77 Results for

Investment Advisor Jobs in Clutch, TX

Jobs

New!

Houston, TX1 day ago

$150,000–$175,000 Per Year

Information 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. This is a dynamic role where you will be responsible for managing the financial health of our company, overseeing the production of financial reports, and developing strategies based on financial research.

New!

Houston, TX3 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.

Houston, TX30+ days ago

$240,000–$340,000 Per Year

Senior 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.

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, TX30+ days ago

Full-time

We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements. Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Facilitating treasury services, including capital requirements for our clients, individual investors or private funds.

Houston, Texas28 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, TX21 days ago

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Once 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 youve learned by growing and deepening relationships within a portfolio of clients.

Houston, TX30+ days ago

Full-time

Reporting to the Managing Director of Operations, this role oversees the daily execution and long-term improvement of investment operations, including trading workflows, portfolio accounting, reconciliation, billing, investment data management, and custodial coordination. This leader manages the Investment Operations team and serves as the operational bridge between the Investment Committee, Wealth Management advisors, custodians, and internal operations teams.

Houston, TX30+ days ago

Full-time

The Associate works closely with the Investment Operations team, Investment team, and Wealth Management advisors to support operational workflows and maintain the integrity of investment data across firm systems. Reporting to the Investment Operations Manager, this role plays a critical role in ensuring the accuracy and efficiency of trading workflows, portfolio reporting, billing processes, and investment data management.

New!

Houston, TX1 day ago

Remote

$23.80–$26.45 Per Hour

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

Sugar Land, TX30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.

Conroe, TX30+ days ago

Full-time

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

katy, TX30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. 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.

Houston, TX30+ days ago

$300,000–$375,000
Full-time

Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high-performing industrial real estate assets across the United States. Information 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.

Houston, TX30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

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.

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, Texas6 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Investment Analyst will work with team members to assist with all aspects of managing clients’ investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing client materials.

Houston, TX30+ days ago

This position will offer: • The ability to build a strong client base with the Banks exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.

New!

Houston, TX3 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, TX27 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, Texas14 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.

New!

Houston, TX1 day ago

$127,800–$156,200 Per Year

Develop, update, and maintain budgeting and economic forecasting models, including price decks, scenario analysis, and demand forecasts in partnership with site, commercial, economist, and value chain optimization teams. Coordinate and support strategic projects and ad hoc analyses, including competitive benchmarking, market assessments, and what‑if scenario modeling to inform long‑term refining strategy.

Houston, TX23 days ago

Engages 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.

Spring, TX30+ 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. By bringing many global functional groups together, the campus provides employees with the tools and capabilities needed today, and in the future, to achieve business objectives and accelerate the discovery of new resources, technologies and products.

Cypress, TX30+ days ago

The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts . This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Houston, TX30+ days ago

Full-time

At Northern Trust, the Portfolio Advisor manages a full set of fee‑producing investment accounts, generally for small to mid‑sized personal trust relationships and individual investors requiring a baseline level of technical expertise and versatility, with an expanding knowledge of a broad range of investment solutions. • Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals‑Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.

New!

Houston, TX3 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, 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, TX13 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.

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.

New!

Houston, TX1 day ago

$65,094–$93,865.93 Per Year

Beyond International is a fast-growing alternative investment platform managing private real estate credit and equity through Beyond Global Management, LLC (formerly Transcend Capital, LLC), an SEC Registered Investment Advisor. The ideal candidate should be a self-starter with a strong work ethic and the capability to prioritize their workload to ensure timely and accurate delivery.

Houston, TX30+ days ago

This individual will partner closely with the sales and client services teams to drive asset growth, enhance client engagement, and deliver a best-in-class experience to consultants, financial advisors, RIAs, and institutional investors. The ideal candidate will have 3-5 years of relevant experience within asset management or wealth management, strong capital markets knowledge, and a demonstrated ability to build and maintain productive client relationships.

Houston, Texas30+ days ago

Remote

$122,548–$208,711 Per Year

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. Overview: ABOUT USRBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.

Houston, TX30+ days ago

The Controller will lead and manage end-to-end accounting operations, ensure accurate financial reporting, and strengthen accounting processes across our complex, high-volume entity structure. A successful candidate will be comfortable in a dynamic environment, moving between different businesses and accounting challenges, and will take ownership of financial accuracy, audit preparedness, and team development.

Houston, TX30+ days ago

College Degree or equivalent required 10 years related experience Must have experience managing staff, projects and/or processes Possesses subject matter expertise Knowledge of industry regulations Ability to manage a team of others Ability to formulate new policies and procedures Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.

