NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)San Antonio, TXRemote$63,590–$121,530 / yearli>Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewDirector, Treasury JobotDirector, TreasuryHouston, 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. Exceptional communication and presentation skills, with the ability to present financial information and complex financial concepts to non-financial managers.
NewInvestment Advisor Representative Willis Towers Watson PLCInvestment Advisor RepresentativeRichardson, TX$90,000–$120,000 / yearp>WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The role emphasizes consistent, compliant investment advice delivery at scale, with a strong focus on quality client service, regulatory adherence, and disciplined investment processes, rather than primary sales ownership or long‑term relationship management.
Senior Investment Advisor - PNC Private Bank The PNC Financial Services Group IncSenior Investment Advisor - PNC Private BankAustin, TXp>PNC 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. 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.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorDallas, TXLife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
NewInvestment Advisor (401K Retirement Plans) Southwest Business CorporationInvestment Advisor (401K Retirement Plans)San Antonio, TXli>Generate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
Private Bank Investment Advisor Texas Capital Bancshares IncPrivate Bank Investment AdvisorDallas, TXp>Headquartered 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, Texasdiv>Headquartered 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.NewInvestment Executive (Financial Advisor) Austin, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Austin, TXAustin, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Houston, TXHouston, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.Investment Executive (Financial Advisor) Katy Mason, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Katy Mason, TXKaty, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.Investment Executive (Financial Advisor) Uptown Houston, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Uptown Houston, TXHouston, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.Investment Executive (Financial Advisor) Sugarland, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Sugarland, TXSugar Land, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.Investment Executive (Financial Advisor) Friendswood, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Friendswood, TXFriendswood, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.Investment Executive (Financial Advisor) Cypress, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Cypress, TXCypress, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TXYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.Credit Advisor - Global Wealth & Investment Management Bank of America CorpCredit Advisor - Global Wealth & Investment ManagementHouston, TXResponsibilities:• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsRequired Qualifications:• 10 plus years of commercial credit or wealth management credit experience• Strong oral and written communication skills• Effectively present to Private Bank leadership and advisors around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at the same time• Ability to work well with underwriting, risk, and other business partners• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures• Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.• Manage ongoing loan portfolio (reporting, covenants, etc.)Desired Qualifications:• 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• BS degree / MBASkills:• Business Development• Loan Structuring• Negotiation• Prospecting• Relationship Building• Active Listening• Business Acumen• Client Management• Customer and Client Focus• Profitability Analysis• Influence• Pipeline Management• Portfolio Management• Problem Solving• Sales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:The 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.Financial Advisor - Investment Services Group Truist Financial CorpFinancial Advisor - Investment Services GroupAustin, TXp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Plano, TXp>Your Qualifications: • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting • Bachelor's degree or equivalent combination of education and experience required • Required to pass the Series 65 (we provide robust training and support once you start) • A thoughtful consultative approach with an emphasis on client focus. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.Financial Advisor - Investment Services Group Truist BankFinancial Advisor - Investment Services GroupAustin, Texasp/>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.Investment Operations Specialist SWMGInvestment Operations SpecialistFort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.Senior Alternative Investment Wholesaler Bridge Investment Group Holdings IncSenior Alternative Investment WholesalerDallas, 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.ASSOCIATE, INVESTMENTS (PRIVATE CREDIT) Cresset Capital Management LLCASSOCIATE, INVESTMENTS (PRIVATE CREDIT)Dallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.Compliance Officer, Broker-Dealer Investment Banking Texas Capital Bancshares IncCompliance Officer, Broker-Dealer Investment BankingDallas, TXp>Headquartered 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. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.Compliance Officer, Broker-Dealer Investment Banking Texas Capital BankCompliance Officer, Broker-Dealer Investment BankingDallas, Texasdiv>Headquartered 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. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.Investment Operations Associate Fund Services GroupInvestment Operations AssociateHouston, TXFull timep/>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. FSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities.Senior Regional Advisor Consultant Westwood Holdings Group, Inc.Senior Regional Advisor ConsultantDallas, TXThe firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood's investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers).Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)TXRemote$101,231–$172,355 / yearp>Additional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.DIRECTOR, INVESTMENT STRATEGY & EXECUTION Cresset Capital Management LLCDIRECTOR, INVESTMENT STRATEGY & EXECUTIONDallas, TXp>This position requires exceptional organizational and project management skills, strong analytical rigor, executive-level communication and presentation capabilities, sound investment and business judgment, and the ability to influence across teams without formal authority. Position Overview Reporting directly to the Chief Investment Officer (CIO) and based in our Cresset Dallas office, the Director, Investment Strategy & Execution serves as a strategic and operational partner responsible for driving disciplined execution across the Investment organization.Financial Advisor (Financial Planning and Client Service) SWMGFinancial Advisor (Financial Planning and Client Service)Fort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first.Investment Specialist, TRPG Cetera Financial Group IncInvestment Specialist, TRPGDallas, TX$55,000–$70,000 / yearp>"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.VP, Wealth Advisor- Trust & Wealth Bank OZKVP, Wealth Advisor- Trust & WealthDallas, TXProvides management with insight on market industry trends, best practices, and product needs, and keeps abreast of changing economic, legal, financial planning, investment trends, and general market and business issues affecting affluent clients. