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Finance Rotation Jobs in Texas (NOW HIRING)

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See Texas salary details

$39.1K

$115.8K

$157.4K

How much do finance rotation jobs pay per year?

As of Jun 6, 2026, the average yearly pay for finance rotation in Texas is $115,829.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,000.00 and $156,500.00 per year, depending on experience, location, and employer.

What is a Finance Rotation job?

A Finance Rotation job is a structured program where employees gain experience in different finance functions within a company. Participants rotate through various departments, such as financial planning, accounting, treasury, and risk management, over a set period. This allows them to develop a broad skill set, understand how different finance roles interconnect, and identify their career interests. Many programs also provide mentorship and training to support professional growth. Finance rotation programs are often designed for early-career professionals or recent graduates looking to build a strong foundation in finance.

What are the key skills and qualifications needed to thrive in the Finance Rotation position, and why are they important?

To thrive in a Finance Rotation, you need strong analytical skills, proficiency in financial modeling, a foundational knowledge of accounting, and at least a bachelor’s degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, SAP, Oracle, and sometimes financial certifications like CFA Level I are often expected. Outstanding adaptability, teamwork, and communication skills help candidates excel as they rotate between different finance functions and collaborate with various teams. These capabilities are crucial for quickly learning diverse aspects of finance, effectively contributing to each assignment, and successfully navigating a variety of business challenges.

What is the typical structure and sequence of assignments in a Finance Rotation program?

A Finance Rotation program usually consists of several assignments, each lasting from a few months up to a year, across different financial functions such as corporate finance, financial planning & analysis, internal audit, and treasury. Participants typically rotate through two to four distinct departments, gaining broad exposure to the company's financial operations while working under the guidance of experienced professionals. This structured approach helps you build a well-rounded skill set, understand diverse processes, and identify your preferred finance specialization. Upon successful completion, many participants transition into specialized full-time roles within the organization, making the program a strong launching pad for their finance careers.

What are popular job titles related to Finance Rotation jobs in Texas? For Finance Rotation jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Finance Rotation jobs in Texas look for? The top searched job categories for Finance Rotation jobs in Texas are:
Finance Rotation jobs near you

Financial Solutions Advisor - Central Houston Area

Bank of America

Houston, TX • On-site

Full-time

Posted 17 days ago

Job description

Job Description:
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. We do this by driving Responsible Growth and delivering 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!
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:
  • Bi-lingual Spanish speaking
  • 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:
  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

Schedule: Monday - Friday and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40

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