Southlake, TX

Finance Jobs in Southlake, TX

2 jobs found

Include remote jobs

27d ago

Sullivan Financial Partners Southlake, TX

Southlake, TX

27d ago

$60k - $190k/yr Full time Advisor Asset & Wealth Management Associate Financial Advisor

Financial Advisor role in Southlake, TX focused on client-first planning, fiduciary standards, and portfolio management.

Build tailored financial strategies covering retirement, investments, tax planning, and estate needs to support clients’ financial and life goals.
Manage client portfolios on an ongoing basis, including providing timely recommendations and maintaining integrity and transparency.
Organize and lead community events, seminars, and prospect meetings to build trust and strengthen client relationships.
Collaborate with a dedicated team to improve the client experience and stay current on industry trends.
Serve as a licensed fiduciary, prioritizing clients’ best interests while maintaining strict compliance and ethical standards.

2–10 years of experience as a licensed financial advisor (minimum 2 years required).
Hold a Series 65 license (or a Series 7 and 66 equivalent).
Ideally have a Life & Health Insurance license.
Open to candidates with or without an existing book of business.
Proactive approach with insight and motivation to help others achieve financial clarity and freedom.
Strong technical capability combined with a genuine commitment to service.
Ability to simplify complex financial topics, develop authentic client relationships, and consistently lead with integrity.
Value collaboration, align with the firm’s mission and values, and pursue personal and professional growth.

Ongoing Specialized Training
Comprehensive business infrastructure including:
- Fully equipped office space
- Administrative support
- Case design assistance
- Technology platforms
- Compliance oversight
- Marketing resources
40–60 firm-hosted events annually, including seminars, educational workshops, and movie nights
Medical, Dental, and Vision Coverage
401(k) Plan
Unlimited PTO & Paid Holidays
Team Events
Work-Life Balance: Monday-to-Friday schedule
Supportive and Collaborative Culture

Job Type: Full-time
Work Location: In person
Location: Southlake, TX (onsite)
Ability to Commute: Southlake, TX 76092 (Required)
Ability to Relocate: Southlake, TX 76092 (Relocate before starting work, Required)

8mo ago

LHH US Southlake, TX

Southlake, TX

8mo ago Closed

$75k - $80k/yr Full time Senior Accountant Accounting

This position is no longer accepting applications (closed Apr 18, 2026).

Southlake, TX. Hybrid role with in-office presence required three days per week.

Record and review activity in the general ledger, including accruals, G&A expenses, and sales deductions.
Develop and maintain financial reports for internal and external stakeholders.
Prepare and review monthly balance sheet reconciliations.
Provide support for planning and budgeting processes for external customers.
Support year end and interim external audits.
Perform other analytical duties as required.

Bachelor degree in Accounting, Finance, or a related field.
1 to 3 years of accounting experience in general accounting, financial reporting, or public accounting.
Intermediate Excel skills.
Strong verbal and written communication skills and solid organizational abilities.

Salary range of $75,000 to $80,000 per year.
Medical, dental, and vision insurance; life insurance; short term disability; additional voluntary benefits.
Employee Assistance Program, commuter benefits, and 401(k) plan.
Paid leave options including paid sick leave as required by law, other paid leave as required by federal, state, or local law, and holiday pay upon eligibility.