11 banking advisor jobs at 6 companies in Conroe, TX
3w
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Financial Advisor
Houston or San Diego
HybridFull Time
6+ YOE6+ years private banking/financial services with UHNW/HNW clients in Latin America, bachelor\u0002s required, Series 65 or equivalent mandatory, established book of business, proven sales, Spanish fluency.
3w
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Business Banking Treasury Management Advisor - Relationship Manager I
Houston, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, client relationship and credit analysis skills, financial analysis, decision making, and strong communication.
2mo
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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.
1mo
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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
1d
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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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Financial Solutions Advisor - Registration Candidate - Northeast Houston Area
Spring or Conroe
OnsiteFull Time
1+ YOEObtain SIE/Series 7/66 licenses, cultivate client relationships, advise on banking and investment solutions, and meet sales and regulatory requirements.
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.
3mo
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Senior Home Lending Advisor - El Paso, TX
Houston, Texas, United States
OnsiteFull Time
3+ YOEBachelor’s degree or equivalent work experience; 3+ years mortgage lending and retail banking sales; knowledge of real estate market; strong communication; knowledge of FHA/VA/FNMA/FHLMC guidelines.
4w
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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.
3w
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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
2w
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Wealth Management Client Associate
The Woodlands, Texas, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft and CRM tools; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce