Wealth Planner Huntington Bancshares IncWealth PlannerHouston, TXThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Vice President, Wealth Planner - Sugar Land, TX FidelityVice President, Wealth Planner - Sugar Land, TXSugar Land, TexasRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts).
Wealth Planner HuntingtonWealth PlannerHouston, TXThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
Vice President, Wealth Planner - Houston, TX (River Oaks/Highland Village) FidelityVice President, Wealth Planner - Houston, TX (River Oaks/Highland Village)Houston, TexasRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Financial Advisor Northwestern MutualFinancial AdvisorHouston, Texas$61,000–$250,000 / yearFull timeNorthwestern 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.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorHouston, TexasRemoteSupported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves , you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. . Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Financial Advisor, Everyday Steward Ronald Blue & Co.Financial Advisor, Everyday StewardHouston, TXFor those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust's Everyday Steward advisors can serve as their clients' "stewardship coaches" so they can focus on living a life of purpose. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services.
Financial Professional - Retirement Benefits Group - TX, Houston (5255) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - TX, Houston (5255)Houston, TX418845'',''true'',''418845'',''false'',''Submission for the position: Financial Professional - Retirement Benefits Group - TX, Houston (5255) - (Job Number: 260000C7)'',''false'',''418845'',''false'',''true'',''Financial Professional - Retirement Benefits Group - TX, Houston (5255)'',''260000C7'',''UNITED STATES-TX-Houston'',''UNITED STATES-TX-Houston'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Manufacturing Production Planner 3 NAESManufacturing Production Planner 3Spring, TexasRemoteSoftware/Equipment Knowledge: SAP, Oracle, JD Edwards, Microsoft Dynamics 365 Finance & Operations, Microsoft Project & or Primavera (P6), Microsoft Excel. Maintain accurate master data in ERP/MRP systems (e.g., SAP, Oracle, JD Edwards, Microsoft Dynamics 365 Finance & Operations).
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)Houston, TXFull timeKnowledge 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.
Sr. Production Planner I Comfort Systems USASr. Production Planner IMissouri City, TXsmoking" and "tobacco or nicotine products" includes, but is not limited to, products such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes. When you join TAS, you join a Houston-headquartered company that is part of a large Houston-headquartered publicly traded company, Comfort Systems USA, with a solid reputation built on outstanding value, integrity, and customer focus.
Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed)- Houston MarketHouston, TexasKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Financial Solutions Advisor (Partially Licensed)- Greater Houston Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed)- Greater Houston MarketHouston, TexasKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - West Houston Area Bank of AmericaFinancial Solutions Advisor - West Houston AreaHouston, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Central Houston Area Bank of America CorpFinancial Solutions Advisor - Central Houston AreaHouston, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Central Houston Area Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas; Houston, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - South Houston Area Bank of America CorpFinancial Solutions Advisor - South Houston AreaBaytown, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - South Houston Area Dickinson, Texas; Sugar Land, Texas; Rosenberg, Texas; Baytown, Texas; Galveston, Texas; Houston, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewFinancial Solutions Advisor - Northeast Houston Area Bank of AmericaFinancial Solutions Advisor - Northeast Houston AreaConroe, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor - Northwest Houston Area Bank of America CorpFinancial Solutions Advisor - Northwest Houston AreaCypress, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Modular Construction Project Planner Comfort Systems USAModular Construction Project PlannerHouston, TXThis role works closely with Aftermarket Service Leadership, Construction Site Managers, TAS Project Managers, Purchasing, Finance and other stakeholders to monitor installation and construction project budgets, and support strategic decision-making to ensure these projects are delivered on time and within budget. "smoking" and "tobacco or nicotine products" includes, but is not limited to, product such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes.
Financial Planning Director Financial Planner RecruitingFinancial Planning DirectorHouston, TexasThis role is ideal for a seasoned CFP® professional who loves presenting financial plans, solving complex planning challenges, and serving as a trusted advisor to clients and teammates alike. The Financial Planning Director is a key member of our advisory team and plays an integral role in helping clients navigate life's financial decisions with confidence.