Dallas, Texas, United States · On-site
Job Description Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, …
Skills: Digital Marketing, Financial Planning, Portfolio Analysis, Client Service, Performance Measurement
Dallas, Texas, United States · On-site
Basic Function Conducts routine and non-routine procurement assignments under limited supervision within a framework of acceptable controls which satisfy governmental and company accounting requirements. Analyzes data an…
Skills: Procurement, Inventory Control, Contract Administration, Negotiation, Data Analysis
Dallas, Texas, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Management, Client Solutions Advisory, Customer And Client Focus, Referral Identification, Risk Management
Dallas, Texas, United States · On-site
Job Description It’s about helping team members achieve big goals. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are yo…
Skills: Portfolio Management, Loan Administration, Commercial Lending, Microsoft Office, Salesforce
Dallas, Texas, United States · On-site
Topgolf is a sports entertainment company that has changed how millions of people experience golf — and a genuinely energizing place to build a career. Every year, guests pack our venues for something that is hard to fin…
Skills: Corporate FP&A, 3-Statement Modeling, Financial Forecasting, Capital Allocation, Strategic Planning
Dallas, Texas, United States · Remote OK
$80k–$150k/yr
Event DetailsDate: Thursday, July 23Location: Hilton DFW Lakes Executive Conference Center 1800 Highway 26E Grapevine, TX 76051Format: Corporate overview, leadership presentation, and live Q&AWhat You’ll LearnHow to go f…
Skills: Sales, Leadership, Entrepreneurship, Recruiting, Scaling a Team
Dallas, Texas, United States · On-site
Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years…
Skills: Regulatory Compliance, Internal Controls, Regulatory Change Management, Data Analytics, Stakeholder Management
Dallas, Texas, United States · Remote OK
$80k–$150k/yr
Event DetailsDate: Thursday, July 23Location: Hilton DFW Lakes Executive Conference Center 1800 Highway 26E Grapevine, TX 76051Format: Corporate overview, leadership presentation, and live Q&AWhat You’ll LearnHow to go f…
Skills: Sales, Leadership, Entrepreneurship, Recruiting, Team Scaling
Dallas, Texas, United States · Remote OK
$80k–$150k/yr
Event DetailsDate: Thursday, July 23Location: Hilton DFW Lakes Executive Conference Center 1800 Highway 26E Grapevine, TX 76051Format: Corporate overview, leadership presentation, and live Q&AWhat You’ll LearnHow to go f…
Skills: Sales, Leadership, Recruiting, Scaling a team, Entrepreneurship
Dallas, Texas, United States · On-site
Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years…
Skills: Compliance Policy Drafting, Regulatory Reporting, Issue Management, Governance, Internal Controls
GIA Legacy PlanningDallas, Texas, United States · Remote Solely
Location: Remote Position/ Work from Home Job Type: Full-Time/Part-Time Compensation: 100% Uncapped Commission-Based About Us: GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalize…
Skills: Client Relationship Management, Lead Generation, Insurance Sales, Networking, Time Management
Dallas, Texas, United States · On-site
About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with…
Skills: Commercial Finance, Fintech Lending, Portfolio Management, Working Capital Structures, Credit Risk Analysis
Dallas, Texas, United States · On-site
About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with…
Skills: Portfolio Management, Commercial Finance, Fintech Lending, Working Capital Structures, Credit Risk Analysis
Dallas, Texas, United States · On-site
About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with…
Skills: North American Payroll, US Payroll, Canadian Payroll, Payroll Compliance, Tax Filings
Dallas, Texas, United States · On-site
RideNow Dallas is adding a highly motivated and talented Business/Finance Manager to our team! The ideal candidate has proven success as an Business/Finance Manager in a Powersports or Automotive Dealership. Combine that…
Skills: Finance And Insurance, Deal Structuring, Credit Review, Revenue Generation, Underwriting
Dallas, Texas, United States · Hybrid
$55k–$70k/yr
About Our Team HM&M, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper…
Skills: Technical Troubleshooting, System Administration, Network Maintenance, Active Directory, Office 365
Dallas, Texas, United States · On-site
Lockton Dunning Benefits is currently seeking an Associate Account Executive responsible for applying industry knowledge as it relates to technical and operational support to both clients and vendors. This position will …
Skills: Employee Welfare Benefits, Financial Modeling, Client Relationship Management, RFP Production, Plan Design
Dallas, Texas, United States · On-site
Lockton Dunning Benefits is currently seeking an Associate Account Executive responsible for applying industry knowledge as it relates to technical and operational support to both clients and vendors. This position will …
Skills: Employee Welfare Benefits, Financial Modeling, Client Relationship Management, Insurance Industry Knowledge, Open Enrollment Management
Dallas, Texas, United States · On-site
Lockton Dunning Benefits is currently seeking an Associate Account Executive responsible for applying industry knowledge as it relates to technical and operational support to both clients and vendors. This position will …
Skills: Employee Welfare Benefits, Financial Modeling, Client Relationship Management, Carrier Negotiation, Open Enrollment
Dallas, Texas, United States · On-site
800x600 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through a…
Skills: Financial Services, Account Management, Cross Selling, Customer Relationship Management, Consumer Loans
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Provide high-level support to Financial and Private Wealth Advisors by managing client service models, financial planning, and reporting. Assist with business development through digital marketing strategies and the preparation of client presentation materials.
Requires 5+ years of relevant experience and active Series 7 and 66 (or 63 and 65) licenses. A four-year college degree is preferred, along with a willingness to obtain CIMA or CFA designations.
Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.
Client Service:
As a key member of the service team, provide coverage for a FA/PWA/team including:
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Remaining current on all policies, procedures and new platforms
At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
5+ years of experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 695 listings with disclosed salaries, most finance & accounting jobs in Dallas, TX pay between $43k–$160k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,067 open finance & accounting positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Goldman Sachs, University of Texas Southwestern Medical Center, Scotiabank, Avantax, Lockton, among others. Browse the listings above to see every active employer.
Yes — 656 of the 2067 open finance & accounting positions offer remote or hybrid work (188 remote, 468 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
