The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed.
Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Houston, Texas18 days ago ul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience. ul>Lead technical discussions and presentations during client facing meetings which focus on the client/prospect's needs while leveraging your industry knowledge to effectively engage at all levels of an organization. Present effectively in a variety of settings from one-on-one with the C-suite to small and large groups across business segments (E&P companies, oil field services, capital markets, mineral owners, etc.). Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience. Houston, Texas30+ days ago p>The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. • Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds / private equity funds, yachts, life insurance products, as well as unsecured loans. The Woodlands, TX30+ days ago ul>Bachelors Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Job Description Job Summary Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. ExxonMobil Global Projects seeks a highly experienced Cost & Schedule Advisor (10+ years) to support delivery of world-class capital projects through expert estimating, planning, and project controls. Strong knowledge of power scheduling within North American ISO markets – with ability to research market rules and settlement calculations – will act as ExxonMobil’s single point of contact for North American ISO settlement information and explanation. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. Technical Leadership & External InterfaceServe as a senior advisor on emerging contaminants for Business Units, Operational Assets, and Issue Management Teams (IMTs), providing direction on the most complex or high‑impact issues. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. This role focuses on the people side of change—process, technology, role, and ways-of-working impacts—by applying structured change management, stakeholder engagement, communications, training, and resistance management to ensure change initiatives meet objectives. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. The successful candidate will collaborate across functions, manage key partnerships, and ensure consistent delivery of integrated marketing programs aligned with channel and portfolio priorities. For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. This role leads enterprise-critical work at the intersection of decision quality, behavior change, organization design, and leader effectiveness, supporting major business transformations and ongoing performance improvement in a complex, asset-intensive, matrixed environment. p>JOB FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions. |