Houston, TX9 days ago

$120,000–$160,000 Per Year

Position Summary: We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.

Katy, Texas29 days ago

Remote

$200,000–$310,000 Per Year

This position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!

houston, TX30+ days ago

Responsibilities• Making proactive sales calls to educate financial advisors on Corebridge Financial 's annuity products• Responding to calls and questions about Corebridge Financial 's product offerings• Corresponding via email to financial advisors, external wholesalers, and other internal departments• Creating and sending case specific illustrations on Corebridge Financial annuities The selected candidate should be a goal oriented, self-directed individual who is constantly striving to exceed expectations with an enthusiastic sales attitude. Work LocationThis position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.#LI-ST1 #HYBRIDThis role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

Pasadena, TX22 days ago

$200,000–$250,000 Per Year

The CFO is a key executive team member, responsible for leading the finance organization to support scalable growth, operational efficiency, and strategic initiatives, including organic expansion and M&A. This role partners closely with the CEO and senior leaders to drive profitability, cash flow, and value creation while serving as a financial advisor and operational strategist.

Houston, TX18 days ago

$146,000–$200,000 Per Year

The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

Houston, TX17 days ago

Key Accountabilities:Responsible for creating, modifying and manipulating Excel models to inform company leadership decisions, financial advisors, sensitivity testing, and presentations to third parties. Work closely with leadership, staff and advisors to summarize and present complex qualitative and financial information into materials for investors, lenders and the executive team to make decisions.

Houston, TX30+ days ago

Full-time

Our culture is built around five values, and we look for team members who embody these behaviors:Consultative – You listen first, ask thoughtful questions, and guide clients and colleagues with empathy and clarity. A collaborative, supportive culture recognized as a Best Place to Work for Financial Advisors by Investment News.

Houston, TX30+ days ago

Full-time

Compensation & BenefitsSalary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performanceTotal Compensation range with Bonus = $115,000 - $170,000. The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis.

Houston, TX30+ days ago

Full-time

This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager is expected to be able to present the unique value offering of Willis Johnson Wealth in order to close business, but is not responsible for finding new business leads.

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Investment Advisor Jobs in Clutch, TX

Controller Jobot

Private Client Relationship Manager First Horizon Bank

Senior Alternative Investment Wholesaler Bridge Investment Group Holdings Inc

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

Investment Operations Associate Fund Services Group

Financial Advisor Northwestern Mutual

Financial Solutions Advisor - Registration Candidate - West Houston Area Bank of America Corp

Investment Operations Manager Willis Johnson Wealth

Investment Operations Associate Willis Johnson Wealth

Virtual Financial Advisor - Houston Thrivent Financial for Lutherans

J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TX JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate -Conroe, TX 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 (Greater Woodlands) 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 (North Central/Northwest) 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 - Katy/ Houston, TX and surrounding areas JPMorgan Chase & Co

CFO (Real Estate Investment) Jobot

Financial Advisor First Command Financial Services, Inc.

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

Financial Advisor Wealth Management FIRST SERVICE CREDIT UNION

Investment Analyst Rockefeller Capital Management

Financial Advisor - First Horizon Bank LPL Financial Holdings Inc

Senior Financial Advisor Strategic Financial Group

Financial Advisor Cornerstone Funeral Solutions

Private Wealth Advisor I/II/III Trustmark Bank

Advisor III, Refining Capital and Budget Phillips 66

Senior Estate Settlement Advisor - Private Bank The PNC Financial Services Group Inc

Business Development Advisor - Associate ExxonMobil

Associate/Service Wealth Advisor SilverStar Wealth Management Kestra Financial Independent Advisor

Portfolio Advisor Northern Trust

Junior Financial Advisor Strategic Financial Group

Senior Lead Financial Advisor, Specialty Sales Chevron Corporation

Financial Advisor Strategic Financial Group

Financial Advisor - Licensed RK Partners

Senior Accountant - Houston, TX Beyond International Group

Internal Sales/Relationship Management Associate Stephens Inc

Portfolio Manager City National Bank

Controller Artemis Partners

Senior Director | Business Transformation CBIZ Inc

High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates) Macpower Digital Assets Edge Private Limited

Sales Leader- Houston Katy Sales Territory State Farm

Internal Wholesaler Corebridge Financial Inc

CFO Clayton Services

Tax Senior Manager, Core Tax Services bdo consulting

Financial Analyst Caturus Management Services, LLC

Willis Johnson Wealth Residency Program Willis Johnson Wealth

Associate Wealth Manager Willis Johnson Wealth

Wealth Manager Willis Johnson Wealth

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