UNKNOWN

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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.

YEAR

US Bank

Financial Advisor - Houston, TX

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Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. 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.

Truist Bank

Premier Advisor - Houston or Katy, TX

Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: JLL's JREDD Asset Services team seeks a Facility Condition Advisor to deliver comprehensive facility condition assessments that drive strategic capital planning and asset optimization.

Jones Lang LaSalle Inc

Facility Condition Advisor

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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. 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.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp.

Financial Advisor

ADAPTED_NOW

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.

ExxonMobil

Sr. Feedstock Advisor, Graphite Materials

ExxonMobil Jobs

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase & Co

Servicing Travel Advisor IV - Chase Travel (Remote)

Compensation Range: The compensation range for this position is specific to the locations listed below and is the range Lucid reasonably and in good faith expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors. In Lucid Air and Lucid Gravity, we have designed and built vehicles that have redefined their segments, combining exceptional range, performance, design, and expansive space in a single experience.

HOUR

Lucid Group Inc

Parts Advisor, Houston

Manage client relationships by fully understanding their needs, maintaining regular client contact (including attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall client experience. Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers?

Frost Bank

Trust Advisor II

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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

FULL_TIME

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 Advisor Associate

[AW]-iCims

Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients’ exposures to develop solutions for complex clients’ needs, including a focus on recommending and seeking-out cross-selling our range of additional products and services as solutions. Leads presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects.

Marsh McLennan

Credit Specialties DI Advisor

Proficient sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale. Effectively work with multiple client personas across the security team, as well as other relevant personas to develop security strategy and define roadmaps to execute on security strategy aligned business goals, budgetary spend, and metrics based on return of investment.

Optiv

Cybersecurity Advisor - Secure Networking | Remote, TX, MO, MN

Cullen/Frost Bankers Inc

Lead projects that provide our clients with a technical, operational and business plan evaluation of their proposed investment on infrastructure assets; Lead the coordination of typical project deliverables such as Q&A submission, management sessions, client meetings and report delivery; Work effectively across technical communities within ERM and subcontractors who are identified as Subject Matter Experts (SMEs) to support project delivery and client interaction; and. As a Consulting Director, you will be expected to: Assist in the delivery of proposals, which will include development of our company profile, scopes of work, scheduling and commercial terms; Successfully deliver large, complex and/or multidisciplinary consulting and due diligence projects and/or specific deliverables or phases of work on larger, more complex or higher complexity programs.

Consulting Director, Senior Industry Advisor (Casual, Part Time)

The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Kestra Financial Independent Advisor

Associate/Service Wealth Advisor Silverstar Wealth Management

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.

Associate/Service Wealth Advisor SilverStar Wealth Management

You are the person that our customers see every time they make an investment into their vehicle, because of these reasons you play a large role in building relationships with our guests. Service Advisors have the responsibility of taking our customer through the entire repair process, keeping them informed of the status of their vehicle and ensuring their satisfaction before they leave our facility.

Christian Brothers Automotive

Automotive Service Advisor / Writer

This employment opportunity at University Federal Credit Union in Houston, TX would allow you to join the Investment Program at University Federal Credit Union 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 University Federal Credit Union for financial solutions.

LPL Financial

Financial Advisor - University Federal Credit Union

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

Investment Advisor Jobs in Houston, TX

Financial Advisor - Houston, TX US Bank

Premier Advisor - Houston or Katy, TX Truist Bank

Facility Condition Advisor Jones Lang LaSalle Inc

Financial Advisor BOK Financial Corp.

Sr. Feedstock Advisor, Graphite Materials ExxonMobil

Servicing Travel Advisor IV - Chase Travel (Remote) JPMorgan Chase & Co

Parts Advisor, Houston Lucid Group Inc

Trust Advisor II Frost Bank

Wealth Advisor I Frost Bank

Financial Advisor Associate Stifel

Credit Specialties DI Advisor Marsh McLennan

Cybersecurity Advisor - Secure Networking | Remote, TX, MO, MN Optiv

Trust Advisor II Cullen/Frost Bankers Inc

Consulting Director, Senior Industry Advisor (Casual, Part Time) ERM

Associate/Service Wealth Advisor Silverstar Wealth Management Kestra Financial Independent Advisor

Wealth Advisor I Cullen/Frost Bankers Inc

Associate/Service Wealth Advisor SilverStar Wealth Management Kestra Financial Independent Advisor

Automotive Service Advisor / Writer Christian Brothers Automotive

Financial Advisor - University Federal Credit Union LPL Financial

Financial Advisor – Premier America Credit Union LPL Financial

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