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.
Private Client Advisor Texas Capital BankPrivate Client AdvisorHouston, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.
Private Client Advisor Texas Capital Bancshares, Inc.Private Client AdvisorHouston, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.
Sr. Private Client Advisor Texas Capital BankSr. Private Client AdvisorHouston, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.
Sr. Private Client Advisor Texas Capital Bancshares, Inc.Sr. Private Client AdvisorHouston, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.
Senior Financial Advisor CORDA Investment ManagementSenior Financial AdvisorHouston, TexasIf you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment, and more ownership over the way you serve your clients, CORDA may be exactly what you have been looking for. If you are looking for a place to plug in, grow alongside talented colleagues, and serve clients within a close-knit firm that operates with intention, that is exactly what CORDA offers.
Financial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementBellaire, TXPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Closely Held Business Advisor III - PNC Private Bank The PNC Financial Services Group IncClosely Held Business Advisor III - PNC Private BankHouston, TX$91,000–$202,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
2027 Investment Banking Analyst I - Energy, Infrastructure, & Transition (Houston) Canadian Imperial Bank of Commerce2027 Investment Banking Analyst I - Energy, Infrastructure, & Transition (Houston)Houston, TXThe primary roles and responsibilities for this Analyst position include working with Managing Directors, Executive Directors, Directors, Associates and Analysts to complete financial modeling and analysis, research, transaction structuring and to generally support the senior professionals with business development and transaction execution activities. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Sr Advisor II, Structuring And Origination Phillips 66Sr Advisor II, Structuring And OriginationHouston, TX$175,500–$214,500 / yearAs part of a deal team, identify, evaluate, support, and originate complex mid-to-long-term commodity transactions globally, including long-term supply and offtake agreements, physical asset monetization, prepays, and asset tolling opportunities, to capture structural market opportunities across the Americas, Europe, and Asia. As a Sr Advisor II, Structuring & Origination, you'll serve as a commercially focused individual contributor within Phillips 66 Commercial's Global Origination function, with responsibility for driving mid-to-long-term value creation and structuring complex commercial transactions across the global portfolio (Americas, Europe, and Asia).
Sr Advisor II, Structuring and Origination Phillips 66Sr Advisor II, Structuring and OriginationHouston, TX$175,500–$214,500 / yearAs part of a deal team, identify, evaluate, support, and originate complex mid-to-long-term commodity transactions globally, including long-term supply and offtake agreements, physical asset monetization, prepays, and asset tolling opportunities, to capture structural market opportunities across the Americas, Europe, and Asia. As a Sr Advisor II, Structuring & Origination, you'll serve as a commercially focused individual contributor within Phillips 66 Commercial's Global Origination function, with responsibility for driving mid-to-long-term value creation and structuring complex commercial transactions across the global portfolio (Americas, Europe, and Asia).
Financial Solutions Advisor - Registration Candidate - Central Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Central 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 - 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 - 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 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.
Private Equity & Alternative Investments Senior Analyst Truist BankPrivate Equity & Alternative Investments Senior AnalystHouston, TexasRepresent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.
Senior Estate Settlement Advisor - Private Bank The PNC Financial Services Group IncSenior Estate Settlement Advisor - Private BankHouston, TXEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Solutions Advisor - South Houston Area Bank of America CorpFinancial Solutions Advisor - South Houston AreaDickinson, 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.
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.