UNKNOWN

FEED

This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. · Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.

Mariner

Wealth Planning Analyst

ea_via_bold

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

YEAR

Edelman Financial Engines LLC

Client Service Associate

We empower our selling partners - financial professionals at broker-dealers, banks and agencies - with valuable insights, engaging tools and business-building resources for bringing our annuity solutions to their clients and helping them realize their retirement goals. Our innovative annuity solutions provide powerful growth opportunities, guaranteed lifetime income, beneficiary protection, and, in many products, options to protect against market downturns that could impact future income.

Corebridge Financial Inc

Customer Advocacy Manager

Develop, communicate, maintain, and manage detailed project plans, timelines for account implementation projects and ensure deadlines, milestones and success criteria are met or exceeded through timely coordination and communication of the details necessary to complete an account implementation project by the agreed upon effective date. Provide consultative solutions for best practices and ensure details are understood so that our administrative processes and systems are established appropriately to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing.

Implementation Consultant

We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. We're looking for Finance Subject Matter Experts to join our Expert Network to help train and evaluate cutting-edge AI models using professional financial insight.

HOUR

Prolific Academic Ltd

Finance Professionals - AI Training - Houston, US

GreenHouseAPI

Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

Senior Compliance Administrator - Retirement Services

Every day you will be responsible for leading the valuation, structuring guidance, advise on commercial agreements, risk allocation, bankability of contracts, financing alternatives, and expected investment returns throughout the business development process of investments, mergers and acquisition, and project financing plans. Bachelor's degree in one of the following fields: Finance, Business, Economics, Accounting, Engineering, Math, or a STEM-focused degree program where you have learned project management, project financing, investments, equity, mergers, acquisitions, power, energy, or renewable market skills.

Engie SA

AIFA Manager_STAF1J

Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

Vice President, Strategic Relationship Management

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches.

Morgan Stanley

Business Service Officer

Financial Engines

FULL_TIME

OTHER

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

JPMorgan Chase Bank, N.A.

JPM Wealth Management-Business Development Consultant-Houston, TX

equestftpin

Kimmeridge's vision in creating Caturus is to build the only independent, fully integrated natural gas and LNG export platform in the U.S. through a combination of its upstream operations and via Commonwealth LNG, a 9.5 million tonnes per annum liquefied natural gas export terminal in southwestern Louisiana on the U.S. Gulf Coast. Caturus is a Houston-based, private exploration and production company seeking to materially grow production through development of deep, high pressure, dry gas windows of the Eagle Ford and Austin Chalk, as well as Haynesville formations located in Texas and Louisiana while maintaining a relentless focus on safety.

Caturus Energy LLC

Analyst, Finance

Appropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Citigroup Inc.

Wealth Relationship Manager Safe Act - Arcadia (Bilingual Mandarin)

Working with a wide range of internal and external clients across various industries, you will solve complex requirements, lead technical project teams, and develop designs for Environmental, Health, and Safety (EHS) and Environmental, Social, and Governance (ESG) software solutions. Well-developed critical thinking and problem-solving skills, with the ability to apply technical knowledge, interpret testing results, collate data, perform load calculations and statistical analyses, and arrive at effective, economical, and logical solutions.

WSP Global Inc

Senior Enablon Environmental/AQS and Metrics Implementation Consultant

The Assistant Director - Financial Planning, Treasury and Analysis serves as a senior financial leader for the Houston Airport System (HAS) and is responsible for overseeing long-range financial forecasting, liquidity, fund management, strategy, compliance, and coordination of funding mechanisms supporting HAS's Capital Improvement Program (CIP). Reporting to the Chief Financial Officer, this role plays a critical leadership function in safeguarding HAS's financial sustainability while ensuring compliance with FAA regulations, grant assurances, airline use and lease agreements, bond covenants, and City of Houston financial policies.

City of Houston

ASSISTANT DIRECTOR (EXE LEV)

Collaborate with relationship managers to support sales and retention efforts through business planning, quarterly and annual plan reviews, RFPs/finalist presentations, regular cadence client meetings, and ad hoc client meetings. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

Corebridge Financial

Account Manager

If you’re someone who enjoys working with people, takes pride in doing things the right way, and is motivated to grow, we’ll provide the training and support to help you succeed. This role is designed for people who are strong communicators, highly coachable, and motivated to build a long-term career in financial services.

Willis Johnson Wealth

Client Development Specialist

This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager is expected to be able to present the unique value offering of Willis Johnson Wealth in order to close business, but is not responsible for finding new business leads.

Wealth Manager

Compensation & Benefits Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance Total Compensation range with Bonus = $115,000 - $170,000. The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis.

Associate Wealth Manager

Each year, we invite 3–5 college Juniors, Seniors, or post-grad CFP® candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. Essential Responsibilities Assist in the preparation for client meetings by preparing a high volume of Investment Review books for clients, reviewing compliance paperwork, and meeting summaries.

Financial Advisor Jobs in Houston, TX

Wealth Planning Analyst Mariner

Client Service Associate Edelman Financial Engines LLC

Customer Advocacy Manager Corebridge Financial Inc

Implementation Consultant Corebridge Financial Inc

Finance Professionals - AI Training - Houston, US Prolific Academic Ltd

Senior Compliance Administrator - Retirement Services Corebridge Financial Inc

AIFA Manager_STAF1J Engie SA

Vice President, Strategic Relationship Management Corebridge Financial Inc

Business Service Officer Morgan Stanley

Client Service Associate Financial Engines

JPM Wealth Management-Business Development Consultant-Houston, TX JPMorgan Chase Bank, N.A.

Analyst, Finance Caturus Energy LLC

Wealth Relationship Manager Safe Act - Arcadia (Bilingual Mandarin) Citigroup Inc.

Senior Enablon Environmental/AQS and Metrics Implementation Consultant WSP Global Inc

ASSISTANT DIRECTOR (EXE LEV) City of Houston

Account Manager Corebridge Financial

Client Development Specialist Willis Johnson Wealth

Wealth Manager Willis Johnson Wealth

Associate Wealth Manager Willis Johnson Wealth

Wealth Management Internship: Summer 2027 Willis Johnson Wealth

Similar Job Searches

See More Jobs

Stand out to leading employers.