financial advisor Jobs in texas

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Financial Advisor

Econosoft

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Remote

Contract

What We re Looking For: Minimum 5 years of experience in a client-facing financial advisor role A portable book of business of at least $20 million in AUM Clean compliance record Proven track record of developing and managing client relationships Strong communication and interpersonal skills Series 65, CFP , or CFA preferred (we can support licensing if needed)What We re Looking For: Minimum 5 years of experience in a client-facing financial advisor role A portable book of business of at l
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Posted 1 day ago

Remote Financial Advisor

Tentek, Inc.

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Remote

Full-time

Financial Advisor Type: Full-time Client location: Encino, CA Schedule: Remote Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern tech
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Posted 60+ days ago | Updated 3 hours ago

Financial Advisory

Codinix Technologies Inc.

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Remote

Full-time

Qualification Must be located in the PST time zoneMinimum 5+ years of experience in a client-facing financial advisor.A portable book of business of at least $20 million in AUMClean compliance recordProven track record of developing and managing client relationshipsStrong communication and interpersonal skills
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Posted 1 day ago

Program Manager with Wealth Management & Asset Management

VLink Inc

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Remote or Hartford, Connecticut, USA

Contract, Third Party

Title: Product Manager/ Project/Program Manager - Wealth Advisory Location: REMOTE Employment Type: Long Term contract Note: Candidates need to travel to NYC and CT location for meetings. Job Description : We are seeking a highly motivated and experienced Product/Project Manager with a strong background in Wealth Management products. The ideal candidate will be responsible for leading end-to-end delivery of complex projects involving digital transformation, regulatory compliance, product enhanc
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Posted 5 days ago | Updated 3 days ago

SAP Finance Consultant

Magnum Opus IT Inc.

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Remote

Contract

Role Description Location: Remote Duration: 6-month contract EXPERIENCE NEEDED: Need a consultant that has experience working with SAP and Oracle EPM (Enterprise Performance Management) and to help with financial planning and analysis work If interested please share your updated resume to
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Posted 3 days ago

Oracle NetSuite Financial Developer

TeamSuccess LLC DBA HiEd Success

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Remote

Contract

Position: NetSuite Financial Developer with Oracle Fusion (10yrs) We are seeking an experienced NetSuite Financial Developer with strong working knowledge of Oracle Fusion Financials to join our technology team. This role is responsible for designing, developing, and maintaining integrations and customizations across our NetSuite ERP and Oracle Fusion Financial systems. The ideal candidate will have deep expertise in financial modules, scripting (SuiteScript), APIs, and cross-platform integratio
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Posted 5 days ago | Updated 19 hours ago

Data Program Manager- Toyota Financial services exp (Fulltime)

Amaze Systems Inc

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Plano, Texas, USA

Full-time

Hello, Hope you are doing well, Fulltime role Toyota Financial services exp is manadatory Job Title :- Data Program Manager Location: TechM US Texas Plano Years of Experience: 15+ Years Job Description We are seeking a highly experienced and results-driven Senior Program Manager to lead a strategic Finance Transformation initiative. This role will be responsible for standing up and delivering a large-scale, data-intensive transformation program within an agile delivery framework. The id
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Posted 6 days ago | Updated 2 hours ago

IT Finance - Vendor Management - Senior Manager

CVS Health

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Remote or Woonsocket, Rhode Island, USA

Full-time

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all w
Posted 37 days ago | Updated 10 hours ago

Financial Modeling Analyst PBM

Vega Consulting Solutions

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Remote

Contract, Third Party

Vega Consulting is staffing a Financial Modeling & Analyst PBM SME for our direct Healthcare client. We are seeking candidates with PBM experience. This is a specialized role requiring strong domain expertise to ensure our clients pharmacy supply chain delivers value and operates with financial integrity. This is a remote and contract to hire job opportunity. Candidates must be eligible for direct hire (no sponsorship). Prefer candidates that are located on the east Coast to support East Coast c
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Posted 13 days ago | Updated 4 hours ago

Financial Planning Analyst (PBM Supply Chain) -Fully Remote

Elite Technical

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Remote

Contract, Third Party

Candidates must have PBM ( Pharmacy Benefits Management) experience this means they must have worked at PBM companies such as Walgreens, CVS etc. Third parties-absolutely no phone calls please Candidates must be willing to go direct after one year without a sponsor. Must reside in an approved state. Location: 100% remote, approved states only. DC, MD, VA, WV, NC, PA, DE, NY, NJ, TX, FL. Our direct client is seeking a Financial Planning Analyst (PBM Supply Chain) for a long term engagement. Edu
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Posted 7 days ago | Updated 7 days ago

Business Analyst-Auto Finance

Avance Consulting

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Plano, Texas, USA

Full-time

Job Title : Business Analyst-Auto Finance Location : Plano, Texas | Irvine, California ( Onsite ) Job Type : Full-time Required Qualifications: Bachelor s degree or foreign equivalent required from accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 6 Years of experience in Information Technology. Relevant experience as a domain / business consultant or Business Analyst or an industry practitioner in manu
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Posted 3 days ago | Updated 2 days ago

