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465 financial services jobs at 221 companies in Austin, TX

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Senior Associate, Financial Services
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yr HybridFull Time
Vestwell
Vestwell: Digital infrastructure for workplace retirement and savings programs.
2+ YOE2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
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2mo
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Financial Services Representative
Austin, Texas, United States
$54k-$62k/yr HybridFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
0+ YOECustomer service focus, clear communication, growth mindset, problem-solving, empathetic client needs response, accurate and thorough interactions.
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1w
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Financial Services Consultant III
Austin, Texas, United States
$23/hr OnsiteFull Time
A+ Federal Credit Union
A+ Federal Credit Union: Member-owned financial cooperative providing personal and business banking services.
3+ YOE1+ MgmtRequires a high school diploma or GED, three years of financial institution experience, one year of supervisory experience, strong communication and interpersonal skills, and basic computer and math knowledge.
Microsoft Office Suite
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3d
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Patient Financial Services Representative
Smithville or Taylor
OnsiteFull Time
Bradford Health Services
Bradford Health Services: Provides substance abuse treatment and behavioral health recovery services.
High school diploma required; patient financial services, medical billing, or healthcare administration experience; insurance, billing, EHR, customer service, and healthcare compliance knowledge.
Electronic Health Record (EHR), billing software, Medicare, Medicaid, HIPAA
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2mo
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Financial Services Representative
Austin, Texas, United States
$17-$20/hr OnsiteFull Time
World Finance
World FinanceNASDAQ: WRLD: Provides personal installment loans and tax preparation services.
Provide customer service, process loan applications and payments, balance cash drawer, prepare loan closings, and transport branch deposits; requires valid driver's license and reliable vehicle, basic computer skills.
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3d
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Patient Financial Services Representative
Smithville or Taylor
OnsiteFull Time
Bradford Health Services
Bradford Health Services: Provides substance abuse treatment and mental health recovery services.
High school diploma required; healthcare financial services or medical billing experience, insurance and billing knowledge, EHR and billing software proficiency, and strong communication and customer service skills.
Electronic Health Record (EHR), billing software, Medicare, Medicaid, Cognitive Behavioral Therapy (CBT)
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1w
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Financial Services Manager
Austin, Texas, United States
HybridFull Time
Neology
Neology: Provider of AI-powered tolling and vehicle identification technology.
7+ YOEBachelor's degree in a related field and 7+ years in finance, accounting, reconciliation, revenue management, or settlement operations. Requires GAAP, controls, reporting, Excel, ERP, billing, and transaction-system experience.
Microsoft Excel, ERP, billing systems, transaction management systems
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2mo
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Financial Services Professional
Austin, Texas, United States
$36k-$90k/yr RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Sales role requiring active or willingness to obtain an industry insurance license, strong communication, self-motivation, and comfort with virtual meeting tools; mentorship and licensing training provided.
Zoom, Google Meet
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2w
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Financial Services Representative - State Farm Agent Team Member
Leander, Texas, United States
$45k-$65k/yr OnsiteFull Time
Greg Meyer State Farm
Greg Meyer State Farm: An insurance agency helping people manage everyday risks and realize their financial goals.
3+ YOE3+ years in financial services, strong analytical and communication skills, knowledge of financial products, and relevant securities licensing preferred (SIE/Series 6/63/65).
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2mo
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Financial Services Representative - State Farm Agent Team Member
Hutto, Texas, United States
$60k-$90k/yr OnsiteFull Time
Monica Story State Farm Agency
Monica Story State Farm Agency: Provides insurance and financial planning products to local clients.
Active Life & Health license; FINRA Series 6/63/65 or 7; experience in financial services or insurance; strong communication and analytical skills.
Financial Planning, Life Insurance, Health Insurance, FINRA Series 6/63/65 or 7
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3w
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Regional Financial Services Manager (AUSTIN, TX)
Austin, Texas, United States
$5k-$7k/mo HybridFull Time
Texas Health and Human Services
Texas Health and Human Services: Administers public health programs and social services in Texas.
High school diploma/GED required. Experience in accounting, budget development, automated financial systems, supervisory experience, and ability to travel statewide. Valid Class C Texas driver's license required.
CAPPS Financials, USAS, CAPPS HCM, Microsoft Office Suite, TXSmartBuy, PCS
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1mo
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VP, Financial Services & Insurance Strategy
Austin, Texas, United States
OnsiteFull Time
Dialpad
Dialpad: AI-powered cloud communication and contact center software platform.
Deep FSI domain expertise, experience with digital transformation, AI/automation, SaaS/cloud, product-to-market translation, executive presence, and commercial growth leadership.
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1w
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Senior Financial Planner
Fort Mill or Charlotte or San Diego or Austin or Tempe
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
5+ YOEBachelor's degree in business, finance, or equivalent experience; 5+ years in financial services; 3+ years developing and presenting comprehensive financial plans; experience with named planning platforms.
eMoney, MoneyGuide, RightCapital, Microsoft Office
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1w
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Senior Financial Planner
Fort Mill or Charlotte or San Diego or Austin or Tempe
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOEBachelor's degree in business or finance, 5+ years in financial services, 3+ years developing and presenting comprehensive plans, and experience with eMoney, MoneyGuide, or RightCapital.
eMoney, MoneyGuide, RightCapital, Microsoft Office
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2w
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
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1mo
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Financial Success Coordinator, Texas One Stop for Enrollment Services
Austin, Texas, United States
$50k/yr OnsiteFull Time
University of Texas at Austin
University of Texas at Austin: Provides public higher education and conducts academic research.
4+ YOEBachelor's degree and 4 years related experience; counsel students on financial wellness, supervise peer mentors, plan outreach, proficiency with Microsoft 365; willing to obtain CPFC; must be eligible to work in the U.S.
Microsoft 365, Microsoft Word, Microsoft Excel, Salesforce CRM, WaitWell
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2mo
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Portfolio Manager - Financial Services
Cincinnati or Austin
$100k-$115k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
6+ YOEMinimum 6 years investment management/financial services experience; bachelor's in finance/economics/business preferred; deep portfolio construction and asset allocation knowledge; advanced Microsoft Excel; familiarity with Black Diamond and Salesforce preferred.
Microsoft Excel, Black Diamond, Salesforce
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12h
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Financial Representative Career Changers Wanted
Austin, Texas, United States
$70k-$85k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Strong interpersonal, communication, analytical, and relationship-building skills; a bachelor's degree is preferred. Prior financial services experience is beneficial but not required. Must obtain required licenses.
YouTube
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2mo
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State and Local Tax Financial Services Senior Manager
New York City or Stamford or Tampa or Irvine or Austin or Chicago or Washington or Dallas or Los Angeles or Miami or Baltimore or Boston or Florham Park or Salt Lake City or Fort Worth or San Francisco or San Jose or Philadelphia or Houston
$124k-$335k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
6+ YOEBachelor's degree, at least 6 years of experience, and one of: CPA, member of the bar, or other tax/technology/finance credential; advanced multistate tax and compliance experience preferred.
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2d
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Sr. Financial Aid Advisor
San Marcos or Miami or Austin or St. Augustine or Dallas
$27-$35/hr OnsiteFull Time
University of St. Augustine for Health Sciences
University of St. Augustine for Health Sciences: Provides graduate degree programs specializing in health sciences.
5+ YOEBachelor’s degree or equivalent experience, 5–7 years in financial aid or similar offices, strong communication and organization skills, and ability to resolve student issues and manage priorities.
Openet, PowerFAIDS, NSLDS, Datatel/Colleague
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