Top 115 Financial services Jobs in Georgetown Tx

Associate Financial Advisor
Edward Jones —Round Rock, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Personal Banker
SouthStar Bank —Georgetown, TX
- Email
- Office
- Travel
- Entry level
- Retirement plan
4d
Mortgage Loan Officer
New American Funding. —Austin, TX
- $75,000 - $300,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
5d
Wealth Management Associate
Equitable Advisors —Austin, TX
- From $67,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Entry level
- Profit sharing
- Health savings account
Quick Apply
Financial Services Representative – State Farm Agent Team Member
Robert Ndegwa - State Farm Agent —Austin, TX
- $60,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Math
- Health insurance
- 401(k)
Quick Apply
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —Austin, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
1099 Mortgage Loan Officer — Houston, TX Broker Shop, Better Splits, Full Support
Insync Homes —Texas
- $5,000 - $200,000 a year
- Contract
- Remote
- Customer service
- Basic math
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Wealth Management Trainee (TX)
Bankers Life —Austin, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Austin, TX
- $88,000 - $121,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
6d
Relationship Manager, Austin
AFC —Austin, TX
- $90,000 - $100,000 a year
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Paid parental leave
- Health savings account
Universal Banker
Horizon Bank —Holland, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- AD&D insurance
Quick Apply
SVP Treasury Management
Horizon Bank —Austin, TX
- Full-time
- Customer service
- 5 years
- Office
- Wellness program
- AD&D insurance
Quick Apply
Financial Services Representative
Charles Schwab —Austin, TX
- $26.01 - $26.98 an hour
- Weekends as needed
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Paid training
- Paid parental leave
Bank Sales & Service Representative (Universal Banker)
First Citizens Bank —Round Rock, TX
- Full-time
- Office
- High school diploma or GED
- Communication skills
11d
Financial Services Consultant- Teller/ Banker (Part Time)
A+ Federal Credit Union —Leander, TX
- From $19.50 an hour
- Part-time
- Travel
- Organizational skills
- Ability to stand for extended periods
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Georgetown, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Part Time (20 Hours) Associate Banker, La Frontera Branch, Round Rock, TX
JPMorganChase —Round Rock, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
14d
Peak Time Relationship Banker - Georgetown
Extraco Banks, N.A. —Georgetown, TX
- Part-time
- Office
- 3 years
- High school diploma or GED
Quick Apply
Financial Representative
LPL Employee Services —Austin, TX
- $70,900 - $118,150 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
4d
Business Banker
First Citizens Bank —Round Rock, TX
- Full-time
- Mid-level
- High school diploma or GED
- Business development

I want to receive the latest job alert for financial services in georgetown tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services jobs near georgetown tx

Financial Representative jobs in Austin, TX

Senior Vice President jobs in Austin, TX

Management Trainee jobs in Austin, TX

Banker jobs in Round Rock, TX

Personal Banker jobs in Georgetown, TX

Financial Advisor jobs in Georgetown, TX

Mortgage Broker jobs in Texas

Management Associate jobs in Austin, TX

Teller jobs in Round Rock, TX

Wealth Management Advisor jobs in Austin, TX

Banking Relationship Manager jobs in Austin, TX

Loan Officer jobs in Austin, TX

Financial Advisor jobs in Round Rock, TX

Financial Representative jobs in Clementon, NJ

Medical Sales Representative jobs in Texas

Financial Representative jobs in Eden, UT

Financial Representative jobs in Seattle, WA

Remote Customer Service Representative jobs in Edmond, OK

Chief Financial Officer Cfo jobs in Ohio

Financial Representative jobs in Orlando, FL

Associate Financial Advisor

Edward Jones -
Round Rock, TX

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Paid training
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
On-the-job training
Employee assistance program
Vision insurance

Qualifications

Series 66
High school diploma or GED
Series 7
Experience practicing in the securities industry

Full Job Description

This job posting is anticipated to remain open for 30 days, from 06-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you’re looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

We’ll give you the support you need.

Our team will be there every step of the way, providing:

Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

What characteristics would make you a successful Associate Financial Advisor?

Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills

Can you see yourself…

Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?

Key responsibilities with existing and newly created clients

Responsibilities may include:

Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.

Job Requirements

High School Diploma/Equivalent required; Bachelor’s degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a salaried professional, you can also expect…

A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

Apply Now

Refine Your Search

financial services jobs in georgetown tx

Associate Financial Advisor

Personal Banker

Mortgage Loan Officer

Wealth Management Associate

Financial Services Representative – State Farm Agent Team Member

Financial Services Professional - Hybrid Remote (TX)

1099 Mortgage Loan Officer — Houston, TX Broker Shop, Better Splits, Full Support

Wealth Management Trainee (TX)

Associate Wealth Advisor, Schwab Wealth Advisory

Relationship Manager, Austin

Universal Banker

SVP Treasury Management

Financial Services Representative

Bank Sales & Service Representative (Universal Banker)

Financial Services Consultant- Teller/ Banker (Part Time)

Financial Advisor

Part Time (20 Hours) Associate Banker, La Frontera Branch, Round Rock, TX

Peak Time Relationship Banker - Georgetown

Financial Representative

Business Banker

I want to receive the latest job alert for financial services in georgetown tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected