2

Remote Ex Financial Advisor Jobs in Texas (NOW HIRING)

Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for ... Remote * Desired start date: Immediately

Remote Travel Advisor- Entry

Dallas, TX · On-site +1

$47K - $56K/yr

We have an exciting opportunity for you to become a Remote Travel Advisor. This role allows you to combine your love for travel with the freedom of working remotely. Have you been booking travel and ...

Financial Analyst, FP&A Capex As a Financial Analyst, FP&A Capex at Switch, you will support the ... Flexibility & Remote Opportunities - Whether in-office, hybrid, or fully remote, we offer the ...

The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing ...

The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing ...

Sr. Financial Planning Strategist

Houston, TX · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Remote Tax Manager

Dallas, TX · Remote

$140K - $180K/yr

Remote Tax Manager will lead tax engagements and serve as a trusted advisor, building strong ... Available to work between the normal business day (ex. 9am to 5pm) to be responsive to client ...

... growing remote sales organization. This individual partners directly with the CAO, executive ... Serve as chief financial advisor to functional and site leaders across Florence and Pahrump ...

Senior Tax Advisor

Dallas, TX · On-site +1

$100K - $150K/yr

Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial ...

Remote based in San Antonio, TX About Us At Alonso & Alonso, we provide personalized attention and ... Serve as a strategic financial advisor to the Chief Executive Officer, Chief Operating Officer ...

Showing results 21-40

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

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?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

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

The most popular types of 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:

Infographic showing various Remote Ex Financial Advisor job openings in Texas as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Vice President, Investment Banking - Renewables

Agentis Capital

On-site, Remote

Full-time

Re-posted 29 days ago


Job description

Our Firm
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