Top 443 Financial advisor Jobs in The Colony Tx

Financial Advisor 3
Baylor Scott & White Health —Frisco, TX
- CPA
- Research
- Office
- Health insurance
- Tuition reimbursement
Independent Financial Advisor
Anand Financial Advisors —Dallas, TX
- $50,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Professional development assistance
Quick Apply
Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Financial Advisor
Edward Jones —Corinth, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
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
International Private Client Adviser (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Retirement Income Consultant
TIAA —Frisco, TX
- $68,800 - $83,800 a year
- Online Application
- Mid-level
- Business development
- Negotiation
Wealth Management Associate
Equitable Advisors —Dallas, TX
- $24,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Associate Financial Advisor
Edward Jones —Plano, TX
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Associate Financial Advisor
Edward Jones —Grapevine, TX
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
12h
Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Representative
Northwestern Mutual - Las Colinas —Southlake, TX
- $75,000 - $100,000 a year
- Full-time
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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financial advisor jobs near the colony tx

Financial Advisor 3

Baylor Scott & White Health -
Frisco, TX

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Job Details

Benefits

Health insurance
Tuition reimbursement
Paid time off

Qualifications

Bachelor's degree

Full Job Description

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

Our Core Values are:

We serve faithfully by doing what's right with a joyful heart.
We never settle by constantly striving for better.
We are in it together by supporting one another and those we serve.
We make an impact by taking initiative and delivering exceptional experience.

Benefits

Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:

Immediate eligibility for health and welfare benefits
401(k) savings plan with dollar-for-dollar match up to 5%
Tuition Reimbursement
PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level.

Job Summary

Prepares financial statements. Performs monthly finance sheet, income statement, and budget variance analyses. Consults and advises senior management on financial and operational issues. Works autonomously on strategic financial plans of the organization.

Essential Functions of the Role

Coordinates, examines, investigates, and advises senior management on financial variance reports. Studies financial results and provides management with reports as needed. Coordinates and investigates opportunities to enhance revenue or reduce costs, providing data to help findings. Advises senior management on financial operations issues of various departments. Meets with senior management to review financial operations of various departments. Aims to meet deadlines on special projects and studies as assigned.
Prepares, manages, and examines financial information for the end of month close cycle. Manages and prepares the month-end journal process for efficient and accurate closes. Coordinates the review process each month after the close cycle for completeness and accuracy. Communicates timely information to the G/L coordinator for posting to books and records according to the close schedule. Reviews month-end data after the close cycle for completeness. Examines complex financial information to ensure financial reports have high integrity. Evaluates the month-end process and recommends improvements.
Creates and educates staff on advanced InVision reports for internal financial studies. Writes and revises moderately complex PS nVision reports before splitting with leadership. Writes and conveys PS nVision reports for financial study. Completes assigned report writing projects on time. Coordinates the preparation of financial reports in easy-to-read formats. Knows About data to establish reporting needs. Creates adhoc reports as requested. Educates senior management on uses of financial reports.
Performs and communicates moderate to complex studies for external users of financial information. Provides management with appropriate financial studies timely and efficiently. Oversees research of complex business lines for continued operations. Recommends changes in financial operations to improve performance. Maintains favorable relations with external users of financial information. Reviews, studies, and communicates financial variances to appropriate management officials.
Develops computer programs for financial and operational reporting. Creates programs to help leadership comprehend complex operational data. Enhances financial reporting with efficient procedures. Provides timely and accurate reports using multiple databases. Coordinates data collection and converts it into clear financial information.
Performs other position appropriate duties as required in a competent, professional and courteous manner.

Key Success Factors

CPA certification preferred
Proficient with MS Office applications.
Proven leadership, management, data and communication abilities required.

Belonging Statement

We believe that all people should feel welcomed, valued and supported.

QUALIFICATIONS

EDUCATION - Bachelor's
EXPERIENCE - 4 Years of Experience

Apply Now

Refine Your Search

financial advisor jobs in the colony tx

Financial Advisor 3

Independent Financial Advisor

Financial Advisor/Wealth Manager - Dallas, TX

Senior Estate Planning Professional

Financial Advisor

Wealth Advisor

International Investment Counselor (US Based) - Canadian Clients

Senior Associate, Capital Markets - TX

International Private Client Adviser (US Based) - Canadian Clients

Retirement Income Consultant

Wealth Management Associate

Virtual Financial Consultant

Wealth Management Client Relationship Manager

Associate Financial Advisor

Financial Analyst Advisor / Finance Business Partner

Financial Advisor

Financial Advisor

Associate Financial Advisor

Investment Counselor (Financial Advisor Alternative)

Financial Representative

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