337 Financial Professionals jobs in Dallas

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.
Work You'll Do
As an Analyst, Engagement Financial Advisor (EFA), you will assist engagement leadership in managing revenue and margins by emphasizing cost of delivery that affects overall engagement profitability. In addition, you will:
* Maintain compliance with clients' policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage engagements' billing and receivables process * Monitor engagement performance and determine improvement areas by developing key performance indicators and frequently communicate with the engagement team, finance department, and other engagement stakeholders to keep engagements on track and within the scope of cost * Team and collaborate with other EFAs across the practice, including our practitioners in India
The Team
Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost.
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be up to 10% for in-person training and development opportunities.
Required Qualifications:
* A degree in Business or a related field from an accredited institution. This may include majors such as Accounting, Finance, Business Management, or Economics, provided the program includes core business coursework * Intermediate Excel and PowerPoint skills * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future * Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve * Ability to work in assigned office at a minimum of 2 days per week * Qualified candidates must reside within a commutable distance to assigned work office * Minimum 3.0 GPA * The start date for this position will be in 2026
Preferred Qualifications
* 3.2 GPA or greater preferred * Ability to work effectively as a member of a team * Ability to "think outside the box" while identifying problems and developing creative solutions * Strong analytical and critical thinking skills with the ability to solve complex problems and communicate findings * Attention to detail and ability to handle multiple tasks in a fast-paced environment * Strong oral and written communication skills, including excellent presentation skills
Information for applicants with a need for Accommodation:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Engagement Financial Advisor Intern - Summer 2026
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.
Work You'll Do
As a Summer 2026 Intern, Engagement Financial Advisor (EFA), you will team and collaborate with other EFAs to help assist Deloitte engagement managers in maintaining compliance with clients' policies, perform internal financial analysis, including budgeting, forecasting, and cost variance analysis in addition to managing engagements' billing and receivables process. In addition, you will:
* Monitor engagement performance and determine improvement areas by analyzing key performance indicators * On any given assignment, you may help to improve internal processes and directly communicate strategies and analytical results with your EFA team to help keep engagements on track and within the scope of cost * Your summer will conclude with a presentation outlining your networking and client service experience in front of a panel of EFA Senior Leadership
The Ideal Candidate Will Possess:
* Strong oral and written communication skills, including excellent presentation skills * Intermediate Excel and PowerPoint skills * Ability to work effectively as a member of a team * Attention to detail and ability to handle multiple tasks in a fast-paced environment * Ability to "think outside the box" while identifying problems and developing creative solutions
The Team
Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost.
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be up to 20% for in-person training and development opportunities.
Qualifications
Required:
* Junior status (Spring 2027 expected graduation date) enrolled in a full-time academic program in one of these related majors: Accounting, Finance, Economics, Business Management * Ability to travel 10-20% for training and job-related purposes * Solid understanding of fundamental accounting and finance principles * Limited immigration sponsorship may be available * Comfortable with a hybrid working schedule that includes working in the office at a minimum of 2 days per week * Candidates must be located within a commutable distance to the office agreed upon at offer * Minimum 3.0 GPA * The start date for this position will be in Summer 2026 * Candidates must be at least 18 years of age at the time of employment.
Preferred:
* 3.2 GPA or greater preferred
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $28 to $35 an hour .
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Our client, a leading financial services firm, is looking for enthusiastic and ambitious individuals to join their prestigious **Apprenticeships & Trainee** program as Junior Financial Advisors in **Dallas, Texas, US**. This is an exceptional entry-level opportunity for individuals seeking a career in financial planning and wealth management. Participants will receive comprehensive training, mentorship from experienced advisors, and hands-on experience in client relationship management, financial analysis, and investment strategies. The program is designed to equip trainees with the knowledge and skills necessary to succeed in the financial industry.

Program Highlights:

• Structured training program covering financial planning, investment products, and regulatory compliance.
• Mentorship from seasoned financial advisors providing guidance and support.
• Exposure to client meetings, portfolio reviews, and wealth management strategies.
• Opportunity to build a client base and develop long-term relationships.
• Support in obtaining necessary professional licenses (e.g., Series 7, Series 66).
• Development of sales and communication skills essential for client engagement.
• Learning to create personalized financial plans tailored to client needs.
• Understanding of market dynamics and economic principles.
• Emphasis on ethical conduct and client-centric advice.

Candidate Profile:

• Bachelor's degree in Finance, Economics, Business, or a related field. Recent graduates are encouraged to apply.
• Strong interest in financial markets and personal finance.
• Excellent communication, interpersonal, and presentation skills.
• High level of integrity, motivation, and a strong work ethic.
• Ability to learn quickly and adapt to new information.
• Detail-oriented with good analytical and problem-solving abilities.
• A genuine desire to help clients achieve their financial goals.
• Team-oriented mindset with the ability to work collaboratively.
• Proficiency in Microsoft Office Suite.
• Willingness to pursue professional certifications.

This is a unique chance to launch a rewarding career in finance within the thriving **Dallas** market. You will be part of a supportive environment that invests in your professional growth and success. We are looking for individuals with a passion for finance and a commitment to making a difference in the financial lives of others.

