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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo Bank

Lead Business Aligned Financial Analyst

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PFAs advise on profitability monitoring, working capital management for projects and compliance while contributing to sound decision-making and risk identification across a portfolio that ranges in a complexity of projects independently and supporting more complex projects with guidance. The PFA serves as a trusted business partner to Project Managers, helping to drive project profitability, financial compliance, forecasting accuracy, and overall financial performance across a portfolio of projects.

YEAR

WSP Global Inc

Intermediate Project Financial Advisor

Career Level 8ICRelated SkillsBusiness 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 Anticipated Posting End Date: Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

TIAA

Wealth Management Advisor - San Antonio, TX

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Executive Planning Consultant I

FULL_TIME

Educate 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 course 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 Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.

Trajan Wealth LLC

Fiduciary Advisor - Houston Metro

Talent Acquisition

Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

SWBC

Wealth Advisor

NTAG assists companies with all aspects of their financial reporting of income taxes including tax provision assistance and tax accounting guidance and consulting related to planning initiatives and strategic transactions (e.g., acquisition accounting, discontinued operations and carve-out financial statements). At Deloitte Tax LLP, our Business Tax Services (BTS) team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

Deloitte

Tax Manager - National Tax Accounting Group (Ntag) - Asc740

You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.

Tax Manager - Mutual Funds

This role involves marketing, evaluating, negotiating, and monitoring a portfolio of loans and depository accounts while ensuring clients'' wealth management needs are met through collaboration with other divisions and experts within the organization. Essential Functions: Initiates and cultivates relationships with new and existing private banking clients through active marketing efforts, including calls, visits, community involvement, and entertainment.

Broadway Bank

Private Banker II- Dallas

Wealth Advisor (Dallas)

Wealth Advisor (Austin)

Keywords: Patient Financial Counselor, Financial Counselor, Financial Assistance Counselor, Patient Financial Advocate, Patient Advocate, Medicaid Enrollment Specialist, Charity Care, Hospital Financial Assistance, Eligibility Specialist, Case Management. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE).

Savista

Eligibility Specialist I (Bilingual Spanish Required)

Utilize 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.

Truist Financial Corporation

Premier Advisor - Dallas

Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).

Frost Bank

Private Banking Officer II

Premier Advisor - Houston Or Katy, TX

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 $350,000 and $750,000. 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.

Wealth Advisor II

Premier Advisor - Fort Worth / Tarrant County

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 $750,000 and $1.5 million. 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.

Wealth Advisor III

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. 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.

Wealth Advisor I

As a Senior Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth Management. 10+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization.

Financial Planner Jobs in Texas

Lead Business Aligned Financial Analyst Wells Fargo Bank

Intermediate Project Financial Advisor WSP Global Inc

Wealth Management Advisor - San Antonio, TX TIAA

Executive Planning Consultant I Fidelity

Fiduciary Advisor - Houston Metro Trajan Wealth LLC

Wealth Advisor SWBC

Tax Manager - National Tax Accounting Group (Ntag) - Asc740 Deloitte

Tax Manager - Mutual Funds Deloitte

Private Banker II- Dallas Broadway Bank

Wealth Advisor (Dallas) SWBC

Wealth Advisor (Austin) SWBC

Eligibility Specialist I (Bilingual Spanish Required) Savista

Premier Advisor - Dallas Truist Financial Corporation

Private Banking Officer II Frost Bank

Premier Advisor - Houston Or Katy, TX Truist Financial Corporation

Wealth Advisor II Frost Bank

Premier Advisor - Fort Worth / Tarrant County Truist Financial Corporation

Wealth Advisor III Frost Bank

Wealth Advisor I Frost Bank

Senior Wealth Portfolio Manager Frost Bank

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