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Professional Financial Jobs in Texas (NOW HIRING)

Travis County

Financial Analyst

Austin, TX · On-site +1

$61K - $70K/yr

Under moderate supervision, performs professional financial duties using standardized methods and procedures in accordance with Generally Accepted Accounting Principles (GAAP) and Federal, State and ...

Travis County, TX

Financial Analyst

Austin, TX · On-site +1

$61K - $70K/yr

Under moderate supervision, performs professional financial duties using standardized methods and procedures in accordance with Generally Accepted Accounting Principles (GAAP) and Federal, State and ...

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Texas?

The most popular types of Financial jobs in Texas are:

What cities in Texas are hiring for Professional Financial jobs?

Cities in Texas with the most Professional Financial job openings:

Professional Financial jobs near you

Software Sales Professional - Financial Services

ARGO

Richardson, TX

$70K - $84K/yr

Full-time

Re-posted 5 days ago

Job description

Company Description

ARGO is a leading provider of software and analytics solutions for both the financial services and healthcare industries. ARGO transforms business processes for financial service providers and healthcare organizations using proven business models and software innovation informed by real customer challenges, breakthrough technology, and rich analytics.

Job Description

We have current openings to expand our Software Sales team within our Financial Services division. If you are looking to join a team with proven success in the industry and meet the following criteria, please submit your profile and resume online so that we can contact and schedule you for a potential interview.
MINIMUM REQUIRED EXPERIENCE:


Bachelor's degree in a relevant field
3+ years of Financial Services Software Sales experience
Teller, Fraud, Sales & Services or Lending background is preferred
Average prior sales size of $500,000 - 2 million
Must be able to work from our Richardson, TX office
Must be able to travel up to 30% at times
COMPENSATION:
Compensation will comprise of a base salary plus incentive/commission model
ADDITIONAL REQUIREMENTS:

Applicants for U.S. or Canadian based positions with ARGO must be legally authorized to work in the United States or Canada. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for any ARGO positions.

Qualifications

Bachelor's degree in a relevant field
3+ years of Financial Services Software Sales experience
Teller, Fraud, Sales & Services or Lending background is preferred
Average prior sales size of $500,000 - 2 million
Must be able to work from our Richardson, TX office
Must be able to travel up to 30% at times

Additional Information

All your information will be kept confidential according to EEO guidelines.

Apply