**Job Summary**
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
+ If hired as a team candidate, the team will provide the specific goals and expectations.
+ Meets production targets that impact overall company revenue goals.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Provides a high level of client service.
+ Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
+ Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
+ Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Opens, transfers, and closes customer accounts.
+ Maintains appropriate account records while monitoring the customer's portfolio.
+ Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
+ Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
+ Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
+ Stays abreast of investment products, industry rules and regulations, and financial planning.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices.
+ Financial markets, banking, and financial data analysis and reporting.
+ Basic principles and methods for showing, promoting, and selling products or services.
+ Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in**
+ Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying the needs of customers through effective questioning and listening techniques.
**Ability to**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
+ Continuously learn investment products, industry rules and regulations, and financial planning.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
+ Establish and maintain effective working relationships with clients and colleagues.
+ Persevere, handle rejection and show resilience during the prospecting and networking process.
+ Network in the community and effectively market him or herself and Raymond James.
+ Demonstrate persistence in the face of obstacles.
+ Accept criticism and deal calmly and effectively in high stress situations.
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
+ Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

**Job Summary**
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
+ If hired as a team candidate, the team will provide the specific goals and expectations.
+ Meets production targets that impact overall company revenue goals.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Provides a high level of client service.
+ Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
+ Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
+ Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Opens, transfers, and closes customer accounts.
+ Maintains appropriate account records while monitoring the customer's portfolio.
+ Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
+ Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
+ Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
+ Stays abreast of investment products, industry rules and regulations, and financial planning.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices.
+ Financial markets, banking, and financial data analysis and reporting.
+ Basic principles and methods for showing, promoting, and selling products or services.
+ Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in**
+ Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying the needs of customers through effective questioning and listening techniques.
**Ability to**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
+ Continuously learn investment products, industry rules and regulations, and financial planning.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
+ Establish and maintain effective working relationships with clients and colleagues.
+ Persevere, handle rejection and show resilience during the prospecting and networking process.
+ Network in the community and effectively market him or herself and Raymond James.
+ Demonstrate persistence in the face of obstacles.
+ Accept criticism and deal calmly and effectively in high stress situations.
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
+ Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

**Job Summary**
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
+ Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
+ Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
+ Basic principles and methods for showing, promoting, and selling products or services.
**Skill in**
+ Preparing and delivering clear, effective, and professional presentations.
+ Strong communication and interpersonal skills to build relationships with clients.
+ Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.
**Ability to**
+ Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
+ Accept criticism and deal calmly and effectively in high stress situations.
+ Effectively communicate portfolio losses while preserving client loyalty.
+ Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
+ Network in the community and effectively market him or herself and Raymond James.
**Education/Previous Experience**
+ Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
+ OR ~
+ An equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 & 66 required.
+ Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.

**JOB SUMMARY**
The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH).
**WORK MODEL**
100% onsite
Monday - Friday, Daytime hours
**ESSENTIAL FUNCTIONS OF THE ROLE**
Provides financial analysis support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
Prepares the operating and capital budget(s) for assigned areas.
Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
Prepares analysis and presents and defends findings, for any potential capital acquisitions, projects, new services, etc.
Provides ongoing budget vs. actual revenue and expense variance analysis through review of both standard reports and reports which have been developed specifically for the entity.
Prepares verbal or written results of analysis of department operating efficiencies and presents/discusses them with management and others as required.
Develops and produces Management Reports as required/requested.
Prepares operating pro-formas for proposed new services/projects/capital as required. Understands financial operations and work with all levels of assigned areas, finance, clinical management/personnel to ensure the accuracy of the analysis.
Provides financial analysis and recommendations for lease vs. buy decision relating to new equipment.
Serves as liaison between the assigned area and Decision Support Services and other finance areas of BSWH.
Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
Conducts finance training for BSWH personnel as directed.
**KEY SUCCESS FACTORS**
+ Critical thinking skills
+ Follow-up and Follow-through
+ Thrive in team environment
+ Perform tasks accurately/completely
+ Eager to learn and grow skill-set
+ Minimal supervision/oversight required
+ Independently makes decisions
+ Demonstrates sound judgement
+ Seeks out and acquires new knowledge and new skill sets
+ Highly sought after for input during decision making
+ Trusted collaborator with hospital leadership team and physicians
+ Positive influence on workplace culture
+ Ability to convey financial information in meaningful ways to operators and physicians
+ Able to accept/manage sudden change/urgent requests
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrated commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Baylor Scott & White Health.
**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
**Belonging Statement**
We believe that all people should feel welcomed, valued, and supported.
**QUALIFICATIONS**
+ EDUCATION - Bachelor's
+ Must be a completed degree
+ EXPERIENCE - 3 Years of Experience
+ Healthcare systems preferred
+ Axiom (Kaufman Hall) software knowledge a plus
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Financial Solutions Advisor - East Dallas
Tyler, Texas;Rowlett, Texas; Garland, Texas; Allen, Texas; Dallas, Texas; Rockwall, Texas; Tyler, Texas; Mesquite, Texas; Mesquite, Texas; Plano, Texas; Garland, Texas; Murphy, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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***Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Work Schedule**
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
- **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
***Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.