Investment Advisor Jobs in Prosper, TX

Take ownership of financial analysis and modeling to streamline operations, support budgeting processes, drive reporting, and optimize financial strategies across projects while ensuring compliance wi...

Shape key financial models and dashboards to enhance balance sheet strategies. Leverage analytics to drive loan sale evaluations and develop actionable insights for portfolio optimization...

Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...

Drive enterprise-wide expense forecasting, management reporting, and performance enhancement while collaborating with diverse Finance teams to inform strategic decisions and communicate actionable ins...

Unlock potential by leading enterprise expense forecasting and management; collaborate across teams to consolidate insights, drive decision-making, and enhance reporting capabilities for optimal finan...

Launch and optimize core account operations, ensuring compliance and precision in client onboarding and lifecycle management while supporting a high-touch advisor service model in a dynamic environmen...

Advance your career by executing complex investigations into high-risk financial crimes. Lead multi-entity analysis while mentoring analysts, ensuring regulatory compliance with OCC, FinCEN, and inter...

Join us to cultivate and nurture client relationships over $10MM net worth in Private Wealth Management. Collaborate with advisors, deliver tailored wealth strategies, and grow business within establi...

Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...

Lead the charge in driving portfolio performance and profitability analytics across mortgage and consumer lending, while developing innovative frameworks for valuation and cash flow, to support strate...

Grow your career with a dual-role Financial Analyst position, leading financial reporting and partnerships across departments. Deliver insights and support strategic decisions through analysis, budget...

Transform your career as a Senior UX Designer, driving innovative design strategies, leading user research, and mentoring talent while collaborating with cross-functional teams to enhance user experie...

Advance renewable energy transactions by evaluating, structuring, and executing financing solutions. Collaborate with diverse teams to assess project economics and drive capital deployment decisions i...

Unlock member potential by delivering tailored tax strategies, leading virtual consultations, and collaborating with financial planners. Focus solely on proactive tax planning to empower informed fina...

Empower growth by leading strategic sales initiatives in the financial markets. Drive client engagement, manage the sales pipeline, and foster relationships to exceed revenue targets in your territory...

Analyze business processes to identify trends and drive operational improvements. Collaborate with teams to create data-driven reporting solutions and insights using SQL, Snowflake, and visualization...

Elevate client relations through exceptional service and strategic fiduciary management, overseeing complex estates and trusts while enhancing service levels and driving revenue growth through relatio...

Drive exceptional client service and fiduciary administration while nurturing relationships to enhance revenue and deliver comprehensive wealth strategies for complex accounts...

Lead the charge in driving sales initiatives across diverse investment offerings. Foster strong, long-lasting relationships with financial advisors while leveraging expertise in mutual funds and alter...

Drive financial solutions as a trusted advisor, servicing high-net-worth clients through complex loan structures and comprehensive wealth management services, ensuring tailored solutions to protect an...

Unlock financial growth for high-net-worth clients by delivering tailored banking solutions. As a trusted advisor, you’ll manage complex loan requests, deliver impactful deposit services, and coordina...

Transform the future of biotechnology and life sciences by providing analytical support for M&A transactions, focusing on financial modeling, valuation, and client presentations to drive successful ou...

Manage transformative data projects that drive insights for top investors. Collaborate with stakeholders, enhance data products, and develop innovative methodologies in a dynamic, growth-driven enviro...

Innovate your career as a Senior Audit Strategist, leading complex risk reviews and managing teams to develop sustainable audit strategies across various business functions, while ensuring compliance...

Grow your career with a dynamic role overseeing budget cycles and variance management across corporate segments. Collaborate with function leaders and executive teams to ensure meticulous financial pl...