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Many 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.

HOUR

The Employee Connect

Registered Investment Advisor

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Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.  .

The Vanguard Group

Senior Wealth Advisor

Who you are: As a Wealth Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $150,000 and $350,000.

YEAR

Cullen/Frost Bankers Inc

Wealth Advisor I

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.

Financial Services Marketing Manager

SO's - FP - Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts.

Mercer Advisors

Wealth Advisor (Houston, TX)

IRecruitee

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: Goal 1: 52% four-year college enrollment for the class of 2025. 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 Foundation

College Transition 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 Bancshares, Inc.

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 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

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

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 & Co

Senior Home Lending Advisor - Cypress, TX

In 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.

PNC Bank

Banking Advisor II (MLO)

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. In 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.

Banking Advisor III - PNC Private Bank

Senior Home Lending Advisor - Humble, TX

Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.

Macy’s, Inc. is one of the nation’s premier omnichannel retailers, with fiscal 2015 sales of $27.1 billion. As of April 2, 2016, the company operates about 870 stores in 45 states, the District of Columbia, Guam and Puerto Rico under the names of Macy’s, Macy’s Backstage, Bloomingdale’s, Bloomingdale’s Outlet and Bluemercury, as well as the macys.com, bloomingdales.com and bluemercury.com websites. Bloomingdale’s in Dubai is operated by Al Tayer Group LLC under a license agreement. Macy’s, Inc.’s diverse workforce includes approximately 157,900 employees. Prior to June 1, 2007, Macy’s, Inc. was known as Federated Department Stores, Inc. The company’s shares are traded under the symbol “M” on the New York Stock Exchange.

Macy's, Inc.

Beauty Advisor - La Mer, Memorial City - Part Time

For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. The Organization Development and Effectiveness Advisor is a strategic partner responsible for driving organizational performance through effective diagnosis, change management, organizational design, and team/leader effectiveness initiatives.

Exxon Mobil Corp

Organizational Design & Effectiveness Advisor - Advanced

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

PricewaterhouseCoopers LLP

Partner Tax Preparation Advisor Manager

Macy's Inc

Seasonal Beauty Advisor - Estee Lauder, Willowbrook Mall TX

For convenience and simplicity, words like venture, joint venture, partnership, co-venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships. Lead high-value negotiations and build trusted relationships with Director and Senior Director-level decision-makers at suppliers, processors, logistics providers, & strategic partners.

Financial Advisor Jobs in Houston, TX

Registered Investment Advisor The Employee Connect

Senior Wealth Advisor The Vanguard Group

Wealth Advisor I Cullen/Frost Bankers Inc

Financial Services Marketing Manager Clients Blackbox, Inc.

Wealth Advisor (Houston, TX) Mercer Advisors

College Transition Advisor KIPP Foundation

Private Client Advisor Texas Capital Bancshares, Inc.

Private Client Advisor Texas Capital Bank

Wealth Advisor Cerity Partners

Digital Transformation Advisor | R2R High Radius

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

Banking Advisor II (MLO) PNC Bank

Banking Advisor III - PNC Private Bank PNC Bank

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

Beauty Advisor - La Mer, Memorial City - Part Time Macy's, Inc.

Organizational Design & Effectiveness Advisor - Advanced Exxon Mobil Corp

Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLP

Seasonal Beauty Advisor - Estee Lauder, Willowbrook Mall TX Macy's Inc

Sr. Feedstock Advisor, Graphite Materials Exxon Mobil Corp

Seasonal Beauty Advisor - Estee Lauder, Baybrook Macy's Inc

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