2mo
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Financial Planner- Houston, TX
Houston, Texas, United States
$60k-$100k/yr OnsiteFull Time
Prepare planning deliverables, maintain data accuracy, and support client meetings while pursuing CFP designation.
3mo
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Wealth Advisor (Houston, TX)
Houston, Texas, United States
$85k-$145k/yr HybridFull Time
5+ YOEBachelor's degree; 5–25 years experience; CFP or other advanced certifications; strong knowledge of investments, tax, estate planning; willing to travel up to 50%.
Microsoft Office, Salesforce, Docusign, Box, Custodian Sites, Financial planning software
3w
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Trust Advisor II
Houston, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree with 3+ years trust administration experience or Juris Doctorate; strong communication, fiduciary account administration, and Microsoft applications proficiency; CTFA/CFP preferred.
Microsoft applications
1mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
7+ YOEBachelor's in Finance/Accounting/Law (or related), 7+ years trust & estate administration experience, CTFA/CFP preferred, fiduciary expertise, strong communication, Microsoft Office proficiency.
Microsoft Office Suite
1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
1mo
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Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
Undergraduate degree required; CFP, CPA, CFA, or JD required; baseline Microsoft Office proficiency; 4+ years industry experience preferred; strong analytical, communication, and teamwork skills.
Microsoft Word, Microsoft Excel, Windows, Wealth Management Scorecard (WMS), CRM
1mo
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Vice President, Regional Planning Consultant - The Woodlands, TX
The Woodlands or Houston
OnsiteFull Time
Sales experience in financial services; Series 7 & 63 required (Series 66 & insurance within 6 months), CFP preferred; strong public speaking, coaching, and planning skills.
1mo
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Hydraquip - Regional Sales Manager - South Region (Texas)
Houston or San Antonio or Dallas or Tulsa or Memphis or Denver or Lafayette or Texas
FieldFull Time
5+ YOEBachelor's degree or equivalent experience, CFPS a plus, 5+ years sales experience in fluid power/industrial distribution preferred, strong sales leadership, technical hydraulics knowledge, and excellent communication.
6d
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Financial Advisor
Houston, Texas, United States
HybridFull Time
5+ YOECFP or ChFC required; Series 65 or 66 required or willing to obtain; 5+ years client-facing wealth management experience; proficiency with financial planning tools and CRM; strong leadership and communication.
MoneyGuidePro, Salesforce
1w
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Private Wealth Advisor I/II/III
Houston, Texas, United States
RemoteFull Time
3+ YOEMinimum baseline: HS+Trust School+3 yrs or Bachelor's+5 yrs or Graduate+3 yrs; moderate knowledge of client/account administration; excellent communication; CTFA/CFP/CPA/CWS preferred.
2w
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Client Advisor - Houston, TX
Houston, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree preferred, 2+ years finance/analysis or advisory experience, CFP required or working toward, CPA preferred, fixed income knowledge, strong communication and analytical skills, Microsoft Suite proficiency.
eMoney, Right Capital, Microsoft Suite
4w
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AVP, Property Account Engineer
Denver or Houston or Boston or Dallas or Los Angeles or New York City
$130k-$175k/yr RemoteFull Time
10+ YOEUndergraduate degree in engineering or related field preferred, 10+ years insurance risk control experience preferred, expertise in fire protection systems, P-Eng./CFPS or similar certifications desirable, Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3d
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Private Wealth Director - RIA Distribution
Houston or New York City
$105k-$115k/yr HybridFull Time
5+ YOEBachelor's degree, SIE/Series 7/63 required (or to be obtained), 5+ years in financial services/private wealth distribution, strong consultative selling, CRM and presentation skills; CAIA/CIMA/CFP/CFA preferred.
Microsoft Office, CRM systems, virtual meeting platforms, investment analytics tools, large language models
1mo
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Fire Protection Designer
Houston, Texas, United States
OnsiteFull Time
4+ YOEDesign fire alarm, suppression, and special hazard systems; knowledge of ICC and NFPA codes; experience with Revit and AutoCAD; CFPS/EIT/NICET preferred; minimum ~4 years fire protection design experience preferred.
Revit, AutoCAD
2w
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Sr Wealth Planning Strategist
Houston or Salt Lake City
OnsiteFull Time
10+ YOEBachelor's degree, 10+ years in financial/tax/estate planning for high-net-worth clients, CFP/CPA/JD/MBA preferred, advanced federal transfer tax knowledge, business succession and estate strategy experience.
1mo
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Senior Financial Planner
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years financial planning experience, Series 7 and 66 required, CFP preferred, bachelor’s degree or equivalent, familiarity with insurance and financial services, CRM and planning software experience, strong communication and Microsoft Office skills.
Salesforce, eMoney, MoneyGuidePro, Microsoft Office, Outlook
1mo
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Private Banker
Houston, Texas, United States
OnsiteFull Time
10+ YOEBachelor's degree in business or related field, 10+ years private banking/wealth experience, obtain FINRA Series 7 and 66 and multi-state life & health license within 18 months; CFP/CWS preferred.
2w
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Wealth Planning Associate
Houston, Texas, United States
OnsiteFull Time
Bachelor's degree in business/finance/economics or similar, Series 7 and 66 (or 63/65), CFP preferred or commitment to obtain, proficiency in Microsoft Office and MoneyGuidePro, strong analytical and communication skills, ability to travel up to 50%.
MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Fire Protection Designer
Houston, Texas, United States
OnsiteFull Time
4+ YOEDesign fire alarm, suppression, and special hazard systems; experience with Revit and AutoCAD; knowledge of ICC and NFPA codes; CFPS/EIT/NICET preferred; associate or bachelor's in engineering or equivalent; 4 years related experience preferred.
Revit, AutoCAD
4w
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Risk Control Consultant Field
Houston, Texas, United States
$82k-$135k/yr HybridFull Time
3+ YOE3+ years safety/risk control or related experience, valid driver's license, ability to attain state certifications, bachelor's or graduate degree preferred, recognized certifications (ASP, CSP, ARM, CFPS), strong communication and technical skills.