38 Results for

Financial Planner Jobs in Clutch, TX

Jobs

Houston, Texas23 days ago

$61,000–$250,000 Per Year

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. 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.

Houston, TX16 days ago

Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients. Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs.

Houston, TX30+ days ago

Collaborate with the Director of Firm Operations/Technology and the Integrator to implement technology improvements, streamline workflows, ensure data integrity, and resolve system and integration issues. The Financial Planning Director is responsible for overseeing the day-to-day operations of the financial planning function, ensuring delivery of consistent, high-quality client experience.

HOUSTON, TX30+ days ago

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. You’ll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

New!

Houston, TX5 days ago

We support 10,000+ customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses and governments globally. **Responsibilities:** + Plan production schedules based on customer order requirements and working closely in extensive collaborations with Sales, Engineering, Procurement, and Manufacturing departments.

Houston, Texas30+ days ago

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. . Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Houston, Texas25 days ago

You will partner closely with project managers, construction managers, and key stakeholders to develop, maintain, and analyze schedules using Primavera P6 and MS Project, while supporting broader project controls, reporting, and risk mitigation efforts. Our client is seeking an experienced Commercial Construction Scheduler/Planner to join their construction management and project controls team supporting one of our largest energy clients in Houston, Texas.

Houston, Texas30+ days ago

Apply scheduling logic, schedule baseline management, critical path analysis, predecessor and successor relationships, constraint types, slack time, percent complete methods, and schedule resource loading methodologies as needed. Support the resolution and mitigation of schedule risks that may jeopardize on-time delivery by direct interaction with assigned Project personnel and department managers/supervisors.

Houston, TX30+ days ago

This role ensures alignment between project schedules, material availability, and customer requirements by coordinating closely with Shop Operations, Scheduling, Engineering, Procurement, and the Product Line. Seek continual improvement in Health, Safety, Security & protection of the Environment, considering responsible care, process vulnerabilities, public, customer and employee inputs, knowledge and technology and best business practices to exceed customer expectations.

New!

Houston, TX5 days ago

$78,711–$101,861 Per Year

Minimum of seven (7) years of project management experience in a consulting environment, including proposal writing, scheduling, budget management, change management, leading meetings with clients and agencies, directing project teams or tasks, and preparing or directing staff in the preparation of technical studies and NEPA documents. Minimum of two (2) years of project management experience in a consulting environment, including proposal writing, scheduling, budget management, change management, leading meetings with clients and agencies, directing project teams or tasks, and preparing or directing staff in the preparation of technical studies and NEPA documents.

Houston, TX12 days ago

Disclaimer:Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. This position works closely with Division Presidents, Construction teams, and other departments, providing essential support and maintaining key processes for successful project execution.

Houston, TX30+ days ago

Disclaimer:Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. The Site Planner 1 is primarily responsible for completion of lot fit requests, redraws, and supporting the New Home Starts department as needed.

New!

Houston, TX3 days ago

Other duties as assignedQualifications* Understanding of Engineering systems, terminology, and shipyard processes* Able to read and development of Gantt charts* Strong writer to develop specifications* Good organizational and time management skills* Strategic planning skills* Strong negotiation skills* Strong interpersonal and communication skills* Ability to make decisions and exercise good judgment* Ability to manage and work well with others* Proficient computer skills (Word, Excel, PowerPoint, and Access)Education/Experience:* High school diploma; college degree is preferred* Must have a minimum of 5 years' experience in a Maritime Engineering Department (onboard vessel experience or shoreside experience) and familiar with Shipyard repair periodsPhysical Activities & Requirements:* Must be able to satisfy all USCG Chemical Drug Testing Programs for vessel personnel* Pass a physical examination* Be able to lift up to 50 pounds* Be able to access/egress vessel spaces including constricting tank locations internal to the vessel* Climb gangways and vertical ladders including pigeonholes to gain access to the vessel* Climb aboard and move around vessels, engine rooms and tanks, crawl and maneuver around tight spaces.* ResponsibilitiesAny one position may not include all the listed duties, nor do all the listed examples include all tasks which may be found in positions within this classification* Assist in maintaining project schedules of Kirby Offshore Marine vessels to meet compliance of Class Society and United States Coast Guard regulations.*

Houston, TX18 days ago

The Maintenance Planner/Scheduler role is responsible for planning, which includes the obtaining and preparation of resources, scheduling, which includes coordinating with all site groups for the actions, and the execution of all preventative, predictive and reactive maintenance tasks with a focus on minimizing interruptions to production operations. CyrusOne’s leading global platform of hybrid-cloud and multi-cloud deployments offers customers colocation, hyperscale, and build-to-suit environments, which help enhance the strategic connections of their essential data infrastructures and support the achievement of sustainability goals.

New!

Houston, TX3 days ago

Work with Port Engineers and Port Captains to ensure project planning is supporting in-service operations and shipyard execution repair periods. Must have a minimum of 5 years' experience in a Maritime Engineering Department (onboard vessel experience or shoreside experience) and familiar with Shipyard repair periods.

Houston, TX30+ days ago

Full-time

From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names. Improve workforce productivity and work quality by eliminating - in advance - potential delays and obstacles through proper planning and coordination of labor, parts and materials.

