Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Build Portfolios & Grow Relationships

Navy Federal Credit Union

Navy Federal Financial Group (NFFG) in Houston seeks a registered representative/advisor to provide basic financial consulting, helping members identify goals and promoting NFFG products. You will grow a moderate book of business and service a mid-sized client base with insurance and investment solutions. Responsibilities include conducting local seminars, partnering with Wealth Advisors, documenting activity per FINRA/NASAA/SEC rules, and delivering a full suite of investment and life insurance #J-18808-Ljbffr Navy Federal Credit Union

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Build Portfolios & Grow Relationships in Houston, TX vacancy
  •  ...banking institution in Houston seeks a Personal Banker I to provide exceptional service to customers. The role focuses on building relationships, educating clients about banking services, and ensuring customer satisfaction. Candidates should possess strong customer service... 
    Suggested

    Frost

    Houston, TX
    16 hours ago
  • TwinThread in Houston, Texas is seeking a skilled Financial Advisor dedicated to providing personalized investment solutions and building strong client relationships. Candidates should have at least 2 years of experience in financial services and possess critical licenses... 
    Suggested

    TwinThread

    Houston, TX
    16 hours ago
  • TwinThread is seeking a Financial Advisor located in Houston, Texas. You will build strong client relationships, provide personalized investment solutions, and demonstrate a deep understanding of financial markets. You must have at least 2 years in a similar role and hold... 
    Suggested

    Aumni

    Houston, TX
    3 days ago
  • Frost Wealth Management in Houston seeks a Wealth Advisor I to help clients develop financial plans and provide sound advice while proactively...  ...focus on retirement planning and investments, building deep client relationships with integrity and excellence. In this role... 
    Suggested

    Frost

    Houston, TX
    16 hours ago
  • Chase is seeking a customer-focused Banker to build lasting relationships with clients, understand their financial needs, and tailor solutions across...  ...diverse financial needs. Training and licensing support are provided to grow with the bank. #J-18808-Ljbffr JPMorganChase
    Suggested

    JPMorganChase

    Houston, TX
    3 days ago
  •  ...Relationship Banker (SAFE)Wells Fargo is seeking a Relationship Banker...  .... Relationship Bankers will build credibility and loyalty by...  ...collaboration with partners across Wealth, Home Lending, and Business...  ...acquire, manage, and grow a portfolio of consumer and business customer... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Houston, TX
    1 day ago
  •  ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker...  .... Relationship Bankers will build credibility and loyalty by...  ...collaboration with partners across Wealth, Home Lending, and Business...  ...acquire, manage, and grow a portfolio of consumer and business customer... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Houston, TX
    5 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Houston, Texas, to provide comprehensive financial planning and advice....  ...experience and demonstrate success in client acquisition and relationship management. Responsibilities include delivering personalized investment... 

    JPMorgan Chase & Co.

    Houston, TX
    4 days ago
  • A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing advice on financial products like life insurance and retirement plans while ensuring a platinum-level experience... 

    Granite Harbor Advisors

    Houston, TX
    16 hours ago
  •  ...United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive...  ...individuals and families. You will build relationships, educate clients on digital tools,...  ...clients monitor and adjust their portfolios across markets and life #J-18808-Ljbffr... 

    JPMorgan Chase & Co.

    Houston, TX
    4 days ago
  •  ...seeking a Universal Banker to serve as a single point of contact for customers, blending teller transactions with frontline relationship building. The role focuses on accurate service, product knowledge, and referrals to deepen customer relationships. Benefits include training... 

    SouthState Bank, N.A.

    Houston, TX
    1 day ago
  •  ...Relationship Executive If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners...  ...maintaining and deepening a portfolio of relationships. You will...  ...to clients. Your role involves growing and retaining profitable relationships... 
    Local area
    Flexible hours

    JPMorgan Chase

    Houston, TX
    3 days ago
  • JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and...  ...helping them achieve their financial goals. You will build strong client relationships, grow a book of business, and collaborate with JPMS and... 

    JPMorgan Chase

    Houston, TX
    4 days ago
  • $85k - $160k

     ...And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan...  ...global M&A fairness opinion advisor over the past 25 years. Our stability...  ...industries, as well as growing Houlihan Lokey’s Portfolio...  ...execution of client engagements and building out our Portfolio Valuation... 
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    Houston, TX
    3 days ago
  • Burnett Staffing Specialists seeks a Personal Banker in Houston, TX to support branch banking teams and build member relationships. The role focuses on identifying member financial needs and offering suitable solutions, including accounts, loans, and investments, while... 

