Finance Advisor Jobs in Santa Fe, TX

Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time. What are the statistics? 62% of American's live paycheck to paycheck The average American has 4,000 in their savings account The median American account balance has 35,000 in their retirement account Only 58% of people own stock Finances are the #1 cause of divorce in America Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education. We are looking for individuals who are passionate about impacting their community and making a difference. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves. A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision. Responsibilities (will be learned through our training program): Provide support to clients Build and maintain a portfolio of client assets Meeting/onboarding prospective clients Qualifications: Bachelor's Degree (Any Major) Interest in financial markets Excellent interpersonal skills Job Type: Full-time Benefits: Dental insurance Health insurance Vision insurance Physical setting: Office Supplemental pay types: Salary + Commission Pay Ability to commute/relocate: Houston, TX 77077: Reliably commute or planning to relocate before starting work (Required) Work Location: In person

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down. What you will do: The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. The Financial advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances Advising the customer regarding the advantages, risks, and disadvantages of different products Developing internal referral resources to identify customers Identifying external prospects and expanding new client relationships Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales Maintaining all necessary licenses and registrations as required Successfully completing all mandatory training in a timely manner Maintaining superior and courteous service to promote products and expand customer relationships Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include: FINRA Series 7, 66, (65 and 63) (Required) State Life & Health Insurance License of state where applying Strong sales, marketing, and business development skills 2 years of experience in finance, insurance and/or banking Cetera Investment Services Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Full training and mentorship program in sales, finance, leadership, and entrepreneurship. 100% Commissions based opportunity with uncapped earnings. No prior experience required. Ready to be your own boss? Let's turn your passion into a paycheck! (What you'll do…) Offer services such as insurance, disability, retirement, and investment accounts to set clients up for financial success Provide ongoing advising to clients while generating future security for families. Growing your network and creating long lasting relationships. A career path that could change everything. Here's how… (How we prepare you...) Receive personalized coaching from an experienced development director and successful advisor Pairing with a mentor to strategize for your business plan and support you every step of the way Equip you with tools to support your clients and live up to your promise do to what's right while creating a better future. Consistent development discussions to scale your business and provide opportunities for growth to lead a team, shaping the future of financial reps If you've considered starting a business, this may be what you're looking for. (What do you gain?) A flexible environment that is best for you and your client's needs. Uncapped earning potential Be the creative director Unmatched network of people and opportunities Financial freedom is closer than you think… (Benefits) Medical insurance, dental, and vision, pension, group life Support for necessary licensing (Life & Health, SIE, and Series 6) Compensation in the form of commissions, fees, incentive programs, and bonuses Annual recognition company wide Revenue streams Renewable income Prior experience is not necessary. We have an award winning training program to teach you everything you need to be successful. If you have an entrepreneurial spirit with a relentless grit mentality, this opportunity will provide you with an unimaginable return. For more information, feel free to visit our site (****************************************************** and enjoy these videos highlighting a day in the life as an advisor: ******************************************* ******************************************* ******************************************* Interview Process The following stages are strategically sequenced to provide true insight into the complexity of the opportunity. We wanted to paint a clear picture to allow you to make an informed decision. 5 minute call with recruiter - learn the basics to make sure this is a good fit 5 minute survey to get you matched with your potential mentor 30 minute zoom interview to discuss the basics Connect with Chief Recruiting Officer Market Assement Mentor meeting to learn the day to day and how this opportunity will fit into your life Compensation Conversation Final interview with owner of the firm

