Financial Solutions Advisor - Registration Candidate - South Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - South Houston AreaHouston, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Registration Candidate - Northeast Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northeast Houston AreaConroe, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Registration Candidate - West Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - West Houston AreaHouston, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Aid Advisor Houston Christian UniversityFinancial Aid AdvisorHouston, TXProvide individualized counseling regarding financial aid eligibility, FAFSA completion, verification, scholarships, grants, loans, work-study, satisfactory academic progress (SAP), and financial literacy. This position serves as a primary point of contact for students and families, assisting them throughout the financial aid lifecycle—from FAFSA completion and eligibility determination through awarding, counseling, disbursement, and ongoing financial wellness support.
Premier Advisor - Houston Or Katy, TX Truist Financial CorporationPremier Advisor - Houston Or Katy, TXHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Wealth Business Advisor Truist Financial CorporationWealth Business AdvisorHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Premier Advisor - Houston or Katy, TX Truist BankPremier Advisor - Houston or Katy, TXHouston, TexasUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Private Wealth Advisor I/II/III Trustmark BankPrivate Wealth Advisor I/II/IIIHouston, TexasFull timeLevel III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistHouston, TXRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Houston, TXHouston, TXProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
NewTax Advisor (Hybrid) Wealth Enhancement Group LLCTax Advisor (Hybrid)Houston, TX$85,000–$110,000 / yearThis role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Financial Planner- Houston, TX Oak HarvestFinancial Planner- Houston, TXHouston, TexasPosition: Financial Planner Firm: Oak Harvest Financial Group Location: In-Office (Houston, TX) Financial Planner Oak Harvest Financial Group is seeking an in-office Financial Planner to support our advisory PODs through high-quality plan execution, client relationship support, and proactive planning coordination. Overview The Financial Planner is a client facing role that supports Senior Financial Planners and Advisors by preparing planning deliverables, maintaining accurate data across systems, and participating in client meetings and follow-up.
J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central ) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central )Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (North Central/Northwest) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (North Central/Northwest)Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewAdvisor Assistant Corebridge Financial IncAdvisor AssistantHouston, TXRemoteThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Advisor I Frost BankWealth Advisor IHouston, TexasAs a Wealth Advisor I , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $150,000 and $350,000.
NewTax Advisor (Hybrid) Wealth Enhancement Group AcquisitionTax Advisor (Hybrid)Houston, TX$85,000–$110,000 / yearThis role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Asset Management - Client Advisor - Wealth Management Channel - Houston JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - Wealth Management Channel - HoustonHouston, TXFull timeOur sales and client service teams, marketing partners, and product specialists collaborate across the global JPMorgan Chase platform to bring differentiated investment insights and solutions to institutions, intermediaries, and individuals. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Senior Wealth Advisor The Vanguard GroupSenior Wealth AdvisorHouston, TexasRemoteWealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. .
Wealth Management Advisor - Houston, TX TIAAWealth Management Advisor - Houston, TXHouston, TexasBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.