343 Results for

Financial Services Jobs in Richardson, TX

Jobs

Dallas, TX

$75,000–$125,000 / year

p>As a Financial Services Associate, 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.

What Makes This Role Different:
No large network required: You’ll receive qualified leads and marketing support to help you build your client base.

9 days ago

Dallas, TX

$242,900–$280,070 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.

21 days ago

Plano, TX

$45,000–$100,000 / year

p>We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.

Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.

30+ days ago

$80,000–$115,000 / year

p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

30+ days ago

$77,000–$214,000 / year

p>A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

30+ days ago

Arlington, Texas

Riley Financial, Inc. (NASDAQ:RILY), through its subsidiaries, provides collaborative financial services and solutions to the capital raising and financial advisory needs of public and private companies and high net worth individuals. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients.

Today

Flower Mound, TX

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

Dallas, TX

30+ days ago

Dallas, TX

$145,000–$185,000 / year

p>As a member of the Financial Services Tax - Insurance practice, you will play a key role in both client delivery and day-to-day engagement management:

Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

30+ days ago

Plano, TX

$161,500–$184,300 / year

You will partner closely with leadership to identify top talent, actively design their career trajectories, and equip our leadership team to support accelerated development and eliminate organizational bottlenecks.

Codify Destination Talent Profiles: Develop and embed objective behavioral rubrics to identify talent of the future; assess skill gaps and partner with the business and fellow HR Business Partners to develop plans to close.

12 days ago

Plano, Texas

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Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

Senior Manager, Human Resources Business Partner – Financial Services Talent Strategy

About the Role: In Financial Services (FS), we run on brainpower and talent—our people are our primary engine of growth.

13 days ago

Dallas, TX

This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.

30+ days ago

li>Support financial aid operations, including assisting students through the financial aid process, reviewing documentation, and ensuring accuracy of awards, eligibility determinations, and account activity, including specialized awarding and processing for designated student populations or programs (e.g., athletics, scholarships, or other institutional aid programs).

Perform a variety of student financial services functions, which may include cash handling, payment processing, accounts receivable support, collections activity, financial aid counseling, verification, and related processes, in accordance with institutional, federal, and state regulations.

30+ days ago

Dallas, TX

$90,000–$134,000 / year

p>Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.

Exposure to and/or interest in:

The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.

8 days ago

Dallas, TX

$107,000–$171,000 / year

p>Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.

A passion for:

8 days ago

Dallas, TX

$75,000–$125,000 / year

p>As a Financial Services Professional, 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.

5 days ago

Dallas, TX

Skills: The Patient Financial Services Representative utilizes strong communication skills daily to clearly explain complex billing information and insurance details to patients, ensuring they understand their financial responsibilities. Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.

30+ days ago

Plano, Texas

Remote

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.

7 days ago

Dallas, TX

We're looking for talented, outgoing student financial services advisors to join our Dallas Campus and meet with students and parents as appropriate to provide information about financial aid programs and other potential sources of student financing, assist in determining financial aid eligibility and options, and offer advice and assistance with the process of obtaining financial aid and/or student financing. A minimum of two (2) years of federal student financial aid experience (Global Service experience a plus) Experience with financial services, financial aid, or financial counseling preferred.

30+ days ago

Dallas, TX

p>• Advisory & Brokerage Services Manage client assets using: Delos model portfolios for all advisory relationships (exclusive) A limited set of firm-approved brokerage products (e.g., fixed annuities, brokered CDs) Focus on converting eligible brokerage clients to: Delos-managed advisory accounts, or Approved Delos-managed digital investment solutions Conduct periodic client reviews, respond to service needs, and coordinate account activity Identify when client needs increase in complexity and escalate appropriately.

Key Responsibilities:

• Client Relationship Management & Transitions Assume primary responsibility for assigned client relationships transitioned from Senior Advisors Participate in client transition meetings, calls, and outreach to ensure continuity of service Work with bank customer referrals below a certain level Serve as the ongoing point of contact for assigned clients following transition Deliver a consistent Delos and bank-branded client experience across all interactions.

30+ days ago

Plano, TX

$122,100–$139,400 / year

p>We're seeking an influential communicator who has experience writing high-quality and high-visibility content for executives, solving complex problems using creative communications techniques, leveraging data and technology to shape engagement strategies, and working in cross-functional teams to drive results.

The ideal candidate will be highly effective at navigating a matrix organization and influencing people by leveraging communications expertise, possess a knack for attacking complex problems, and have a keen ability to work within ambiguity and define the unknown.

28 days ago

Dallas, TX

Full time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

30+ days ago

Dallas, TX

The Public Entity Finance Services Sales Representative is responsible for the distribution of our suite of Asset Management products and other company services to cities, school districts, counties, and other government entities.

Utilize a combined focus of phone and email activities along with in-person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives.

30+ days ago

Frisco, TX

$22.60–$28.85 / hour

p>_____.

16 days ago

Frisco, TX

$22.60–$28.85 / hour

p>_____.

16 days ago

Frisco, Texas

This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

19 days ago

Frisco, Texas

19 days ago

Plano, TX

$138,100–$157,700 / year

p>This role requires strong analytical, communication and problem solving skills in order to effectively:

Establish trusted business partner relationships as the finance partner for the Auto Finance CTO.
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

30+ days ago

Dallas, TX

$45,000–$75,000 / year

p>This position will offer:

• The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes:

• Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.