Group Description: The Jefferies Energy team represents one of the largest dedicated Energy sector investment banking teams in the world. Our unique structure combines corporate finance and advisory capabilities with a large technical team of geologists and engineers collectively delivering superior financial solutions through industry and banking expertise. With our nearly 100 person team, we provide investment banking capabilities throughout the energy value chain including Upstream, Midstream, Oilfield Services, and ESG. Position: The Energy Team is actively looking for an Analyst to join our team in Houston. Primary Responsibilities: Preparing and participating in the delivery of client presentations. Compiling a variety of financial analyses such as valuation, ECM scenarios, and three statement operational models. Analyzing business plans and participating in due diligence sessions. Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s. Participating actively in drafting sessions. These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Energy team are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. Requirements: Bachelor's degree from an accredited college or university AND 1+ years of Investment Banking or Equity Research experience covering the Energy sector Proficient in financial modeling and detailed company summary report preparation Live in Houston or willing to relocate. Resourceful self-starter; able to work autonomously. Demonstrated team player and leader with a strong work ethic. Strong technical, written and verbal communication skills. Strong valuation skills and significant valuation experience. Ability to manage a variety of transactions and projects simultaneously. The salary range for this role is $110,000 - $125,000 The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2023 was $117,359.7 In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************** About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength 2 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients10 • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products) • Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology, please see ********************************************************************* . 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023) 3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023. 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 7. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 8. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 9. Dividends are not guaranteed. 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. AR10511_052024 SMRU5029909 (Exp.06.30.2025)

Wealth Advisor - Houston, Texas The Anderson Search Group has been engaged by a $600 million RIA in Houston to identify a Wealth Advisor. Because of this client's investments into technology and system processes and infrastructure, they are able to compete with multi-billion dollar firms while maintaining a close, family type culture. This firm is on a very aggressive growth trajectory and this is the perfect time to join them! The Ideal Candidate Shall Possess: Clean U4 and Series 7 5+ years of comprehensive financial planning and investment management experience Proven track record for developing their own book of business focused on the acquisition and service of HNW clients with a minimum of $10 million to invest Portable book The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Aurex Group is partnered with a Tier 1 Private Equity firm looking to hire an Investment Associate with >5 years of experience in energy investments. Direct experience working with investments in power gen/storage assets and infrastructure is required, and this role will play a critical role in investment analysis, financial due diligence, and help form part of the investment team. Overview: Due diligence and analysis for new asset investments across North America Support negotiations and execute agreements Create and review financial models Requirements: Experience with M&A, corporate development, and/or principal investment within the energy sector Direct experience working with investments in alternative/renewable power gen/storage assets and infrastructure would be preferred, however O&G, Upstream, Midstream candidates can be considered Ideal candidates will have an understanding of power and electricity markets, project development and project finance Ability to create and review DCF and three-statement models and utilize VBA to create macros If you believe this opportunity is right for you, please send your CV by using the "Apply Now" button below. To view similar opportunities or express interest in related positions, please visit our website ****************** and follow us on LinkedIn ****************** AWEBa