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles.Associate, Workforce & Education Investments Social Finance, IncAssociate, Workforce & Education InvestmentsAustin, TXAssociates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus BonusSugar Land, TXSecurities 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.Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusFrisco, TXSecurities 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.ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORDallas, TXBuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.Advisor Support Representative Altruist CorpAdvisor Support RepresentativeDallas, TXp>As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance.AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, North Carolinali>Deep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors — including trading, wealth management, compliance, and CRM platforms — paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps — operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.Sr Investment Associate Northern Trust CorpSr Investment AssociateAustin, TXp>Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).Manager, Advisor Services Block Desk & Trading The Charles Schwab CorpManager, Advisor Services Block Desk & TradingWestlake, TXOur Block Desk helps RIAs assess potential benefits and risks while employing various execution strategies on relatively large and/or illiquid Equity and ETF trades with direct responsibility for developing a trade execution strategy, managing client expectations on illiquid orders and being the subject matter experts of our High Touch Execution service, this team plays a critical role in the end-to-end client experience. As an extension of a RIA's trade desk, assisting them through the trading life cycle of an order, you will develop and strengthen relationships with a RIA's Portfolio Managers, Traders, COOs and Compliance Specialists as you leverage pre and post-trade analysis seeking to reduce implicit trading costs and optimize their trading process.Investment Operations Associate Willis Johnson WealthInvestment Operations AssociateHouston, TexasThe 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. This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm.Investment Operations Manager Willis Johnson WealthInvestment Operations ManagerHouston, TexasReporting 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.Senior Assistant General Counsel, Impact Investments Social Finance, IncSenior Assistant General Counsel, Impact InvestmentsTX$165,000–$195,000 / yearRelevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance. Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include: Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.Financial Advisor Northwestern MutualFinancial AdvisorSan Marcos, Texas$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.NewJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TXSan Antonio, TXli>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.J.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TXPlano, TXAid 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.NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TXHouston, TXli>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.J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXp>• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • 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 • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. 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.Financial Solutions Advisor - Registration Candidate - Houston Area Bank of America CorpFinancial Solutions Advisor - Registration Candidate - Houston AreaHouston, TXMerrill 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.12345678910Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesAsset Manager JobsFund Manager JobsInvestment Analyst JobsInvestment Associate JobsInvestment Banker JobsInvestment Consultant JobsInvestment Manager JobsInvestment Specialist Jobs
NewInvestment Executive (Financial Advisor) Austin, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Austin, TXAustin, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Houston, TXHouston, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Investment Executive (Financial Advisor) Katy Mason, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Katy Mason, TXKaty, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Investment Executive (Financial Advisor) Uptown Houston, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Uptown Houston, TXHouston, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Investment Executive (Financial Advisor) Sugarland, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Sugarland, TXSugar Land, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Investment Executive (Financial Advisor) Friendswood, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Friendswood, TXFriendswood, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Investment Executive (Financial Advisor) Cypress, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Cypress, TXCypress, TXCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TXYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
Credit Advisor - Global Wealth & Investment Management Bank of America CorpCredit Advisor - Global Wealth & Investment ManagementHouston, TXResponsibilities:• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsRequired Qualifications:• 10 plus years of commercial credit or wealth management credit experience• Strong oral and written communication skills• Effectively present to Private Bank leadership and advisors around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at the same time• Ability to work well with underwriting, risk, and other business partners• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures• Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.• Manage ongoing loan portfolio (reporting, covenants, etc.)Desired Qualifications:• 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• BS degree / MBASkills:• Business Development• Loan Structuring• Negotiation• Prospecting• Relationship Building• Active Listening• Business Acumen• Client Management• Customer and Client Focus• Profitability Analysis• Influence• Pipeline Management• Portfolio Management• Problem Solving• Sales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:The 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.
