NewSenior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Accounting and Financial Advisory ServicesHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager - Financial Advisory Services Embark Consulting LLCManager - Financial Advisory ServicesHouston, TX$140,000–$160,000 / yearGrowth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions.
NewAnalyst, Pharmacy Services & Financial Support Programs Legacy Community HealthAnalyst, Pharmacy Services & Financial Support ProgramsHouston, TXMaster's degree in Public Health preferred; or 5 years experience in an analyst, support, or coordinator role conducting data analysis, data reporting/data validation, or an equivalent combination of education and experience. Perform routine data collection and prepare reports for Pharmacy Services, including specialty accreditation and Ryan White grant programs.
Energy Managing Director - Financial Advisory Services Embark Consulting LLCEnergy Managing Director - Financial Advisory ServicesHouston, TX$250,000–$300,000 / yearAdvisory Managing Director: Managing directors in consulting are primarily responsible for providing direction and guidance to teams of employees and ensuring that projects are accomplished in a timely manner. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
Financial Service Representative Burnett SpecialistsFinancial Service RepresentativeHouston, TXKnowledgeable and proficient in the account opening process for all deposit accounts including but not limited to savings, checking, money market, and club accounts; Also, have proficiency in identification and new account screening methods and be able to fully explain regulatory requirements on all accounts and services. Assist member(s) with account inquiries in a timely and accurate manner and perform all functions associated with account maintenance as requested including but not limited to personal and account data changes, address changes, and account closures.
Service Financial Advisor Claire Myers ConsultingService Financial AdvisorKaty, TexasOur client is an established and growing wealth management practice seeking an experienced Service Advisor to work closely with the lead advisor and help manage and deepen existing client relationships. The Service Advisor will act as a second chair to the lead advisor, participate in client meetings, prepare financial planning work, identify planning opportunities, and own client follow-up and ongoing service.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalHouston, TexasRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Client Service Representative/Paraplanner Park Place Financial Kestra Financial Independent AdvisorClient Service Representative/Paraplanner Park Place FinancialBellaire, TX$50,000–$75,000 / yearThe successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. Our practice is largely focused upon helping clients pay less tax and not outlive their money.
Financial Advisor Associate Stifel Financial CorpFinancial Advisor AssociateHouston, TXStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
Financial Advisor Associate StifelFinancial Advisor AssociateHouston, TexasFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
Vice President – Financial Crimes Risk Officer – Client Advisory (Wealth Management and U.S. Banks Financial Crimes Risk) Morgan StanleyVice President – Financial Crimes Risk Officer – Client Advisory (Wealth Management and U.S. Banks Financial Crimes Risk)Houston, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.
Vice President - Financial Crimes Risk Officer - Client Advisory (Wealth Management And U.S. Banks Financial Crimes Risk) Morgan StanleyVice President - Financial Crimes Risk Officer - Client Advisory (Wealth Management And U.S. Banks Financial Crimes Risk)Houston, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.
Vice President - Financial Crimes Risk Officer - Client Advisory (Wealth Management and U.S. Banks Financial Crimes Risk) Morgan StanleyVice President - Financial Crimes Risk Officer - Client Advisory (Wealth Management and U.S. Banks Financial Crimes Risk)Houston, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.
Consulting Associate/Recovery Services Forensic Services practice CRA International IncConsulting Associate/Recovery Services Forensic Services practiceHouston, TX$100,000–$126,500 / yearCRA is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations. Lead technical recovery workstreams in ransomware matters: domain controller rebuild and validation, tiered credential resets, hypervisor and backup restoration, and host checkout against defined gate criteria.
Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Houston Galleria MarketHouston, TXOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market Houston, Texas; Houston, Texas; Sugar Land, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Houston Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Houston MarketHouston, TXOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Houston Market Houston, Texas; Houston, Texas; Beaumont, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Pasadena Central Valley MarketPasadena, TexasEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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 Advisor Development Program - Financial Advisor: Greater Houston Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Houston MarketHouston, TexasEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - First Horizon Bank LPL Financial ServicesFinancial Advisor - First Horizon BankHouston, TXThis employment opportunity at First Horizon bank in Houston, TX would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Financial Advisor - Houston Texas Fire Fighters FCU And Cy Fair FCU LPL Financial ServicesFinancial Advisor - Houston Texas Fire Fighters FCU And Cy Fair FCUHouston, TX$50,000–$70,000 / yearThis employment opportunity at TruStage located at Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, TX would allow you to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.