11 banking advisor jobs at 6 companies in Anahuac, TX
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Sr. Private Client Advisor
Houston or Dallas or Austin or Fort Worth or Richardson or Plano or San Antonio
OnsiteFull Time
10+ YOERequires 10+ years of relevant banking experience, bachelor's degree in finance, economics, accounting, or related field, prior sales experience, and experience serving affluent or high-net-worth clients.
1w
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Private Client Advisor II
Houston, Texas, United States
OnsiteFull Time
12+ YOERequires Series 7, 63 and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires high school diploma/GED and business development, advisory, negotiation, and relationship skills.
1w
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Private Client Advisor II
Houston, Texas, United States
OnsiteFull Time
12+ YOERequires Series 7, 63 and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. High school diploma or equivalent required; strong business development and client advisory skills.
3mo
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Senior Estate Settlement Advisor - Private Bank
Springfield or Bloomington or Indianapolis or Houston
$80k-$198k/yr OnsiteFull Time
8+ YOESenior fiduciary expert overseeing complex estate settlements, tax filings, and client relationship management within Private Bank.
2mo
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Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
10+ YOEBachelor in a financial field required (master's preferred), 10+ years in finance/banking/insurance, strong Excel and MS Office skills, P&C license mandatory or ability to obtain, strong communication and analytical skills.
Microsoft Office, Microsoft Excel
2w
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Business Solutions Advisor - Houston North Market
Houston, Texas, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; business-to-business sales or small business banking experience; strong communication, customer service, sales, relationship-building, and outbound phone sales skills.
Microsoft Excel
3w
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Special Advisor, Client Development - Transactional
Dallas or Houston
HybridFull Time
15+ YOEBachelor’s degree and 15+ years in business development, professional services, investment banking, consulting, corporate development, or related commercial leadership; executive presence and CRM, deal database, and market intelligence expertise.
CRM, deal databases, market intelligence tools, data analytics tools
2w
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Business Solutions Advisor - Houston North Market
Houston, Texas, United States
OnsiteFull Time
High school diploma or equivalent; demonstrated business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, relationship-building ability, and outbound phone sales experience.
spreadsheets
3mo
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Senior Home Lending Advisor - San Antonio, TX
San Antonio or Houston
OnsiteFull Time
3+ YOE3+ years mortgage lending and sales in retail banking; Bachelor’s degree or equivalent; knowledge of FHA/VA/FNMA/FHLMC; knowledge of local real estate market.
1mo
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2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst
New York or Miami or Houston
$100k-$110k/yr OnsiteFull Time
Pursuing a Bachelor's or Master's degree with expected graduation Dec 2026–Jun 2027; cultural knowledge and fluency in Spanish and/or Portuguese; strong interpersonal, analytical, and communication skills; interest in financial markets and client-facing advisory work.
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