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62 banking advisor jobs at 20 companies in Texas

2mo
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Advisor, Startup Banking - Austin
Austin, Texas, United States
$75k-$115k/yr RemoteFull Time
Rho
Rho: Fintech banking platform for startups and finance teams, combining banking, cards, treasury, spend management, and accounting automation.
2+ YOE2+ years full-cycle B2B sales; experience selling business banking/credit card products to SMBs/Middle-Market; strong local network; proven hunter with multi-stakeholder sales; proficient with Salesforce and LinkedIn Sales Navigator.
Salesforce, LinkedIn Sales Navigator
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3mo
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Senior Wealth Advisor
Plano, Texas, United States
$125k-$175k/yr FieldFull Time
Beacon Pointe
Beacon Pointe: Registered investment advisory firm providing customized wealth plans and investment guidance to individuals, families, businesses, and institutions.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; experience in wirehouse, IBD, bank, or RIA; CFP/CFA preferred; bachelor\u0002s preferred; strong communication and sales orientation.
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4d
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Private Client Advisor
Dallas, Texas, United States
OnsiteFull Time
Texas Capital Bank
Texas Capital Bank: Commercial bank serving businesses, entrepreneurs, and individuals with banking and wealth services.
8+ YOERequires 8+ years of relevant banking experience, 5 years of private banking preferred, bachelor's degree in finance or related field, investment solutions experience, sales experience, and strong communication skills.
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2mo
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Business Advisor - Alpine
Alpine or Del Rio or Eagle Pass or Uvalde
$50k/yr FieldFull Time
Sul Ross State University
Sul Ross State University: Public Hispanic-Serving Texas university serving undergraduate and graduate students through hands-on learning and research.
2+ YOEBachelor's degree (business preferred), 2+ years business/banking/consulting experience, fluency in Spanish, valid driver's license and acceptable driving record, PC skills with word processing and spreadsheets; position is security-sensitive.
PCS, Microsoft Windows
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2mo
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Compliance Advisor - Privacy
Columbus or Frisco or California or Colorado or New York or Washington or Maryland or District of Columbia or Illinois or New Jersey or Vermont or Ohio or Maine or Connecticut or Virginia or United States
$98k-$177k/yr HybridFull Time
Bread Financial
Bread FinancialNYSE: BFH: Public U.S. financial services providing payment, lending, and saving solutions to millions of consumers.
8+ YOE8+ years in consumer credit/banking compliance, HS/GED minimum; Bachelors preferred. CIPP, CAMS, CRCM (preferred); subject matter expertise in compliance, risk, or privacy; strong analytical and strategic advising skills; U.S. work authorization required.
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3mo
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Financial Advisor III
Plano, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Providing financial, investment, and insurance services since 1868.
5+ YOEProvide financial planning and advice; build client relationships; market Frost banking and brokerage products; meet licensing and education requirements.
Microsoft Office
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2mo
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Customer Care Advisor
Tomahawk or Edwardsville or Joliet or Champaign or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$19-$21/hr OnsiteFull Time
Busey Bank
Busey BankNASDAQ: BUSE: Illinois-chartered commercial bank serving individuals, businesses, institutions, and government customers across ten U.S. states.
High school diploma, knowledge of Microsoft Office and web browsers, strong communication and problem-solving skills, ability to support customers via phone/chat/email, and ability to obtain a Busey online/mobile banking account.
Microsoft Office, web browsers
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1w
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Private Client Advisor II
Dallas, Texas, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOESeries 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.
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3w
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Treasury Management Advisor II
Amarillo, Texas, United States
OnsiteFull Time
Centennial Bank
Centennial Bank: Provides commercial and retail banking services.
5+ YOEBachelor's degree plus 5+ years banking experience. Strong communication, analytical, and Excel skills; knowledge of cyber security, BSA/AML training; preferred CTP and Accredited ACH Professional.
10-Key, Microsoft PowerPoint, Spreadsheet, Word Processing, Accounting, Contact Management, Database, Human Resources Systems, Payroll Systems, Microsoft Excel, Adobe Acrobat DC
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3w
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Private Client Advisor II
Austin, Texas, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and client relationship skills.
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3mo
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Senior Estate Settlement Advisor - Private Bank
Springfield or Bloomington or Indianapolis or Houston
$80k-$198k/yr OnsiteFull Time
PNC Wealth Management
PNC Wealth Management: U.S. private wealth-management subsidiary providing brokerage, investment advisory, financial-planning, and insurance services to individuals and families.
8+ YOESenior fiduciary expert overseeing complex estate settlements, tax filings, and client relationship management within Private Bank.
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2mo
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Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
Marsh
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
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
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3w
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Special Advisor, Client Development - Transactional
Dallas or Houston
HybridFull Time
Baker Botts
Baker Botts: International law firm serving companies in energy, technology, and life sciences through legal services.
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
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1mo
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Private Bank Wealth Advisor III
Dallas, Texas, United States
OnsiteFull Time
Huntington Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
5+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 5+ years wealth management/financial advisory/sales experience, securities and life insurance licenses preferred, strong communication and multitasking skills.
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16h
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Treasury and Digital Transformation Advisor
Houston, Texas, United States
HybridFull Time
TotalEnergies
TotalEnergiesEuronext Paris / NYSE: TTE: Global integrated energy producing and marketing energy products.
6+ YOEUndergraduate degree in accounting, finance, or business; 7–10 years in treasury, accounting, or finance; Power BI, Quantum TMS, banking, liquidity, automation, and analytics expertise required.
QUANTUM Treasury Management System (TMS), Power BI, Microsoft Office, PowerApps, CoPilot AI, Power Automate, Power Apps, Agile, Themis, JP Morgan Chase
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3mo
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Senior Home Lending Advisor - Hurst TX
Frisco, Texas, United States
OnsiteFull Time
Chase
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
3+ YOE3+ years mortgage lending and sales in retail banking; Bachelor's degree or equivalent; knowledge of FHA/VA/ FNMA/FHLMC guidelines; NMLS registration required.
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3mo
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Financial Advisor - Lone Star National Bank, San Antonio
San Antonio, Texas, United States
$60k-$80k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
3+ YOESeries 7 and 66 (63/65) required; insurance license; 3+ years investment sales experience.
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3mo
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Financial Advisor - Lone Star National Bank, San Antonio
San Antonio, Texas, United States
$60k-$80k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
3+ YOESeries 7 and 66 required; insurance license required; 3+ years investment sales experience.
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1w
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Asesor Jurídico Asociado - México
Ciudad Juárez or San Antonio
OnsiteFull Time
North American Development Bank
North American Development Bank: Binational government development bank financing environmental infrastructure for communities along the U.S.-Mexi border.
2+ YOEMexican law degree, professional legal license, 2–4 years in project finance, banking law, or public-sector operations, bilingual English and Spanish, strong analysis, writing, negotiation, and project management skills.
Microsoft Office
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19h
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Project Finance Lead
Austin or San Francisco or New York City
OnsiteFull Time
TAR
TAR: Private American energy-infrastructure startup building renewable, off-grid power systems and robotics for data centers.
2+ YOERequires 2–6 years in investment banking, private equity, project finance, or transaction-focused finance; live transaction experience, advanced financial modeling, advisor management, and excellent written communication.
DSCR
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