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Financial Services jobs in Texas

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FINANCIAL SERVICES REPRESENTATIVE

Schedule meetings with prospective clients to discuss their financial needs and goals. Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite...

CompanyAflac
AddressHouston, TX
CategoryAccounting/Finance
Salary$75,000 - $100,000 a year
Job typeFull-time
Date Posted 2 hours ago See detail

Financial Services Representative New

Aflac

Houston, TX

$75,000 - $100,000 a year

Schedule meetings with prospective clients to discuss their financial needs and goals. Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite...

2 hours ago seen See more...

Manager, Corporate Tax - Financial Services, Real Estate (Multiple Positions) New

Pwc Us Tax Llp

Dallas, TX

Advising clients on their state and local tax affairs in any one or more of the following areas: Real Estate, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax ;. Working with new and e...

11 hours ago seen See more...

Banking/Financial Services Client Executive - Greater Dallas Fort Worth New

Ntt Data, Inc.

Dallas, TX

Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures within Banking & Financial Services domains. Requires strategic ability to interface with and successfully influence C-level exec...

16 hours ago seen See more...

Financial Services Representative

Charles Schwab

Roanoke, TX

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelor's degree or higher in Finance, Economics, or related fie...

3 days ago seen See more...

Financial Services Professional - Hybrid Remote (TX)

Bankers Life

Lubbock, TX

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

a week ago seen See more...

Financial Services Representative Overstaff

Wfc Limited Partnership

Irving, TX

This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is a...

a week ago seen See more...

Financial Services Professional - Hybrid Remote (TX)

Bankers Life

Dallas, TX

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

a week ago seen See more...

Financial Services Representative

Wfc Limited Partnership

Austin, TX

This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is a...

a week ago seen See more...

Financial Services Representative

Wfc Limited Partnership

Silsbee, TX

This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is a...

a week ago seen See more...

Insurance and Financial Services Position - State Farm Agent Team Member

Henry Phan - State Farm Agent

Missouri City, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Student Financial Services Manager

Galen College Of Nursing

Richardson, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

3 weeks ago seen See more...

Enterprise Architect - Banking, Financial Services, Insurance (BFSI)

Iron Mountain

Austin, TX

Proficient in programming Languages - Python OR Java.. HTML/CSS, Java Script. Angular or React. Code Repositories : Bitbucket or Git. Build Tools : Jenkins. SQL. API Integration (RESTful). JSON and XML. Cloud Technologies : AWS, G...

3 weeks ago seen See more...

Financial Services Representative

World Finance

Sinton, TX

Starting pay rate: $15/ hr. Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan appl...

4 weeks ago seen See more...

Oracle Financial Services Developer (Spring, TX)

Paladin Consulting, Inc

Spring, TX

Design, develop, and implement custom solutions within Oracle Financials modules, focusing on Fixed Assets. Performing data migration, validation, and reconciliation from legacy systems to Oracle Fusion Cloud ERP. Collaborate with...

a month ago seen See more...

Financial Services Representative

Charles Schwab

Austin, TX

You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA...

a month ago seen See more...

Financial Services Support Representative

Aquas Financial, Llc

Frisco, TX

$50,000 - $70,000 a year

The primary focus will be testing and supporting the trading application. Participate in, and manage project/sprint planning. Collaborate with other development teams. Collaborate with our business teams. Derive creative and intui...

a month ago seen See more...

Financial Services Representative

L.k. Jordan & Associates

Houston, TX

Direct flow of traffic. Answering member request relating to the function and servicing of their account. Conduct cost analysis on financial programs and operations. Direct credit union products and services based on the members n...

a month ago seen See more...

Supervisor Revenue Cycle - Financial Services

Christus Health

Irving, TX

Summary:Responsibilities:Supervises the work of PFS employees by empowering, coaching, answering questions, giving guidance, and leading by example.Maintains detailed knowledge of state and federal laws. Works with team members to...

a month ago seen See more...

Financial Service Officer- Irving Branch- Generous Incentive Plan

Mobility Credit Union

Irving, TX

$22.50 - $24.50 an hour

(E) 30% Identifies cross sell opportunities and cross sells products and members. Participates in sales development activities. (E) 25% Interviews member loan applicants to develop information concerning their loan need earnings,...

a month ago seen See more...

Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant

Deloitte Us

Austin, TX

Develop and implement enterprise-wide programs to efficiently and comprehensively address regulatory and business requirements. Respond to evolving regulatory environments. Lead and deliver small engagements, or components of larg...

2 months ago seen See more...

Senior Manager, Senior Counsel - Financial Services Legal Team

Capital One

Plano, TX

Strong executive communication skills. Impeccable written and oral communication credentials. Strategic-influencing skills and the ability to drive consensus across diverse teams through exercising sound judgment and employing int...

2 months ago seen See more...

Insurance and Financial Services Position - State Farm Agent Team Member

Sam Pridgeon - State Farm Agent

Dallas, TX

$35,000 - $70,000 a year

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to succes...

2 months ago seen See more...

Financial Services Representative (Bilingual)

World Finance

Waco, TX

Bilingual preferred. Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan application...

2 months ago seen See more...

Patient Financial Representative Senior-Patient Financial Services-Full Time

Christus Health

San Antonio, TX

This includes billing, collections, reimbursement validation, cash posting, mail handling, scanning, sorting, assembly, copying, faxing, and data entry functions. Responsibilities: Provides back up coverage and support for various...

a month ago seen See more...

Engagement Financial Advisors, Senior Consultant (Government & Public Services)

Deloitte

Dallas, TX

$115K - $145K a year

Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, cost and profitability. Manage lifecycle of engagements including set up, revenue recognition and compliance, month...

a month ago seen See more...

AVC Student Financial Aid & Services - ACCESS

Alamo Colleges

San Antonio, TX

Masters degree in Finance, Business Administration, Public Administration, Education, or a related field. Ten years leading a large Student Financial Aid program for a higher education institution and related support services pro...

a month ago seen See more...

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