2mo
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Senior Wealth Advisor
Austin, Texas, United States
$150k-$350k/yr HybridFull Time
10+ YOEBachelor’s degree required; 10+ years’ experience in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
2mo
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Portfolio Manager
Austin, Texas, United States
HybridFull Time
10+ YOEBachelor’s degree required; 10+ years investment experience; CFA/CAIA preferred; experience in insurance investment or public/private markets.
2mo
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Analyst, Valuation & Investments
Austin or New York
HybridFull Time
1+ YOE1-3 years in analytical/transaction role; bachelor's degree; CFA or quantitative certifications a plus; strong financial modeling; travel flexibility.
Microsoft Excel, Microsoft Word, PowerPoint
2mo
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Lead Advisor - New Market - Austin
Austin, Texas, United States
$150k-$350k/yr OnsiteFull Time
6+ YOE CFP® or equivalent; 6+ years in financial planning; CFP/CPA/CFA/JD; Series 65 within 120 days if lacking CFP.
1mo
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Senior Financial Analyst, Finance - WWGS Merch Partnerships
Austin, Texas, United States
$67k-$117k/yr OnsiteFull Time
3+ YOE3+ years finance or analytical experience, Bachelor’s degree required; MBA/CPA/CFA preferred. Strong analytical, communication, and financial modeling skills.
2mo
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Director, Wealth Advisor
Austin, Texas, United States
RemoteFull Time
10+ YOEDrive client acquisition, pipeline development, and growth in Austin; 10+ years wealth management; CPA/CFP/CFA preferred; strong relationship and sales skills.
CRM, Financial planning software
2mo
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Associate, Performance Operations
Newport Beach or Austin
$87k-$93k/yr HybridFull Time
2+ YOE2-3 years fixed income experience in performance management; Bachelor's in Finance/Accounting/Economics/Statistics/Mathematics; Python and SQL; CFA/FRM progress preferred.
Python, SQL
1mo
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Investment Analyst
Austin, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years in economics or financial markets, strong analytical and communication skills, Excel/PowerPoint proficiency, willing to obtain Series 65 or similar; CFA preferred.
Microsoft Excel, Microsoft PowerPoint
2mo
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Senior FP&A Analyst – Corporate Finance
Austin, Texas, United States
OnsiteFull Time
3+ YOE3–5+ years FP&A/corporate finance; strong modeling; cross-functional insights; NetSuite/Adaptive/Foundry experience; Bachelor in Finance/Accounting; MBA/CFA a plus.
NetSuite, Adaptive, Foundry
1w
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Senior Manager, Structured Finance
Austin or Denver or San Francisco
$160k-$180k/yr HybridFull Time
4+ YOE4+ years project finance experience, strong Excel financial modeling, knowledge of construction/term financing and tax equity, bachelor's degree (quantitative), CFA or MBA preferred.
Microsoft Excel, VBA
1w
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Financial Planning and Analysis Manager, Matador Gas & Power, Inc.
Austin, Texas, United States
OnsiteFull Time
4+ YOEBachelor's degree in Finance/Accounting/Economics,4+ years FP&A or corporate finance experience,advanced Microsoft Excel,financial modeling,analytical and communication skills,CFA or CPA preferred.
Microsoft Excel, Power BI, Tableau
2mo
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Credit Officer
San Antonio or Austin
OnsiteFull Time
12+ YOEBachelor’s in finance, accounting, or related field; 12+ years credit experience in real estate; formal credit training; MS Office; strong communication; leadership; CPA/MBA/CFA preferred.
MS Office, Microsoft Teams, Word, Excel, PowerPoint
1mo
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Investment Analyst
Austin, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years professional experience in economics or financial markets, proficiency in Microsoft Excel and PowerPoint, strong analytical and communication skills; CFA preferred; willingness to obtain Series 65 as needed.
Microsoft Excel, Microsoft PowerPoint
1mo
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Treasury Advisory Manager/ Senior Manager
Albany or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Austin or Chicago or St. Petersburg or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years treasury/consulting/finance advisory experience, strong analytical and communication skills, ability to travel; MBA/MSF or designations (CFA/CPA/FRM/CTP) preferred.
2mo
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Analyst, Portfolio Management
Austin, Texas, United States
OnsiteFull Time
1+ YOE1-3 years in banking, consulting, financial services or real estate; strong analytical; MBA/CA/CFA or financial markets knowledge; Excel/PowerPoint; experience with Yardi/Tableau/SQL preferred.
Excel, PowerPoint, Yardi, Tableau, SQL
1mo
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Investment Analyst
Austin, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years experience in economics or financial markets; strong Excel/PowerPoint skills; superior analytical and communication skills; CFA preferred; willingness to obtain Series 65 as needed.
Microsoft Excel, Microsoft PowerPoint
4w
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Senior Regional Manager, Schwab Wealth Advisory
Austin, Texas, United States
$203k-$270k/yr OnsiteFull Time
5+ YOE2+ MgmtCFP® or CFA® required, Bachelor's degree, Series 7/66 and Series 9/10 required (may allow COE), 5+ years financial services experience, supervisory experience preferred.
2mo
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Regional Director, Independent Advisors (RIA's)
Austin, Texas, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
10+ YOE10+ years in financial services; strong consultative sales; bachelor’s degree required; MBA or CFA preferred; SIE, Series 7, and Series 63/66 licenses; able to present to groups; team leadership.
1mo
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Director of Finance
Austin, Texas, United States
OnsiteFull Time
3+ YOE3+ years FP&A or related experience, bachelor’s in finance/accounting required (MBA optional), strong financial modeling, investor and fundraising experience, Power BI/Tableau and QuickBooks familiarity, CPA/CFA a plus.
Power BI, Tableau, QuickBooks
1mo
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Senior Business Development Officer - Institutional Asset Management
Austin, Texas, United States
OnsiteFull Time
8+ YOEProven track record winning institutional investors; professional network in Austin/San Antonio; bachelor\u0002s degree; typically 8+ years industry experience; strong sales, relationship, and presentation skills; CFA beneficial.