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Crew Financial Jobs in Texas (NOW HIRING)

Vangard, Inc.

Financial Advisor

Dallas, TX

We offer a corporate CFP program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

Vanguard Group, Inc.

Financial Advisor

Dallas, TX · On-site

We offer a corporate CFP ® program to support crew in acquiring the certification. * Regulatory ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

Vangard, Inc.

Financial Consultant (Sales)

Dallas, TX · On-site

We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering ... Participate in special projects, pilots, or initiatives designed to strengthen the client and crew ...

Vanguard

Financial Advisor

Dallas, TX · On-site

Delivers financial advice and portfolio management guidance. Vanguard is seeking talented Financial ... We offer a corporate CFP ® program to support crew in acquiring the certification. * Regulatory ...

Jiffy Lube

Crew Chief

Arlington, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 1531 S Cooper StreetArlington, TX 76010 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Cedar Park, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 400 No. Bell Cedar Park, TX 78613 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Austin, TX · On-site

$15.76 - $16.76/hr

Job Title: Crew Chief Location: 1111 West William Cannon Austin, TX 78745 Compensation: $15.76 ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

Jiffy Lube

Crew Chief

Austin, TX · On-site

$19 - $24.75/hr

Crew Chief Location: 2516 W Parmer LaneAustin, TX 78727 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Austin, TX

$15.76 - $16.76/hr

Job Title: Crew Chief Location: 1111 West William Cannon Austin, TX 78745 Compensation: $15.76 ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Pflugerville, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 1433 Wells Branch Pkwy Pflugerville, TX 78660 Compensation: $15.76 - $16.76 ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Austin, TX

$15.76 - $16.76/hr

Crew Chief Location: 2826 Bee Caves Road Austin, TX 78746 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Fort Worth, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 3172 Basswood Blvd Fort Worth, TX 76137 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Austin, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 2516 W Parmer Lane Austin, TX 78727 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

Jiffy Lube

Crew Chief

Lakeway, TX · On-site

$15.76 - $16.51/hr

Crew Chief Location: 1601 Ranch Road 620 SLakeway, TX 78734 Compensation: $15.76 - $16.51 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Austin, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 11426 FM 620 North Austin, TX 78726 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

Jiffy Lube

Crew Chief

Austin, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 1111 West William CannonAustin, TX 78745 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Arlington, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 1531 S Cooper Street Arlington, TX 76010 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

The Car Park

Crew Chief

Cedar Park, TX

$15.76 - $16.76/hr

Crew Chief Location: 400 No. Bell Cedar Park, TX 78613 Compensation: $15.76 - $16.76 Worker Type ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

Jiffy Lube

Crew Chief

Pflugerville, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 1433 Wells Branch PkwyPflugerville, TX 78660 Compensation: $15.76 - $16.76 ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

Jiffy Lube

Crew Chief

Arlington, TX · On-site

$15.76 - $16.76/hr

Crew Chief Location: 1531 S Cooper StreetArlington, TX 76010 Compensation: $15.76 - $16.76 Worker ... Can analyze, comprehend, and recommend financial objectives that help increase sales and service ...

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Crew Financial information

What is a crew financial professional?

Crew Financial professionals are specialists who manage and oversee the financial aspects related to airline or maritime crews. Their responsibilities typically include payroll processing, tax compliance, expense management, and financial reporting for crew members. They ensure that all financial transactions related to crew compensation and benefits are accurate and adhere to relevant regulations. Crew Financial roles are vital for maintaining transparency and efficiency in crew operations, especially in industries like aviation and shipping where crew logistics are complex.

What are some common challenges faced by professionals working in crew financial roles within the maritime or aviation industries?

Professionals in Crew Financial roles often navigate challenges such as managing payroll for multinational crews, ensuring compliance with complex international tax regulations, and coordinating with HR and operations teams across different time zones. Balancing timely payments, accurate record-keeping, and addressing crew members' financial inquiries requires strong attention to detail and effective communication skills. Additionally, adapting to changing industry regulations and working closely with both finance and operational departments is key to maintaining smooth financial operations.

