20 client advisor jobs at 13 companies in Sweeny, TX

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J.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt)
Friendswood or Houston
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship management, Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP and bachelor’s degree preferred.
1mo
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Senior Registered Client Associate
Sugar Land, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Provide operational and administrative support to Financial Advisors; maintain client records, prepare reports, collect account documentation; Series 7/66 licenses for registered CSAs preferred, bachelor\u0002s preferred, proficient in Microsoft Office, strong communication and attention to detail.
Microsoft Office
1w
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Associate Wealth Advisor
Bay City or Brazoria or Freeport
$59k-$70k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOESeries 7 and 66 (or 63/65) required, life & health insurance license or obtain within ~120 days; bachelor's preferred; 3 years client service experience in finance preferred; CRM and Microsoft Office proficiency.
CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Associate Wealth Advisor
Bay City or Brazoria or Freeport
$59k-$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOE3+ years client service experience in finance preferred. Requires Series 7 and Series 66 (or 63/65), life & health insurance license or obtain within ~120 days; proficiency with CRM and Microsoft Office; bachelor's preferred.
CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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RN/ Client Care Advisor
Dickinson, Texas, United States
FieldFull Time, Part Time
Home Instead
Home Instead: Provides personalized in-home care for older adults.
Current RN license required, strong clinical assessment and medication management skills, ability to work independently in the field, valid driver’s license and auto insurance, documentation and quality assurance experience.
1mo
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Member Advisor - Part Time
Houston or Pearland
OnsitePart Time
StretchLab
StretchLabNYSE: XPOF: Provides one-on-one assisted stretching and group flexibility classes.
Part-time sales role requiring membership sales, booking and confirming prospects, client check-in, strong interpersonal and listening skills, reliability, ability to work multiple locations and weekend availability.
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Family Service Advisor
Pearland, Texas, United States
OnsiteFull Time
Northstar Memorial Group
Northstar Memorial Group: Operates funeral homes, cemeteries, and crematories across the United States.
Compassionate consultative salesperson to support families, pass criminal background check, valid driver’s license and clean MVR, comfortable with commission-based sales and client-facing work.
2mo
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Beauty Advisor - Part Time
Friendswood, Texas, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty and trends, ability to lift up to 50 lbs, availability for nights/weekends/holidays and required weekly shifts/hours.
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Small Business Advisor
Pasadena or Pearland
OnsiteFull Time
San Jacinto College
San Jacinto College: Providing higher education and technical training in Houston.
5+ YOEBachelor's degree required, MBA preferred; 5+ years direct job-related experience; knowledge of business principles, SBA lending, financial analysis, and client advising; strong communication and computer skills.
Business Plan Pro, RMA
3mo
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Part-Time Beauty Advisor - Sephora
Lake Jackson, Texas, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills.
3w
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Wealth Management Advisor - Houston, TX
Houston, Texas, United States
$100k-$110k/yr HybridFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of affluent clients, deep investment and planning knowledge, FINRA Series 7 and 63 required, Series 65 or 66 required, life and health insurance license within 120 days, CFP/CFA preferred, strong client relationship and sales skills.
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Financial Solutions Advisor - South Houston Area
Baytown or Sugar Land or Rosenberg or Galveston or Houston or Pasadena or Pearland or Dickinson
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds Series 7 and 66/63/65, SAFE Act registration for mortgage originations, 1+ year investments/financial services experience, strong client communication and sales skills.
2mo
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Financial Solutions Advisor - South Houston Area
Dickinson or Pearland or Sugar Land or Rosenberg or Baytown or Pasadena
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEHolds Series 7 and 66 (63/65 acceptable), 1+ year investments experience and 1+ year financial services or sales experience, SAFE Act registration required for mortgage origination, strong client communication and regulatory diligence.
3mo
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PT Jewelry Sales Advisor: Grown Brilliance
Friendswood, Texas, United States
$17-$21/hr OnsiteFull Time
Leap
Leap: Platform for brands to launch and operate retail stores.
0+ YOERetail luxury/high-touch sales experience; strong client relationships, hospitality, and dynamic team collaboration; flexible schedule; able to stand/walk, climb ladders, lift up to 50 lbs; 18+; tech proficient with Shopify/Endear/Slack/Google Workspace.
Shopify, Endear, Slack, Google Workspace