Accounting - Financial Reporting Manager NBH BankAccounting - Financial Reporting ManagerDallas, TXThe Financial Reporting Manager supports strategic initiatives, including acquisitions and integration activities, and partners closely with senior leadership, Investor Relations, and external auditors to deliver clear, accurate, and high-quality financial statements and related disclosures. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Manager - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital Funds Junonia PartnersManager - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital FundsDallas, TexasBuild for tomorrow Think long-term solutions and processes, not band-aids Serve as a partner Not just a consultant or another service provider Go the extra mile Delivering what’s expected, on schedule is table stakes POSITION OVERVIEW We are actively building a team and are hiring Associates, Managers and Directors; each requiring a similar background in back-office operations. COMPANY OVERVIEW Junonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds.
NewSenior Executive Assistant Aston CarterSenior Executive AssistantBedford, TX$35–$45 / hourJob Description Job Title: Senior Executive Assistant Job Description This Senior Executive Assistant role provides high-level administrative support to Senior executives and department leadership in a dynamic, growing financial services environment. The Senior Executive Assistant serves as a key liaison between executives, internal teams, and external partners, ensuring smooth operations, strong communication, and efficient administrative processes.
Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed)- Houston MarketHouston, TexasKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Pasadena Central Valley MarketPasadena, TexasEffectively 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Manager, Corporate Recovery Services - Restructuring & Turnaround StoutManager, Corporate Recovery Services - Restructuring & TurnaroundHouston, TexasBoth our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Serve as the primary day-to-day client contact, building and maintaining strong relationships with management teams, lenders, creditors, legal counsel, and other stakeholders.
Overstaff Financial Services Representative (Part-time) (Temporary) World FinanceOverstaff Financial Services Representative (Part-time) (Temporary)Lockhart, Texas$15–$17 / hourWorld Finance, a five-time winner of the Top Workplaces USA award and Newsweek’s America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. With 1,200+ branches across 16 states, we’re proud to be the financial partner with heart — offering customer-focused service rooted in teamwork, community, and care.
Client Service Associate Stifel Financial CorpClient Service AssociateHouston, TXUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredFrisco, TXUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Overstaff Financial Services Representative (Bilingual) World FinanceOverstaff Financial Services Representative (Bilingual)San Antonio, TexasWorld Finance, a five-time winner of the Top Workplaces USA award and Newsweek’s America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. With 1,200+ branches across 16 states, we’re proud to be the financial partner with heart — offering customer-focused service rooted in teamwork, community, and care.
Client Support Advisor Corebridge Financial Inc.Client Support AdvisorHouston, TXCandidates 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. 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
Regional Director - Independent Advisors Dimensional Fund AdvisorsRegional Director - Independent AdvisorsAustin, TXWhat good looks like for a Regional Director: Your success as a Regional Director at Dimensional boils down to two main things: the financial results you deliver and the proactive, relationship-building activities that drive them forward. By showing up at regional events, networking actively, and genuinely supporting your clients, you create a pipeline of new business that naturally drives net new revenue.
Regulatory External Data Services Product Manager Vice President JPMorgan Chase & CoRegulatory External Data Services Product Manager Vice PresidentPlano, TXYou will ensure successful product delivery by collaborating closely with business owners, other products, and cross-functional teams, including developers, design/architecture, and data owners. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Bilingual Customer Service Representative (Full Time) - Plano Prosperity BankBilingual Customer Service Representative (Full Time) - PlanoPlano, TXPresents and explains Bank products and services to customers and assists in meeting their financial needs including the following: opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and consumer loans. MATHEMATICS ABILITY: Ability to perform basic math skills including adding, subtracting, multiplying, & divinding two-digit numbers, the four basic arithmetic operations with money, operations with units such as inch, foot, yard, & pounds.
Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Desert Mountain MarketEl Paso, TXBack to search results Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market El Paso, Texas; Roswell, New Mexico; Albuquerque, New Mexico; Santa Fe, New Mexico; Hobbs, New Mexico; Las Cruces, New Mexico Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Onboarding Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPOnboarding Associate, Client Accounting ServicesFrisco, TX$71,000–$100,390 / 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.
Senior Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting ServicesFrisco, TX$79,000–$132,710 / 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.
Senior Client Service Associate - Mission Financial Planners Kestra Financial Independent AdvisorSenior Client Service Associate - Mission Financial PlannersSan Antonio, TXThe Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
NewVP, Financial Consultant - Clear Lake, TX Charles SchwabVP, Financial Consultant - Clear Lake, TXWebster, TXAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
Financial Professional / Advisor New York LifeFinancial Professional / AdvisorDallas, TexasTogether 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.