NewCustomer Service Sales Advisor Houston Advisors - USHACustomer Service Sales AdvisorJersey Village, TX$65,000–$95,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
NewFinancial Advisor Associate StifelFinancial Advisor AssociateHouston, TXStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamHouston, TXResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewEnergy Advisor- Commercial Sales 5Energy Advisor- Commercial SalesSugar Land, TXSuccessful candidates must be self-starters and entrepreneurs who are committed to delivering superior energy advice to companies that are faced with a variety of complex energy challenges that include volatile market prices, reliability, and the need to meet aggressive carbon reduction targets. Sales Presentations: You will compose and deliver compelling sales presentations, effectively communicating the benefits of energy products and services to potential clients, while maintaining an executive-level presence.
Wealth Business Advisor Truist Financial CorporationWealth Business AdvisorHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Business Advisor Truist Financial CorpWealth Business AdvisorHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Small Business Advisor San Jacinto CollegeSmall Business AdvisorPasadena, TXSupport is provided in specialized areas, such as obtaining contracts with federal, state, and local governments; enhancing product commercialization and technology; entering and expanding into international trade. Participates in public relations activities, makes speeches and presentations, serves on various committees and attends trade shows and business expos to publicize SBDC programs.
Business Analyst Advisor_ITBA1J Engie SABusiness Analyst Advisor_ITBA1JHOUSTON, TX$117,300–$179,860 / yearBachelor's degree in Computer Science, Information Technology, or a related discipline with a minimum of seven (7) years of relevant experience in a Business Analyst or Project Manager role; or an Associate's degree in Computer Science, Information Technology, or a related discipline with a minimum of ten (10) years of relevant experience in a Business Analyst or Project Manager role. This role will be accountable to liaison between the business stakeholder groups and the Digital IT delivery team on the production stability of the applications; on vendor engagement and support; on new functionality requests and/or process optimization needs.
Business Analyst Advisor Engie SABusiness Analyst AdvisorHOUSTON, TX$117,300–$179,860 / yearBachelor's degree in Computer Science, Information Technology, or a related discipline with a minimum of seven (7) years of relevant experience in a Business Analyst or Project Manager role; or an Associate's degree in Computer Science, Information Technology, or a related discipline with a minimum of ten (10) years of relevant experience in a Business Analyst or Project Manager role. This role will be accountable to liaison between the business stakeholder groups and the Digital IT delivery team on the production stability of the applications; on vendor engagement and support; on new functionality requests and/or process optimization needs.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IHouston, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Data Advisor ClifyX, INCBusiness Data AdvisorHouston, TXIntegration with Broader Data Teams: Business Data Advisors are part of a larger data and analytics team, working alongside data architects, data specialists, and analytics leads Alignment with Corporate Data Strategy: Their work supports both current and future data needs, aligning with corporate data strategy and principles. Support Mock Loads and Data Preparation: Involved in preparing and supporting mock data loads as part of the data migration process Collaborate with Process Teams: Work closely with process teams (e.g., materials management, warehousing, trade compliance) to collect business requirements and ensure data solutions are fit for purpose.
Business Data Advisor Kaygen Inc.Business Data AdvisorHouston, TX$55–$70 / hourWe specialize in providing high-volume contingent staffing, direct hire staffing and project-based solutions to companies worldwide ranging from startups to Fortune 500 and Managed Service Providers (MSP) across a wide variety of industries. The Material Master Data Advisor plays a critical role in ensuring that material data is trusted, business relevant, and scalable, enabling reliable execution, informed decision making, and long term data integrity across the enterprise.
Academic Advisor 3 - Undergraduate Business Programs University of HoustonAcademic Advisor 3 - Undergraduate Business ProgramsHouston, TX$49,400–$56,200 / yearFont Size50%75%100%125%150%175%200%300%400%Text Edge StyleNoneRaisedDepressedUniformDrop shadowFont FamilyProportional Sans-SerifMonospace Sans-SerifProportional SerifMonospace SerifCasualScriptSmall Caps. Responsible for promoting Bauer majors and minors to Bauer undergraduate students; may include (but is not limited to): o Advising Bauer students considering declaring a program as their major or minor.