Houston, TX30+ days ago

Full-time

Houston, TX30+ days ago

Full-time

Work with Port Engineers and Port Captains to ensure project planning is supporting in-service operations and shipyard execution repair periods. Must have a minimum of 5 years’ experience in a Maritime Engineering Department (onboard vessel experience or shoreside experience) and familiar with Shipyard repair periods.

Sugar Land, TX30+ days ago

Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

Houston, Texas9 days ago

Level 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.

Houston, TX30+ days ago

Chevron explores for, produces and transports crude oil and natural gas; refines, markets and distributes transportation fuels and lubricants; manufactures and sells petrochemicals and additives; generates power; and develops and deploys technologies that enhance business value in every aspect of the company's operations. To empower the industries, we serve by harnessing our unique integrated value chain to deliver superior, reliable, and innovative solutions that help our customers win - while stewarding a resilient portfolio that enables long-term financial performance and strengthens enterprise value.

Houston, TX12 days ago

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. 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.

Houston, TX11 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Houston, TX8 days ago

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.

The Woodlands, TX22 days ago

Our highly qualified team of professionals provides specialized expertise in areas including risk management, disability insurance, life insurance, retirement savings, investments, business succession planning, and estate planning. At Opes One, you’ll be part of a Financial Services Team which allows you the freedom to provide solutions for clients from a strong portfolio of innovative financial products/strategies.

Houston, TX30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Houston, TX30+ days ago

Full-time

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

Houston, TX30+ days ago

Full-time

Houston, TX30+ days ago

Full-time

Houston, TX30+ days ago

Full-time

Houston, TX30+ days ago

Full-time

Texas City, Texas30+ days ago

$16–$17

Gulf Coast Center operates under a trauma-informed approach based on the six key principles of Safety, Trustworthiness & Transparency, Peer Support, Collaboration & Mutuality, Empowerment & Choice, and Cultural, Historical & Gender issues. Support and encourage families to educate themselves by attending parent education classes and provide them with material pertaining to mental health issues, educational issues and other pertinent issues.

Houston, TX30+ days ago

Full-time

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.

Houston, TX30+ days ago

$100,000–$300,000

Building and managing realtor referral partnerships using the Leadling CRM, including lead pipeline management, automated follow-up, co-marketing, and landing page/funnel creation. As part of our dynamic mortgage lending division, you will benefit from robust operational support and access to the Leadling CRM and business development system, empowering you to grow realtor referrals and scale your team.

Houston, TX13 days ago

$112,000–$150,000 Per Year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Spring, TX19 days ago

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. We are looking to hire candidates who will work closely with subject-matter-experts (SMEs), category managers, planners, and commercial teams to design and implement coverage strategies that balance risk, cost, and supply assurance.

Houston, Texas30+ days ago

Experience with tax preparation and research software required--GoSystems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint · Experience with various facets of state & local taxation, compliance & advisory, including sales & use, personal & real property, franchise and multi-jurisdiction income tax (Experience in other than multi-state income/franchise is valued but not required. Responsibilities of the Private Client Services Tax Manager: · Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively producing a value outcome for our clients & the firm.

Houston, TX30+ days ago

Full-time

Provide 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 . 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.

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Financial Planner Jobs in Clutch, TX

Financial Advisor Northwestern Mutual

Senior Financial Advisor Strategic Financial Group

Director of Financial Planning Valmark Financial Group

Financial Advisor Wealth Management FIRST SERVICE CREDIT UNION

Senior Product Planner Flowserve Corporation

Senior Wealth Planner Rockefeller Capital Management

Commercial Construction Scheduler/Planner Go to Girl Recruiting

Commercial Construction Scheduler/Planner Velia multiservices

Project Materials Planner Weatherford International Inc

Project Level Environmental Planner SWCA Environmental Consultants

Project Planner (Starts Coordinator) Perry Homes

Site Planner Perry Homes

Shipyard Project Planner Kirby

Maintenance Planner & Scheduler CyrusOne

Shipyard Project Planner Kirby Corporation

LOGISTICS/MAINTENANCE PLANNER Kroger Co.

LOGISTICS/MAINTENANCE PLANNER Kroger Supply Chain

Shipyard Project Planner Kirby Offshore Marine Operating LLC

Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLC

Private Wealth Advisor I/II/III Trustmark Bank

Senior Lead Financial Advisor, Specialty Sales Chevron Corporation

Junior Financial Advisor Strategic Financial Group

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Strategic Financial Group

Financial Advisor Cornerstone Funeral Solutions

Financial Advisor - Licensed RK Partners

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 (South Central) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (West Central) 210576342 JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Greater Woodlands) JPMorgan Chase Bank, N.A.

Certified Family Partner Gulf Coast Center

J.P. Morgan Wealth Management - Executive Director, Wealth Planning & Advice JPMorgan Chase Bank, N.A.

Sr. Loan Officer/Team Leader - Texas Leadling

Tax Manager, Private Client Services bdo consulting

Logistics Strategy Advisor - Advanced ExxonMobil

Private Client Service Tax Manager Allnessinc

J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase Bank, N.A.

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