Finance Consultant Jobs in Tyler, TX

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.

Title: PeopleSoft Developer will be 4 days remote with 1 day (Fridays) required to be onsite) Experience in PeopleSoft Application Development experience with PeopleCode, PeopleTools (including Application Designer and Application Engine), SQR, SQL Experience PeopleSoft Financials implementation and/or upgrade experience including software development of Contracts, ePro, GL, Payables, Purchasing, Strategic Sourcing, and Commitment Control. Experience with Oracle Experience with Unix, Shell, and data migration Experience developing in a PeopleSoft 9.2 environment Experience developing reports with BI Publisher Experience in Jira & Agile methodologies

About the Role We are seeking an experienced, client-focused Senior Investment Advisor to join our registered investment advisory firm. In this pivotal role, you will serve as the primary relationship manager for high-net-worth clients with portfolios ranging from $3 million to $25+ million with an average account size of about $10 million. With a minimum of 10 years of experience in wealth management, you will provide strategic guidance, comprehensive financial planning, and exceptional service to maintain and strengthen client relationships. This role works closely with the individuals sourcing new clients to create a smooth transition to providing wealth management services. Key Responsibilities Client Relationship Management Serve as the trusted advisor for clients, directly impacting retention rates and overall satisfaction Responsible for running client meetings, addressing goals and needs of clients, how markets and lifestyle choices are impacting long-term goals, and making recommendations to the portfolio as needed Effectively triage client concerns, ensuring timely resolution while managing expectations Maintain detailed documentation of client life events and status changes, ensuring the team remains informed Deliver segmented service offerings as outlined in firm protocols, including meetings and proactive communication Provide sophisticated guidance on trusts, estates, and tax planning strategies Facilitate valuable connections with external professionals including CPAs, estate attorneys, and other specialists Attend client events outside core business hours as required Investment Strategy & Management Develop deep understanding of each manager's role within client portfolios and stay informed on recent performance metrics and trends Communicate market insights and investment strategies to clients in clear, meaningful terms Monitor allocation changes, assessing their impact on each individual client portfolio, and make strategic adjustments for taxes or other specific needs of the client Provide expert guidance to your portfolio manager on client-specific investment directions Review and approve Investment Policy Statements before client presentation, ensuring alignment with client goals and risk tolerance Collaborate with the investment team to gain understanding of managers, strategies, tax implications, outlook and views, and general questions Prospect Engagement & Onboarding Become the point of contact once prospect is sourced by the Business Development team Lead Sendero Guidance Process (SGP) meetings using the designed framework to fully understand prospective client needs Initiate and oversee New Business Committee (NBC) workflows in the CRM system Provide communication and direction to the team throughout the prospect process Coordinate seamlessly with team members to establish and execute next steps Work directly with incoming clients to gather necessary information for comprehensive onboarding Set clear timeline expectations for paperwork processing, asset transfers, and other transition elements Adhere to established segmentation frameworks, seeking appropriate approvals for any exceptions Attend onboarding huddle to prepare your team and operations personnel for a smooth transition in the onboarding process of new clients Systems Expertise & Team Collaboration Utilize technology platforms effectively to create presentations, review financial plans, discuss strategies with clients, and manage tasks Collaborate with Client Relationship Specialist and Portfolio Managers on complex client situations Provide consistent, constructive feedback to your team Maintain firm standards including calendar management, participation in team initiatives, and prompt response to external requests Communicate time-sensitive trades with precision to portfolio manager, clearly communicate cutoff times, and manage client expectations Document client interactions thoroughly and process critical requests to proper team members (such as wire transfers) with urgency Demonstrate advanced proficiency with financial planning software (Money Guide Pro/Wealth Studios) and CRM systems Qualifications Minimum 10+ years of investment advisory experience in Demonstrated expertise managing relationships with high-net-worth clients ($3M-$25M portfolios) Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly Experience with wealth management strategies: trust, estate, and tax planning concepts Proficiency with portfolio reporting software, financial planning software, Excel, PowerPoint, and CRM systems CFP designation preferred but not required with sufficient experience Series 65 license or equivalent required Bachelor's degree in Finance, Economics, Business, or related field What Sets You Apart Genuine care for clients and their financial well-being Strategic thinking with the ability to anticipate client needs Exceptional attention to detail while maintaining big-picture perspective Collaborative mindset and team-oriented approach Ability to remain calm and focused during market volatility or client concerns Commitment to ongoing professional development and industry knowledge About Us Sendero is a boutique, independent firm assisting wealthy families navigate financial complexities. We believe in building lasting relationships through sophisticated advice and thoughtful guidance with the clients we serve. Being independent provides us the freedom to advise our clients based on research, experience, judgment, and knowledge according to their best interests. Our integrated wealth management solutions solve for long-term investment plans, assistance with the acquisition/disposition of assets, family office management, foundation management, financial literacy, and education. We also have a dedicated program focused on women. For more information, visit sendero.com .

