240 senior advisor jobs at 105 companies in Roanoke, TX
1w
Save
Mark Applied
Hide
1w
Senior Financial Advisor
Houston or Austin or Dallas
HybridFull Time
CORDA Investment Management: Independent, majority woman-owned wealth management firm serving high-net-worth individuals and families with investment, planning, tax, and estate services.
Experienced advisor with an established client base, relationship-driven growth record, fiduciary mindset, collaborative approach, and Series 65 or Series 7 and Series 66 licensure.
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
8+ YOE8–12 years of investment experience; expertise in portfolio management; strong communication and leadership; able to manage high-net-worth accounts.
Beacon Pointe: Registered investment advisory firm providing customized wealth plans and investment guidance to individuals, families, businesses, and institutions.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, financial planning experience preferred; CFP®/CFA preferred; bachelor’s in finance/business/economics preferred.
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yrHybridFull Time
Employee Benefits Security Administration: U.S. federal government department administering labor laws and employment programs for workers, job seekers, and retirees.
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
Precise Systems: Private U.S. defense contractor providing engineering, digital, lifecycle, and program-support services to government and military customers.
15+ YOE15+ years related experience, active U.S. citizenship, Secret clearance, bachelor’s in relevant technical field or equivalent experience, expertise in naval aviation maintenance/readiness and advanced analytics.
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard: Global investment management firm owned by its client funds.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
10+ YOERequires 10+ years in commissioning, field engineering, mechanical infrastructure, or related construction/operations, with mission-critical or data-center experience, mechanical systems expertise, and leadership skills.
CxAlloy, BIM360, Procore, Autodesk Construction Cloud, Helix, Bluebeam, Microsoft Office
Hempel: Global supplier of trusted coating solutions.
5+ YOEHigh school diploma or bachelor's degree, 5+ years in the coating industry, English proficiency, basic Microsoft Office and computer literacy, and willingness to travel up to 80%. NACE certification and marine coating experience are advantageous.
Hempel: Global supplier of trusted coating solutions.
5+ YOEHigh school diploma or bachelor's degree, 5+ years in the coating industry, English proficiency, computer literacy, extensive travel availability, and willingness to work flexible schedules. Spanish, marine coatings, and NACE certification are advantageous.
HUB International: Global insurance brokerage providing risk management and financial services.
7+ YOE7+ years financial services experience, bachelor\u0002s degree required, Series 65 or CFP required, experience with high net worth clients, proficiency with eMoney and MoneyGuide Pro, proven sales success.
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yrHybridFull Time
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales in retail banking; local real estate knowledge; strong communication; FHA/VA/FNMA/FHLMC knowledge.
Communities Foundation of Texas: Nonprofit community foundation serving North Texas by managing charitable funds, making grants, and advancing education initiatives.
10+ YOE10+ years fundraising/business development/advisor engagement experience; proven success cultivating professional advisors and growing assets; bachelor’s degree required, advanced degree preferred; strong communication and program-building skills.
Evernorth Health Services: Health services division providing pharmacy, care, benefits, specialty, behavioral and virtual healthcare solutions to employers, plans and government programs.
3+ YOEMaster’s in Computer Science or related field with 3 years of software development; or Bachelor’s with 5 years. Proficient in Python, Spark, Databricks, AWS; experience with TDD, CI, Agile; strong communication and collaboration.
Friendly Chevrolet: Family-owned Chevrolet dealership serving Dallas-area customers with new and used vehicles, financing, service, parts, and collision repairs.
Automotive service advisor experience, valid driver's license, integrity, positive attitude, strong work ethic, willingness to learn, and teamwork. Bilingual ability is a plus.
New York or Chicago or West Palm Beach or Washington or Seattle or Austin or Dallas or Denver or San Francisco or Los Angeles
$128k-$228k/yrRemoteFull Time
WSPTSX: WSP: Global engineering and professional services consulting firm.
10+ YOEBachelor's in electrical/power systems,10+ years power system/transmission planning experience,lead planning studies,client-facing advisory,knowledge of NERC/FERC and regional ISOs/RTOs.
NTT DATATokyo Stock Exchange: 9613: Global digital business and IT services provider.
8+ YOEBachelor's degree, 8+ years in supply chain/strategic sourcing with 3+ years in IT cloud sourcing; experience with MSFT/AWS/GCP sourcing, vendor management, contract lifecycle, financial analysis, and stakeholder leadership.
5+ YOE5+ years experience in healthcare analytics, product advisory, or client consulting; degree preferred; expertise with healthcare data and executive presentation skills; willingness to travel 10-15%.