79 sie jobs at 26 companies in Sugar Land, TX
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
1w
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Financial Services Representative - State Farm Agent Team Member
Houston, Texas, United States
$65k-$110k/yr OnsiteFull Time
3+ YOERequires 3+ years of financial services experience, analytical and communication skills, and preferred SIE or Series 6, 63, or 65 licenses or certifications.
3mo
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Merrill Lending Solutions Advisor II
Dallas or Seattle or Los Angeles or Houston
$175k-$248k/yr OnsiteFull Time
12+ YOE12+ years wealth management or credit advisory; excellent communication; FINRA SIE, 7, 63/65 or 66; UHNW experience; strong lending structuring.
Credit analysis software, Lending platforms, Microsoft Office, CRM tools
4w
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Internal Wholesaler
Houston, Texas, United States
HybridFull Time
1+ YOEBachelor's degree, 1+ years experience, Life & Health license, FINRA SIE, Series 6 and 63, strong communication, MS Office and illustrations proficiency.
Microsoft Office, illustrations, internet
4d
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Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
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.
4d
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Registered Wealth Management Client Associate
Houston, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses; advanced investment product knowledge; client service, communication, judgment, adaptability, and computer application skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Financial Advisor - Houston Metro area and Surrounding Eastern Suburbs
Texas or Houston or Beaumont
FieldFull Time
Bachelor's degree or equivalent experience; FINRA SIE, life and health licenses before contracting; satisfactory background check, fingerprinting, and applicable securities registration or insurance licensing verification.
FINRA Broker Check
2w
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2d
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Investment Banking Analyst - Energy (Summer 2027)
Houston, Texas, United States
$110k/yr HybridFull Time, Internship
Winter 2026 or Spring 2027 graduate with a strong academic record, finance interest, analytical, mathematical, writing, verbal, teamwork, and software skills; SIE and Series 79 preferred.
Rogo, auxi, Microsoft Power BI, Microsoft Copilot, Microsoft Tableau
4d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
1w
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Senior Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
5+ YOEHigh school diploma or equivalent and five years of financial services experience, or equivalent education and experience. Requires SIE, Series 7, and applicable Series 63, 65, or 66 registrations.
Client Relationship Management (CRM), Excel
1d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
3w
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External Wholesaler - Retirement
Houston, Texas, United States
$190k-$480k/yr RemoteFull Time
3+ YOE3+ years external financial services sales, FINRA SIE, Series 6, Series 63, Life & Health, bachelor’s or equivalent, must reside in territory, strong analytical and communication skills.
4d
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Senior Wealth Advisor
Houston or Miami or Florida
RemoteFull Time
7+ YOECFP required; Series 7, 63 or 66 and SIE required or obtainable. Requires 7+ years in financial advice, planning, book management, and relationships, plus trust and estate planning expertise.
2w
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Internal Sales - RIA Distribution
Houston or New York City
$105k-$115k/yr HybridFull Time
5+ YOEBachelor's degree required; SIE, Series 7, Series 63 required/expected; 5+ years financial services or distribution experience; strong advisor engagement, CRM, presentation, and analytical skills.
Microsoft Office, CRM systems, investment analytics tools, large language models
3w
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Client Service Associate WWS
Houston or The Woodlands
OnsiteFull Time
5+ YOE5+ years financial services experience; proficiency with Raymond James systems and Microsoft Office; strong client service, organizational, analytical, and communication skills; SIE/Series 7/66 preferred.
Raymond James systems, RJFS CRM, RJ Systems, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint
1d
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Investment Banking Analyst - Energy (Summer 2027)
Houston, Texas, United States
$110k/yr HybridFull Time
Winter 2026 or Spring 2027 graduation, strong academics, finance interest, mathematical, writing and verbal skills, software proficiency, and ability to work independently and collaboratively. SIE and Series 79 preferred.
Rogo, auxi, Microsoft Power BI, Microsoft Copilot, Tableau
2w
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Public Finance Associate
Chicago or Houston or New York City
$110k-$140k/yr OnsiteFull Time
3+ YOEBachelor's degree in finance/business, 3+ years public finance or investment banking experience, FINRA SIE/Series 52/63, strong financial modeling, Excel and PowerPoint proficiency, excellent communication.
Microsoft Excel, Microsoft PowerPoint
3w
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Advisor Licensing Program
Houston, Texas, United States
$22-$37/hr RemoteFull Time
Bachelor's degree or equivalent; must pass SIE, Series 7 and Series 66 within 120 days; strong communication, client service, and sales skills; proficiency in Microsoft Office and web applications.
Microsoft Office
1mo
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Financial Professional - Retirement Benefits Group - TX, Houston (5255)
Houston, Texas, United States
FieldFull Time
Bachelor's degree or equivalent; required/obtainable State Life & Health, SIE, Series 7 and Series 66 licenses; strong communication, entrepreneurial mindset, client-facing sales experience; authorized to work in the U.S.
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