UNKNOWN

FEED

JOB FUNCTION / SUMMARY: The Trust Advisor 4 manages and develops complex client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Hancock Whitney Corp

Trust Advisor

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.

Cerity Partners

Wealth Advisor

Working closely with campus partners, the Study Abroad Advisor contributes both to the students' thorough pre-departure preparations for a safe overseas experience, as well as to the seamless administrative processing from study abroad registration to transfer credit to financial aid portability and to scholarship award selection. The Study Abroad Advisor has a thorough understanding of all program types, partners, and providers, as well as specific features of the office's approved programs, and contributes to the ongoing assessment of programs in terms of Rice undergraduate curricular needs, student support, and health and safety.

YEAR

Rice University

Study Abroad Advisor

All resumes submitted by search firms to any ALSAC employee or ALSAC representative via email, the internet or in any form and/or method without being contacted and approved by our Employee Experience team and without a valid written search agreement in place will result in no fee being paid if a referred candidate is hired by ALSAC. Jude Children's Research Hospital as a Philanthropic Advisor, where your strategic relationship-building skills will help secure the future of lifesaving research and care.

American Lebanese Syrian Associated Charities Inc

Advisor - Philanthropic

Strategic 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. You'll play a key role in developing strategic financial plans, analyzing financial data, forecasting trends, and working closely with our team to ensure client satisfaction and success.

Strategic Financial Group

Financial Services Professional

JobScore

You will work closely with experienced advisors and planners, gaining hands-on exposure to real client cases, financial planning tools, and best practices. Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing.

Valmark Financial Group

Financial Planning Support Specialist

Crelate

FULL_TIME

Track and maintain records of student contact information changes, coaching calls, pulse-checks, matriculation steps, and verification of enrollments of alumni in college using the Alumni Database (Salesforce); Assist with data collection for annual report and program evaluation; You will be successful in this role if you meet the following goals: By employing a diverse range of outreach efforts – from individualized, one-on-one meetings to large-group workshops and seminars – the KIPP Forward program closes the information divide for KIPP Texas students and families, breaking down the barriers to career success.

KIPP Texas Public Schools

College Transition Advisor

SmartRecruiters_Organic_Non_Easy_Apply

About the role: Strategic Title & Scope: Serve as a Digital Transformation Advisor - R2R Enterprise, responsible primarily for driving net-new logo acquisition, performing ROI assessments, closing complex enterprise deals, and capturing expansion opportunities with our existing O2C customer base. Practice Leadership & Mentorship: Lead high-stakes enterprise sales cycles by driving discovery sessions and value engineering across complex ERP landscapes (SAP, Oracle Cloud, NetSuite, Workday).

High Radius

Digital Transformation Advisor | R2R

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Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from physicians and small to mid-sized medical practices through the development and retention of long term, profitable client relationships. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.

Truist Bank

Wealth Advisor - Healthcare

OTHER

Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - North Houston

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The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. Our practice is largely focused upon helping clients pay less tax and not outlive their money.

Kestra Financial Independent Advisor

Client Service Representative/Paraplanner Park Place Financial

With nearly $700 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Financial Analyst

[AW]-iCims

At Goud Steward Advisors, our advisors are empowered to build successful, independent practices within a collaborative environment supported by comprehensive financial planning resources, advanced technology, operational excellence, and a culture of continuous professional development. The Wealth Advisor serves as the primary relationship manager for clients and is responsible for delivering comprehensive financial planning and wealth management services designed to help clients achieve their long-term financial goals.

Goud Steward Advisors

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.

Texas Capital Bancshares Inc

Sr. Private Client Advisor

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities.

Texas Capital Bank

The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication.

Westwood Holdings Group Inc

Wealth Advisor (Vice President)

In 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).

Engie SA

Portfolio Management Advisor_MKPS1J

You will work with clients, Client Executives, Sales, Client Services, Service Delivery, product management, development, conversions and implementations teams to coordinate initiatives, resolve service needs and support project execution. Experience you'll need to have: 4+ years of experience in client service, account management, service delivery or project coordination within financial services, technology, print, digital or output solutions environments.

Fiserv (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry. Fiserv provides integrated technology and services that create value for our clients. Ranked No. 1 on the FinTech 100 international listing of top technology providers to the financial services industry for 6 of the last 7 years, Fiserv drives innovation that transforms experiences for more than 16,000 clients worldwide including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients.To learn more, visit us <a href="http://www.fiserv.com" target="_blank">www.fiserv.com</a>.

Fiserv Inc

Service Management - Advisor I

A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. 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.

Financial Advisor Jobs in Houston, TX

Trust Advisor Hancock Whitney Corp

Wealth Advisor Cerity Partners

Study Abroad Advisor Rice University

Advisor - Philanthropic American Lebanese Syrian Associated Charities Inc

Financial Services Professional Strategic Financial Group

Financial Planning Support Specialist Valmark Financial Group

College Transition Advisor KIPP Texas Public Schools

Digital Transformation Advisor | R2R High Radius

Wealth Advisor - Healthcare Truist Bank

Senior Home Lending Advisor - North Houston JPMorgan Chase Bank, N.A.

Client Service Representative/Paraplanner Park Place Financial Kestra Financial Independent Advisor

Financial Analyst Northwestern Mutual

Wealth Advisor Goud Steward Advisors

Sr. Private Client Advisor Texas Capital Bancshares Inc

Sr. Private Client Advisor Texas Capital Bank

Wealth Advisor (Vice President) Westwood Holdings Group Inc

Portfolio Management Advisor_MKPS1J Engie SA

Service Management - Advisor I Fiserv Inc

Legal Wealth Advisor - Houston Truist Bank

Senior Home Lending Advisor - Katy, TX JPMorgan Chase & Co

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