Academic Advisor 3 - Undergraduate Business Programs (Katy Campus) University of HoustonAcademic Advisor 3 - Undergraduate Business Programs (Katy Campus)Katy, TXAcademic Advisor 3 - Undergraduate Business Programs (Katy Campus) - Houston, Texas, United States.
Business Banking Relationship Advisor - Houston, TX Area Bank of AmericaBusiness Banking Relationship Advisor - Houston, TX AreaHouston, TexasBusiness Banking Relationship Advisor’s (BBRA) work with clients with revenues greater than $1MM and deliver the entire suite of Business Advantage solutions deposit, merchant, credit card, unsecured lending & digital, excluding specialty lending and treasury. • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Skills Used in this Role: • Active listening.
Advisor Business Development Enbridge IncAdvisor Business DevelopmentHouston, TX$90,000–$120,000 / yearPhysical Requirements include but are not limited to: Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time. Enbridge's FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times.
Business Banking Treasury Management Advisor - Relationship Manager I The PNC Financial Services Group IncBusiness Banking Treasury Management Advisor - Relationship Manager IHouston, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
MidMarket HCM, Sales Consultant / Business Solutions Advisor Insperity IncMidMarket HCM, Sales Consultant / Business Solutions AdvisorKingwood, TXWorks closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace.
NewBusiness Solutions Advisor - Houston North Market Bank of AmericaBusiness Solutions Advisor - Houston North MarketHouston, TexasPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
Midmarket Hcm, Sales Consultant / Business Solutions Advisor Insperity (internal)Midmarket Hcm, Sales Consultant / Business Solutions AdvisorKingwood, TXWorks closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorHouston, TexasOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Advisor – Data Trust & AI Products Occidental PetroleumAdvisor – Data Trust & AI ProductsHouston, TexasThis highly visible role will spend approximately 50% of its time driving enterprise data quality and data trust initiatives and 50% building AI-powered products, copilots, intelligent agents, and data-driven solutions that create measurable business value. Develop GenAI solutions leveraging LLMs, RAG architectures, enterprise knowledge bases, and agentic workflows.
Advisor - Data Trust & AI Products Occidental Petroleum CorpAdvisor - Data Trust & AI ProductsHouston, TXThis highly visible role will spend approximately 50% of its time driving enterprise data quality and data trust initiatives and 50% building AI-powered products, copilots, intelligent agents, and data-driven solutions that create measurable business value. Develop GenAI solutions leveraging LLMs, RAG architectures, enterprise knowledge bases, and agentic workflows.
Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based UpsideHouston, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Registered Investment Advisor The Employee ConnectRegistered Investment AdvisorHouston, New York$30–$40 / hourMany advisors have grown their businesses as much as possible independently, and we offer strategies to unlock exponential growth through acquisitions, structured scaling, and enterprise-level transitions. Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across the U.S., allowing candidates to remain in their current location.
Health, Safety, Security & Environmental (Hsse) Advisor Vallourec USAHealth, Safety, Security & Environmental (Hsse) AdvisorHouston, TXServe as a Safety Visit (Behavior Based Safety (BBS)) Champion for the Group's Safety Visit program, coach managers and authorized visitors to drive high quality visits to improve work force safety performance. An HSSE Advisor is responsible to support development of World Best in Class programs in HSSE Leadership, Management Systems and Culture to deliver on Vallourec's ambitions for 2030 and beyond.
Hsse Advisor Vallourec USAHsse AdvisorHouston, TXServe as a Safety Visit (Behavior Based Safety (BBS)) Champion for the Group's Safety Visit program, coach managers and authorized visitors to drive high quality visits to improve work force safety performance. An HSSE Advisor is responsible to support development of World Best in Class programs in HSSE Leadership, Management Systems and Culture to deliver on Vallourec's ambitions for 2030 and beyond.
