263 Results for

Financial Representative Jobs in The Woodlands, TX

Jobs

Houston, Tx9 days ago

Work in concert with field sales representative to promote trade/line initiatives to include, but not limited to campaigns, eBusiness and value-added services, growing customer profile by researching and identifying market opportunities, gather competitive intelligence, qualify sales leads and shipping opportunities via NOVA Business, develop and maintain both customer and trade-lane specific business plans, submission of customer credit applications, etc. This position serves as the principal CMA CGM contact for all customer rate inquiries for either import or export cargo, is responsible for maintaining understanding of trade lanes to effectively grow our market share, partners with field sales and works with trade/line to provide quotations, organizes and expedites customer contracts to ensure proper construction and filing of agreed terms and conditions, and expediting all issues by quickly resolving to reduce service failures or loss of business.

Houston, TX10 days ago

Full-time
Employee

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

Houston, Texas10 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

HOUSTON, TX30+ days ago

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.

Houston, TX8 days ago

Our highly qualified team of professionals provides specialized expertise in areas including risk management, disability insurance, life insurance, retirement savings, investments, business succession planning, and estate planning. At Opes One, you’ll be part of a Financial Services Team which allows you the freedom to provide solutions for clients from a strong portfolio of innovative financial products/strategies.

Houston, TX30+ days ago

As a Financial Services Representative - State Farm Agent Team Member, you will play a key role in guiding our clients through their financial journeys by offering tailored solutions that fit their unique needs. At Tamara Thompson - State Farm Agent, we believe that managing everyday financial risks is more than just a service—it’s about empowering our customers to achieve peace of mind and financial confidence.

Houston, TX7 days ago

Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. High school diploma or general education degree (GED) required, Bachelors degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience.

Huffman Branch, TX30+ days ago

$49,284–$73,391 Per Year

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.

Channelview, TX30+ days ago

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.

New!

Spring, TX1 day ago

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweeks Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. - Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.

New!

Houston, TX1 day ago

$15–$16 Per Hour

Houston, TX30+ days ago

$15–$16 Per Hour

World Finance, a five-time winner of the Top Workplaces USA award and Newsweeks America''s Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. With 1,200+ branches across 16 states, were proud to be the financial partner with heart offering customer-focused service rooted in teamwork, community, and care.

Conroe, TX30+ days ago

$15–$16 Per Hour

Houston, TX30+ days ago

LobbyGreeterTellerjobs, #LobbyGreeterTellerjobshiringnow, #HoustonLobbyGreeterTellerjobs, #hiringtoday, #Fistaffcareers, #gethiredfast, #NowHiring, #ApplyToday, #CareerOpportunity, #JobsinHouston. Were hiring a Lobby Greeter / Teller to provide outstanding member service, support daily lobby operations, and assist with teller transactions in a professional, welcoming environment.

Conroe, TX30+ days ago

$40,000–$48,000 Per Year

ROLE DESCRIPTION: James Pearson - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative – State Farm Agent Team Member. Work alongside your agency’s team to ensure successful, exceptionally satisfying, and long-lasting customer relations.

Magnolia, TX30+ days ago

Our Financial Account Representatives are part teacher, part problem-solver, and part superhero—helping customers make smart financial choices while keeping things simple and stress-free. Think of it this way: You’re not just working with accounts—you’re helping people write their financial success stories.

Spring, Texas9 days ago

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation.

Conroe, Texas30+ days ago

Houston, TX30+ days ago

ROLE DESCRIPTION: As a licensed team member} with Mitch Landry State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Houston, TX30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Justin Slaughter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Houston, TX30+ days ago

Gulf Capital Bank aims to redefine the value of a bank by offering the personal relationship touches of a traditional community bank combined with the ease of state-of-the-art banking technology and global connections provided by a group of Houston’s business and civic leaders. The Financial Service Representative will be responsible for opening new commercial and consumer deposit accounts, performing teller transactions and other customer service duties.

Kingwood, TX30+ days ago

In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.

Houston, TX30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Houston, Texas10 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Magnolia, TX10 days ago

$65,000–$300,000

Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa. Commission Pay: $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw.

Houston, Texas17 days ago

This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth. At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy.

Humble, TX30+ days ago

$45,000–$100,000 Per Year

We know that building a business takes time so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills systems and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies residential business networking introductions and referrals social media and speaking engagements.

Houston, TX30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Houston, TX15 days ago

Remote

$23.80–$26.45 Per Hour

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

Houston, TX30+ days ago

Bachelor's Degree in finance, business, or related field • 2 years investment banking or 5 years of finance preferably in oil and gas • Ability to build and maintain complex financial models and manage large amounts of data • Ability to work collaboratively and effectively with all levels of the organization along with external advisors • Strong project management skills with the ability to manage time-sensitive tasks • Excellent writing, analytical, and presentation skills • Expert MS Excel, PowerPoint, and Word user • Ability to take ownership of new tasks and problems and solve them with precision and thoughtfulness • Team player with intellectual curiosity, a strong work ethic, a positive attitude, an innovative bent, and persistent attention to detail • Ability to work in a fast-paced and fluid environment; flexible with the demands of a growing company. This position will support the Business Development team on the analysis and pro forma impacts of upstream deals including, but not limited to, asset acquisitions, corporate mergers, and divestitures for both operated and nonoperated opportunities.

New!

Houston, TX1 day ago

As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience. Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning.

