UNKNOWN

FEED

Impactu003c/strongu003eu003c/h3u003enu003culu003enu003cliu003ePartner directly with business stakeholders to find high-value workflows and turn their needs into clear, prioritized agentic solutionsu003c/liu003enu003cliu003eDesign and build production agents that reason over and act on Farther's data model and vendor integrations (custodians, CRM, planning and other third-party systems)u003c/liu003enu003cliu003eMake architectural decisions that favor scalable, strategic solutions over one-off fixes, using strong software engineering practices (testing, code review, CI/CD, infrastructure as code)u003c/liu003enu003cliu003eBuild and maintain the integrations that connect agents to internal services and external vendor platformsu003c/liu003enu003cliu003eOwn production readiness: set up monitoring, alerting, logging and evaluation so agent behavior is observable, reliable and safeu003c/liu003enu003cliu003eLead complex rollouts to business-facing usersu003c/liu003enu003cliu003eTrain and support users so they can confidently use agentic tools in their daily worku003c/liu003enu003cliu003eTrack adoption and business impact, and feed what you learn from real usage back into the product roadmapu003c/liu003enu003cliu003eSet guardrails and access controls suited to a regulated financial environmentu003c/liu003enu003c/ulu003enu003ch3u003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/h3u003enu003culu003enu003cliu003e5+ years of professional Software engineering experience using Python, SQL, HTTP, AWSu003c/liu003enu003cliu003eA track record of designing systems that scaleu0026nbsp;u003c/liu003enu003cliu003eHands-on experience with AI coding tools such as Claude Code, and a workflow built around using them effectivelyu003c/liu003enu003cliu003eProfessional experience building AI Agents, (Claude Managed Agents or Anthropic Claude Agent SDK preferred)u003c/liu003enu003cliu003eDeep understanding of cloud and serverless architectures (AWS Bedrock AgentCore preferred). Then you will own the rollout: monitoring, integrations, user training and ongoing iteration until the solution is a trusted part of how Farther works.u003c/pu003enu003cpu003eYou need both sound engineering and architectural judgment and real business judgment: knowing what to build, what to leave out, and what "done" means to the people using it.u003c/pu003enu003ch3u003eu003cstrongu003eYour

Farther Finance

Senior Agentic Engineer

ea_via_bold

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Equitable Financial Life Insurance Company

Financial Professional - Retirement Benefits Group - TX, Houston (5255)

linkup_via_bold

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Financial Professional - Retirement Benefits Group - TX, Fort Worth (5250)

Vendor & System Ownership: Manage key vendor and platform relationships (DTCC, proxy vendors, custodians), and contribute to platform enhancements (FIS, XSP/Phase3, AIP). In this role you will own the full event lifecycle-from announcement through allocation and reconciliation-across equities, ETFs, mutual funds, and fixed income (with expansion into alternatives and listed options).

YEAR

Altruist

Senior Corporate Actions Analyst

Team Collaboration: Actively engage with the AM and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions. The key responsibilities include, but are not limited to: Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies and client data to provide valuable insights that support the sales efforts of the territory team.

Pacific Investment Management Co LLC

Account Associate, Internal Sales (Austin, TX)

The team works closely with Operations, Compliance, Risk, Technology, and business stakeholders on a wide variety of strategic initiatives involving financial market infrastructure, customer asset protection, custody and asset servicing, payments, digital assets, and emerging operational frameworks. The successful candidate will work across a variety of legal and regulatory topics affecting financial operations, including customer asset protection, securities processing and settlements, payments, corporate actions, financial market infrastructure, digital assets, and related areas.

Morgan Stanley

VP, Operations & Strategic Advisory Counsel

At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. As Altruist enters an expansion phase for our revolutionary product offering, we're seeking an experienced Senior Settlements Operations Analyst to help position us for future growth and success.

Senior Settlements Analyst

FULL_TIME

Assists in providing special requests for customers such as daily individualized service, accounting of credit/debit balances, providing stock quotes, price histories, news and various information available. Position Scope : Works with Portfolio Managers and operations staff to ensure the timely and accurate servicing of clients’ accounts.