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants in the Houston, TX area. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Houston, TX area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) CFP preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Headquartered in Houston, Texas, Summit Midstream Corporation (NYSE: SMC) is a value-driven corporation focused on developing, owning and operating midstream energy infrastructure assets that are strategically located in unconventional resource basins, primarily shale formations, in the continental United States. We currently operate natural gas, crude oil and produced water gathering systems in four unconventional resource basins: the Williston Basin in North Dakota, which includes the Bakken and Three Forks shale formations; the Denver-Julesburg Basin, which includes the Niobrara and Codell shale formations in Colorado and Wyoming; the Fort Worth Basin in Texas, which includes the Barnett Shale formation; and the Piceance Basin in Colorado, which includes the liquids-rich Mesaverde formation as well as the emerging Mancos and Niobrara Shale formations. Our systems and the basins they serve are as follows: the Polar & Divide system, which serves the Williston Basin; the DFW Midstream system, which serves the Fort Worth Basin; the Grand River system, which serves the Piceance Basin; and the Niobrara G&P system, which serves the DJ Basin. SMC has an equity investment in and operates Double E Pipeline, LLC, which is natural gas transmission infrastructure that provides transportation service from multiple receipt points in the Delaware Basin to various delivery points in and around the Waha Hub in Texas. We generate a substantial majority of our revenue under primarily long-term and fee-based gathering agreements with our customers. The majority of our gathering agreements are underpinned by areas of mutual interest (“AMIs”) and minimum volume commitments (“MVCs”). Our AMIs provide that any production drilled by our customers within the AMIs will be shipped on our gathering systems. The MVCs are designed to ensure that we will generate a minimum amount of gathering revenue over the life of each respective gathering agreement. The fee-based nature of the majority of the gathering agreements enhances the stability of our cash flows and limits our direct commodity price exposure. Since our formation in 2009, our management team has established a track record of executing this strategy through the acquisition and subsequent development of DFW Midstream, Grand River, Polar & Divide, Niobrara G&P, and Double E Pipeline. Summit Midstream is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Relocation: No Relocation assistance provided. Work Sponsorship: Summit Midstream will only employ those who are legally authorized to work in the United States. Any offer of employment is contingent upon the Company receiving satisfactory results from a pre-employment drug screening, a criminal background check, and reference checks and your satisfaction of all other applicable fitness for duty requirements. Summary: The Corporate Development & Finance Analyst or Associate will play a key role in executing SMC's corporate strategy by (i) preparing and maintaining financial models, various financial analyses and reports to assist leadership in making data-driven informed decisions, (ii) assisting in the execution of various strategic alternatives including potential organic growth projects, mergers, acquisitions, divestitures, capital raises, etc., (iii) assisting in existing and prospective investor communications and outreach, (iv) providing research and analytical support regarding the energy markets and overall capital markets and (v) evaluating energy transition opportunities. The Corporate Development & Finance Analyst or Associate will work frequently and have interactions with senior and C-suite leadership of SMC. Principal Duties & Responsibilities: Maintain and develop detailed financial projection models for SMC and its various operating subsidiaries Develop internal materials for senior leadership and the board that evaluate historical and projected business trends, energy and capital market trends, the financial impact and rationale for potential strategic alternatives, and other information as requested Prepare external presentation materials, press releases and other materials necessary to facilitate potential transactions, investor conferences, quarterly earnings, meetings with current and prospective investors, and various other situations Assist in the preparation and management of data rooms, marketing materials, information requests and other information flow for various strategic alternatives Interact with debt and equity investors related to various strategic initiatives and capital raising efforts Evaluate energy transition opportunities and assist with implementation of ESG initiatives Perform other duties and special projects as assigned Education, Qualifications and Experience: Bachelor's degree in finance or relevant field required One to three years of relevant experience required Prior experience in investment banking, consulting, equity research or valuations preferred Demonstrable experience with financial analysis and modeling required A solid understanding of finance and generally accepted accounting principles required Skills & Knowledge / Additional Competencies: Strong analytical and financial skills Good written, verbal communication and presentation skills Collaborative team player with ability to partner and work with cross functional teams across the organization Ability to work effectively in a fast-paced environment and manage multiple workstreams simultaneously Intellectually curious and a self-starter / entrepreneurial attitude Ability to meet strict deadlines Proficient technical skills in Microsoft Office Suite and other related platforms and systems Work Environment: Will work primarily in an office environment Summit Midstream offers a comprehensive benefits package including: Company Paid Holidays Discretionary Performance Bonus Medical Insurance Dental Insurance Vision Insurance Employer supplemented Health Savings Account Flexible Benefit Plan Basic Term Life Insurance Voluntary Term Life and AD&D Insurance Employer Short & Long-Term Disability Insurance Employee Assistance Plan (EAP) Hospital Indemnity, Critical Illness and Accident Insurance Wellness Incentive Program 5% Retirement Plan Match Notice Summit Midstream Corporation will not pay a fee of any kind to any third party agency without a valid Summit Midstream Corporation' Master Service Agreement (MSA) authorized and signed by Human Resources. Any resume, application or other form of candidate submission to any employee of Summit Midstream Corporation, without a valid MSA on file, will be considered property of Summit Midstream Corporation and no fee will be paid. Are you ready to join a fast-paced, growth oriented midstream company, then apply today! Not yet ready to apply? That's okay! Learn more about us on LinkedIn ***No phone calls or email, please.*** No Agency Calls and /or submissions will be accepted

