• Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
    Atria Wealth Solutions (09/15/25)
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  • Senior Compliance Analyst - Park Avenue…

    Guardian Life (Austin, TX)
    …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
    Guardian Life (09/10/25)
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  • Private Equity Operations Associate

    BlackRock (Dallas, TX)
    …years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability ... structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our… more
    BlackRock (10/21/25)
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  • Sr . Business Development & Commercial Land…

    BP Americas, Inc. (Houston, TX)
    …that is reliable, affordable, and sustainable for all. **About the role** The Senior Business Development & Commercial Land Advisor will be responsible for ... believe in a reliable and predictable regulatory environment to support continued investment and innovation. We are actively engaged in shaping policies that ensure… more
    BP Americas, Inc. (10/09/25)
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  • Senior Associate, Corporate Accounting…

    Affinius Capital (San Antonio, TX)
    …and Reporting assists with the financial accounting and reporting of the company's investment advisor business and related entities. This role will provide ... strong analytical and accounting support to the team and management relating to the preparation, review, and analysis of the corporate-level financial information in accordance with Generally Accepted Accounting Principles. **_Essential Duties May Include:_**… more
    Affinius Capital (10/21/25)
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  • Sr Software Engineer II (Salesforce)

    Principal Financial Group (Austin, TX)
    **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
    Principal Financial Group (10/24/25)
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  • Sr Director, Finance - FP&A & Strategy

    Evolent (Austin, TX)
    …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director, Finance - FP&A & Strategy to join our team of Finance professionals ... stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing...a trusted SME and thought partner to Finance and Senior Leadership. + Drive strategic initiatives and solve complex… more
    Evolent (10/15/25)
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  • Senior Auditor

    Bank of America (Dallas, TX)
    …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Senior Auditor Charlotte, North Carolina;Newark, Delaware; Atlanta, Georgia; East Hartford, Connecticut; Dallas, Texas **To proceed with your application, you must… more
    Bank of America (10/17/25)
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  • Sr Client Service Associate

    Raymond James Financial, Inc. (Dallas, TX)
    **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, securities litigation… more
    Raymond James Financial, Inc. (09/12/25)
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  • B to B Banking, Lending, and Trust Services,…

    Charles Schwab (Austin, TX)
    …relationships with Schwab. + The B to B Banking, Lending, and Trust Services, Sr Manager - Schwab Advisor Services Marketing, will be responsible for creating ... supported by professionals who are dedicated, determined, and dependable. Advisor Services is built with one focus in mind:...the B to B Banking, Lending, and Trust Services, Senior Manager will include: + Work with product owners… more
    Charles Schwab (10/24/25)
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