Top 828 Level financial analyst Jobs in Dallas, Tx

Personal Financial Planning Analyst
Private —Irving, TX
- $55,000.00 - $87,300.70 a year
- Part-time
- Hybrid work
- No experience needed
- Finance
- Analysis skills
Quick Apply
2d
Risk Analyst
Weitzman —Dallas, TX
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Free parking
- Health savings account
Quick Apply
Global Custody Management Project Analyst
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Continuous improvement
- Paid holidays
- Health insurance
14d
HR System Solution Architect Senior--Workday Learning and Talent
PNC Financial Services Group —Dallas, TX
- $40,000 - $150,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Wellness program
- Health savings account
Financial Analyst III
Siemens —Plano, TX
- $84,000 - $151,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Finance
Corporate Development Analyst
Allworth Financial —Dallas, TX
- $100 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
2027 Launch Graduate Program: Financial Analyst
Momentum —Dallas, TX
- Full-time
- Microsoft Excel
- Office
- Finance
- Paid holidays
- Disability insurance
FCG Financial Analyst
CBRE —Dallas, TX
- Full-time
- Mid-level
- Office
- Finance
Financial Analyst
Siemens —Grand Prairie, TX
- $61,547 - $105,509 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Finance
Budget Financial Analyst
One Federal Solution —Grand Prairie, TX
- Contract
- Microsoft Excel
- 11+ years
- Research
Quick Apply
Entry-Level Business Analyst
Global Systems —Irving, TX
- Email
- Oracle
- Office
- Entry level
Land Acquisition Analyst
Risewell Homes —Irving, TX
- Full-time
- Mid-level
- US work authorization
- 2 years
- Paid jury duty
- AD&D insurance
Quick Apply
Equity Research Analyst, Aerospace and Defense
Texas Capital Bank —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Paid holidays
3d
Entry-Level Financial Analysts
Global Systems —Irving, TX
- Multiple hires
- Oracle
- Office
- Finance
Senior Analyst – Development & Acquisitions
Hines —Dallas, TX
- Mid-level
- Office
- Analysis skills
Analyst, Airport Workforce Planning
Envoy Air Inc. —Irving, TX
- Full-time
- Mid-level
- Finance
- Analysis skills
6d
Financial Analyst
Boston Consulting Group —Dallas, TX
- $71,000 - $90,000 a year
- Full-time
- Urgent Care
- Mid-level
- Office
- Profit sharing
- Paid parental leave
10d
Investment Analyst, Real Estate
Ontario Teachers' Pension Plan —Dallas, TX
- Full-time
- Mid-level
- Office
- Finance
Informatics & Analytics Analyst
Prism Health North Texas —Dallas, TX
- Full-time
- Computer Science
- HIPAA
- Mid-level
Quick Apply
11d
Principal Data Analyst (Financial Services)
Capital One —Plano, TX
- Email
- Computer Science
- Mid-level
- AWS
- Health insurance

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Personal Financial Planning Analyst

Private -
Irving, TX

Quick Apply

Job Details

Part-time | Full-time
$55,000.00 - $87,300.70 a year
2 days ago

Qualifications

Confidential information handling
Mathematics
Analysis skills
Math
Bachelor's degree
Financial concepts
Cash management
Quantitative analysis
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Position Summary

A busy, highly successful entrepreneur with limited time to devote to personal investments is seeking a sharp, driven recent college graduate to serve as his Personal Financial Manager/Advisor. This is a private, confidential engagement focused exclusively on the Principal's individual finances. We're looking for a true “numbers person” — someone who may be early in their career but has a genuine gift for quantitative analysis and the stock market, and is ready to take on real responsibility and grow into a trusted, long-term advisory role. Prior professional experience is not required; raw talent, sound judgment, and a demonstrated passion for markets matter far more.

Key Responsibilities

Serve as the Principal's primary representative and point of contact for personal financial matters, acting on his behalf when he is unavailable due to travel or business commitments.
Attend meetings with banks, brokerages, and investment firms on the Principal's behalf when they present financial or investment opportunities, evaluate what is presented, and report back with clear guidance and a recommendation.
Manage and monitor the Principal's personal investment portfolio, including equities, and recommend strategies aligned with his financial goals and risk tolerance.
Track market conditions and provide informed, timely guidance on buy/sell/hold decisions and portfolio rebalancing.
Develop and maintain a comprehensive personal financial plan, including cash flow, budgeting, retirement, and long-term wealth planning.
Coordinate with the Principal's tax advisor(s), estate attorney, and other professional advisors to ensure a cohesive financial strategy.
Prepare clear, regular reporting on portfolio performance, net worth, and financial position, including summaries of any meetings attended on his behalf.
Evaluate and advise on investment opportunities, alternative assets, and major financial decisions as they arise, exercising sound independent judgment given the Principal's limited availability.
Monitor and help manage personal accounts, bills, and cash flow as needed.
Maintain strict confidentiality regarding all financial matters and personal information.
Proactively flag risks, opportunities, and inefficiencies in the current financial picture.

Qualifications

Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field (recent graduates strongly encouraged to apply).
Exceptional quantitative and analytical ability — a genuine “numbers genius” with a demonstrated aptitude for financial analysis.
Strong personal knowledge of and enthusiasm for the stock market and investing — through coursework, internships, personal trading experience, investment clubs, competitions, or independent study.
High degree of discretion, integrity, and trustworthiness; comfortable handling sensitive personal and financial information.
Strong communication skills, able to explain financial concepts clearly and concisely to a busy principal.
Self-directed, coachable, and highly organized, with the confidence to eventually operate with significant autonomy as trust is established.
No prior professional experience required — this is an entry-level opportunity for the right candidate.

Preferred Attributes

Academic distinction in finance, economics, or a quantitative discipline (e.g., top of class, relevant honors, competition awards).
Internship or coursework exposure to investment analysis, portfolio management, or financial modeling.
Progress toward or interest in pursuing a CFA, CFP®, or similar credential.
Entrepreneurial mindset and comfort working closely with, and gradually earning greater responsibility from, a busy principal.

Compensation & Incentive Structure

This role offers base compensation plus meaningful bonus potential directly tied to performance. Strong results will be recognized and rewarded, with substantial bonus opportunity for advice and decisions that yield a high return — a rare opportunity for someone early in their career to be compensated like a seasoned advisor when their guidance delivers. Specific bonus structure and targets to be finalized with the selected candidate.

Note

This is a confidential search. The Principal's identity will be disclosed only to candidates who advance in the process. This position is personal in nature and is not a corporate or organizational role.

Pay: $55,000.00 - $87,300.70 per year

Work Location: Hybrid remote in Irving, TX 75016

Quick Apply

Refine Your Search

level financial analyst jobs in dallas, tx

Personal Financial Planning Analyst

Risk Analyst

Global Custody Management Project Analyst

HR System Solution Architect Senior--Workday Learning and Talent

Financial Analyst III

Corporate Development Analyst

2027 Launch Graduate Program: Financial Analyst

FCG Financial Analyst

Financial Analyst

Budget Financial Analyst

Entry-Level Business Analyst

Land Acquisition Analyst

Equity Research Analyst, Aerospace and Defense

Entry-Level Financial Analysts

Senior Analyst – Development & Acquisitions

Analyst, Airport Workforce Planning

Financial Analyst

Investment Analyst, Real Estate

Informatics & Analytics Analyst

Principal Data Analyst (Financial Services)

I want to receive the latest job alert for level financial analyst in dallas, tx

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