✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Plano, TX
23 positions found — Page 2
J
Financial Planning Specialist
🏢 Jobot
Salary not disclosed
Financial Planning Specialist Needed in North Dallas // Great Compensation + bonus // Growing Team // Hybrid This Jobot Job is hosted by: Stefan Woods Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $65,000
- $85,000 per year A bit about us: We are a growing publicly traded company and celebrating 60 years of quality and leadership in the community development industry! We are committed to providing an environment and programs that help our associates flourish.
This is a great opportunity for someone wanting to shift from public accounting and into a finance role! Why join us? You can look forward to professional support and extensive benefits—including: medical/dental/vision coverage discounts on mortgages and home appliances 401(k) plan with match Job Details We are seeking a Financial Planning Specialist to join our dynamic team.
The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.
This role is integral to our business operations, ensuring financial stability, and driving growth.
Responsibilities: 1.
Develop comprehensive financial plans and strategies to support the company's business objectives 2.
Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions 3.
Prepare the annual budget, including forecasting income and expenditure, and presenting it to the management team 4.
Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary 5.
Assist with the biannual business plans Qualifications: 1.
Bachelor's degree in Finance, Accounting, or a related field 2.
A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role 3.
Public Accounting experience is a PLUS!!! 4.
Proficient in spreadsheets, databases, MS Office, and financial software applications 5.
Exceptional analytical and problem-solving skills with a keen attention to detail Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $65,000
- $85,000 per year A bit about us: We are a growing publicly traded company and celebrating 60 years of quality and leadership in the community development industry! We are committed to providing an environment and programs that help our associates flourish.
This is a great opportunity for someone wanting to shift from public accounting and into a finance role! Why join us? You can look forward to professional support and extensive benefits—including: medical/dental/vision coverage discounts on mortgages and home appliances 401(k) plan with match Job Details We are seeking a Financial Planning Specialist to join our dynamic team.
The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.
This role is integral to our business operations, ensuring financial stability, and driving growth.
Responsibilities: 1.
Develop comprehensive financial plans and strategies to support the company's business objectives 2.
Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions 3.
Prepare the annual budget, including forecasting income and expenditure, and presenting it to the management team 4.
Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary 5.
Assist with the biannual business plans Qualifications: 1.
Bachelor's degree in Finance, Accounting, or a related field 2.
A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role 3.
Public Accounting experience is a PLUS!!! 4.
Proficient in spreadsheets, databases, MS Office, and financial software applications 5.
Exceptional analytical and problem-solving skills with a keen attention to detail Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
F
Financial Operations Specialist
Salary not disclosed
Financial & Administrative Operations Associate About the Role Our client is seeking a detail-oriented and motivated Financial & Administrative Operations Associate to join their team.
This role offers the opportunity to contribute to financial and operational excellence while supporting a collaborative, values-driven environment.
The ideal candidate thrives on accuracy, organization, and professionalism while helping the team achieve meaningful outcomes.
Key Responsibilities Assist with maintaining financial records, reports, and tracking tools.
Support cash flow monitoring, basic forecasting, and general financial updates.
Help process invoices, payments, and general bill-pay activities.
Organize and maintain files, documents, and internal records.
Assist with preparing spreadsheets, presentations, and basic financial materials.
Coordinate information and documentation with internal team members and outside partners.
Support general office and administrative tasks as needed.
Help track deadlines, follow up on action items, and support ongoing projects.
Maintain confidentiality when handling sensitive information.
Qualifications Bachelor's degree in Finance, Accounting, Business, or related field.
Approximately 5 years of experience in a finance, accounting, operations, or administrative role.
Strong organizational and multitasking skills.
Solid analytical abilities and comfort working with data.
Strong communication skills, both written and verbal.
Proficiency with Microsoft Office and general business software.
Dependable, detail-oriented, and able to work independently or with a team.
Why Join the Team Our client values integrity, collaboration, and continuous growth.
They foster an environment where team members can develop their skills, make meaningful contributions, and enjoy a supportive, positive workplace.
Ready to Apply? If you are a motivated professional who thrives in a collaborative, values-driven environment and wants to make an impact, we encourage you to apply today!
This role offers the opportunity to contribute to financial and operational excellence while supporting a collaborative, values-driven environment.
The ideal candidate thrives on accuracy, organization, and professionalism while helping the team achieve meaningful outcomes.
Key Responsibilities Assist with maintaining financial records, reports, and tracking tools.
Support cash flow monitoring, basic forecasting, and general financial updates.
Help process invoices, payments, and general bill-pay activities.
Organize and maintain files, documents, and internal records.
Assist with preparing spreadsheets, presentations, and basic financial materials.
Coordinate information and documentation with internal team members and outside partners.
Support general office and administrative tasks as needed.
Help track deadlines, follow up on action items, and support ongoing projects.
Maintain confidentiality when handling sensitive information.
Qualifications Bachelor's degree in Finance, Accounting, Business, or related field.
Approximately 5 years of experience in a finance, accounting, operations, or administrative role.
Strong organizational and multitasking skills.
Solid analytical abilities and comfort working with data.
Strong communication skills, both written and verbal.
Proficiency with Microsoft Office and general business software.
Dependable, detail-oriented, and able to work independently or with a team.
Why Join the Team Our client values integrity, collaboration, and continuous growth.
They foster an environment where team members can develop their skills, make meaningful contributions, and enjoy a supportive, positive workplace.
Ready to Apply? If you are a motivated professional who thrives in a collaborative, values-driven environment and wants to make an impact, we encourage you to apply today!
K
Relationship Manager - Wealth Management
Salary not disclosed
Relationship Manager – Advice & Wealth Management
Hybrid | Financial Services
Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.
In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.
Why This Role Stands Out
- Manage a premium UHNW client base with meaningful assets and long-term relationships
- Engage in high-level wealth conversations that go beyond transactions
- Grow your expertise across advanced planning, investment solutions, and advisory partnerships
- Join a culture that invests heavily in training, development, and long-term career growth
What You’ll Do
As a Relationship Manager, you will:
- Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
- Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
- Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
- Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
- Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
- Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
- Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)
Career Growth & Development
Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you’re ready to expand your scope or deepen your expertise with UHNW clients, you’ll be supported by structured onboarding, ongoing education, and leadership committed to your success.
What We’re Looking For
- Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
- SIE & Series 7 required prior to start
- Series 66 may be obtained after start
- 3+ years of experience managing a book of business in financial services.
- 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
- A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
- Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
- Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.
Work Model
This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.
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