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204 financial associate jobs at 111 companies in Houston, TX

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Financial Representative - Houston, TX (Champion Forest)
Houston, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service, phone support, or financial services experience provides a strong foundation. Requires interpersonal, organizational, prioritization, attention-to-detail, and client-needs assessment skills; Series 7 and 66 licenses are supported.
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2mo
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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
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3w
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Associate Financial Representative
Houston, Texas, United States
$68k-$113k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63 and 65 or 66,1+ year direct client experience in financial services, strong telephone and communication skills.
Microsoft Office
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1mo
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Financial Advisor Associate
Houston, Texas, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
5+ YOEBachelor's degree, 5+ years financial services/brokerage experience, Series 7 and Series 63 or 66 required, strong client relationship skills, knowledge of markets and investment products, ethical conduct.
Microsoft 365
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1mo
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Financial Advisor Associate
Houston, Texas, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
5+ YOEBachelor's degree or equivalent experience,5+ years financial services/brokerage experience,Series 7 and state securities (63/65/66) required/obtainable,proficient with Microsoft 365,strong client engagement and ethical standards.
Microsoft 365
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3w
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Associate Financial Representative
Houston, Texas, United States
$68k-$113k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 required,1+ year client-facing financial services experience, strong telephone and communication skills.
Microsoft Office
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3d
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Financial Advisor Associate
Houston, Texas, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in a related field or equivalent professional experience; strong communication, presentation, organization, networking, listening, and problem-solving skills; background check and assessments required.
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1mo
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Financial Coordinator
Clear Lake, Texas, United States
OnsiteFull Time
University of Houston
University of Houston: Public research university offering undergraduate and graduate degree programs.
3+ YOEAssociate's degree and minimum 3 years related experience. Responsible for account reconciliation, processing financial and payroll transactions, preparing journal vouchers and financial reports, and advising stakeholders.
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2mo
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Principal Associate, Financial Planning & Analysis
Houston, Texas, United States
$110k-$125k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: A diversified financial services providing banking and credit products.
4+ YOEBachelor's degree or military experience and 4+ years in financial analysis and financial modeling. Requires strong communication, analytical, problem-solving, prioritization, and teamwork skills.
Microsoft Excel, Anaplan, OneStream, Tableau, Python, Microsoft PowerPoint
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2mo
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FHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS
Houston, Texas, United States
OnsiteFull Time
First Horizon
First HorizonNYSE: FHN: Operates a regional bank providing commercial and consumer financial services
Bachelor's degree in finance/business-related field, 1–3 years financial services or institutional sales experience preferred, knowledge of bank balance sheets and fixed income, strong communication and Excel/PowerPoint/CRM skills; FINRA licenses preferred or willingness to obtain.
Microsoft Excel, Microsoft PowerPoint, CRM platforms
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2mo
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FHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS
Houston or Memphis
OnsiteFull Time
First Horizon
First HorizonNYSE: FHN: Provides regional banking, wealth management, and capital markets services.
1+ YOEBachelor's degree in finance/economics/business/accounting, 1–3 years financial services or institutional sales experience preferred, knowledge of bank balance sheets and fixed income, strong communication, and Excel/PowerPoint/CRM proficiency. FINRA Series licenses preferred or willingness to obtain.
Microsoft Excel, Microsoft PowerPoint, CRM
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2mo
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Financial Due Diligence Senior Associate
Dallas or Houston
$121k-$155k/yr HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's in accounting or related field required, 2+ years related consulting experience, CPA preferred/in-process, strong US GAAP/GAAS/SEC knowledge, transaction advisory experience, ability to supervise associates and travel up to 25%.
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2mo
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Principal Associate, Financial Planning & Analysis
Houston, Texas, United States
$110k-$125k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
4+ YOEBachelor's degree or military experience, 4+ years in financial analysis and modeling. Strong communication, analytical, Excel, and PowerPoint skills; Anaplan and OneStream preferred.
Microsoft Excel, Microsoft PowerPoint, Anaplan, OneStream, Tableau, Python
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2mo
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Principal Associate, Financial Planning & Analysis
Houston, Texas, United States
$110k-$125k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
4+ YOEBachelor’s degree or military experience; 4+ years financial analysis and modeling; MBA/CFA/CPA preferred; strong Excel, Anaplan, OneStream, Tableau, Python.
Excel, PowerPoint, Anaplan, OneStream, Tableau, Python
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1mo
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Associate Financial Reporting Analyst
Houston, Texas, United States
HybridFull Time
Tokio Marine HCC
Tokio Marine HCCTokyo Stock Exchange: 8766: Provides specialized insurance solutions and risk management services globally.
Experience with financial reporting, analysis, and process improvement; proficiency in Microsoft Excel and Office; strong communication, analytical, and organizational skills; up to two years' relevant accounting experience preferred.
Microsoft Excel, Microsoft Office
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1mo
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Financial Aid Advisor
Houston, Texas, United States
$21-$25/hr OnsiteFull Time
Lincoln Tech
Lincoln TechNASDAQ: LINC: Provides technical and vocational education for skilled trades careers.
1+ YOE1+ years financial aid experience in higher education, knowledge of Title IV processes and compliance, strong communication, detail-oriented, Associate's degree or equivalent.
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1w
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Medical Financial Counselor
Houston, Texas, United States
OnsiteFull Time
Inception Fertility
Inception Fertility: Operates a network of clinics providing comprehensive fertility services.
2+ YOEProvide financial counseling, verify insurance, process patient accounts, set up payment plans, handle billing/collections; 2 years healthcare financial counseling experience, HS diploma required, associate or bachelor preferred; EMR and Microsoft Office proficiency.
Microsoft Office, Electronic Medical Record (EMR)
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2mo
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Associate Financial Planning Consultant
Baytown, Texas, United States
$65k-$90k/yr HybridFull Time
Cetera Financial Group
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEBachelor's degree or 3 years related wealth management experience; required Series registrations (7/66 or 63/65); strong MS Office and CRM skills; paraplanning/tax/investment experience preferred; up to 20% travel.
Microsoft Word, Microsoft Excel, CRM Database, Microsoft PowerPoint, Email, Internet
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3w
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Financial Assistant - Delta Screen (on-site)
Houston, Texas, United States
$45k-$55k/yr OnsiteFull Time
Seatrax
Seatrax: Designs and manufactures offshore cranes and marine lifting equipment.
2+ YOE2+ years accounting/bookkeeping or financial administration experience, associate degree preferred, experience with ERP systems (Global Shop, Epicor, SYSPRO) and strong Microsoft Excel skills.
Global Shop, Epicor, SYSPRO, Microsoft Excel
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1mo
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Senior Tax Associate, Financial Services
New York City or Chicago or Los Angeles or Dallas or Fort Lauderdale or Sacramento or Houston or Nashville or Indianapolis or Tampa or Atlanta
$73k-$144k/yr HybridFull Time
Crowe
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOEBachelor\u0002s in Accounting required (Master's preferred). CPA or progress toward CPA. 2\u00024 years tax experience in financial services. Knowledge of partnership taxation, strong analytical and communication skills.
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