About Us: Our client is a leading power and energy transition investment firm based in Houston, Texas. This team invests across the power, renewables, energy infrastructure, and digital infrastructure sectors and currently have 7 active assets in their portfolio with 20+ investments closed. Qualifications: 2-5 years of investment banking, private equity, or investment management experience Background in power, renewables, infrastructure, digital infrastructure, LNG, or Midstream Key Responsibilities: Financial Modeling & Invesment Analysis: Build and maintain financial models for potential investments in the power and energy transition sectors. Perform in-depth valuation analysis, scenario modeling, and financial due diligence to assess the viability and risks of investments. Due Diligence & Market Research: Conduct thorough due diligence on target companies and projects, including industry research, competitor analysis, and assessing market trends. Work closely with internal teams and external advisors to evaluate business models, financial performance, and growth potential. Deal Execution: Assist with structuring and negotiating investment deals. Coordinate with legal, finance, and operational teams to ensure efficient transaction execution and portfolio integration. Portfolio Monitoring: Monitor the performance of portfolio investments by tracking financial, operational, and strategic milestones. Prepare investment reports and presentations for senior management, stakeholders, and investors.

Energy Banking Analyst BBVA Houston, Texas, United States (Hybrid) Summary of Responsibilities: A Corporate & Investment Banking Analyst is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Analyst's primary responsibility is to support Corporate Clients - US Sustainable Banking Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries. The Analyst will coordinate closely with Relationship Managers in the United States and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution Identify and understand client needs, promptly responding to all client requests. Coordinate transaction closings, including management of all documentation and follow-up. Prepare for client meetings, including presentation materials, background information and call plans. Research and evaluate potential new client relationships. Risk/reward Analysis and Decisions Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc. Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America. Participate in Credit Committees jointly with Relationship Managers. Internal Coordination and Problem Solving Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc. Coordinate internal procedures with the Credit, Operational and Legal departments. Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development. Information Management and Reporting Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts. Ensure integrity of domestic/global profitability information gathering for internal team reporting. Maintain the Customer Relationship Management system for pipeline and profitability reporting. Level of Complexity and Risk Involved: The Analyst position requires a high level of involvement and responsibility. Analysts are responsible for substantial amount of in-depth analysis and research and play a crucial role on deal execution and interaction with clients. For each client in the portfolio, the Analyst plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties : Analysts play a critical and indispensable role as members of the Corporate Banking team. Analysts support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Analysts are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables. Additional expectations within the scope of the analyst role: to interact and communicate effectible with internal and external clients. knowledge of finance and accounting. to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail). interaction with the various product groups and colleagues. to work under pressure. solid knowledge of corporate banking products and services. work ethic and high degree of proactiveness. Skills, knowledge, and abilities/Competencies: Technical Skills: Bachelor's degree with 1-2 years minimum of work experience; MBA preferred Fluency in English and Spanish is a plus Strong analytical and financial modeling skills Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus Understanding of international economics and markets Credit Training a plus Performance Skills: Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, Corporate Banking, and local relationship managers) Ability to work under pressure Strong attention to detail Strong interpersonal and teamwork skills Management Responsibilities: Analysts work with and report to various senior bankers. Each analyst is responsible for a set number of client accounts within various industry sector(s). Analysts are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our Houston Office, the expected base salary ranges from $80,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Responsibilities Read and interpret agent bank notices, credit agreements, and other governing credit documents. Read and interpret LSTA / LMA Settlement documents. Manage transactions and ensure all notifications are accurately processed. Understand and resolve complex credit transactions. Respond to the needs of clients and other third parties, while collaborating with the respective internal teams. Maintain performance targets and quality control metrics. Complies and enforces standard policies and procedures. Assist with training and preparing training documentation as needed. . Qualifications Solvas Portfolio software (fka CDO Suite) experience is a plus. Loan settlements experience is a plus. 2+ years of relevant work experience. Bachelor's degree in business administration, finance, or accounting preferred. Must be authorized to work in the US without the need for current or future sponsorship. Skills Knowledge of multiple asset class transactions and processing requirements. Ability to interpret loan agreements and agent bank documentation. We are proud to offer a comprehensive benefits package that supports your well-being both inside and outside of work. Enjoy paid holidays and vacation, 401k matching, and bonus opportunities, as well as access to our learning & development program to help you grow your career. Additional perks include daily catered lunches, monthly celebrations, quarterly offsite events, and annual holiday parties. We also provide a generous employee referral program. Join us and be part of a company that invests in your success and values your contributions!