What are the key skills and qualifications needed to thrive as a crew financial professional, and why are they important?

To thrive as a Crew Financial professional, you need a solid background in finance or accounting, strong analytical abilities, and relevant educational credentials such as a degree in finance or related field. Familiarity with financial planning software, payroll systems, and Excel is typically required, along with knowledge of industry-specific regulations. Excellent attention to detail, communication, and problem-solving skills set top performers apart in this role. These skills are important to ensure accurate financial management, regulatory compliance, and effective support for crew members' financial affairs.

What is the difference between Crew Financial vs Bookkeeper?

AspectCrew FinancialBookkeeper
CredentialsFinancial certifications, accounting knowledgeBasic bookkeeping or accounting certifications
Work EnvironmentFinancial services, client consultationsOffice or remote, small business settings
Industry UsageFinance, consulting, project managementSmall business, retail, non-profits

While Crew Financial focuses on financial planning, consulting, and complex financial services, Bookkeepers primarily handle day-to-day transaction recording and basic accounting tasks. Crew Financial professionals often require advanced certifications and work in client-facing roles, whereas Bookkeepers typically perform routine bookkeeping duties within small businesses. Both roles are essential in financial management but differ in scope and complexity.

What are popular job titles related to Crew Financial jobs in Texas?

For Crew Financial jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Crew Financial jobs in Texas look for?

The top searched job categories for Crew Financial jobs in Texas are:

What cities in Texas are hiring for Crew Financial jobs?

Cities in Texas with the most Crew Financial job openings:

Crew Financial jobs near you
Infographic showing various Crew Financial job openings in Texas as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

Financial Advisor

Dallas, TX

Vangard, Inc.
Convention and Trade Show Organizers • 11 - 50 employees
Learn more about Vangard, Inc.external

Full-time

Re-posted 18 days ago

Job description

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.

If you are passionate about helping clients achieve their financial goals and are eager to grow your career in advice, we encourage you to apply!

Responsibilities:

  • Client Engagement:Identify client needs and collaborate with internal partners to deliver effective solutions.
  • Personalized Consultations:Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans.
  • Client Satisfaction:Cultivate deep client relationships and high satisfaction through personalized interactions, leveraging digital experiences and investment planning expertise.
  • Business Development:Partner with sales representatives to onboard new clients into advice.
  • Daily Operations:Lead daily activities in a fast-paced environment, ensuring timely delivery of commitments.
  • Compliance:Maintain accurate client records and ensure adherence to Vanguard's systems, methodologies, and investment guidelines.
  • Acumen Building:Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively. Stay updated on financial planning, capital markets, and the financial services industry.
  • Technological Proficiency:Utilize technology to enhance financial planning discussions and work efficiently with clients virtually.
  • Team Collaboration:Join a supportive team environment with opportunities for personal and professional growth.

Qualifications:

  • 1-2 years of experience in advisory or paraplanner roles.
  • Undergraduate degree required.
  • SIE, Series 65/66 licenses required.
  • This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
  • CERTIFIED FINANCIAL PLANNER certification preferred, with a commitment to pursue the designation. We offer a corporate CFP program to support crew in acquiring the certification.
  • Regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.

Why Join Vanguard?

At Vanguard, we offer a supportive and enriching environment where you can thrive. Here are a few reasons why you should consider starting your career with us:

Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills and knowledge needed to excel in your role.
Career Pathing: We provide clear career progression paths and continuous learning opportunities to help you grow within the company. Click HERE to learn more about building a career in Advice with Vanguard!
Collaborative Environment: You will work as part of a supportive team to help Vanguard advised clients, ensuring you have the resources and support needed to succeed.
Impactful Work: Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Apply