NewTreasury Manager JobotTreasury ManagerHouston, TX$170,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are currently seeking an experienced, dynamic, and highly analytical individual to fill the role of Treasury Manager in our leading client home services firm.
Install Base Account Manager ComplySciInstall Base Account ManagerHouston, TX$145,000–$165,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. In this role, youll serve as a trusted advisor to an existing portfolio of clients - registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions - helping to align them with our technology and consulting solutions.
Registered Investment Advisor The Employee ConnectRegistered Investment AdvisorHouston, New York$30–$40 / hourMany advisors have grown their businesses as much as possible independently, and we offer strategies to unlock exponential growth through acquisitions, structured scaling, and enterprise-level transitions. Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across the U.S., allowing candidates to remain in their current location.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyHOUSTON, TX$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Private Bank Investment Advisor Texas Capital Bancshares IncPrivate Bank Investment 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. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Private Bank Investment Advisor Texas Capital BankPrivate Bank Investment 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. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. .
Credit Advisor - Global Wealth & Investment Management Bank of AmericaCredit Advisor - Global Wealth & Investment ManagementHouston, TexasThe 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.
NewInvestment Executive (Financial Advisor) The Woodlands, TX Fifth Third BankInvestment Executive (Financial Advisor) The Woodlands, TXHouston, TexasInvestment Executive (Financial Advisor) The Woodlands, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
NewInvestment Executive (Financial Advisor) Uptown Houston, TX Fifth Third BankInvestment Executive (Financial Advisor) Uptown Houston, TXHouston, TexasInvestment Executive (Financial Advisor) Uptown Houston, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
NewInvestment Executive (Financial Advisor) Houston Heights, TX Fifth Third BankInvestment Executive (Financial Advisor) Houston Heights, TXHouston, TexasInvestment Executive (Financial Advisor) Houston Heights, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Senior Alternative Investment Wholesaler Bridge Investment Group Holdings IncSenior Alternative Investment WholesalerHouston, TX$240,000–$340,000 / yearSenior Alternative Investment Wholesaler will drive fundraising results across the full suite of Bridge plus Apollos Real Estate product suite, with a focus on the major Wirehouses, Registered Investment Advisor (RIA) and Independent Broker Dealer (IBD) client segments. • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based UpsideHouston, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities 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).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
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.
Investment Analyst / Senior Associate HanwhaInvestment Analyst / Senior AssociateHouston, TXFutureProof is a joint venture investment platform equally owned by Hanwha Solutions and Hanwha Aerospace and pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. Hanwha Group operates globally in a diverse range of businesses with $70 billion in combined annual revenue from over 30 countries in the sectors of chemical, petrochemical, renewable energies, aerospace, defense, finance, hotel & resorts, construction, and many others.
NewJ.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 (South Central)Houston, TXFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West)Houston, TXFull timeUsing 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.
J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central)Houston, TXFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt)Houston, TXUsing 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.
J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central) JPMorgan Chase & CoJ.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central)Houston, TXUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)Houston, TXUsing 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.