Top 98 Finance associate Jobs in Westlake Tx

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
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Associate Analyst - Bank Fraud Wire Verification
Ally Financial —Lewisville, TX
- $47,840 - $75,000 a year
- 8 hour shift
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Health savings account
14h
Associate Account Analyst
Liberty Mutual —Arlington, TX
- $46,000 - $84,000 a year
- Full-time
- Hybrid work
- Office
- Associate's degree
- 2 years
7d
Associate Wealth Advisor
Focus Financial Partners —Southlake, TX
- $75,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Associate Wealth Advisor
Focus Partners Wealth —Southlake, TX
- $75,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Finance & Business Management - Associate
JPMorganChase —Plano, TX
- $85,500 - $125,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
6d
Finance Analyst Associate
BrightPath Kids USA —Dallas-Fort Worth, TX
- Full-time
- ERP systems
- Mid-level
- Office
- Dental insurance
- Tuition reimbursement
Quick Apply
Part Time Associate Banker Northwest Dallas (30 hours)
JPMorganChase —Coppell, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Part Time (20 Hours) Associate Banker, MacArthur Park Branch, Irving, TX
JPMorganChase —Irving, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Finance & Business Management, Associate - Merchant Services
JPMorganChase —Plano, TX
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
8d
Investment Analyst / Associate
Regent Venture Partners —Dallas, TX
- $80,000 - $100,000 a year
- Full-time
- English
- Mid-level
- Office
- Health insurance
Quick Apply
3d
Finance/Accounting Associate
PMY Group —Carrollton, TX
- Hybrid work
- Microsoft Outlook
- ERP systems
- Research
- Health insurance
- Flexible schedule
Lending Associate
CountryPlace Mortgage - A Cavco Company —Plano, TX
- $26.44 an hour
- Office
- Bachelor's degree
- US work authorization
Quick Apply
Asset & Wealth Management, Operational Risk, Associate - Irving
Goldman Sachs —Irving, TX
- Microsoft Excel
- Research
- Mid-level
- Disability insurance
- Health insurance
Associate Director of Student Financial Services
The King's University —Southlake, TX
- Weekends as needed
- Microsoft Word
- Microsoft Outlook
- Management
Quick Apply
1d
Capital Markets & Risk Associate
Roots Management Group —Addison, TX
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Pass drug screening
- Paid parental leave
- Health savings account
Quick Apply
1d
Part Time Associate Banker N Tarrant (30 hours)
JPMorganChase —North Richland Hills, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Financial Planner
Cain Watters & Associates, LLC —Frisco, TX
- $65,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Urgent Care
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply

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finance associate jobs near westlake tx

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

finance associate jobs in westlake tx

Senior Associate, Capital Markets - TX

Wealth Management Associate

Registered Branch Associate

Associate Analyst - Bank Fraud Wire Verification

Associate Account Analyst

Associate Wealth Advisor

Associate Wealth Advisor

Finance & Business Management - Associate

Finance Analyst Associate

Part Time Associate Banker Northwest Dallas (30 hours)

Part Time (20 Hours) Associate Banker, MacArthur Park Branch, Irving, TX

Finance & Business Management, Associate - Merchant Services

Investment Analyst / Associate

Finance/Accounting Associate

Lending Associate

Asset & Wealth Management, Operational Risk, Associate - Irving

Associate Director of Student Financial Services

Capital Markets & Risk Associate

Part Time Associate Banker N Tarrant (30 hours)

Associate Financial Planner

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