Summit House Capital is an SEC-registered investment advisor based in Dallas, TX. The firm was founded in 2019 and pursues an opportunistic investment strategy primarily focused on credit investments within a stressed or event-driven context. Role Description We are looking for a mid-to-senior-level Investment Analyst to join our team. This hire will support all facets of the fundamental underwriting and execution of the firm's investment strategy. This will include financial analysis, modeling, industry research, building and maintaining a robust professional network, idea generation, monitoring markets, and making recommendations to the firm's investment committee regarding buying/selling. Qualifications Exemplary track record of academic success Strong analytical and quantitative skills High attention to detail Excellent communication and teamwork abilities Candidates should have a minimum of five years of professional experience (two years of investment banking, trading, or consulting and three years of buy-side, ideally PE and/or distressed/special situations) Compensation Competitive base salary (experience appropriate) Annual cash bonus based on individual and team success Carry participation (points allocated based on individual performance) Benefits (health insurance, dental, 401k, etc.)

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

Oasis aims to attract bright, curious minds to help the firm create value for investors in the Oasis funds, fellow shareholders in the companies in which we invest, and members of the communities in which we operate. We seek to grow strong companies, create lasting change, and benefit all stakeholders. Our employees' passion and commitment to their work have been the key driver of our success over the past 20 years of our operation. We are currently seeking a detail-oriented and analytical individual to join our team as an Analyst. The Analyst will help the firm achieve these goals through analysis and due diligence across a variety of sectors and geographies. The Analyst will work closely with the Portfolio Manager, and head of the US office, as well as other team members to identify and evaluate investment opportunities for the firm, including but not limited to, origination of opportunities, structuring, due diligence, negotiations, and ongoing monitoring of the portfolio. This is a full-time position based in our Austin, TX office location and is required to be onsite; no remote work available. Responsibilities include: · Investment research · Financial analysis · Competitive Analysis · Assistance in transaction execution · Preparation of materials for internal and external use · Regular communication with portfolio company management Qualifications: · Native-level fluency in Mandarin Chinese required · At least 2 years previous work experience required with consulting financial services or law strongly preferred; internship experience does not apply · Bachelor's degree required · Excellent knowledge of MS Office Suite with knowledge of VBA or Python preferred · Ability to generate high quality work product as a self-starter · Confidence, integrity and self-awareness · Multilingual is a plus and will be highly favored Oasis is committed to providing equal employment opportunities to all without regard to sex, color, national origin or any other status in accordance with applicable law. To learn more about Oasis, please visit our website - ******************** Please submit your resume to ************** and make sure to include the word “excellence” at the bottom of your resume to prove that you read the entire job posting and to exhibit attention to detail, which will be vital to this role. Candidates who perform this task will be the only ones considered.

