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Bachelor's 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. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

Raymond James Financial Inc

Financial Advisor Trainee

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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. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

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Mercer Advisors

Wealth Advisor (Houston, TX)

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s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.

AMP Financial Advisor (Houston, TX)

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

AllianceBernstein LP

VP/Wealth Advisor

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

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Represent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.

Truist Bank

Private Equity & Alternative Investments Senior Analyst

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.

Stifel Financial Corp

Financial Advisor Associate

For those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust's Everyday Steward advisors can serve as their clients' "stewardship coaches" so they can focus on living a life of purpose. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services.

Ronald Blue & Co.

Financial Advisor, Everyday Steward

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

JPMorgan Chase & Co

J.P. Morgan Advisors -Senior Client Associate- Houston, TX

This role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group LLC

Tax Advisor (Hybrid)

The Senior Philanthropic Advisor (SPA), Leadership Giving is a senior major gift officer who manages a mixed major and principal gift portfolio, operating with significant independence while engaging the AVP as a strategic thought partner on complex $1M+ gift strategies. The SPA is developing toward principal gift leadership and is expected to have a growing pipeline of $1M+ prospects - not just the capacity to solicit them, but the relationship depth and strategic sophistication to navigate multi-cycle, multi-partner cultivation processes.

Breakthrough T1D

Senior Philanthropic Advisor, Leadership Giving

The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication.

Westwood Holdings Group Inc

Wealth Advisor (Vice President)

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

Mercer Advisors 2027 Summer Internship

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 - Houston Or Katy, TX

Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Vanguard Group

Certified Financial Advisor

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.

U.S. Bank

Financial Advisor - Houston, TX

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. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Premier Advisor - Houston or Katy, TX

Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group

Wealth Advisor - Hybrid

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.

Exxon Mobil Corp

Sr. Feedstock Advisor, Graphite Materials

JOB FUNCTION / SUMMARY: The Trust Advisor 4 manages and develops complex client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Investment Advisor Jobs in Houston, TX

Financial Advisor Trainee Raymond James Financial Inc

Wealth Advisor (Houston, TX) Mercer Advisors

AMP Financial Advisor (Houston, TX) Raymond James Financial Inc

VP/Wealth Advisor AllianceBernstein LP

Senior Wealth Advisor The Vanguard Group

Private Equity & Alternative Investments Senior Analyst Truist Bank

Financial Advisor Associate Stifel Financial Corp

Financial Advisor, Everyday Steward Ronald Blue & Co.

J.P. Morgan Advisors -Senior Client Associate- Houston, TX JPMorgan Chase & Co

Tax Advisor (Hybrid) Wealth Enhancement Group LLC

Senior Philanthropic Advisor, Leadership Giving Breakthrough T1D

Wealth Advisor (Vice President) Westwood Holdings Group Inc

Mercer Advisors 2027 Summer Internship Mercer Advisors

Premier Advisor - Houston Or Katy, TX Truist Financial Corporation

Certified Financial Advisor Vanguard Group

Financial Advisor - Houston, TX U.S. Bank

Premier Advisor - Houston or Katy, TX Truist Bank

Wealth Advisor - Hybrid Cetera Financial Group

Sr. Feedstock Advisor, Graphite Materials Exxon Mobil Corp

Trust Advisor Hancock Whitney Corp

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