    Burnett Staffing Specialists

    Houston, TX
    4 days ago
  • Private Banking Relationship Manager I/II Provide concierge-level delivery...  ...requests Services a loan portfolio, including credit and collateral...  ...skills Proven ability to build relationships Customer contact...  ...because we want each associate to grow, flourish and fulfill their... 
    Work experience placement

    Trustmark Corporation

    Houston, TX
    4 days ago
  •  ...Associate I for Two Shell Plaza. The role develops customer relationships through consultative sales, supports teller and platform duties...  ...end. The position emphasizes cross-selling, relationship building, and adherence to risk and policy standards while delivering... 

    Fifth Third

    Houston, TX
    5 days ago
  • Huntington Bancshares, Inc. in Houston seeks a Financial Relationship Banker to retain and grow consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products and services. You will provide excellent... 

    Huntington Bancshares, Inc.

    Houston, TX
    2 days ago
  • Huntington Bank is hiring a Financial Relationship Banker in Houston. You will help customers achieve financial goals by offering deposit, loan, and banking products and building lasting relationships. You will educate customers on online and mobile banking, maintain knowledge... 

    Huntington Bank

    Houston, TX
    4 days ago
  • Fifth Third Bank in Houston is seeking a Personal Banker II to deliver exceptional customer experiences and build lasting relationships with a diverse client base. You will understand financial needs, offer suitable solutions, and collaborate with internal partners to deliver... 

    Fifth Third Bank, N.A.

    Houston, TX
    4 days ago
  • Huntington National Bank in Houston, TX seeks a Financial Relationship Banker to retain and grow consumer and business relationships by identifying goals and offering appropriate deposit, loan and other banking solutions. Responsibilities include delivering excellent customer... 

    Huntington National Bank

    Houston, TX
    3 days ago
  • Huntington Bancshares, Inc. in Houston seeks a Financial Relationship Banker to help customers achieve their financial goals by identifying...  ...and other banking solutions. You will provide excellent service, grow consumer and business relationships, educate customers on... 

    Huntington Bancshares, Inc.

    Houston, TX
    1 day ago
  • $75k - $85k

     ...we serve and strong relationships with our customers.With...  ...a client-focused Wealth Advisor to join a high-performing...  ...helping clients build, protect, and manage...  ...protection.Maintain and grow an existing book of business...  ...and optimize their portfolios within the firm.... 
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Houston, TX
    1 day ago
  • $150k - $350k

     ...financial foundation and build their dreams.Are you...  ...you meet? If so, the Wealth Advisor I role might be for you...  ...is about building relationships and doing so with integrity...  ...you’ll do:Retain and grow Frost Wealth...  ...point of contact for a portfolio of clients, with annual... 
    Full time

    Frost Bank

    Houston, TX
    3 days ago
  • $148.79k - $230.21k

     ...individuals a place where they can build a career --- a place to...  ...Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent...  ...situation to retain and grow the client relationship, conducts... 
    Full time
    Flexible hours

    Regions Financial

    Houston, TX
    3 days ago
  • $169.6k - $254.4k

     ...Professional, Banking & InternationalCompany: CitiThe CSG Relationship Manager is a strategic professional who closely...  ...and expectationsIntroduces solutions to clients in building and strengthening an effective portfolio;Works with product specialists and subject matter... 
    Full time

    Citigroup

    Houston, TX
    1 day ago
  •  ...seeking results-driven Relationship Managers to join our...  ...managing an existing loan portfolio, sourcing new...  ...in assets, they began growing the bank one relationship...  ...collaborating across Treasury, Wealth, Credit, and other...  ...as a trusted advisor, providing customized... 
    Local area

    Hilltop Holdings

    Houston, TX
    5 days ago
  • $85k - $150k

     ...capital, and high-tech help build sustainable businesses and expand...  ...Treasury and Payments (GTP) portfolio clients in an efficient and...  ...portfolio of high-volume GTP client relationships with the objectives of improving sales efficiency and growing portfolio revenue (... 
    Full time

    East West Bank

    Houston, TX
    3 days ago
  • $185k - $300k

     ...Senior Lead Private Wealth Portfolio Manager to lead a regional...  ...leadership, relationship teams, and investment...  ...managers, financial advisors, trust officers, and...  ...ability to transition and grow an established portfolio...  ...support our focus on building strong customer... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Houston, TX
    3 days ago
  • $120k - $140k

     ...resourceful, less wasteful world, we build our careers too.About the...  ...driven Tank Cleaning Portfolio Manager to join our U.S. Product...  ...sales, and thrives on building relationships that drive revenue growth.In...  ...You will be responsible for growing our U.S. market share for the... 
    Full time
    Local area
    Remote work

    Alfa Laval

    Houston, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Build Portfolios & Grow Relationships. Be the first to apply!