30+ days ago

Dallas, Texas

Pay Range:45000 - 45000

. This employment opportunity at Simmons Bank in Dallas, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial.

30+ days ago

Dallas, TX

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

Addison, TX

$60,000–$100,000 / year
Full time

div style="text-align:justify">Job Overview:

The Client Financial Services Manager proactively partners with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges, and strengthen client confidence.

Job Responsibilities:

Review the monthly financial statements with analytical insight to summarize and present to Clients/ Boards, highlighting the variances, key drivers, potential risks, and opportunities.

13 days ago

Addison, TX

$60,000–$100,000 / year

Client Financial Services Manager Location: Addison, TX, United States Date Posted: Mar 18, 2026 Job ID: 2602663 DescriptionJob Overview The Client Financial Services Manager proactively partners with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges and strengthen client confidence. Requesting Information About the AEDT - NYC Local Law 144 Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.

30+ days ago

$155,000–$265,000 / year

This role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation.

Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.

15 days ago

Dallas, TX

As a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling.

30+ days ago

Dallas, TX

$142,600–$261,500 / year

Technical competency experience with Test Strategy & Operating Model Development, Testing Center of Excellence/IT Transformation Program Management, Agile Test Management, User Acceptance Test Coordination, IT Organizational Change Management, Enterprise Data Management, IT Life cycle Management, or IT Delivery Management. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

26 days ago

Dallas, Texas

$95,000–$160,000 / year

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.

30+ days ago

Grapevine, TX

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Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.

Today

Dallas, TX

$23.80–$26.45 / hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

30+ days ago

Dallas, TX

$127,700–$150,200 / year

p>West Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions.

Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

6 days ago

Frisco, TX

$75,000–$125,000 / year

p>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.

5 days ago

Dallas, TX

$75,000–$125,000 / year

No large network required: You’ll receive up to 80qualified leads per day and marketing support to help you build your client base.

5 days ago

Dallas, TX

$84,300–$155,400 / year

As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

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.

21 days ago

We 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.

20 days ago

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12 days ago

Dallas, Texas

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

21 days ago

Dallas, Texas

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We 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.

30+ days ago

Plano, TX

p>Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.

30+ days ago

Plano, TX

p>This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.

Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.

30+ days ago

Plano, TX

Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.

19 days ago

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Financial Services Jobs in Richardson, TX

Financial Services Associate Spectrum Financial Group

What Makes This Role Different: No large network required: You’ll receive qualified leads and marketing support to help you build your client base.

Sales Executive, Financial Services - Associate Director, Dallas - WAM Ernst & Young Global Ltd

Financial Advisor Edward D Jones & Co LP

Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)

State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLP

Equity Research Associate - Financial Services FBR & Co.

Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Dallas Market Bank of America Corp

Manager, Financial Services Tax (Insurance) Alvarez & Marsal Holdings LLC

Senior Manager, Human Resources Business Partner - Financial Services Talent Strategy Capital One Financial Corp

Senior Manager, Human Resources Business Partner – Financial Services Talent Strategy Capital One

ASSOCIATE, CFO SERVICES Cresset Capital Management LLC

Financial Services Coordinator Missouri Western State University

Dallas Technology Audit & Advisory (Financial Services) Senior Consultant Protiviti Inc

Dallas Technology Audit & Advisory (Financial Services) Manager Protiviti Inc

IXP (Financial Services Professional) Spectrum Financial Group

Patient Financial Services Representative Bradford Health Services, LLC

Financial Services Representative - Plano, TX Fidelity

Student Financial Service Advisor Remington College of Nursing

In House Financial Advisor - Delos First United Bank

Manager, Executive Communications - Financial Services Capital One Financial Corp

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Public Entity Financial Services Sales Hilltop Holdings Inc

Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center Teachers Insurance and Annuity Association of America (TIAA)

Financial Services Consultant - Non Registered - Frisco, TX National Contact Center Teachers Insurance and Annuity Association of America (TIAA)

Financial Services Consultant - Non Registered - Frisco, TX National Contact Center TIAA

Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center TIAA

Manager, FP&A - Financial Services Capital One Financial Corp

Financial Advisor LPL Financial Holdings Inc

Financial Advisor - Simmons Bank LPL Financial

Financial Advisor First Command Financial Services, Inc.

Client Financial Services Manager FirstService Residential

Client Financial Services Manager FirstService Corp

Financial Services Consulting Senior Manager Weaver And Tidwell LLP

Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm Agent

Financial Services, Technology Consulting, Quality Engineer - Manager - Dallas, TX Ernst & Young Global Ltd

Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations Houlihan Lokey

Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent Advisor

Virtual Financial Advisor - Dallas - Hybrid Thrivent Financial for Lutherans

Principal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLC

Financial Advisor (Frisco) Spectrum Financial Group

Financial Advisor (Dallas) Spectrum Financial Group

Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu Ltd

Financial Advisor - Dallas, TX Corebridge Financial Inc

IT Data Manager - Financial Services D.R. Horton Inc

Financial Advisor - Dallas, TX Corebridge Financial

Wealth Financial Advisor - Dallas, TX Corebridge Financial

Financial Advisor Ameriprise Financial Inc

Financial Advisor Manager Vanguard Group

Manager, Financial Advisors Vanguard Group

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What Makes This Role Different:
No large network required: You’ll receive qualified leads and marketing support to help you build your client base.