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44 cfp jobs at 26 companies in Galveston, TX

2mo
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Financial Planner- Houston, TX
Houston, Texas, United States
$60k-$100k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
Prepare planning deliverables, maintain data accuracy, and support client meetings while pursuing CFP designation.
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1mo
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Financial Advisor Wealth Management
Houston, Texas, United States
OnsiteFull Time
First Service Credit Union
First Service Credit Union: A member-owned financial cooperative providing banking and lending services.
Series 7 and 66 required, CFP preferred; relationship-driven advisor with client-facing experience; strong communication and fiduciary mindset; familiarity with advisor technology and CRM.
Orion, Salesforce CRM
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2w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
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6d
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Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
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3mo
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Wealth Advisor (Houston, TX)
Houston, Texas, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
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
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1mo
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Trust Advisor II
Houston, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
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
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5d
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
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2mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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
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1mo
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Vice President, Regional Planning Consultant - The Woodlands, TX
The Woodlands or Houston
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Requires financial services sales experience, Series 7 and 63 licenses, and ability to obtain Series 66 and insurance licenses within six months. CFP certification preferred.
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1mo
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Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
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
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1w
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
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1mo
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Vice President, Regional Planning Consultant - The Woodlands, TX
The Woodlands or Houston
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Sales experience in financial services; Series 7 & 63 required (Series 66 & insurance within 6 months), CFP preferred; strong public speaking, coaching, and planning skills.
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6d
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Certified Financial Advisor
Austin or Dallas or Houston or Texas
RemoteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOECFP designation required; Series 7, 63, or 66 required or obtainable within 3 months; 3 years advisory experience, with financial planning, book management, and relationship management expertise.
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2mo
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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
Employee Owned Holdings
Employee Owned Holdings: Engineers and manufactures hydraulic and electric powered movable structures.
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.
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1mo
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Client Advisor - Houston, TX
Houston, Texas, United States
OnsiteFull Time
Texas Regional Bank
Texas Regional Bank: Community bank offering personal and commercial financial services.
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
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2mo
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Risk Control Technical Consultant Construction Safety
Houston, Texas, United States
$94k-$156k/yr FieldFull Time
Travelers
TravelersNew York Stock Exchange: TRV: Provider of commercial and personal property casualty insurance.
5+ YOE5+ years safety/risk control or related experience, bachelor's degree in a technical field preferred, recognized certifications (ASP,CSP,ARM,CFPS), valid driver's license, strong communication and technical skills.
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3w
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Private Wealth Advisor I/II/III
Houston, Texas, United States
RemoteFull Time
Trustmark
TrustmarkNASDAQ: TRMK: Provides retail and commercial banking, wealth, and insurance services.
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.
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1w
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Business Development Advisor
Santa Barbara or Lisle or Houston
$225k-$255k/yr OnsiteFull Time
Mission Wealth
Mission Wealth: Provides holistic wealth management and financial planning services.
3+ YOE3+ years business development or consultative sales experience in financial services; strong sales, CRM, and financial planning knowledge; CFP or Series 65 (or obtain within 12 months); outstanding communication and relationship skills.
Salesforce, Pardot, Catchlight, Zoom
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1mo
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Fire Protection Designer
Houston, Texas, United States
OnsiteFull Time
Stantec
StantecToronto Stock Exchange / New York Stock Exchange: STN: Global design, engineering, and environmental consulting firm.
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
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2mo
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Private Banker
Houston, Texas, United States
OnsiteFull Time
Hancock Whitney
Hancock WhitneyNasdaq: HWC: Provides regional banking, lending, and investment management services.
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.
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