Plano, Texas, United States · On-site
$75k–$95k/yr
Job Responsibilities: · Develop advanced proficiency in navigating Wealth Plan and related planning tools to provide accurate and timely support for client financial planning. · Respond to and resolve first-level inquiri…
Skills: Financial Planning, Analytical Skills, Problem Solving, Communication, CRM Tools
Plano, Texas, United States · On-site
As an program manager in Chase Travel, you play a pivotal role in the strategic oversight and success of complex programs. You are responsible for aligning program goals with the overarching business strategy, ensuring t…
Skills: Program Management, Portfolio Management, Risk Mitigation, Stakeholder Management, SDLC
Plano, Texas, United States · On-site
$128k–$210k/yr
The Commercial & Investment Banking Finance & Business Management team is looking for a strategic, analytical and energetic professional to support the Client Onboarding and Servicing organization. This is a high-impact …
Skills: Strategic Planning, Problem Solving, Project Management, Financial Analysis, Stakeholder Management
Plano, Texas, United States · Hybrid
This is an in-office hybrid role that will sit in one of the following office locations: Dallas, Plano, Austin, San Antonio, Houston, Baton Rouge, or New Orleans. Lockton Dunning Benefits is seeking a Senior Financial An…
Skills: Financial Analysis, Underwriting, Budget Development, Healthcare Cost Drivers, Financial Risk Management
Plano, Texas, United States · Hybrid
This is an in-office hybrid role that will sit in one of the following office locations: Dallas, Plano, Austin, San Antonio, Houston, Baton Rouge, or New Orleans. Lockton Dunning Benefits is seeking a Senior Financial An…
Skills: Financial Analysis, Underwriting, Budget Development, Healthcare Cost Drivers, Financial Risk Management
Plano, Texas, United States · Hybrid
This is an in-office hybrid role that will sit in one of the following office locations: Dallas, Plano, Austin, San Antonio, Houston, Baton Rouge, or New Orleans. Lockton Dunning Benefits is seeking a Senior Financial An…
Skills: Financial Analysis, Underwriting, Budget Development, Healthcare Cost Drivers, Financial Risk Management
Plano, Texas, United States · On-site
External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal A…
Skills: Cash Handling, Customer Service, Bank Operations, General Ledger Posting, Risk Management
Plano, Texas, United States · On-site
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Consumer & Community Banking, you are an int…
Skills: Java, Python, C#, Large Language Models, Generative AI
Plano, Texas, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Leadership, Retail Banking, Coaching, Risk Management, Operational Integrity
Plano, Texas, United States · On-site
External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal A…
Skills: Commercial Loan Documentation, Loan Funding, Loan Boarding, LaserPro, Compliance
Plano, Texas, United States · On-site
$200k–$275k/yr
Be a part of a premier in-house litigation team of experienced and sophisticated financial services litigators handling high stakes and complex disputes and advising on pre-litigation risks in a fast-paced and business-c…
Skills: Financial Services Litigation, Securities Class Actions, Case Strategy, Discovery Management, Outside Counsel Management
Plano, Texas, United States · On-site
$83k–$123k/yr
Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success. Grow your skills, participate in product planning, and define user workflows while working alongside expe…
Skills: Product Management, Project Management, SQL, Python, Data Analytics
Plano, Texas, United States · On-site
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Asso…
Skills: Product Development, Data Analysis, Agile Methodology, User Research, Jira
Plano, Texas, United States · On-site
$63k–$87k/yr
Job Title: Corporate FP&A Analyst Reports To: Manager, Corporate FP&A FLSA Status: Exempt Location: Dallas, TX Summary: Reporting to the Manager, Corporate FP&A, the Corporate FP&A Analyst will play a key role in executi…
Skills: Financial Modeling, Advanced Excel, Budgeting, Forecasting, Variance Analysis
Plano, Texas, United States · On-site
$100k–$137k/yr
Job Title: Manager, Corporate FP&A Reports To: VP, Finance FLSA Status: Exempt Location: Dallas, TX Salary: $99,500-$137,050 plus a 10% annual bonus Summary: At Mendocino Farms, our mission is to make hearts and stomachs…
Skills: Financial Planning And Analysis, Financial Modeling, Budgeting, Forecasting, Long-range Planning
Plano, Texas, United States · On-site
Overview Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world’s most admired brands, Toyota is growing and leading the f…
Skills: Java, Spring Boot, NodeJS, React, React Native
Plano, Texas, United States · On-site
Overview Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world’s most admired brands, Toyota is growing and leading the f…
Skills: Oracle, Snowflake, Python, SQL, PL/SQL
Plano, Texas, United States · On-site
Req ID: 138942 Region: Americas Country: USA State/Province: Texas City: Plano Summary Celestica is the brand behind the brands you love in cutting-edge technology solutions, partnering with some of the world’s largest c…
Skills: IT General Controls, IT Audit, Information Security, Risk Management, SOX Compliance
Plano, Texas, United States · Hybrid
Overview Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world’s most admired brands, Toyota is growing and leading the f…
Skills: Java, Python, AWS, TypeScript, Spring Boot
Plano, Texas, United States · Hybrid
Overview Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world’s most admired brands, Toyota is growing and leading the f…
Skills: Project Management, Data Science, Data Engineering, Statistical Modeling, Agile Methodology
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The associate provides first-level support and troubleshooting for the Wealth Plan software to advisors and team members. They are also responsible for delivering ad-hoc training and relaying user feedback to technology teams for platform improvements.
A bachelor's degree in finance, business, or economics is preferred. Candidates should possess strong analytical skills and the ability to quickly learn complex financial planning systems.
Job Responsibilities:
· Develop advanced proficiency in navigating Wealth Plan and related planning tools to provide accurate and timely support for client financial planning.
· Respond to and resolve first-level inquiries related to Wealth Plan, including assisting with data inputs, clarifying methodology, and troubleshooting “how-to” questions from advisors.
· Build a deep understanding of JPMWM’s wealth planning philosophy and U.S. financial planning topics.
· Provide ad-hoc training to advisors and team members based on questions and issues that arise through the help desk.
· Share updates on new platform enhancements and educate advisors on how to use new features.
· Gather feedback from advisors and relay it to technology teams to support ongoing platform improvements.
· Maintain clear records of inquiries and identify opportunities to streamline support processes and enhance team efficiency.
· Participate in ongoing training to stay current on planning tools, methodologies, and regulatory changes.
Qualifications:
· Bachelor’s degree in finance, business, economics, or a related field preferred.
· Strong analytical, problem-solving, and communication skills.
· Experience with financial planning software or CRM tools is a plus.
· Ability to learn complex systems and concepts quickly.
· Detail-oriented with a commitment to accuracy and client service.
· Collaborative mindset and willingness to support multiple teams and projects.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. 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.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Based on 278 listings with disclosed salaries, most finance & accounting jobs in Plano, TX pay between $62k–$201k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 993 open finance & accounting positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Bank of America, Capital One, Toyota North America, Toyota Racing Development, among others. Browse the listings above to see every active employer.
Yes — 305 of the 993 open finance & accounting positions offer remote or hybrid work (53 remote, 252 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.
