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.
2mo
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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
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
1w
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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
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
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.
3w
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Financial Advisor
Houston, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensing for life/accident & health and securities (SIE, Series 6,7,63), CFP support, strong relationship-building and entrepreneurial drive, legal US work authorization required.
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
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
1mo
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Risk Control Technical Consultant Construction Safety
Houston, Texas, United States
$94k-$156k/yr FieldFull Time
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.
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.
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
4d
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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
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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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.