UNKNOWN

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Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. 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.

Bank of America

Merrill Financial Solutions Advisor (Partially Licensed): Houston Galleria(Galveston)

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Financial Solutions Advisor - Austin Area

US - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Financial Solutions Advisor- NW Snohomish Area

We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Financial Solutions Advisor - Wealth Management Office

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).

Financial Solutions Advisor - Private Bank Office

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - South Houston Area Dickinson, Texas; Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas; Houston, Texas; League City, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

Bank of America Corp

Financial Solutions Advisor - South Houston Area

Texas A&M University-Corpus Christi is a vibrant, Hispanic and Minority Serving R2 Doctoral Research Institution that proudly provides a solid academic reputation, renowned faculty, and highly rated degree programs since 1947. The Department seeks candidates whose academic preparation and teaching interests complement its programs in financial planning education, including preparation for the Certified Financial Planner (CFP®) examination.

Texas A&M

Assistant Professor of Finance/Financial Planning

smoking" and "tobacco or nicotine products" includes, but is not limited to, products such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes. When you join TAS, you join a Houston-headquartered company that is part of a large Houston-headquartered publicly traded company, Comfort Systems USA, with a solid reputation built on outstanding value, integrity, and customer focus.

Comfort Systems USA

Sr. Production Planner I

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FULL_TIME

OTHER

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.

JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

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smoking” and “tobacco or nicotine products” includes, but is not limited to, products such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes. When you join TAS, you join a Houston-headquartered company that is part of a large Houston-headquartered publicly traded company, Comfort Systems USA, with a solid reputation built on outstanding value, integrity, and customer focus.

This role works closely with Aftermarket Service Leadership, Construction Site Managers, TAS Project Managers, Purchasing, Finance and other stakeholders to monitor installation and construction project budgets, and support strategic decision-making to ensure these projects are delivered on time and within budget. “smoking” and “tobacco or nicotine products” includes, but is not limited to, product such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes .

Modular Construction Project Planner

The position supports the integrity and security of long-haul fiber infrastructure by identifying potential risks, monitoring activity near fiber routes, documenting field conditions, and escalating concerns when appropriate. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

HOUR

StratAcuity Staffing Partners Inc

Fiber Route Planner

This role works closely with Aftermarket Service Leadership, Construction Site Managers, TAS Project Managers, Purchasing, Finance and other stakeholders to monitor installation and construction project budgets, and support strategic decision-making to ensure these projects are delivered on time and within budget. "smoking" and "tobacco or nicotine products" includes, but is not limited to, product such as cigarettes, e-cigarettes, cigars, pipes, vaping, all forms of smokeless tobacco (chewing tobacco, snuff, dip) and clove cigarettes.

Thorough knowledge of principles, concepts and theories of urban planning; knowledge of both short and long range planning; ability to analyze complex data; skills in the operation of computer, database programs and computer modeling techniques; knowledge of data collection, methodology, demographics and statistics. Coordinates projects and leads assignments for a specific area of focus including but not limited to implementing long range planning initiatives, department strategic initiatives, census related work, and GIS.

YEAR

City of Farmers Branch

Lead Planner

Benefits At-A-Glance: City-subsidized Medical and Dental Insurance with a variety of plan options; City-paid Basic Life Insurance @ 1x your annual salary and Long-term Disability; Voluntary Vision, Supplemental Life Coverage (for you and your family), Aflac indemnity plans such as Accident, Cancer, Hospitalization and Critical Illness, Short Term Disability and pre-paid legal benefits through Legal Shield; 9 paid holidays and up to 3 floating holidays to use at your discretion; A generous vacation package with accruals starting on day 1; Paid sick leave; Paid Parental Leave; A robust pension plan with TMRS includes your 7% contribution with 2:1 match by the City; You won't contribute to Social Security, but you can further your retirement income by contributing to a Deferred Compensation (457b) plan; Longevity pay for each month of service after your first 13 months of employment; On-site Wellness facilities and programming (mind, body spirit & financial preparedness); and. We also offer great benefits and perks available on your first day of employment, including: City-subsidized health benefits; life and disability insurance; a variety of voluntary benefits; a robust pension plan with TMRS to set you up for a fulfilling retirement; a down-to-earth casual environment and dress code; and a positive team-oriented culture stemming from a long-term commitment to innovation and inclusion.