Financial Systems Integration Engineer (Remote)

Parsons Services Company

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Remote

Full-time

In a world of possibilities, pursue one with endless opportunities. Imagine Next! When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with exceptional people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next, right now. We've got what you're looking for. Job Description: Parsons is looking for an amazingly talented Financial Systems Integration Engineer
Posted 5 days ago | Updated 9 hours ago

Finance Analyst ONLY W2

Aziro Technologies LLC

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Remote

Contract

SKILLS NEEDED Excellent understanding of US GAAP, revenue recognition, and financial analysis, with advanced knowledge in Profit and LossExcellent analytical skillsExcellent business application skills (e.g., Microsoft Excel). Must be able to make pivot tables, analyse revenue, costs, apply procedures, determine actions to be taken and prepare summary reports.Knowledge of SAP ERP, booking manual Journal Entries, Intercompany Billings is mandatorySuperior communication and influencing skills, sho
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Posted 21 days ago

Principal, Financial Risk and Audit

Request Technology, LLC

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Coppell, Texas, USA

Full-time

Principal, Financial Risk and Audit Salary: Open + Bonus Location: Chicago, IL or Coppell, TX Hybrid: 3 days onsite, 2 days remote Minimum Qualifications Bachelor s degree8+ years of related experienceStrong proficiency using Archer or other audit or Governance Risk and Compliance (GRC) software.Experience in financial risk model analysis or assessments and stress testing methodology.Experience with assessments and audits of Financial Risk Management or Models.Industry experience in capital mark
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Posted 21 days ago | Updated 1 day ago

Remote With Travel (10-15%) || Disaster Recovery Lead/Manager with Risk & Control, Cybersecurity, AWS, Azure, GRC / InfoSec experience, ITAM & Financial Services or Banking Domain- C2C- CH

Empower Professionals

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Remote

Contract, Third Party

Role: Disaster Recovery Lead/Manager Locations: 100% Remote (Travel 10-15% US & Bermuda Operations) Duration: 12+ Months Contract About the Role: We are seeking a highly skilled Disaster Recovery (DR) Lead/Manager to lead and manage our disaster recovery and business continuity initiatives across the US and Bermuda. The ideal candidate will have strong experience in risk and control, cybersecurity, cloud platforms (AWS and Azure), and financial services compliance. This role requires someone wit
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Posted 1 day ago | Updated 3 hours ago

Financial Coordinator

V-Soft Consulting Group, Inc

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Remote

Contract

Sr. Financial Analyst Primary Location: Plano, Texas This can be remote, but Local to Plano/Dallas V-Soft Consulting is currently hiring for a Sr. Financial Analyst for our premier client in Plano, Texas. Education and Experience Hands-on experience with the following Skillset: The experience must be strong on the Operational/hands-on level. In addition to Budgeting and forecasting, must have very strong accounting and FP&A principal knowledge including accruals and reclass entries. Entries
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Posted 7 days ago | Updated 1 day ago

Financial Coordinator

V-Soft Consulting Group, Inc

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Remote

Contract

Sr. Financial Analyst Primary Location: Plano, Texas This can be remote, but Local to Plano/Dallas V-Soft Consulting is currently hiring for a Sr. Financial Analyst for our premier client in Plano, Texas. Education and Experience Hands-on experience with the following Skillset: The experience must be strong on the Operational/hands-on level. In addition to Budgeting and forecasting, must have very strong accounting and FP&A principal knowledge including accruals and reclass entries. Entries
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Posted 7 days ago | Updated 2 hours ago

Captive Finance IT Program Manager :: 100% Remote

Prudent Technologies and Consulting

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Remote

Third Party, Contract

Job Title: Captive Finance IT Program Manager Location: USA- Santa Clara, California 10+ years Overall experience Allowed for Fully Remote (USA) 100% Department: Information Technology Job Summary: The Captive Finance IT Program Manager will oversee and manage IT projects and programs within the captive finance sector. This role involves coordinating with various stakeholders, ensuring the successful delivery of IT solutions, and aligning technology initiatives with business objectives. The idea
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Posted 6 days ago | Updated 1 day ago

Finance Expert

Reliable Software Resources

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Remote

Contract

This is Srikanth from Reliable Software. We have an opportunity with one of our direct clients, and I'd like to share the details with you. Please review the information below and let me know if you're interested. Kindly share your updated resume if you'd like to be considered. Job Title 1: Finance Expert Location: Remote Working hours : 15-20 hrs a week (part time ) Job Description: Skillset: Finance Experts We are seeking Finance experts with strong academic credentials and/or substantial in
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Posted 22 hours ago | Updated moments ago

Finance Experts

Uniglobe Technologies, Inc

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Remote

Contract, Third Party

Role: Finance Experts Location: Remote Duration: Long Term Contract Must Have: We are seeking Finance experts with strong academic credentials and/or substantial industry experience to support evaluation and content development for specialized finance materials.Ideal candidates should meet one or more of the following criteria:Possess extensive professional experience min 8 yrs at major financial institutions, consulting firms, or corporations.CFA charterholders with demonstrated experience in
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Posted 1 day ago | Updated 1 day ago