Job Title Portfolio Analyst, Private Capital About the Company You'll Join Lumonic is a portfolio management platform that automates reporting and compliance for borrowers and lenders. Lumonic is trusted by the largest Private Credit funds in the world for portfolio management and backed by world-class data provider PitchBook Data. Our team comes from companies like Carta and FactSet. Our mission at Lumonic is to modernize private capital operations. About the Role Lumonic's Private Capital Data Services team is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements. Our team is growing quickly and looking for builders. You'll have the chance to be an early member of our team and experience building a startup from the early stages, with the security and infrastructure of PitchBook. Data Services is a core offering to our customers and will be a high velocity role. You will have the opportunity to: Develop expertise in financial statement interpretation: As part of the Data Services team, your core responsibility will be the ingestion and organization of financial statements to ensure accurate and efficient data management. Engage with customers: Collaborate with our customer's executives to gather valuable feedback, ensuring their voices are heard and their needs are met. Shape product development: Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward. Test and innovate: Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences. Collaborate cross-functionally: This role offers the chance to work alongside Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve. About You Bachelor's degree or relevant work experience in finance or accounting Proactive and adept at solving problems independently Proven ability to provide exceptional customer service Capable of thriving in a dynamic, fast-paced environment Proficiency with financial statements Meticulous attention to detail If you're excited by challenges, eager to contribute to building something from the ground up, and ready to make a significant impact, we want you on our team. Join us and be a key player in shaping the future of Lumonic. What to Expect in the Interview Process Initial Phone Screen A conversation with the hiring manager to discuss your background, experience, and interest in the role. Take-Home Technical Assignment An opportunity to showcase your skills through a relevant technical task that you can complete at your own pace. Interview Panel A series of interviews with team members, including a review of your technical assignment and follow-up discussion.

**This is an immediate need. Qualified candidates will be contacted promptly for interviews. Apply as soon as possible to be considered. To ensure a fair and streamlined process, we kindly ask that applicants refrain from reaching out to employees directly regarding this position.** As an Investment Analyst at Texas PSF Corporation, you'll play a key role in researching markets, analyzing investment opportunities, and supporting senior investment officers in portfolio management. This is a hands-on role where you'll apply financial analysis, market research, and investment modeling to real-world decisions, working alongside experienced professionals in both public and private markets. We're looking for someone with prior internships or junior-level experience in finance, investments who is ready to step up, take ownership of projects, and contribute to a dynamic investment team. If you're detail-oriented, analytical, and eager to deepen your expertise in asset management, this role is for you. What You'll Do (Day-to-Day Responsibilities): Market & Investment Research: Scan public and private markets for emerging trends, risks, and opportunities. Conduct macro and microeconomic research to support investment decisions. Monitor daily market movements for public investments and track private investment performance on a weekly basis Financial Analysis & Modeling: Assist in analyzing financial statements and valuation metrics for potential investments. Support senior team members in financial modeling and data validation. Help create reports that assess liquidity and risk across different asset classes. Due Diligence & Portfolio Support: Assist in the due diligence process by compiling research, maintaining deal flow databases, and organizing investment materials. Support senior investment officers and AVPs in evaluating current and new investment opportunities. Track and document investment performance, reviewing key financial data and risk factors. Operations & Administrative Support: Manage investment calendars and schedule due diligence meetings. Prepare reports, presentations, and memos summarizing investment insights. Keep investment records organized and updated for ongoing portfolio monitoring. What We're Looking For: Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Experience: Prior experience in investment or financial analysis is a plus. Exposure to Power BI, Tableau, or financial modeling software is a bonus. Certifications (Preferred but Not Required): Progress toward CFA, CAIA, or other relevant finance certifications. Work Environment & Perks: Hybrid Work Model - Four days in-office, one day remote. Location- Right in Downtown Austin, Texas! Career Growth - Exposure to senior investment professionals, complex deals, and real decision-making. Travel: Occasional domestic and international travel (~10%). Dynamic, Fast-Paced Environment - Work at the intersection of public and private investments, developing a well-rounded skill set in finance.

Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field. Headquartered in Tampa, Concurrent was founded in 2017 and currently supports over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement. Company Values We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product. Position Overview: We are seeking a dynamic and skilled Director of Centralized Wealth Advisory Services (Senior Financial Advisor) to join our team. CWAS is a centralized home office team of advisers that support Concurrent and their partner advisers. This role is crucial in providing financial planning to our clients and will offer the ability to receive leads from our growth programs. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, the ability to be agile and adaptive to each client's situation, and a strong understanding of technology platforms. Duties and Responsibilities: Provide financial planning to mass affluent & affluent clients: Interpret data from automated data gathering software and build financial plans from it. Build client relationships from initial onboarding through ongoing reviews Utilize our proprietary client experience to deliver concurrent dialogues as part of our planning process. Partner with field advisers to support their clients in the centralized planning efforts. Enhance the client experience: Collaborate closely with the Associates and Vice President of the CWAS team to understand current workflows and processes as well as build best practices. Leverage Concurrent's financial planning technologies to produce deliverables and enhance the client experience (i.e. MoneyGuide, AssetMap, Wealth.com, Practifi, Black Diamond, Fidelity, Schwab, Box, SmartX) Support as needed in the Corporate Solutions Program: Be able to immediately take on clients from our growth programs. Support the Centralized Wealth Advisory Services department with admin/back-office responsibilities and department build out: Onboarding new clients, transferring assets, servicing investment and insurance accounts, schedule meetings, maintaining organized file structure for all client and team files, assisting with project management, etc. Education and Experience: Preferred 5+ years of experience. Proven experience in client relations, financial planning or similar roles. Strong project management skills with a track record of successful project delivery. Ability to upsell products & solutions to existing client base If referred, ability to bring in new business Excellent interpersonal abilities and grit to collaborate with cross-functional teams. Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools. Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions. Be a team player and understand what it takes to provide value to Concurrent and their clients. Desired Qualifications: Experience with MoneyGuide, Practifi or Salesforce. Hold series 65 and insurance license. CFP certification is a plus. Location / Schedule Preferred primary location: Dallas, TX; secondary location: Denver, CO Office hours are 8am-5pm Monday-Friday with the option to work from home on Fridays. Occasional evening/weekend hours may be requested. Job Type Full-time, Exempt $90,000-$110,000 per a year, dependent on experience, with semi-annual performance and production bonus opportunities Benefits 401(k) matching Equity participation Dental Insurance Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance HSA Life insurance Paid time off Vision insurance

Integrity Financial | Longview, TX Are you ready to finally do what you're great at-meeting clients, closing deals, and making an incredible impact on people's lives-without the distraction of prospecting or tedious admin work? Imagine walking into your office daily knowing your calendar is filled with people who need your help. You're not just selling financial services; you're giving retirement-aged clients the peace of mind they've been searching for, creating lasting relationships, and building the life-changing financial plans you love. Integrity Financial is not your average financial advisory firm. Founded by industry leader Staci Aldredge, this fast-growing, highly respected firm invests heavily in your success, giving you every resource you need to thrive. This role is perfect for you if: You're an experienced closer, energized by face-to-face client interactions. You love turning prospects into loyal clients through genuine connection. Retirement planning, financial solutions, and asset management excite you. You want zero prospecting-just high-quality leads ready for your expertise. You'll excel by: Conducting powerful client meetings, delivering personalized financial solutions. Consistently converting firm-provided leads into lifelong client relationships. Creating tailored retirement plans and asset management strategies. Collaborating with a dedicated support team that handles all administrative tasks, freeing you to focus entirely on your clients. Your Background: Active Series 65 (or equivalent) is mandatory, and a Life Insurance License is preferred, but not required. Proven success in a client-facing advisory role with strong closing skills. Passion for working with retirement-age clients, helping them secure their futures. A drive to manage client portfolios directly, with enthusiasm to embrace and recommend comprehensive financial solutions. Why Apply Right Now? Opportunities like this are rare. You're reading this because you're ready for something better tailored to your skills and ambitions. Don't let hesitation rob you of the career move you've been waiting for-take action now. Apply today, and let's talk about how Integrity Financial can elevate your career and fulfill your professional dreams.

