Financial Services Professional

3 weeks ago


Houston, Texas, United States Exacta Bookkeeping & Tax Services Full time

We are seeking a highly skilled Financial Services Professional to join our dynamic Accounting Team.

The ideal candidate will have a strong background in accounting, excellent communication skills, and the ability to work well under pressure.

We offer a competitive salary of $72,500 per year, plus $7,000 in average annual commissions, and opportunities for career advancement.

About Us

Exacta Bookkeeping & Tax Services is a full-service bookkeeping company that offers bookkeeping, accounting, payroll, and tax services. We have been servicing the Greater Austin area for many years and have multiple locations.

Requirements
  • QuickBooks Enterprise (Desktop) experience
  • MS Office proficiency
  • Audit journal entries
  • Financial statement analysis
  • Tax preparation


  • Houston, Texas, United States Clark Financial Services Full time

    About the RoleAs a representative of Clarks Financial Services, you will be responsible for helping American families secure their financial futures through our range of products, including mortgage protection, term life insurance, and debt elimination programs. This 100% remote position offers flexibility and autonomy, with opportunities for advancement and...


  • Houston, Texas, United States Equitable Services Full time

    About Us:At Equitable Services, we're dedicated to helping individuals and organizations build fulfilling futures. Our mission is grounded in stability, innovative solutions, and a commitment to our clients.About the Role:We're seeking a highly motivated Retirement Benefits Group (RBG) Financial Professional to join our team. This role offers a defined...


  • Houston, Texas, United States Business & Financial Solutions, Inc. Full time

    About UsBusiness & Financial Solutions, Inc. is a reputable small CPA firm established in 2004, with a strong focus on remote operations since 2005.We pride ourselves on being a fair employer, while maintaining high standards for timely and efficient service delivery.Position DescriptionThis full-time remote position offers an exciting opportunity for a...


  • Houston, Texas, United States Clark Financial Services Full time

    Unlock Your Earning Potential as a Financial Services Career OpportunityAre you looking for a career that offers flexibility, autonomy, and unlimited earning potential? Look no further! As a Financial Services Career Opportunity, you will have the chance to work from home and provide mortgage protection coverage to homeowners, offering various financial...


  • Houston, Texas, United States Cetera Investment Services LLC Full time

    Job DescriptionCetera Investment Services LLC is seeking a highly motivated and skilled Financial Advisor to join our team. This role requires strong communication and interpersonal skills, as well as the ability to analyze customer needs and provide tailored financial solutions.Key ResponsibilitiesAnalyze customer risk tolerance, income, assets,...


  • Houston, Texas, United States Strategic Financial Group Full time

    Take your first step towards a fulfilling career in financial services with Strategic Financial Group. Our Entry-Level Financial Advisor position offers a dynamic and supportive environment where you can grow professionally and make a meaningful impact on clients' lives.About the RoleWe are seeking a highly motivated and results-driven individual to join our...


  • Houston, Texas, United States SNI Financial Full time

    Requirements for SuccessBachelor's or Master's degree in Accounting.5+ years of experience in public or industry accounting, including 2+ years in preparing or reviewing tax provisions.CPA preferred.Excellent communication skills and the ability to build strong partner relationships.This position offers a unique opportunity for professional growth and...


  • Houston, Texas, United States Strategic Financial Group Full time

    Become a Trusted AdvisorIn this exciting role as a financial services professional at Strategic Financial Group, you'll have the opportunity to forge long-lasting relationships with clients and help them achieve their financial goals. You'll work closely with our team to provide expert guidance on financial planning, risk management, and estate planning,...


  • Houston, Texas, United States Napoli Financial Full time

    About the RoleWe are looking for an experienced sales professional to work with our clients, providing personalized advice and solutions to meet their financial goals. As a Life Insurance Sales Representative, you will have the opportunity to earn an average commission of $500 per sale and enjoy a range of benefits.


  • Houston, Texas, United States Heritage Financial Investment Full time

    Heritage Financial Investment is seeking experienced Business Development Associates to join our team of Financial Services Consultants. As a Sales Representative, you will work with clients to identify their financial needs and provide personalized solutions.Key responsibilities include identifying new business opportunities, building relationships with...


  • Houston, Texas, United States Global Financial Impact - Brian Garcia Full time

    Company OverviewAt Global Financial Impact, we are a dynamic organization committed to empowering individuals with the tools and resources needed to achieve financial success. Our mission is to provide unparalleled services that meet the unique needs of our clients.SalaryThe salary for this role ranges from $36,000 to $125,000 per year, offering unlimited...


  • Houston, Texas, United States Faction Financial Full time

    About Faction FinancialFaction Financial is a leader in the insurance industry, dedicated to empowering professionals and creating a culture of excellence. Our organization prioritizes transparency, ethical practices, and high-quality lead generation.Job ResponsibilitiesYou will play a key role in building relationships, providing insurance solutions, and...


  • Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full time

    About the JobWe are seeking a highly skilled Financial Services Professional to join our Advisory Team at Signature Estate & Investment Advisors, LLC. As a key member of our team, you will provide exceptional service to clients, conduct financial analysis, and develop comprehensive investment plans.Key ResponsibilitiesProviding top-notch customer service and...


  • Houston, Texas, United States Experior Financial Group Full time

    As a representative of Experior Financial Group, you will be involved in promoting our business opportunity across various investment vehicles. This role is perfect for individuals looking to increase their knowledge and income without compromising their full-time occupation.We offer a high commission structure, where non-licence agents can earn up to 70%...


  • Houston, Texas, United States Freddie Noble - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Freddie Noble - State Farm Agent.About the RoleAs a key member of our agency, you will be responsible for developing and maintaining client relationships in insurance and financial services. You will provide clients with comprehensive financial...


  • Houston, Texas, United States Raymond James Financial Incorporated Full time

    As a Client Service Associate at Raymond James, you will play a vital role in providing exceptional support to our financial advisors and their clients. This dynamic position requires a motivated, detail-oriented individual who can excel in a fast-paced environment.Key ResponsibilitiesManage client interactions, including phone calls, emails, and in-person...


  • Houston, Texas, United States The Fitzpatrick Group Full time

    Job TitleFinancial Services ProfessionalAbout UsThe Fitzpatrick Group is a mission-driven company focused on revolutionizing the financial services industry. Our goal is to provide education and guidance to clients, empowering them to make informed decisions about their finances.


  • Houston, Texas, United States Metal Steel Fabrication company Full time

    Job OverviewWe are seeking a highly skilled Financial Services Professional to join our team. This role involves processing accounts payable and receivable transactions, maintaining financial records, and preparing financial reports. The ideal candidate will have 2+ years of accounting experience and proficiency in Microsoft Office Suite.Company...


  • Houston, Texas, United States Search Services Full time

    Overview of the JobWe are seeking a highly skilled Financial Services Manager to join our team at Search Services. The ideal candidate will have extensive knowledge and experience in individual, corporate, partnership and trust tax return preparation, planning and research as well as proven management abilities.Key ResponsibilitiesThe Financial Services...


  • Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full time

    About the RoleThis is a fantastic opportunity for a talented Financial Services Professional to join our dynamic team at Signature Estate & Investment Advisors, LLC. As an Investment Planning Advisor, you will be responsible for providing expert advice and guidance to clients, helping them achieve their financial goals and objectives.Key...