Financial Advisor - Investment Services Group Truist Financial CorpFinancial Advisor - Investment Services GroupAustin, TXp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Plano, TXp>Your Qualifications: • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting • Bachelor's degree or equivalent combination of education and experience required • Required to pass the Series 65 (we provide robust training and support once you start) • A thoughtful consultative approach with an emphasis on client focus. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
Financial Advisor - Investment Services Group Truist BankFinancial Advisor - Investment Services GroupAustin, Texasp/>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
Investment Operations Specialist SWMGInvestment Operations SpecialistFort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.
Senior Alternative Investment Wholesaler Bridge Investment Group Holdings IncSenior Alternative Investment WholesalerDallas, 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.
ASSOCIATE, INVESTMENTS (PRIVATE CREDIT) Cresset Capital Management LLCASSOCIATE, INVESTMENTS (PRIVATE CREDIT)Dallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital Bancshares IncCompliance Officer, Broker-Dealer Investment BankingDallas, TXp>Headquartered 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. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital BankCompliance Officer, Broker-Dealer Investment BankingDallas, Texasdiv>Headquartered 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. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.Investment Operations Associate Fund Services GroupInvestment Operations AssociateHouston, TXFull timep/>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. FSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities.Senior Regional Advisor Consultant Westwood Holdings Group, Inc.Senior Regional Advisor ConsultantDallas, TXThe firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood's investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers).Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)TXRemote$101,231–$172,355 / yearp>Additional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.DIRECTOR, INVESTMENT STRATEGY & EXECUTION Cresset Capital Management LLCDIRECTOR, INVESTMENT STRATEGY & EXECUTIONDallas, TXp>This position requires exceptional organizational and project management skills, strong analytical rigor, executive-level communication and presentation capabilities, sound investment and business judgment, and the ability to influence across teams without formal authority. Position Overview Reporting directly to the Chief Investment Officer (CIO) and based in our Cresset Dallas office, the Director, Investment Strategy & Execution serves as a strategic and operational partner responsible for driving disciplined execution across the Investment organization.Financial Advisor (Financial Planning and Client Service) SWMGFinancial Advisor (Financial Planning and Client Service)Fort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first.Investment Specialist, TRPG Cetera Financial Group IncInvestment Specialist, TRPGDallas, TX$55,000–$70,000 / yearp>"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.VP, Wealth Advisor- Trust & Wealth Bank OZKVP, Wealth Advisor- Trust & WealthDallas, TXProvides management with insight on market industry trends, best practices, and product needs, and keeps abreast of changing economic, legal, financial planning, investment trends, and general market and business issues affecting affluent clients. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles.Associate, Workforce & Education Investments Social Finance, IncAssociate, Workforce & Education InvestmentsAustin, TXAssociates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus BonusSugar Land, TXSecurities 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.Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusFrisco, TXSecurities 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.ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORDallas, TXBuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.Advisor Support Representative Altruist CorpAdvisor Support RepresentativeDallas, TXp>As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance.AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, North Carolinali>Deep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors — including trading, wealth management, compliance, and CRM platforms — paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps — operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.Sr Investment Associate Northern Trust CorpSr Investment AssociateAustin, TXp>Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).Manager, Advisor Services Block Desk & Trading The Charles Schwab CorpManager, Advisor Services Block Desk & TradingWestlake, TXOur Block Desk helps RIAs assess potential benefits and risks while employing various execution strategies on relatively large and/or illiquid Equity and ETF trades with direct responsibility for developing a trade execution strategy, managing client expectations on illiquid orders and being the subject matter experts of our High Touch Execution service, this team plays a critical role in the end-to-end client experience. As an extension of a RIA's trade desk, assisting them through the trading life cycle of an order, you will develop and strengthen relationships with a RIA's Portfolio Managers, Traders, COOs and Compliance Specialists as you leverage pre and post-trade analysis seeking to reduce implicit trading costs and optimize their trading process.Investment Operations Associate Willis Johnson WealthInvestment Operations AssociateHouston, TexasThe 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. This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm.Investment Operations Manager Willis Johnson WealthInvestment Operations ManagerHouston, TexasReporting 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.Senior Assistant General Counsel, Impact Investments Social Finance, IncSenior Assistant General Counsel, Impact InvestmentsTX$165,000–$195,000 / yearRelevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance. Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include: Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.Financial Advisor Northwestern MutualFinancial AdvisorSan Marcos, Texas$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.NewJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TXSan Antonio, TXli>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.J.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TXPlano, TXAid 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.NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TXHouston, TXli>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.J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXp>• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • 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 • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. 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.Financial Solutions Advisor - Registration Candidate - Houston Area Bank of America CorpFinancial Solutions Advisor - Registration Candidate - Houston AreaHouston, TXMerrill 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.12345678910Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesAsset Manager JobsFund Manager JobsInvestment Analyst JobsInvestment Associate JobsInvestment Banker JobsInvestment Consultant JobsInvestment Manager JobsInvestment Specialist Jobs
Investment Operations Associate Fund Services GroupInvestment Operations AssociateHouston, TXFull timep/>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. FSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities.
