- WTW (Dallas, TX)
- …+ With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables ... and tools. + Support accurate and reliable claim reporting and financial modeling to guide client decisions. + Develop basic knowledge of all broad-based benefit… more
- Kestra Financial (San Antonio, TX)
- …role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your ... financial products, investment strategies, and planning techniques. + Support the Financial Advisors in developing and maintaining client relationships. +… more
- Deloitte (Dallas, TX)
- …services firm + 1+ years of experience with SAP Analysis for Office, SAP Business Client and other financial applications + 1+ years of experience in MS Excel, ... quo and fosters bold thinking? If so, Deloitte's GPS Financial Planning & Analysis (GPS Enabling Areas) team might...on February 1st, 2026. Work You'll Do As a Financial Analyst, you will help GPS leadership assess, forecast,… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- Citizens (Houston, TX)
- …focus on originating and executing sellside and buyside M&A transactions for your financial sponsor client base. Depending on your clients and their portfolio ... confidence by senior line and risk management Qualifications + Demonstrated, long-term client relationships with Financial Sponsors + Minimum 10+ years'… more
- Huron Consulting Group (Houston, TX)
- … client lead, oversee project teams, and drive complex financial analyses from problem definition through executive-level recommendations. You will build ... within healthcare financial advisory while continuing to expand leadership and client impact. The firm provides the scale and exposure needed for meaningful… more
- PNC (Houston, TX)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations.… more
- AON (Houston, TX)
- …centered on client services, broking, account management, analytics, QA/QC and financial responsibilities. This is a hybrid role with three to four days in ... of information, progress reporting and resolution of issues with the client . Financial responsibilities touch on invoicing, routine reconciliations and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities: * Prepare and update ... business units to optimize outcomes. * Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.… more
- Truist (Webster, TX)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of… more