The Woodlands, TX20 days ago

$70,000–$90,000 Per Year

As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white-glove service that exceeds our clients' expectations. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

Houston, TX8 days ago

$84,300–$155,400 Per Year

As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Houston, TX30+ days ago

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Houston, TX30+ days ago

Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and - 1-2 years of directly related experience in - securities sales or 7-8 years of equivalent combination of education and experience. You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.

Houston, TX30+ days ago

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Houston, TX30+ days ago

The Woodlands, TX30+ days ago

Bachelors Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Job Description Job Summary Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

Houston, TX30+ days ago

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. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.

Houston, TX12 days ago

Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience.

Houston, Texas15 days ago

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.

Kingwood, Texas30+ days ago

As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor.

New!

Houston, TX5 days ago

Our Financial Advisory team reflects a variety of backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused community that delivers effective solutions for our clients. Our Financial Advisors work closely with clients to help them pursue the life they envision, building personal relationships with advisory teams dedicated to meeting their unique needs.

Houston, Texas30+ days ago

This position will support the Business Development team on the analysis and pro forma impacts of upstream deals including, but not limited to, asset acquisitions, corporate mergers, and divestitures for both operated and nonoperated opportunities. Support New Ventures and Business Transformation teams within the company by providing analysis on strategic initiatives and helping the groups understand and align to the company’s corporate objectives.

Houston, Texas30+ days ago

$50,000–$70,000 Per Year

This employment opportunity at TruStage located at Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, TX would allow you to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

Houston, Texas30+ days ago

This employment opportunity at First Horizon bank in Houston, TX would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.

Houston, TX30+ days ago

Chevron explores for, produces and transports crude oil and natural gas; refines, markets and distributes transportation fuels and lubricants; manufactures and sells petrochemicals and additives; generates power; and develops and deploys technologies that enhance business value in every aspect of the company's operations. To empower the industries, we serve by harnessing our unique integrated value chain to deliver superior, reliable, and innovative solutions that help our customers win - while stewarding a resilient portfolio that enables long-term financial performance and strengthens enterprise value.

Houston, TX30+ days ago

These businesses allow Live Nation Media & Sponsorship to create strategic music marketing programs that connect more than 1,200 sponsors with the 145 million fans that attend Live Nation Entertainment events each year. Live Nation Entertainment is the world's leading live entertainment company, comprised of global market leaders: Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship.

Houston, TX7 days ago

While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. Minimum at least 3 years of work experience in a corporate setting, with emphasis on areas such as reporting development, financial planning and analysis, business analytics, and financial modeling.

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Financial Representative Jobs in The Woodlands, TX

Sales Development Representative CMA CGM (America) LLC

Sales Representative Company Confidential

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative Western & Southern Life

Financial Services Sales Representative Cornerstone Funeral Solutions

Financial Services Representative - State Farm Agent Team Member Tamara Thompson - State Farm Agent

Financial Service Representative I Third Coast Bancshares Inc

Financial Services Representative I, II, Senior Global Credit Union Home Loans LLC

Financial Services Representative (Bilingual) World Acceptance Corporation

R18533-Bilingual Financial Services Representative WORLD ACCEPTANCE CORPORATION

R18534-Bilingual Financial Services Representative WORLD ACCEPTANCE CORPORATION

Overstaff Financial Services Representative (Bilingual) World Acceptance Corporation

Financial Services Representative (Bilingual Preferred) World Acceptance Corporation

Financial Services Representative I FiStaff

Financial Services Representative – State Farm Agent Team Member James Pearson - State Farm Agent

Financial Account Representative – State Farm Agent Team Member David Turnage - State Farm Agent

Financial Services Representative (Bilingual) World Finance

Financial Services Representative (Bilingual Preferred) World Finance

Financial Services Representative - State Farm Agent Team Member Mitch Landry - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Justin Slaughter - State Farm Agent

Financial Services Representative Gulf Capital Bank

Financial Services Representative - State Farm Agent Team Member Noah Labauve - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Chase Lagarde - State Farm Agent

Financial Advisor Northwestern Mutual

Financial Advisor (Houston) Opes One

Financial Advisor CORDA Investment Management

Financial Advisor Edward D Jones & Co LP

Financial Advisor First Command Financial Services, Inc.

Virtual Financial Advisor - Houston Thrivent Financial for Lutherans

Senior Financial Analyst - BD and Strategy Chord Energy Corp

Junior Financial Advisor Strategic Financial Group

Associate Financial Advisor Wealth Enhancement Group LLC

Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu Ltd

Senior Financial Analyst First Investors Financial Services Group

Financial Advisor BOK Financial Corp

Merrill Advisor Development Program - Financial Advisor: Houston Market Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Greater Houston Market Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market Bank of America Corp

AMP Financial Advisor Trainee (The Woodlands, TX) Raymond James Financial Inc

Wealth Financial Advisor - Houston, TX Corebridge Financial Inc

Financial Advisor Strategic Financial Group

Financial Advisor - PNC Wealth Management PNC Bank

Financial Advisor II Frost Bank

Senior Financial Advisor Strategic Financial Group

Senior Financial Analyst - BD and Strategy Chord Energy Corporation

Financial Advisor - Houston Texas Fire Fighters FCU and Cy Fair FCU LPL Financial

Financial Advisor - First Horizon Bank LPL Financial

Senior Lead Financial Advisor, Specialty Sales Chevron Corporation

Senior Financial Analyst Live Nation Entertainment Inc

Senior Analyst, Financial Planning and Analysis - SYGMA - Houston, TX Sysco Corp

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