, etc.

New!

Dallas, TX3 days ago

$150,000–$200,000 Per Year

New!

Dallas, TX3 days ago

$120,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage projects using Deltek Vantagepoint tools, creating work plans that outline budget, scope, consultants, schedules, fees, costs, and additional services or actions.

New!

Irving, TX6 days ago

$135,000–$150,000

New!

Dallas, TX6 days ago

$165,000–$185,000

New!

Irving, TX3 days ago

$95,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is perfect for a detail-oriented individual with a strong background in Property & Casualty (P&C) insurance accounting, a Certified Public Accountant (CPA) qualification, and a deep understanding of Yellow Book and statutory reporting.

New!

Irving, TX3 days ago

$200,000–$300,000 Per Year

The Director, Tax will oversee tax strategy across a complex environment that includes REIT structures, renewable energy tax credits (ITCs and PTCs), and foreign trade zone operations. A high‑growth digital infrastructure company—fresh off a successful IPO and scaling to meet surging AI and high‑performance computing demand—is seeking a Director, Tax to lead all aspects of tax strategy, planning, and compliance.

New!

Lewisville, TX3 days ago

$180,000–$230,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a strong leadership team and an ambitious roadmap ahead, we are building scalable infrastructure and processes to support the next phase of expansion.

Addison, TX16 days ago

Full-time
Employee

Assist in planning, developing, organizing, implementing, directing, and evaluating division Marketing initiatives in accordance with business goals and strategic plans. The company is currently seeking a Division Marketing Manager to support the planning, directing, and implementing of marketing activities for the division.

New!

Addison, TX3 days ago

$110,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our mission is to provide exceptional residential and commercial services by upholding the legacies of our brand partners, empowering their growth, elevating performance, and enhancing the quality of life in the communities we serve.

New!

Fort Worth, TX3 days ago

$125,000–$135,000 Per Year

The General Manager is responsible for allocating budget resources, creating and maintaining policies, coordinating business operations, managing operational costs, ensuring the highest quality of customer service is maintained, improving processes, engaging with vendors and hiring employees. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Plano, TXToday

$36–$38

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

New!

Irving, TX6 days ago

$150,000–$175,000

New!

Dallas, TX6 days ago

$115,000–$130,000

New!

Irving, TX6 days ago

$160,000–$170,000

New!

Plano, TX1 day ago

Excellent analytical skills and the ability to translate analytical findings into actionable solutions and processes Ability to function well in a team environment and gain the cooperation of individuals across the organization. Will provide overall support for the period end results, preparation of forecasts, Annual Operating Plan (AOP) and Strategic Business Plans (SBP), along with financial analysis, reporting and budgeting.

New!

Dallas, TX3 days ago

$150,000–$215,000 Per Year

Bachelor’s degree in a related field (Project Management, Construction Management, Business, Engineering, etc.), paired with industry experience OR an overall appropriate combination of certification(s), experience, and education (journeyman or master electrician’s license). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Dallas, TX6 days ago

$210,000–$250,000

Vaco is partnering with one of our long-time global, PE-backed asset management clients in an effort to onboard a highly analytical Assistant Tax Director to supervise a lean team responsible for managing the companies tax structure, compliance, planning and partnerships. 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.

Coppell, TX25 days ago

$115,000–$140,000 Per Year
Full-time
Employee

Oversee all accounting functions, including general ledger, accounts payable (AP), accounts receivable (AR), payroll, and month-end/year-end close. This role drives financial visibility, strengthens internal controls, and supports executive decision-making through actionable financial insights.

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Financial Planning Jobs in North Branch, TX

Financial Planning Specialist Jobot

Licensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - Plano USAA

Financial Analyst Way Forward Consulting

Senior Financial Analyst Jobot

Project Planning Analyst Pinnacle Technical Resources

Financial Analyst Jobot

Estate Planning Attorney Jobot

Accounting Director (Financial Reporting) Jobot

Portfolio Manager & PI Planning Coordinator System One

Senior Financial Reporting Accountant Vaco LLC

SEC Financial Reporting Accountant Vaco LLC

Tax Manager Jobot

ERP Financial Consultant ComTec Solutions

Finance Manager Jobot

Financial Analyst II - HR Shared Services CHRISTUS Health

Tax Staff Jobot

Tax Senior Jobot

Senior Business Analyst Jobot

Senior Audit Manager ( Hybrid) Jobot

Accounting Manager Jobot

Materials Manager Jobot

Regional Account Manager Swisher International, Inc.

Finance Manager 2 Epitec, Inc

Senior Accounting Manager CornerStone Professional Placement

FP&A Manager -Projects/Strategy Vaco LLC

Sr. FP&A Analyst Jobot

Manager, Retirement Income – Life Company USAA

Accounting Manager Vaco LLC

Senior Property Accountant Jobot

Vice President, Transaction Advisory Services Jobot

Associate, Transaction Advisory Services Jobot

OSINT Program Manager (Fraud) USAA

Senior Manager, Technical Accounting & SEC Reporting (Pre IPO) Jobot

Civic Project Manager, Licensed Architect Jobot

Senior Manager of Accounting Vaco LLC

Director of FP&A Vaco LLC

Sr. Insurance Accountant Jobot

Tax Director Jobot

Corporate Controller Jobot

Division Marketing Manager DRB Homes

Project Manager Jobot

General Manager Jobot

Process Analyst Kforce Inc.

Senior Accounting Manager/Director Vaco LLC

Finance Manager Vaco LLC

Director of Accounting Vaco LLC

Finance Analyst Axelon

Senior Project Manager (Electrical Construction) Jobot

Senior Tax Manager Vaco LLC

Controller CornerStone Professional Placement

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