53 banking advisor jobs at 25 companies in Texas

1mo
Save
Mark Applied
Hide
Associate Banking Advisor
Houston, Texas, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOE5+ years in financial services with client servicing; credit underwriting experience; knowledge of banking products and services.
2mo
Save
Mark Applied
Hide
Banking Advisor III - PNC Private Bank
Austin, Texas, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEExperience in private banking, client relationship management, and credit analysis; ability to identify banking solutions for high-net-worth clients.
1mo
Save
Mark Applied
Hide
Advisor, Startup Banking - Austin
Austin, Texas, United States
$75k-$115k/yr RemoteFull Time
Rho
Rho: Integrated banking and finance platform for startups and businesses.
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
1w
Save
Mark Applied
Hide
Industry Advisor
Illinois or San Francisco or Dallas or New Jersey or New York City or New York or Chicago or Atlanta
$235k-$314k/yr RemoteFull Time
Salesforce
SalesforceNYSE: CRM: Sells cloud-based customer relationship management and business software solutions.
10+ YOE10+ years financial services or consulting leadership; expert in banking/insurance/wealth, executive workshops, framework design, specialist enablement, sales acumen, program management, and strong communication.
Salesforce, Financial Services Cloud, Data Cloud, Slack, Agentforce
2d
Save
Mark Applied
Hide
Financial Advisor
Houston or San Diego
HybridFull Time
BBVA
BBVABolsas y Mercados Españoles: BBVA: Provides global banking, insurance, and investment management services.
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.
2mo
Save
Mark Applied
Hide
Private Bank Investment Advisor
Houston, Texas, United States
OnsiteFull Time
Texas Capital
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
10+ YOE10+ years banking experience with private banking; Series 7 and 63 required; Bachelor's degree; MBA/CFA/CFP preferred.
FINRA, Portfolio Management, Investment Advisory, Client Relationship Management, Microsoft Excel, Financial Planning Tools
3w
Save
Mark Applied
Hide
Business Advisor - Alpine
Alpine or Del Rio or Eagle Pass or Uvalde
$50k/yr FieldFull Time
Sul Ross State University
Sul Ross State University: Provides public higher education and academic research services.
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
3mo
Save
Mark Applied
Hide
Business Strategy Senior Advisor
Springfield or Allen or Birmingham or Cedar Falls or Charlotte or Lenexa or Louisville or Monett
HybridFull Time
Jack Henry
Jack HenryNASDAQ: JKHY: Technology and payment processing solutions for financial institutions.
15+ YOEBachelor’s degree; 15+ years in banking/financial services or consulting; travel up to 25%; PMP certification preferred.
3w
Save
Mark Applied
Hide
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: Provides personalized credit cards, lending, and savings products.
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.
2mo
Save
Mark Applied
Hide
Financial Advisor III
Plano, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
5+ YOEProvide financial planning and advice; build client relationships; market Frost banking and brokerage products; meet licensing and education requirements.
Microsoft Office
2mo
Save
Mark Applied
Hide
Compliance Advisor Manager
Richmond or McLean or New York or Plano or Wilmington
OnsiteFull Time
Capital One
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
5+ YOEBachelor’s degree or military experience; 5+ years in compliance, risk, legal, regulatory, or audit in financial services; 5+ years in US banking laws and translating regulations.
2mo
Save
Mark Applied
Hide
Financial Advisor Securities
Austin, Texas, United States
OnsiteFull Time
Southside Bank
Southside BankNYSE: SBSI: Provides community-focused banking and financial services across Texas.
5+ YOERequires Series 7 and 66 licenses; BS in Finance/Accounting/Business or related field; 5+ years in banking sales/support; strong interpersonal, analytical, and project management skills.
Series 7 license, Series 66 license, Financial analysis tools, Office productivity software
1mo
Save
Mark Applied
Hide
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
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
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
1mo
Save
Mark Applied
Hide
Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
FTI Consulting
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage change and risk.
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
3d
Save
Mark Applied
Hide
Treasury Management Advisor II
Fort Worth, Texas, United States
OnsiteFull Time
Centennial Bank
Centennial BankNYSE: HOMB: Provides personal and commercial banking and financial services.
5+ YOEBachelor's degree and 5+ years banking experience; ability to sell cash management products, prepare RFP responses, perform risk assessment, and deliver training; strong communication and analytical skills.
10-Key, Microsoft PowerPoint, Microsoft Excel, Adobe DC
3w
Save
Mark Applied
Hide
Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
1w
Save
Mark Applied
Hide
Wealth Business Advisor I
Dallas or Houston
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance/accounting/banking, 5+ years working with affluent clients and lending, NASD Series 7/66 (or completion within 90 days), NMLS/SAFE compliance within 30 days, strong sales/relationship and presentation skills, Microsoft Office proficiency.
Microsoft Office, CRM
1mo
Save
Mark Applied
Hide
Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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
2mo
Save
Mark Applied
Hide
Senior Home Lending Advisor - Hurst TX
Frisco, Texas, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
1w
Save
Mark Applied
Hide
Private Bank Wealth Advisor III
Dallas, Texas, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking 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.