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Forward Financing Jobs in Texas (NOW HIRING)

C3 AI

Forward Deployed Team Lead

Houston, TX · On-site

$90 - $130/hr

C3 AI Forward Deployed Team Leads are senior technical leads who own a commercial or enterprise ... Bring deep expertise in at least one vertical (financial services, healthcare, energy ...

Forward Air

Vice President, Tax

Coppell, TX

... financial performance goals, and long-term business priorities. * Drive the successful integration of Omni Logistics tax operations into the broader Forward Air operating structure, leveraging best ...

Forward Air

Vice President, Tax

Coppell, TX · On-site

... financial performance goals, and long-term business priorities. * Drive the successful integration of Omni Logistics tax operations into the broader Forward Air operating structure, leveraging best ...

Socket.dev

Staff Forward Deployed Engineer

Austin, TX · On-site

$145 - $250/hr

... financial services, healthcare, and technology, we fuel frictionless operations and help ... Staff Forward Deployed Engineers at Reltio are elite builders who operate with the autonomy of a ...

Socket.dev

Staff Forward Deployed Engineer

Dallas, TX · On-site

$145 - $250/hr

... financial services, healthcare, and technology, we fuel frictionless operations and help ... Staff Forward Deployed Engineers at Reltio are elite builders who operate with the autonomy of a ...

Workspire

Director of FP&A

Dallas, TX · On-site

$165K - $215K/yr

Own all forward-looking financial planning activities including monthly forecasting, quarterly outlooks, annual budgeting, and long-range planning * Lead weekly and monthly business performance ...

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All JobsForward Financing JobsForward Financing Jobs in Texas

Forward Financing information

See Texas salary details

$28.4K

$65.6K

$128.6K

How much do forward financing jobs pay per year?

As of Aug 25, 2026, the average yearly pay for forward financing in Texas is $65,561.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $71,700.00 per year, depending on experience, location, and employer.

What is Forward Financing?

Forward Financing is a financial services company that provides working capital solutions to small and medium-sized businesses. They offer flexible funding options, such as merchant cash advances, to help businesses access the capital they need quickly and easily. With a focus on fast approvals and funding, Forward Financing aims to support businesses that may have difficulty obtaining traditional bank loans. The company emphasizes transparency, customer support, and responsible lending practices.

What are the primary responsibilities and challenges faced by team members at Forward Financing?

At Forward Financing, team members typically focus on supporting small businesses through financial solutions, which involves tasks such as evaluating funding applications, providing customer support, and collaborating with underwriting teams. A common challenge is balancing efficiency with thoroughness to ensure clients receive timely funding decisions without compromising accuracy. The work environment is fast-paced and highly collaborative, with frequent cross-departmental communication. Employees often have opportunities to advance by taking on leadership roles or specializing in areas like risk assessment and client relations.

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

To thrive as a Forward Financing professional, you need a solid background in finance, underwriting, and risk assessment, often supported by a degree in finance, business, or a related field. Familiarity with CRM platforms, financial analysis tools, and underwriting systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you build relationships with clients and make sound lending decisions. These competencies are crucial to evaluate funding opportunities, mitigate risk, and support small business clients effectively.

What is the difference between Forward Financing vs Business Loan Specialist?

AspectForward FinancingBusiness Loan Specialist
CredentialsTypically requires financial or business background, sometimes certifications in financeRequires similar financial knowledge, often with banking or finance certifications
Work EnvironmentFinance companies, online platforms, or alternative lending firmsBanks, credit unions, or financial institutions
Industry UsageUsed in alternative financing, invoice factoring, and merchant cash advancesCommon in traditional banking and commercial lending
Job FocusProviding funding solutions to small businesses through specific financial productsAssessing, approving, and managing business loan applications

While both roles involve financial services for businesses, Forward Financing focuses on providing alternative funding options like merchant cash advances, whereas Business Loan Specialists work within traditional banking to evaluate and manage business loans. The roles share similar credentials and work environments but differ in their specific financial products and industry focus.

What are popular job titles related to Forward Financing jobs in Texas?

For Forward Financing jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Forward Financing jobs in Texas look for?

The top searched job categories for Forward Financing jobs in Texas are:

What cities in Texas are hiring for Forward Financing jobs?

Cities in Texas with the most Forward Financing job openings:

Forward Financing jobs near you
Infographic showing various Forward Financing job openings in Texas as of August 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $65,561 per year, or $31.5 per hour.

Guided Solutions Financial Advisor

Allworth Financial

Dallas, TX • On-site

Full-time

Posted 11 days ago

Job description

KEY RESPONSIBILITIES

Client Leadership & Relationship Management

  • Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.
  • Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
  • Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.

Financial Planning & Advisory Delivery

  • Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points framework.
  • Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
  • Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to support holistic client outcomes.
  • Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.

Office Leadership & Culture Contribution

  • Maintain a strong in-office presence and serve as a collaborative, engaged member of the team.
  • Lead by example in professionalism, preparation, and client experience.
  • Actively contributes to office culture, collaboration, and shared accountability.
  • Support team initiatives, mentoring, and knowledge sharing as appropriate.

Performance & Technology Standards

  • Use CRM-driven cadence and prioritization tools to determine which clients to engage, and when, based on an engagement scoring model rather than instinct alone.
  • Maintain a high daily activity standard, consistently meeting call, meeting, and outreach expectations required to effectively manage a high-volume book of business.
  • Continuously seek out and adopt new technology, tools, and workflows that improve efficiency, scalability, and the client experience.
  • Participate actively in daily huddles and weekly goal-setting sessions to align on priorities, share best practices, and track progress.
  • Engage with visual management tools, including whiteboards and KPI dashboards, to track individual and team performance against activity and outcome goals.
  • Contribute ideas and feedback that help refine team processes, engagement strategies, and the use of technology across the office.

Communication & Documentation

  • Communicate planning strategies, recommendations, and investment updates clearly and confidently.
  • Maintain accurate documentation and follow-up in Allworth's CRM system.
  • Provide thoughtful feedback to leadership to support continuous improvement.

REQUIREMENTS

  • CFP or ChFC designation is a plus but not required.
  • Must have Series 65 or 66 (Series 7 and Insurance licenses not required).
  • Minimum one to three years of client-facing wealth management or financial planning experience.
  • Demonstrated ability to operate independently while collaborating effectively within a team.
  • Strong leadership presence with the ability to influence, mentor, and model best practices.
  • High emotional intelligence, professionalism, and discretion.
  • Thrives in an in-office, team-oriented environment.
  • Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.
  • Embraces a data-driven, technology-forward approach to client engagement and daily activity management.
  • Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Apply