Portfolio Management Advisor_MKPS1J Engie SAPortfolio Management Advisor_MKPS1JHOUSTON, TX$117,300–$179,860 / yearIn collaboration with other key members of the Portfolio Management Team, the Advisor will share responsibility in formulating forward price curves for all COGS components of full- requirements products and continuous calibration of costing assumptions to ensure Engie remains competitive in retail space and share accountability to meet Sales goals. As our Portfolio Management Advisor, you will be directly accountable to deliver expected gross margin originated from retail contract sales, focusing on all Northeast and California deregulated power markets (CAISO, PJM, NEPOOL, NYISO, and MISO).
Automotive Service Advisor - Group 1 Toyota Southwest Houston Group 1 Automotive IncAutomotive Service Advisor - Group 1 Toyota Southwest HoustonHouston, TXOur Service Advisors are passionate about customer service, enjoy interacting with people throughout the working day, and are comfortable working Saturdays. The right candidate will help our growing service business drive customer loyalty, by providing exceptional customer experience to each and every client.
Virtual Financial Advisor - Houston Thrivent Financial for LutheransVirtual Financial Advisor - HoustonHouston, TXRemote$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Associate Stifel Financial CorpFinancial Advisor AssociateHouston, TXStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
Competency Advisor TMD StaffingCompetency AdvisorHouston, TX$28–$32 / hourApply online ( www.tmdstaffing.com ) or email your resume to TMD51@texasmgmt.com for immediate consideration. With TMD Staffing, you can get your foot in the door at top employers and choose from temporary, temporary-to-hire, and direct-hire jobs.
Advisor Senior, Offshore Hartford Steam Boiler Inspection and Insurance CompanyAdvisor Senior, OffshoreHouston, TXExperience should include at least four of the following areas: offshore operations management, offshore production operations, facilities engineering, maintenance, turnarounds, operations readiness, operations continuous improvement, health and safety, operating costs, well servicing, supply chain management, and OIM. This position will be responsible for client engagement, project management, benchmarking activities, maintaining technical integrity of advisory projects for which they are responsible, and for providing subject-matter expertise related to business performance and operations in the area of Upstream production operations.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorHouston, TX$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Supply & Contracts Advisor (Contract Execution - Renewables) Engie SASupply & Contracts Advisor (Contract Execution - Renewables)HOUSTON, TXRemote$117,300–$179,860 / yearMinimum seven (7) years of experience in contract management, procurement, supply chain, commercial management, project sourcing, or a related discipline supporting large capital projects within renewable energy, power generation, utilities, infrastructure, EPC, or similar industries. Partnering closely with Procurement Leads, Project Teams, and Suppliers, you will oversee critical supply agreements for long-lead electrical equipment, helping ensure delivery schedules, technical requirements, and supplier performance remain on track throughout project execution.
Senior Cybersecurity Advisor TC EnergySenior Cybersecurity AdvisorHouston, TXKnowledge of, or hands-on experience with security technologies of the following functions: NGFW, VPN, IPS/IDS, vulnerability management, access management, SIEM, endpoint security, threat intelligence, governance, risk and compliance (GRC), offensive security, penetration testing, red & purple teaming. Preference will be given to candidates with experience in SAP S/4HANA, particularly with hands on experience with implementing and/or auditing SAP Identity and Access Management (IAM) implementations, including integrations with both SAP and non-SAP security tooling.
IT Technical Services Advisor_ITTS1J Engie SAIT Technical Services Advisor_ITTS1JHOUSTON, TX$117,300–$179,860 / yearIn lieu of a degree, we will consider a combination of relevant hands-on experience in the retail energy industry and technology, including experience with energy markets (e.g., ERCOT, PJM), data analysis, systems integration, software development or support, and working with energy trading, billing, or customer information systems. In this role as the IT Technical Services Advisor, you will be responsible for collaboratively defining a vision for the systems and processes that support each functional team, leading the design of the future-state solution, and hands on supporting the development, migration and integration of those solutions into our business.
