FULL_TIME

FEED

UNKNOWN

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

Brighton Jones

Advisor - Houston

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Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

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If you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment, and more ownership over the way you serve your clients, CORDA may be exactly what you have been looking for. If you are looking for a place to plug in, grow alongside talented colleagues, and serve clients within a close-knit firm that operates with intention, that is exactly what CORDA offers.

CORDA Investment Management

Senior Financial Advisor

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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

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 - Fort Worth / Tarrant County

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Premier Advisor - Frisco / Plano / Warren

Premier Advisor - Dallas

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 - Mesquite/ Garland / Rowlett

Premier Advisor - Houston or Katy, TX

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.

Hancock Whitney Bank

Trust Advisor

NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @nttdatafed.com and @talent.nttdataservices.com email addresses. Present architectural patterns, business cases, and transformation roadmaps to C-level and senior Sourcing, Supply Chain and GCC leaders across Mfg, Pharma, CPG and Tech clients.

YEAR

NTT DATA Services, LLC

Digital Solution Architect Lead Advisor

After approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.

Advance to Financial Planning Advisor

3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

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

Premier Advisor - Austin / San Antonio

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. The Digital High Net Worth (DHNW) Advisor provides ongoing relationship management for existing and prospective self – directed high net worth clients across Wells Fargo Advisors' digital investment platform.

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.

Wells Fargo Bank

Senior Financial Relationship Advisor – High Net Worth

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. Digital High Net Worth: The Digital High Net Worth (DHNW) Advisor provides ongoing relationship management for existing and prospective self - directed high net worth clients across Wells Fargo Advisors' digital investment platform.

Wealth Management Advisor Jobs in Texas

Advisor - Houston Brighton Jones

Client Advisor Henley & Partners Holdings Ltd

Senior Financial Advisor CORDA Investment Management

Certified Financial Advisor Vanguard Group

Premier Advisor - Fort Worth / Tarrant County Truist Bank

Premier Advisor - Frisco / Plano / Warren Truist Bank

Premier Advisor - Dallas Truist Bank

Premier Advisor - Mesquite/ Garland / Rowlett Truist Bank

Premier Advisor - Houston or Katy, TX Truist Bank

Trust Advisor Hancock Whitney Bank

Digital Solution Architect Lead Advisor NTT DATA Services, LLC

Advance to Financial Planning Advisor Vanguard Group

Sales & Operations Advisor DriveTime

Premier Advisor - Houston Or Katy, TX Truist Financial Corporation

Premier Advisor - Dallas Truist Financial Corporation

Premier Advisor - Austin / San Antonio Truist Financial Corporation

Premier Advisor - Fort Worth / Tarrant County Truist Financial Corporation

Premier Advisor - Frisco / Plano / Warren Truist Financial Corporation

Senior Financial Relationship Advisor – High Net Worth Wells Fargo Bank

Senior Financial Relationship Advisor - High Net Worth Wells Fargo & Co

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