Banking And Financial Services Jobs in Tx

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

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Commercial Loan Servicing Representative III

Hybrid - Irving, TX

12-month Contract (W2), Weekly Pay (40 hours/week)

Calculated Hire is in search of a Commercial Loan Servicing Representative III for our Fortune 100 Financial Services Company. You will be responsible for the following:

Job Description:

You will be supporting day-to-day operations and activities related to servicing commercial ABL loan transactions according to bank policies, procedures, and regulatory requirements. This can include customer/client modifications, account maintenance, rebooking, and purchased receivables management to ensure accuracy through life of transaction.

Responsibilities:

• Lead a variety of servicing activities for complex commercial products

• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations

and company teams as necessary to progress customer-focused needs

• Review and negotiate complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify

procedural modifications

• Serve as an escalation point in the resolution of client issues

• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes

• Coordinate servicing activities to resolve open customer issues, loan and regulatory diligence and on-going portfolio

maintenance; interact with internal and external customers

• Evaluate and upload data into the systems of record

• Research complex business and operational decisions

• Ensure compliance with all policies, procedures, and regulatory requirements

Required Skills:

- Strong experience with Commercial loan servicing

- Familiarity with (ABL) asset-based lending - (look for understanding of tranches, settlements, swinglines, payoffs, restructures, payments, advances, and accruals)

- Familiarity with loan servicing software and MS Office tools (MS Excel).

- Experience reviewing financial data, reconciling accounts, and calculating charges.

- Ability to Review financial data, reconciling accounts, and calculating charges

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
• Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

• Monday – Friday / 7:30am – 8:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license and/or acquisition within 90 days
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• Up to 1 year of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in a team environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• Active Group 1 Life and Health license
• 1+ yrs experience working in Sales with life insurance or financial services products
• 1+ yrs experience working in a call center environment 
• CLU® - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

• 
  
• Preparing and maintaining multi-year headcount and non-compensation budget reports
  
• Maintaining working knowledge of significant investments and forecasting assumptions to support financial planning and analysis (FP&A)
  
• Participating in process improvement initiatives to increase efficiency and effectiveness of the FP&A process
  
• Responding to ad hoc requests and preparing analyses for the same
  
• Additional responsibilities will be based on the quarterly needs of the business and the candidate's specific skills
  

• 
  
• Bachelor's degree in accounting, Finance or other related business discipline
  
• At least 2 years of experience in Financial Planning and Analysis, preferably within a large, complex organization
  
• Advanced Excel skills
  
• Strong PowerPoint skills
  
• Strong analytical, problem-solving, and decision-making skills
  
• Strong coordination and organizational skills
  
• Ability to multi-task, meet tight deadlines and handle stressful situations
  
• Ability to work independently in a small team, exhibit initiative and be proactive
  
• Ability to organize and analyze large volumes of information
  
• Comfortable working in a fast-paced, high-energy environment
  

• 
  
• Knowledge of Zero-Based Budgeting
  
• Experience with FP&A tooling/software (e.g., Anaplan, SAP)
  
• Strong interpersonal and communication skills, oral as well as written
  
• Experience in a financial services environment
  

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

PAX Financial Group is hiring experienced Financial Planners to serve as guides for clients who seek unbiased, quality financial expertise through the delivery of behavioral finance, holistic financial planning and plan execution. PAX Financial Planners are full-time employees who serve as fee-based fiduciaries.

Minimum Candidate Qualities:

• 4-year college degree from an accredited university
• CFP designation
• FINRA Series 66 (or 65 & 63), may be obtained post-hire
• Strong business, economic and investment acumen
• Strong verbal, written and interpersonal communication skills
• Strong technology aptitude and ability to manage multiple priorities
• Ability and patience to listen with empathy
• Ability to thrive in a highly collaborative environment
• Ability to create and foster strong partnerships with employees and business partners
• Healthy compliance record in prior position(s) and ability to operate as a fiduciary
• Demonstrated ability to facilitate and execute a results-oriented sales process
• Current authorization to work within the US

PAX Financial Group Offers:

• Sponsorship of industry licensing and credentialing
• Administrative, marketing, trade execution, and financial planning support for advisors
• Personal office space with shared conference and meeting rooms
• State of the art tools in CRM, planning software and behavioral finance
• Company-sponsored employee events
• Paid Time Off
• Comprehensive health benefits package
• Defined Contribution retirement package
• A warm, welcoming culture built on teamwork, trust and encouragement of one another

About PAX Financial Group:

• Started in 2007 by three Texas industry veterans
• Widely recognized by independent companies for rapid growth and employee satisfaction
• Dave Ramsey SmartVestor Pro provider
• Investment recommendations are made by an internal investment committee
• Custody through TD Ameritrade with SIPC on all accounts
• PAX advisors are compensated by salary plus incentives
• PAX advisors are independent advisors and do not offer clients proprietary products

About our CEO, Darryl Lyons:

• Author of three books: Small Business Big Pressure: A Faith Based Approach to Guide the Ambitious Entrepreneur, 18 to 80: A Simple and Practical Guide to Money and Retirement for all Ages, The Grand Money Chasm: Ten Effective Strategies to Build A Money Legacy Within Your Grandchildren
• Serves on Dave Ramsey's exclusive Investment Council
• Received naming honor by San Antonio Mayor Julian Castro for Darryl W. Lyons Park
• Guest writer for San Antonio Business Journal, San Antonio Express News, and

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
• products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• 2 years of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in or leading teams
• Successful completion of a job-related assessment may be required

What sets you apart:

• 4+ years experience working in Sales with life insurance
• 1+ years experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a credentialed actuary to join our Property Loss Reserving and Reserving Development team. This Actuary will leverage advanced knowledge of Loss Reserving techniques and Claims Analytics insights to explain drivers of loss trends.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position.

What you'll do:

• Applies advanced actuarial knowledge to complete broad and complex projects (e.g., evaluates and selects methodology to price new discount/endorsement for countrywide rollout; develops alternative methodologies to comply with complex regulatory requirements; selects metrics and designs processes to monitor model performance; translates business problems into technical requirements and performs required analysis to develop solutions; independently runs catastrophe models and interprets and communicates results to support critical business activities, while enhancing the control environment as needed.
• Utilizes advanced actuarial, mathematical, or statistical techniques to augment actuarial work product.
• Leads special actuarial projects, such as the development of new methodologies or reporting tools.
• Trains new team members on the theory and mechanics of relevant actuarial methodologies.
• Applies deep understanding of products supported, stakeholders' needs, and industry trends to solve unstructured business problems.
• Identifies and anticipates compliance gaps and process improvements; recommends and develops solutions to mitigate risk.
• Represents Actuary in cross-functional efforts.
• Develops written communication and presentations that effectively convey data-driven solutions to broad audiences, including cross-functional executive leadership.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 4 years of Actuarial or analytical business experience.
• Associate of the Casualty Actuarial Society (ACAS) Credential.
• Demonstrated advanced skills with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
• Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
• Demonstrated experience communicating complex solutions and analysis to both technical and nontechnical audiences, including executive leadership.

What sets you apart:

• Experience performing Loss Reserve analysis and working in Loss Reserving software (i.e. ResQ, Arius etc.).
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $127,310 - $229,160.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.