Accounting Leadership (Manager, Sr. Advisor, Director) - EVERGREEN Engie SAAccounting Leadership (Manager, Sr. Advisor, Director) - EVERGREENHOUSTON, TXWhat you'll do: Accounting leaders at ENGIE are responsible for overseeing financial reporting, controls, compliance, and operational accounting activities while developing high-performing teams and supporting business objectives. We are looking to network with talented accounting leaders who can drive financial excellence, lead teams, support strategic growth initiatives, and champion process improvement across complex business environments.
Asset Management Advisor (Renewables Flex Power) Engie SAAsset Management Advisor (Renewables Flex Power)HOUSTON, TXRemote$117,300–$179,860 / yearManage commercial agreements and related obligations, including Power Purchase Agreements, Asset and Operations & Maintenance agreements, equipment purchase agreements, long-term service agreements, OEM relationships, landowner agreements, invoices, and required payments. Support new assets and portfolio additions during transition periods, including handover from construction and delivery to operations, asset onboarding, applicable governmental credit processes, and ongoing stakeholder reporting for management and partnership teams.
NewFinancial Reporting Advisor Engie SAFinancial Reporting AdvisorHOUSTON, TX$55–$80 / hourCoordinate with Accounting, Tax, Treasury, Legal, Technical Accounting, FP&A, Operations, Asset Management, and other ENGIE teams to ensure audit PBC requests are assigned, collected, reviewed, and submitted to external auditors on time and without unnecessary delay. Participate in recurring audit meetings with external auditors and internal stakeholders, maintain action item trackers, monitor open items and audit progress, and proactively follow up to keep the audit on schedule.
Premier Advisor - Houston Or Katy, TX Truist Financial CorporationPremier Advisor - Houston Or Katy, TXHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Energy Sales Advisor Navigate Power & Verde SolutionsEnergy Sales AdvisorHockley, TXRemote$50,000–$250,000 / yearTogether, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.
Energy Solutions Advisor Navigate Power & Verde SolutionsEnergy Solutions AdvisorRichmond, TexasRemote$50,000–$250,000 / yearTogether, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.
NewCommercial Insurance Producer (Risk Advisor) Brady, Chapman, Holland - Associates, Inc.Commercial Insurance Producer (Risk Advisor)Houston, TXFull timeIf you have a proven track record in commercial insurance sales, thrive on building long-term client relationships, and are passionate about helping businesses proactively manage risk, we want to hear from you. As a Commercial Risk Advisor, you’ll serve as a trusted Risk Manager for mid-size businesses, guiding them through their commercial insurance needs while developing strong client relationships.
Talent Acquisition Advisor (PR26024) TMEIC Corporation AmericasTalent Acquisition Advisor (PR26024)Houston, TXDevelop and manage an interactive process with managers to provide market insights and education and to maintain knowledge of business operations and drivers, workforce needs, alignment on position, business impact, and expectations. - Assess applicant and candidate knowledge, skills, experience, work values and preferences, capability, and cultural fit to recommend qualified candidates to hiring managers for assigned positions.
Financial Advisor Strategic Financial GroupFinancial AdvisorHouston, TXStrategic Financial Group (SFG), a MassMutual firm, is a full-service financial planning practice that's served the Houston community since 1903 — helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. Client Ownership from Day One: Unlike many firms, our advisors build and retain ownership of their client relationships from the start, establishing real long-term equity in the business they build.
Financial Advisor Northwestern MutualFinancial AdvisorThe Woodlands, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Wealth Advisor Safe Act Citigroup Inc.Senior Wealth Advisor Safe ActPasadena, TX$70,000–$120,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Premier Advisor - Houston or Katy, TX Truist BankPremier Advisor - Houston or Katy, TXHouston, TexasUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Wealth Advisor III - Houston / Austin Truist BankWealth Advisor III - Houston / AustinHouston, TexasAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*