Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for ... Remote * Desired start date: Immediately
Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for ... Remote * Desired start date: Immediately
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El Paso, TX · On-site +1
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Dallas, TX · On-site +1
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Dallas, TX · On-site +1
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Plano, TX · On-site +1
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Houston, TX · On-site +1
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Houston, TX · On-site +1
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Houston, TX · On-site +1
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Client Support Advisor
Houston, TX · On-site +1
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Client Support Advisor
Houston, TX · On-site +1
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Houston, TX · On-site +1
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Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our ... This is a remote opportunity. About us: Triad is one of the most established and trusted ...
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Houston, TX · On-site +1
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Dallas, TX · Remote
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Remote Tax Manager
Dallas, TX · Remote
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Financial Analysis Specialist Advisor
Dallas, TX · On-site +1
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Financial Analysis Specialist Advisor
Dallas, TX · On-site +1
$72K - $135K/yr
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Dallas, TX · On-site +1
$72K - $135K/yr
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Financial Analysis Specialist Advisor
Dallas, TX · On-site +1
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2027 Wealth Management Virtual Engagement Associate (VEA) Program | Dallas, TX
Dallas, TX · On-site +1
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2027 Wealth Management Virtual Engagement Associate (VEA) Program | Dallas, TX
Dallas, TX · On-site +1
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Dallas, TX · On-site +1
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Financial Wealth Advisor (Advisory Team)
Dallas, TX · On-site +1
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Remote Ex Financial Advisor information
What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?
| Aspect | Remote Ex Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, Series 7/66, State licenses | CFP, Series 7/66, State licenses |
| Work Environment | Client consultations, portfolio management, compliance | Client meetings, financial analysis, planning |
| Employer & Industry Usage | Financial firms, banks, independent advisors | Financial advisory firms, banks, independent planners |
| Search & Comparison Intent | Yes | Yes |
Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.
Can a remote ex financial advisor work remotely?
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The most popular types of Ex Financial Advisor jobs in Texas are:
What are popular job titles related to Remote Ex Financial Advisor jobs in Texas?
For Remote Ex Financial Advisor jobs in Texas, the most frequently searched job titles are:
- Military Financial Advisor
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- Junior Financial Advisor
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What job categories do people searching Remote Ex Financial Advisor jobs in Texas look for?
The top searched job categories for Remote Ex Financial Advisor jobs in Texas are:
What cities in Texas are hiring for Remote Ex Financial Advisor jobs?
Cities in Texas with the most Remote Ex Financial Advisor job openings:

Full-time
Re-posted 29 days ago
Job description
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and several of our past vice presidents have been recognized as future leaders in the industry. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.,
The Opportunity
As Vice President, you will play a pivotal leadership role in leading our North American financial advisory practice. You will be expected to pitch financial advisory mandates, manage complex transactions concurrently, build and train a growing team of practitioners, and consistently provide high-quality, bespoke services to our clients. This role requires a strategic mindset, strong leadership skills, a deep understanding of the infrastructure finance landscape, and expertise in deal management and technical delivery.
Key Responsibilities
- Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution;
- Lead transaction teams to successfully execute financial advisory mandates;
- Mentor, develop, and manage junior team members;
- Develop and maintain relationships with clients and key stakeholders within the infrastructure sector;
- Identify, develop, and pitch financial advisory opportunities; and
- Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space.
Our Differentiators
- Exceptional level of responsibility on complex transactions across verticals and financial products;
- Opportunities to work on global transactions;
- Continuous internal training and leadership development programs;
- Competitive compensation, employee ownership, and comprehensive benefits package;
- Paid sabbatical every two years of employment;
- Entrepreneurial culture with a clear path to partnership; and
- Access to principal investment opportunities alongside Partners.
Your Skills and Experience
- Minimum six years of relevant experience in infrastructure finance as a sponsor or as a financial advisor;
- Strong deal management and technical delivery capabilities;
- Demonstrated ability to structure and execute infrastructure mandates;
- Successfully closed challenging infrastructure transactions;
- Strong business development and client relationship skills;
- Exceptional communication and interpersonal skills;
- Ability to work with geographically dispersed teams;
- Ability to work under pressure and consistently deliver high-quality work with strict deadlines to meet team and client objectives; and
- Willingness and ability to travel.
Position Type
- Permanent Full-Time
- Location: Remote
- Desired start date: Immediately