Senior Regional Advisor Consultant Westwood Holdings Group, Inc.Senior Regional Advisor ConsultantDallas, TXThe firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood's investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers).
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)TXRemote$101,231–$172,355 / yearp>Additional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.
DIRECTOR, INVESTMENT STRATEGY & EXECUTION Cresset Capital Management LLCDIRECTOR, INVESTMENT STRATEGY & EXECUTIONDallas, TXp>This position requires exceptional organizational and project management skills, strong analytical rigor, executive-level communication and presentation capabilities, sound investment and business judgment, and the ability to influence across teams without formal authority. Position Overview Reporting directly to the Chief Investment Officer (CIO) and based in our Cresset Dallas office, the Director, Investment Strategy & Execution serves as a strategic and operational partner responsible for driving disciplined execution across the Investment organization.
Financial Advisor (Financial Planning and Client Service) SWMGFinancial Advisor (Financial Planning and Client Service)Fort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first.
Investment Specialist, TRPG Cetera Financial Group IncInvestment Specialist, TRPGDallas, TX$55,000–$70,000 / yearp>"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
VP, Wealth Advisor- Trust & Wealth Bank OZKVP, Wealth Advisor- Trust & WealthDallas, TXProvides management with insight on market industry trends, best practices, and product needs, and keeps abreast of changing economic, legal, financial planning, investment trends, and general market and business issues affecting affluent clients. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles.
Associate, Workforce & Education Investments Social Finance, IncAssociate, Workforce & Education InvestmentsAustin, TXAssociates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus BonusSugar Land, TXSecurities 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.
Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusFrisco, TXSecurities 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.
ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORDallas, TXBuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
Advisor Support Representative Altruist CorpAdvisor Support RepresentativeDallas, TXp>As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, North Carolinali>Deep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors — including trading, wealth management, compliance, and CRM platforms — paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps — operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Sr Investment Associate Northern Trust CorpSr Investment AssociateAustin, TXp>Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
Manager, Advisor Services Block Desk & Trading The Charles Schwab CorpManager, Advisor Services Block Desk & TradingWestlake, TXOur Block Desk helps RIAs assess potential benefits and risks while employing various execution strategies on relatively large and/or illiquid Equity and ETF trades with direct responsibility for developing a trade execution strategy, managing client expectations on illiquid orders and being the subject matter experts of our High Touch Execution service, this team plays a critical role in the end-to-end client experience. As an extension of a RIA's trade desk, assisting them through the trading life cycle of an order, you will develop and strengthen relationships with a RIA's Portfolio Managers, Traders, COOs and Compliance Specialists as you leverage pre and post-trade analysis seeking to reduce implicit trading costs and optimize their trading process.
Investment Operations Associate Willis Johnson WealthInvestment Operations AssociateHouston, TexasThe 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. This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm.
Investment Operations Manager Willis Johnson WealthInvestment Operations ManagerHouston, TexasReporting 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.
Senior Assistant General Counsel, Impact Investments Social Finance, IncSenior Assistant General Counsel, Impact InvestmentsTX$165,000–$195,000 / yearRelevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance. Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include: Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.
Financial Advisor Northwestern MutualFinancial AdvisorSan Marcos, Texas$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TXSan Antonio, TXli>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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Plano, TXPlano, TXAid 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.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TXHouston, TXli>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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXp>• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • 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 • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. 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.
Financial Solutions Advisor - Registration Candidate - Houston Area Bank of America CorpFinancial Solutions Advisor - Registration Candidate - Houston AreaHouston, TXMerrill 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.