Piper Maddox have been engaged on a search with a renewable energy investment firm that invest in clean energy tax credit projects. They are backed by an established private equity firm that has a track record since the 1990s focusing primarily on energy companies supported by a management team with a multi-decade track record of executing similar types of tax equity investments. The company is going through rapid growth, with the goal to deploy $1billion in investments in the next 18 months. This company has a small fast-paced start-up culture, providing the perfect platform for driven individuals to grow and develop. They are looking for multiple headcount to build out the business - Analyst Associate Manager VP You will be heavily focused on tax equity modelling and you will need to build and run very detailed and complex structuring and pricing exercises with multiple variables. This is an in-office role based in Houston, TX. They offer a strong compensation package with up to 50% bonus plus other benefits. If you are interested, please apply now!

About the Role: We are seeking a highly skilled Investment & Finance Specialist to drive financial strategy, investment decisions, and stakeholder engagement in energy transition projects. This role is crucial for evaluating market trends, regulatory policies, and investment opportunities, ensuring financial sustainability and strategic growth. The ideal candidate has a strong finance and investment background, deep knowledge of energy markets and policies, and a proven track record in M&A, financial structuring, and external partnerships. Key Responsibilities: ✅ Lead investment analysis, financial modeling, and risk assessments for energy transition projects. ✅ Identify business opportunities by evaluating market trends, government policies, and incentive structures. ✅ Develop and manage relationships with investors, financial institutions, and strategic partners. ✅ Support M&A, joint ventures, and funding strategies for new projects. ✅ Conduct economic and regulatory impact assessments to guide corporate strategy. ✅ Engage with policymakers, industry associations, and key stakeholders to align business interests. ✅ Prepare and present financial reports, investment recommendations, and strategic insights to senior management. Qualifications & Experience: 📌 5+ years of experience in investment analysis, financial structuring, and business strategy. 📌 Strong background in corporate finance, M&A, and capital investment projects. 📌 Expertise in energy transition markets, policies, and regulatory frameworks. 📌 Proven ability to manage external partnerships and stakeholder relations. 📌 Experience working with government agencies, policymakers, and industry groups (preferred). 📌 Exceptional communication, negotiation, and analytical skills. 📌 Bachelor's degree in Finance, Economics, Business, or a related field (MBA preferred). Why Join Us? 🌍 Impact: Play a key role in advancing sustainable energy investments. 🤝 Strategic Influence: Work closely with investors, policymakers, and corporate leaders. 📈 Growth Opportunities: Be part of a fast-evolving industry with strong career progression.

