UNKNOWN

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You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Acquisition Marketing Manager

ea_via_bold

Paid Social Manager

RIA Marketing Manager

Meta Ads Specialist

Performance Marketing Specialist

Performance Marketing Strategist

Growth Marketing Strategist

Growth Marketing Manager

This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.

Huntington

Wealth Planner

IRecruitee

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Bank of America

Registered Wealth Management Client Associate

COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. JOB SUMMARY: Our term case managers take case management to the next level - joining forces with internal sales partners to provide the financial professionals we serve with a best-in-class experience, guiding them through everything from the time the application is submitted to a carrier, through underwriting, and getting the case paid and closed.

YEAR

Covr Financial Technologies LLC

Case Manager, Life Insurance

Wealth Management Client Associate

Together, we've forged some of the most trusted partnerships across the energy value chain to make what was once just an idea a reality: laying subsea infrastructure thousands of feet below sea level, installing platforms hundreds of miles from shore, using our expertise to design and build offshore wind infrastructure, and reshaping the onshore landscape to deliver the energy products the world needs safely and sustainably. Key Tasks and Responsibilities: Lead and support the structuring, negotiation, execution, and ongoing management of the Company's capital structure and financing arrangements, including revolving credit facilities, term loans, bonds, private credit facilities, letters of credit, bank guarantees, and other funded and unfunded liquidity facilities.

McDermott International Ltd

Director Treasury

In addition to being the Branch Manager to the Branch Growth Specialist (Assistant Manager, where applicable) and Branch Service Engagement Specialist (where applicable), all Financial Professionals and Sales Assistants in the Branch Office, the Branch Manager position requires the need to exercise significant discretion and independent judgment by formulating and implementing management policies and operating practices in the Branch Office. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Branch Manager

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer partners, RIAs, and other wealth management intermediaries in an effort to raise capital and meet objective territory goals. The role requires independent judgment in evaluating advisor needs, prioritizing territory opportunities, interpreting distribution trends, recommending resource allocation, and advising internal stakeholders on initiatives that drive assets under management and support strategic growth objectives.

Hines

Private Wealth Consultant

[AW]-iCims

Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 to $140,000 which includes a base salary of $60,000 to $70,000, and a variable target compensation of $70,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA''s and financial advisors in the SMB space (including territory sales and business development).

Human Interest Inc

Partner Account Manager - Houston

With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. This role serves as a central coordinator across Network, District, Ensemble, and Home Office stakeholders, maintains confidential records, communicates requirements and status updates, and continuously improves processes that enable advisor and staff readiness.

<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

Contracting, Licensing & Registration Specialist

FULL_TIME

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. The Talent Acquisition Specialist builds strategic relationships across professional, community, and referral networks to identify exceptional candidates and promote Northwestern Mutual's industry-leading career opportunity.

Talent Acquisition Specialist

Recruiter

The Practice Management Consultant serves as a strategic partner to Market Leaders, Service Manager, Director of Financial Planning, and Director of Investment Management, working with financial advisors, planners, portfolio managers, and client support teams to drive team development, operational excellence, and continuous learning. Design and deliver workshops, webinars, and group sessions on practice management topics, including time management, client experience, go to market strategy, branding based on client personas, platform support, internal partners, and operational excellence.

Financial Advisor Jobs in Houston, TX

Acquisition Marketing Manager Clients Blackbox, Inc.

Paid Social Manager Clients Blackbox, Inc.

RIA Marketing Manager Clients Blackbox, Inc.

Meta Ads Specialist Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

Performance Marketing Strategist Clients Blackbox, Inc.

Growth Marketing Strategist Clients Blackbox, Inc.

Growth Marketing Manager Clients Blackbox, Inc.

Wealth Planner Huntington

Registered Wealth Management Client Associate Bank of America

Case Manager, Life Insurance Covr Financial Technologies LLC

Wealth Management Client Associate Bank of America

Director Treasury McDermott International Ltd

Branch Manager Cetera Financial Group Inc

Private Wealth Consultant Hines

Partner Account Manager - Houston Human Interest Inc

Contracting, Licensing & Registration Specialist Northwestern Mutual

Talent Acquisition Specialist Northwestern Mutual

Recruiter Northwestern Mutual

Wealth Management Practice Management Consultant - Salt Lake City OR Houston OR Los Angeles California Bank & Trust

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