- Atria Wealth Solutions (League City, TX)
- …and UFCU employees with financial and retirement planning services. The Associate Financial Advisor will provide investment advice by drawing ... Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. ... This person will report to the Lead Advisor and be the primary contact for customer relationship...servicing. This position requires a strong understanding of the financial services industry and products and is critical in… more
- Edward Jones (Houston, TX)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Houston, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- PNC (Pearland, TX)
- …build their future. Hiring Requirements Job Details Job Profile Job Profile F01277 - Financial Advisor - PNCI (F) Job Families for Job Profiles Job Families ... to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in...be based in either location: North Olmsted or Strongsville. Financial Advisors are based within a bank branch and… more
- Regions Bank (Houston, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Sedgwick (Houston, TX)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability (A&E, D&O, EPL) Will focus on miscellaneous… more
- CIBC (Houston, TX)
- …renewable fuels, among other emerging low-carbon solutions. CIBC was named North American ESG Financial Advisor of the year in 2022 and North American ... Financial Advisor of the year in 2019...transition sectors. The primary roles and responsibilities for this Associate position include working with Managing Directors, Executive Directors,… more
- Pilot Company (Houston, TX)
- …Description** The purpose of this job is to act as the company's legal advisor to its energy and alternative fuels teams and perform critical strategic and tactical ... outside counsel when warranted 2. Serve as key legal advisor on all major strategic transactions, including drafting and...skills and high emotional intelligence + Strong business and financial acumen, as well as superior analytical and writing… more
- JPMorgan Chase (Katy, TX)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- H&R Block (Houston, TX)
- …state requirements** + **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#66505** ... **525130BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health… more
- Citigroup (Houston, TX)
- The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in ... strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment… more
- Bank of America (Houston, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management… more
- City National Bank (Houston, TX)
- *PORTFOLIO MANAGER ASSOCIATE (Hybrid - 3 days in office)* WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale ... Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM)...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Deloitte (Houston, TX)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Regions Bank (Houston, TX)
- …Area- specific business plan designed to meet and exceed client needs, meet financial budgets, while concurrently enhancing PWM brand awareness in their local market ... and QHH growth, Revenue Growth, COI development + Creates individual advisor assessment plans and implements specific guidelines that describe the responsibilities,… more
- MSC Industrial Supply Co. (Houston, TX)
- …based on understanding of the market or competitors. . Establishes value before ROI/ financial terms - Qualifies and quantifies the impact of maintaining the status ... customer. Become very knowledgeable and recognized as a Trusted Advisor on the industries served by our customers and...*INDICATES ESSENTIAL DUTIES To perform this job successfully an associate must be able to perform each essential duty… more
- Deloitte (Houston, TX)
- …tailors transformational change to their specific organization. Who we serve Deloitte's Financial Services Industry consulting practice is the largest in the world, ... genuine passion for driving strategic technical transformation in the financial services industry combined with relationship-building, leadership, and communication… more
- HCA Healthcare (Houston, TX)
- …insurance and more.** + **Free counseling services and resources for emotional, physical and financial wellbeing** + **401(k) Plan with a 100% match on 3% to 9% of ... expected of those who fulfill that role.** + **Serves as a faculty advisor to assist students in short-term program and goal achievement and long-range career… more