As a Senior Financial Analyst, you will be responsible for: Financial analysis, valuation, and M&A modeling, including scenario analysis of critical assumptions. Assist in the execution of financing transactions, lender and partner compliance reporting and relationship management, and development of quarterly earnings reports and presentations. Business analyses, budgeting, forecasting, and contract negotiation support. Industry and competitive analysis, including power markets, renewable attribute markets, and commodity markets. Operations, development, and capital investment financial reporting and forecasting. Investment research and business and counterparty due diligence. Drafting of written memoranda for internal and external use. Qualifications & Requirements: Must have a bachelor's degree in finance, economics, business, or accounting. Experience with a Big 4 firm REQUIRED Must have at least 1 - 3 years of relevant work experience in finance, preferably in investment banking and/or private equity, within the oil and gas industry. Candidates with similar experience within a corporate organization (preferably in E&P, midstream, or OFS) will also be considered. Strong Excel modeling, analytical, valuation, and problem-solving skills. Ability to take initiative and be accountable for running a process to a conclusion. Strong multi-tasking skills and attention to detail. Ability to excel in a rigorous and fast-paced work environment. Excellent team player with the ability to anticipate and proactively resolve issues. Willingness to devote the time necessary to complete assignments promptly and professionally. Outstanding written and verbal communication skills with the ability to articulate and present complex information to key internal and external stakeholders clearly and concisely. Experience running complex analysis, including financial modeling, valuation analysis, etc. Ability to complete multiple, diverse tasks of differing priorities. Proficient in using and applying Microsoft Office, especially Microsoft Excel.

Insight Global is seeking a Financial Analyst to join a growing oil and gas company in Downtown, Houston, sitting onsite up to 3-5 days per week. This is a direct hire salaried position. The Financial Analyst will be responsible for detailed financial analysis to support the company's financial and strategic decision making as well as its operations. This position will have direct exposure to the executive team and work closely with other members of the Finance, Corporate Planning and Treasury teams as well as various functional groups across the company. The Financial Analyst will play a key role in all Finance processes, including ultimately maintaining the corporate model as well as any capital markets and strategic activity, and have a direct impact across the organization. Maintain corporate three-statement model to support corporate planning and strategic decision making. Support corporate planning and credit monitoring process and associated scenario analysis. Conduct analyses for ratings agencies. Assist in capital markets and strategic activities. Assist in revolving credit facility management and associated activities. Assist in counterparty credit process. Develop management, board and various investor and other stakeholder presentations. Prepare quarterly investor relations materials for bond holders. Support evaluation and analyze financial implications of various M&A activities. REQUIRED SKILLS AND EXPERIENCE 1+ years of experience in the energy sector, investment banking, corporate finance, consulting or private equity Detailed oil and gas modeling experience; ability to maintain complex financial models and manage large amounts of data - 3 statement modeling (Excel based) Advanced level proficiency with Excel Strong understanding of corporate finance and valuation methodologies Bachelors Degree in related field of study NICE TO HAVE SKILLS AND EXPERIENCE Masters Degree, CFA or eligibility

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm provides a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services across the Americas, Europe and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company. Group Description: The Jefferies Energy Transition team, based in Houston and New York, is one of the largest investment banking teams on Wall Street dedicated to advising companies in the Renewable Energy, Electric Vehicle, Low Carbon Fuels, Decarbonization and Sustainability sectors. We have advised clients on more than 100 M&A and capital raising transactions over the past five years, including three of the five largest cleantech IPOs, four of the ten largest acquisitions of renewable energy developers, two of the three largest PIPEs into renewable energy companies, the largest sale of environmental credits, the largest sale of a sustainability-as-a-service company and the largest sale of an EV charging equipment company in history. Position: The Energy Transition Team is actively looking for Analysts/Associates to join our Houston office. Primary Responsibilities: Preparing and participating in the delivery of client presentations. Compiling a variety of financial analyses such as valuation, ECM scenarios, and three statement operational models. Analyzing business plans and participating in due diligence sessions. Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s. Participating actively in drafting sessions. These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Energy Transition team are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. Requirements: Bachelor's degree from an accredited college or university AND 1-4 years of Investment Banking (or similar) experience OR an MBA with 1+ years of Investment Banking (or similar) covering the Energy Transition sector Proficient in financial modeling and detailed company summary report preparation Live in Houston or willing to relocate Resourceful self-starter; able to work autonomously. Demonstrated team player and leader with a strong work ethic. Strong technical, written and verbal communication skills. Strong valuation skills and significant valuation experience. Ability to manage a variety of transactions and projects simultaneously. The class of 2024 or later are not eligible The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.