Top 99 Senior financial planner Jobs in Texas

Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
RIA Operator/Senior Wealth Advisor
SKYLINE WEALTH STRATEGIES, LLC —Austin, TX
- Office
- In-person
- Senior level
Quick Apply
13d
Senior Trust Officer
The MOHR Enterprises LLC —Dallas, TX
- $130,000 - $145,000 a year
- 8 years
- Senior level
- Communication skills
Quick Apply
13d
Senior Financial Consultant
Optum —Dallas, TX
- $91,700 - $163,700 a year
- Overtime
- Bachelor of Science
- Pass drug screening
- Office
- On-the-job training
13h
Encore Financial Reporting Controllership Senior Consultant
Deloitte —Houston, TX
- $116,200 - $229,100 a year
- Full-time
- Oracle
- CPA
- Up to 50% travel
Senior Consultant/Financial Consultant, IAS
Lockton, Inc. —Plano, TX
- Full-time
- Microsoft Excel
- 6 years
- Master's degree
- Wellness program
- Paid parental leave
Senior Financial Planner - Practice Lead: Business Owners
Briaud Financial Advisors —College Station, TX
- $115,000 - $140,000 a year
- Full-time
- CPA
- 5 years
- Office
- 401(k) matching
- Flexible schedule
Quick Apply
Oracle Cloud ERP Financials Senior Consultant
Alithya —Austin, TX
- Full-time
- Remote
- Oracle
- Writing skills
- English
- Tuition reimbursement
10d
Senior Financial Representative
LPL Financial —Houston, TX
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Sr. Manager, Retail Risk & Supervisory Officer
Charles Schwab —Westlake, TX
- $130,000 - $180,000 a year
- Hybrid work
- Microsoft Excel
- 5 years
- Office
- Paid parental leave
- Employee stock purchase plan
Senior Wealth Strategy Consultant
Curvion Blue —Austin, TX
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Sr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services)
Charles Schwab —Westlake, TX
- $93,300 - $136,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Travel
- Paid parental leave
- Employee stock purchase plan
M&A Financial Due Diligence Data Analytics Senior Consultant
Deloitte —Austin, TX
- $110,700 - $218,300 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Opportunities for advancement
Senior Customer Support Specialist
Peak6 —Austin, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Finance
- Health savings account
- Health insurance
10d
U.S. Private Bank -Executive Director - Senior OCIO, Investment Specialist - Dallas, TX
JPMorganChase —Dallas, TX
- $225,000 - $350,000 a year
- Full-time
- Office
- 8 years
- Business development
- Health insurance
- Tuition reimbursement
7d
Sr. Financial Consultant
Brown & Brown —Plano, TX
- Full-time
- Mid-level
- Office
- 3 years
- Employee stock purchase plan
- Paid holidays
Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President
Citi —Houston, TX
- $169,600 - $254,400 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Wealth Advisor
Mariner Wealth Advisors —Amarillo, TX
- $150,000 - $350,000 a year
- Full-time
- Office
- Bachelor's degree
- Team management
Senior Compliance Officer
Invesco —Houston, TX
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Employee stock purchase plan
- Health insurance

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senior financial planner jobs near texas

Senior Associate, Capital Markets - TX

Phoenix Energy One, LLC
Dallas, TX

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
In-person customer service
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Dallas, TX 75225 (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior financial planner jobs in texas

Senior Associate, Capital Markets - TX

Senior Estate Planning Professional

RIA Operator/Senior Wealth Advisor

Senior Trust Officer

Senior Financial Consultant

Encore Financial Reporting Controllership Senior Consultant

Senior Consultant/Financial Consultant, IAS

Senior Financial Planner - Practice Lead: Business Owners

Oracle Cloud ERP Financials Senior Consultant

Senior Financial Representative

Sr. Manager, Retail Risk & Supervisory Officer

Senior Wealth Strategy Consultant

Sr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services)

M&A Financial Due Diligence Data Analytics Senior Consultant

Senior Customer Support Specialist

U.S. Private Bank -Executive Director - Senior OCIO, Investment Specialist - Dallas, TX

Sr. Financial Consultant

Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President

Senior Wealth Advisor

Senior Compliance Officer

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