Sugar Land City Council

Senior Planner

The Supply Planner / Inventory Management, Replenishment & Supply Chain Optimization role leverages data analysis and cross-functional collaboration to balance customer service, inventory investment, production capacity, and supply chain costs. Reporting to the Supply Chain Lead, this position partners with sourcing, manufacturing, sales, and service teams to develop supply and replenishment plans, manage inventory levels, and coordinate intercompany product movements to meet customer demand.

O-I Glass Inc

Supply Planner | Inventory Management, Replenishment & Supply Chain Optimization

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and mobility providers, supporting iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys. This role partners closely with cross-functional stakeholders to support space planning, workplace design, and real estate initiatives that enhance operational efficiency and elevate the employee experience.

First Investors Financial Services Group

Space & Workplace Experience Planner

The ideal candidate will have significant experience managing complex supply chains involving critical BESS components, including battery cells/modules/packs, PCS (Power Conversion Systems), TMS (Thermal Management Systems), enclosures, and other electro-mechanical assemblies. The Senior Supply Planner is responsible for developing and executing supply plans that ensure material availability, supply continuity, and production readiness across the global Battery Energy Storage System (BESS) supply chain.

Fluence Energy

Senior Supply Planner

Deliver financial advice and portfolio guidance while educating clients on relevant Vanguard funds, products, services, and investment principles to help them make informed financial decisions. Build and maintain knowledge of financial planning, capital markets, investment products, and industry developments to strengthen the advice and guidance provided to clients.

Vanguard Group

Financial Advisor

The role translates the consensus demand plan into a feasible supply response by integrating capacity, materials, labor, tooling, supplier, inventory, logistics and network constraints and by bringing forward scenarios and recommended trade-offs for leadership decisions. Reporting to the SIOP Leader, this regional individual-contributor role leads the Supply Review for the assigned business, region, product line or value stream and connects strategic and tactical planning to execution.

Eaton is a power management company with 2016 sales of $19.7 billion. We provide energy-efficient solutions that help our customers effectively manage electrical, hydraulic and mechanical power more efficiently, safely and sustainably. Eaton is dedicated to improving the quality of life and the environment through the use of power management technologies and services. Eaton has approximately 95,000 employees and sells products to customers in more than 175 countries. For more information, visit <a href="http://www.eaton.com/Eaton/index.htm" target="_blank">Eaton.com.</a>

Financial Planner Jobs in Texas

Merrill Financial Solutions Advisor (Partially Licensed): Houston Galleria(Galveston) Bank of America

Financial Solutions Advisor - Austin Area Bank of America

Financial Solutions Advisor- NW Snohomish Area Bank of America

Financial Solutions Advisor - Wealth Management Office Bank of America

Financial Solutions Advisor - Private Bank Office Bank of America

Financial Solutions Advisor - South Houston Area Bank of America Corp

Assistant Professor of Finance/Financial Planning Texas A&M

Sr. Production Planner I Comfort Systems USA

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase Bank, N.A.

Sr. Production Planner I TAS

Modular Construction Project Planner TAS

Fiber Route Planner StratAcuity Staffing Partners Inc

Modular Construction Project Planner Comfort Systems USA

Lead Planner City of Farmers Branch

Senior Planner Sugar Land City Council

Supply Planner | Inventory Management, Replenishment & Supply Chain Optimization O-I Glass Inc

Space & Workplace Experience Planner First Investors Financial Services Group

Senior Supply Planner Fluence Energy

Financial Advisor Vanguard Group

Supply Planner, Siop Eaton Corporation

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