24 associate financial advisor jobs at 10 companies in Houston, TX
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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
1mo
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Financial Advisor Associate
Houston, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years financial services/brokerage experience, Series 7 and Series 63 or 66 required, strong client relationship skills, knowledge of markets and investment products, ethical conduct.
Microsoft 365
1mo
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Financial Advisor Associate
Houston, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience,5+ years financial services/brokerage experience,Series 7 and state securities (63/65/66) required/obtainable,proficient with Microsoft 365,strong client engagement and ethical standards.
Microsoft 365
4d
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Financial Advisor Associate
Houston, Texas, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in a related field or equivalent professional experience; strong communication, presentation, organization, networking, listening, and problem-solving skills; background check and assessments required.
1mo
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Financial Aid Advisor
Houston, Texas, United States
$21-$25/hr OnsiteFull Time
1+ YOE1+ years financial aid experience in higher education, knowledge of Title IV processes and compliance, strong communication, detail-oriented, Associate's degree or equivalent.
2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
2w
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Associate Relationship Advisor
Houston, Texas, United States
OnsiteFull Time
3+ YOE3+ years in asset servicing or relationship management preferred; college degree preferred; knowledge of investments, fiduciary standards, and financial products; strong communication, analytical, and client-service skills; U.S. work authorization required.
5d
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Partner Tax Preparation Advisor Senior Associate
New York City or Dallas or Boston or Houston
$55k-$151k/yr OnsiteFull Time
2+ YOEBachelor's degree in accounting or finance and at least 2 years of experience. Requires tax planning, compliance, analytical, financial statement analysis, and client relationship skills.
tax preparation, financial statement analysis
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma required; SIE/Series licenses preferred; proficiency with Microsoft Office and Salesforce; strong communication and client-focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide exceptional client service supporting financial advisors, execute money movement transactions, manage calendars/travel/expense reports, use digital tools and Microsoft Office; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Senior Registered Client Associate
Sugar Land, Texas, United States
OnsiteFull Time
Provide operational and administrative support to Financial Advisors; maintain client records, prepare reports, collect account documentation; Series 7/66 licenses for registered CSAs preferred, bachelor\u0002s preferred, proficient in Microsoft Office, strong communication and attention to detail.
Microsoft Office
1mo
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Client Service Associate (The Woodlands, TX) Bilingual Requirement)
The Woodlands, Texas, United States
OnsiteFull Time
Provides administrative support to Financial Advisors, handles client interactions, processes transactions, opens accounts, uses CRM and Microsoft Excel; high school diploma required; 1+ year securities or related experience preferred.
CRM, Microsoft Excel
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