Are you an experienced financial professional looking for a role where you can focus on what truly matters-serving clients-without the pressure of constant lead generation? Selah Financial Services is seeking a Meeting Advisor to join our collaborative team and help manage our growing client base. At Selah, we take a personalized, team-based approach to financial advising. Clients trust us during life's biggest transitions-starting a family, preparing for retirement, or navigating unexpected changes. Your role will be to guide them with care, expertise, and integrity. Why This Role is Different: No Cold Calling or Prospecting - Focus on advising, not selling Existing Clients - Step into a book of business with ongoing demand Team-Based Approach - Work alongside seasoned advisors in a supportive environment Meaningful Impact - Help clients achieve their financial goals through a structured, personal approach What You'll Do: Conduct client meetings (annual reviews, financial planning sessions, transaction oversight) Ensure top-tier client service by handling paperwork, transactions, and account updates Collaborate with the team to maintain a 99%+ client retention rate Stay compliant with industry regulations and firm best practices What We're Looking For: 3+ years in the investment/insurance industry Series 7 & 66 licenses required BA/BS in Business, Finance, or related field (CFP , MBA, or CPA preferred) Strong interpersonal skills and the ability to build lasting client relationships Passion for client-first advising in a team-oriented setting If you're ready to take your career to the next level-focusing on client relationships rather than sales targets-this could be the perfect opportunity. Selah Financial Services is exclusively partnered with FireSeeds for this hiring process. All candidate inquiries and applications must be directed through us. No unsolicited resumes sent directly to Selah Financial Services will be considered, nor will they result in any placement fees.

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

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

You're a Closer. A Natural Leader. And You're Ready for the Role You've Been Waiting For. This isn't just another financial advisor job. This is your moment. You've already proven you can build trust, deliver value, and close business. But you're tired of prospecting, chasing leads, and being your own marketing department. You want to focus on what you actually love doing -helping people retire with confidence, making a real difference in their lives, and growing your book without begging for referrals. This is the role built for you . Empower Wealth & Tax in Georgetown, TX is exploding with growth, and we need a Lead Advisor who knows how to win. You'll walk into pre-set, qualified appointments-people who already want to talk, listen, and take action. All you have to do is what you do best: lead them to the right plan, build the relationship, and close the business. This is the opportunity for you if: You're licensed (Life + Series 65) and ready to make a move. You know how to simplify complex ideas so clients actually understand. You've sold annuities, managed AUM, and want to do more of it. You're tired of cold calling and want real appointments with real prospects. You're motivated by results, not micromanagement. You want a career that matters-where your success actually changes lives. What's in it for you: Pre-set, qualified appointments -no prospecting. Ever. A proven process and marketing machine behind you. An established, fast-growing firm with a sterling reputation. Real earning potential (production-based comp, no cap). A full-time, in-office role with everything you need to thrive. You're not just taking a job-you're stepping into your future. This isn't a role for someone testing the waters. It's for the elite-the top 5% who know they belong in front of clients and are ready to lead. If that's you, this is your next move. Don't miss it. Apply now.

Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals. Job Title: Associate Advisor Job Overview: Quotient Wealth Partners is looking for Associate Advisors to help grow our offices in Houston, San Antonio, and Denver. Headquartered in Dallas, TX, our mission is to assist with retirement planning for executives and senior management for Fortune 500 companies. We deliver high-quality, customized financial advice to our clients. This is an excellent role for an individual that has gained experience in the financial planning space, has acquired a CFP certificate or has made substantial progress toward completion, and is seeking to take on greater responsibilities. This role will work directly with the Senior Partner in the local office. The Associate Advisor will work closely with Quotient's Senior Partners, providing financial guidance to existing clients and developing new client relationships. Due to our growth, adaptability is key, and successful associates will take on increased client and business development responsibilities. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Learn all aspects of Quotient's outreach to the corporate employee community. Work closely with the Senior Partner to engage with prospective clients. Actively seek new clients and business opportunities. Qualifications: 1- 5 years of experience in Financial Planning / Wealth Management Bachelor's degree Business or Sales Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team Proficient in eMoney or other financial planning program CFP or significant progress towards EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Corporate Strategy Analyst - CEO's Office will play a critical role in supporting high-impact strategic initiatives, deal analysis, and market intelligence for a leading healthcare solutions company. This position requires a strong analytical mindset, financial modeling expertise, and a deep understanding of the healthcare sector. The Analyst will work closely with the CEO's office to evaluate new business opportunities, conduct secondary market research, and assess the cost-benefit dynamics of strategic projects. The ideal candidate will be highly skilled in financial modeling, data-driven decision-making, and cross-functional collaboration. This role offers an exciting opportunity to shape business strategy and drive impactful decisions at the highest level of the organization. Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred). 3+ years of experience in business analysis, investment banking, consulting, or corporate strategy, preferably in the healthcare sector. Expertise in financial modeling, valuation, and data analytics. Strong understanding of the healthcare industry, including payer-provider dynamics, regulations, and emerging trends.

