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32 cfa jobs at 26 companies in Round Rock, TX

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Senior Wealth Advisor
Austin, Texas, United States
$150k-$350k/yr HybridFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
10+ YOEBachelor’s degree required; 10+ years’ experience in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
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Analyst, Valuation & Investments
Austin or New York
HybridFull Time
Recurrent Energy
Recurrent Energy: Develops and operates utility-scale solar and energy storage systems.
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
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2mo
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Lead Advisor - New Market - Austin
Austin, Texas, United States
$150k-$350k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
6+ YOE CFP® or equivalent; 6+ years in financial planning; CFP/CPA/CFA/JD; Series 65 within 120 days if lacking CFP.
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Senior Financial Analyst, Finance - WWGS Merch Partnerships
Austin, Texas, United States
$67k-$117k/yr OnsiteFull Time
Amazon
AmazonNASDAQ: AMZN: Global online retail and cloud computing technology provider.
3+ YOE3+ years finance or analytical experience, Bachelor’s degree required; MBA/CPA/CFA preferred. Strong analytical, communication, and financial modeling skills.
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Director, Wealth Advisor
Austin, Texas, United States
RemoteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
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
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Associate, Performance Operations
Newport Beach or Austin
$87k-$93k/yr HybridFull Time
PIMCO
PIMCO: Manages investment portfolios specializing in active fixed income strategies.
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
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Investment Analyst
Austin, Texas, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Wealth management platform for independent financial professionals and advisors.
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
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Senior Manager, Structured Finance
Austin or Denver or San Francisco
$160k-$180k/yr HybridFull Time
Lightsource bp
Lightsource bp: Develops and operates utility-scale solar and energy storage projects
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
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Senior FP&A Analyst – Corporate Finance
Austin, Texas, United States
OnsiteFull Time
Saronic
Saronic: Building autonomous surface vessels for maritime defense operations.
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
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TTSTC- Portfolio Manager
Austin, Texas, United States
$16k-$17k/mo HybridFull Time
Texas Department of Public Safety
Texas Department of Public Safety: Protecting and serving the citizens of Texas through public safety.
7+ YOEBachelor's in finance/accounting/engineering/math/business or related,7 years investment experience,experience with public equity and hedged equity,preferred CFA/CAIA,valid driver's license required.
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Investment Analyst
Austin, Texas, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
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
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Analyst, Portfolio Management
Austin, Texas, United States
OnsiteFull Time
Amherst Group
Amherst Group: Vertically integrated real estate investment and development platform.
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
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Investment Analyst
Austin, Texas, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
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
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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
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
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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.
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Director of Finance
Austin, Texas, United States
OnsiteFull Time
EnergyX
EnergyX: Developing disruptive lithium extraction and next-generation battery technologies.
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
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Key Account Executive - Industrials
Chicago or Washington or Oklahoma City or San Francisco or Philadelphia or Houston or Denver or Atlanta or Nashville or Miami or San Diego or Phoenix or Orlando or Los Angeles or Dallas or Des Moines or Minneapolis or Tampa or Austin or New York City or Baltimore or Charlotte or Kansas City or Boston
$147k-$261k/yr OnsiteFull Time
RSM
RSM: Provides audit, tax and consulting services to middle-market businesses.
7+ YOE7+ years account management or enterprise sales experience in professional services; bachelor’s preferred; CPA/CFA a plus; mastery of account planning, cross-sell, relationship management; advanced M365 and CRM analytics skills.
Microsoft M365, CRM analytics, business intelligence tools
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Senior Business Development Officer - Institutional Asset Management
Austin, Texas, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
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Chief Financial Officer (CFO)
Austin, Texas, United States
$225k-$300k/yr HybridFull Time
Continental General
Continental General: Insurance provider specializing in life and long-term care policies.
15+ YOE15+ years progressive finance leadership with prior CFO/senior finance roles in insurance/TPA; deep Statutory and GAAP expertise, regulatory and SOC compliance, capital management, M&A and integration experience; CPA/CFA preferred.
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Equity Research Associate
Austin, Texas, United States
$70k-$90k/yr OnsiteFull Time
Roth Capital Partners
Roth Capital Partners: Investment banking and research services for growth companies
2+ YOEBachelor's degree required, 2 years finance experience, proficiency in Microsoft Office (Excel/PowerPoint) and financial modeling, familiarity with Bloomberg and research databases, SIE/Series 86/87 preferred, CFA Level 1 preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Bloomberg
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