Oxbow Advisors

Client Service Associate

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

HOUR

Wedbush Securities

Registered Client Service Associate

ATSOndemand

Have an Enterprise Mindset: you invest in marketing; you purchase quality consumer leads; you recruit exceptional producers; you leverage technology and data to your advantage as well as develop strong, symbiotic relationships with other leaders in their communities such as: Mortgage professionals; Realtors; Banking professionals; Financial advisors; Commercial lenders; CPAs; Attorneys; Chamber of Commerce organizations; Local business owners; Other Centers of Influence in the community. Successful agency owners often come from: Executive Leadership; Medical Device Sales; Technology & SaaS; Financial Services; Commercial Banking; Commercial Real Estate; Business Ownership; Automotive Sales Leadership; Recruiting & Staffing Company Owners; B2B Sales.

Farmers Insurance District 3504

Insurance Agency Owner

sourcestack_via_bold

This is a rare opportunity to sit at the strategic center advising Family Office across investments, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams.

Casoro Group

Managing Director - Family Office Advisory

As Senior Analyst, Trading Credit Risk (Margin & Options), you will be a first line of defense for credit and market risk: working daily in core risk systems, catching exposure early, and escalating with sound judgment. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.

Senior Trading Credit Risk Analyst (Margin & Options)

We're hiring a Manager, Trading Credit Risk (Margin & Options) to own the credit and market risk framework that keeps these products safe: house margin requirements, stress testing, concentration and liquidity surveillance, and the escalation decisions that protect clients and the firm. Genuinely curious about AI: you actively experiment with AI tools to triage exceptions, analyze risk data, draft documentation, and automate repetitive surveillance, and you want to help define how AI is used in credit risk.

Manager, Trading Credit Risk (Margin & Options)

At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations.

Product Specialist, Rebalancing

ADAPTED_NOW

Columbia Bank is growing its Healthcare Banking platform, and we’re looking for a driven, relationship-first professional to help us serve the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOBs). Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Bank

Healthcare Relationship Manager

Umpqua Bank

Strategic Financial Group (SFG), a MassMutual firm, is a full-service financial planning practice that's served the Houston community since 1903 — helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. You'll play a key role in developing strategic financial plans, analyzing financial data, forecasting trends, and working closely with our team to ensure client satisfaction and success.

Strategic Financial Group

Financial Services Professional

JobScore

This role is responsible for driving consistent, predictable prospect meeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine. This role is ultimately accountable for ensuring we consistently hit our weekly prospect meeting targets through a combination of team performance, conversion optimization, and hands-on execution.

Willis Johnson Wealth

Sales Manager

Own the function's controls: daily cash and bank reconciliations with exception escalation, SEC Rule 15c3-3 reserve inputs, principal approval of disbursements, and AML, OFAC, and fraud escalation. Deliver accurate, on-time cash positioning and funding inputs for liquidity forecasting and bank account funding, and partner with Finance and Treasury on funding decisions and escalations.

Director Of Cashiering & Treasury

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eThe billing team is responsible for developing and executing the billing process for all of the services we provide to our advisory clients. As a Billing Associate, you will ensure timely and accurate processing of monthly and quarterly billing cycles while driving continuous improvement of our billing operations.

Billing Associate

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Wealth Advisor Jobs in Texas

Senior Agentic Engineer Farther Finance

Financial Professional - Retirement Benefits Group - TX, Houston (5255) Equitable Financial Life Insurance Company

Financial Professional - Retirement Benefits Group - TX, Fort Worth (5250) Equitable Financial Life Insurance Company

Senior Corporate Actions Analyst Altruist

Account Associate, Internal Sales (Austin, TX) Pacific Investment Management Co LLC

VP, Operations & Strategic Advisory Counsel Morgan Stanley

Senior Settlements Analyst Altruist

Client Service Associate Oxbow Advisors

Registered Client Service Associate Wedbush Securities

Insurance Agency Owner Farmers Insurance District 3504

Managing Director - Family Office Advisory Casoro Group

Senior Trading Credit Risk Analyst (Margin & Options) Altruist

Manager, Trading Credit Risk (Margin & Options) Altruist

Product Specialist, Rebalancing Altruist

Healthcare Relationship Manager Columbia Bank

Financial Services Professional Strategic Financial Group

Sales Manager Willis Johnson Wealth

Director Of Cashiering & Treasury Altruist

Billing Associate Farther Finance

J.P. Morgan Wealth Management - Private Client Advisor - Cedar Park, TX JPMorgan Chase & Co

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