About the job As business owners, Financial Representatives at Northwestern Mutual- Fort Worth help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits · Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives 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, SIE, Series 6, Series 63, CFP , and more · NM-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: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · Legal authorization to work in the US without sponsorship About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Fortune 500 company (2023) · Forbes' Best Employers for Diversity (2018-2021) · Top 10 US Independent Broker-Dealers2 · #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $257 billion retail investment client assets held or managed by Northwestern Mutual 4 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. 1 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. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

Empower Clients. Build Your Future. Make an Impact. Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their individual needs and long-term goals. As a Financial Advisor, you'll have the opportunity to: Build lasting relationships with clients and guide them through critical financial decisions. Receive award-winning training on financial markets and products, mentorship, and business coaching to accelerate your growth. Unlock unlimited career and income potential with a clear path for advancement. Enjoy a flexible work schedule while making a positive impact. Company sponsored licensing and continued professional development. Is this the career move for you? If you're ambitious, coachable, and driven by a desire to help others, we want to connect. No prior experience in finance? No problem. Our team is built on diverse backgrounds, and we provide the tools, training, and support to help you succeed. Take control of your future while making a meaningful difference in the lives of individuals who value financial stability. is something like this what you are thinking I AI'd it and then tweaked it some on my own (I feel like JDs and job postings and call summaries are the best use of AI in our field)

The Financial Analyst is a key member of the Financial and Operations department. This position plays a key role in the overall financial and operations goals by assisting with financial report building and maintenance, including CFM and Blackbaud reports. This position will act as the lead person for all Blackbaud security updates and account access needs. It is also responsible for supplying grant data, depositing checks, reviewing, and recording credit card transactions to the GL, assisting with annual financial audits, general accounting, and attending finance and endowment committee meetings. This position will also act as a backup for payroll processing. This position reports to the Chief Financial Officer. This role will have a hybrid work schedule, with the option to work remotely Monday and Friday and required to work on-site Tuesday through Thursday. This position is full-time, eligible for full benefits. It is an exempt position, not eligible for overtime. HOW TO APPLY Please submit resume and cover letter via email to ******************************* with Financial Analyst in the subject line. ESSENTIAL DUTIES AND RESPONSIBILITIES • Responsible for Blackbaud administration • Responsible for analyzing financial data and providing forecasting support. • Assisting with financial report building and maintenance • Responsible for supplying grant data. • Responsible for reviewing and recording credit card transactions to the GL. • Responsible for remote check depositing • Attending & note taking for the finance and endowment committee meetings. • Backup for payroll processing • Assisting with general accounting and with annual financial audits • Perform work in a manner that is consistent with DTC's Mission, Vision, and Values. • Be an active participant in DTC's work towards equity, diversity and inclusion and becoming an anti-racist organization. • Must be available on some nights and weekends, as needed. • Other duties as needed or assigned. SKILLS AND KNOWLEDGE REQUIREMENTS • Excellent verbal and written communication skills. • Outstanding organizational skills, attention to details and ability to multitask. • General accounting skills, including accounting principles, standards, and techniques. • Calculating budgets and cost/variance analysis. • Intermediate knowledge of accounting programs • Exceptional analytical, critical thinking, trouble shooting and problem-solving skills. • Exhibits appropriate sense of urgency and ability to work well with customers of all demeanors. • Demonstrated track record of working effectively within a collaborative and cohesive team-based environment. • Capability to handle variety of time-critical situations and identify prioritization. • Self-starter with ability to work well independently and in groups. • Demonstrated commitment to equity, diversity, and inclusion. • An appreciator of theater and an advocate for its value for the community. EDUCATION AND EXPERIENCE REQUIRED • Bachelor's degree in finance, accounting, or related field • Minimum of five years of relevant experience • Advanced knowledge of Microsoft Office including Excel • Experience with Blackbaud is a plus.