Senior Financial Advisor | Fiduciary Planning Leader (In-Office)
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Allworth Financial in Houston, TX seeks an experienced Financial Advisor to lead client relationships and deliver fiduciary financial planning. The role is in-person with the flexibility to work from home, supporting a high-performing office culture and integrated planning platform. The ideal candidate has CFP® or ChFC® designation and 5+ years in wealth management, with autonomy and leadership capabilities to guide clients through complex financial decisions. #J-18808-Ljbffr Socket.dev
- Allworth Financial in Houston, TX is seeking an experienced Financial Advisor to join our in-person office with the flexibility to work from home. You will lead client relationships, deliver fiduciary financial planning, and collaborate with teammates to uphold a high-...Work at officeSeniorWork from home
$80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly... ...with a rapidly growing fiduciary RIA that’s expanding... ...provided). Deliver holistic financial and estate planning guidance to HNW clients... ...out a growing Houston office with long-term...Work at officeSeniorFull timeFlexible hours- Strategic Financial Group (SFG) is expanding our team... ...to join us as a Senior Financial Advisor . This role offers the... ...financial planning and investment guidance... ...to provide informed, fiduciary-driven advice. Skills... ...software, and Microsoft Office Work Authorization:...Work at officeSenior
- Arcadis is seeking a Senior Transportation Project Manager for our Mobility team in Houston, TX. This hybrid... ...requires you to be within driving distance of the office and to lead highway project efforts from planning through delivery. You will manage large multidisciplinary...Work at officeSenior
- The Chronicle Of Higher Education, Inc. is seeking a Senior Associate Vice President for Financial Planning & Analysis to lead financial strategies and budget... ...position offers an impactful opportunity in a standard office environment. #J-18808-Ljbffr The Chronicle Of...Work at officeSenior
- Wealth Enhancement Group is seeking a Sr Tax Advisor for its Houston, Texas office. This on-site position includes responsibilities like preparing diverse tax returns and providing tax planning advice. The role reports a salary range of $90,000.00 to $100,000.00, exclusive...Work at officeSenior
$195k - $280k
...? Gilbane is seeking a Senior Project Executive - Federal... ..., completion, and financial outcome of complex construction... ...travel to the office for trainings, meetings... ...You Are You are a coach/leader who leads with an inclusive... ...‑specific quality plan aligned with the owner...Work at officeSeniorContract workFor contractorsFor subcontractorLocal area$86.66k - $164.3k
...many of the world’s leading financial centers - New York, London, San... ...Baker Tilly as a Senior Consultant in our fast-growing... ...Finance Advisory team within the Office of the CFO practice. We help... ...trends, support with scenario planning, and inform client decision-making...Work at officeSeniorFull timeLocal areaWorldwide$60k - $100k
Oak Harvest Financial Group is seeking an in-office Financial Planner in Houston, TX, to support advisors through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, participating in client meetings, and ensuring...Work at officeSenior- ...21 by proven industry leaders, Grid United is developing... ...are seeking a Finance Senior Associate with... ...project finance modeling, financial analysis, and commercial... ...strategic capital planning ~ Conduct deep... ...Proficiency with Microsoft Office suite of products (...Work at officeSeniorContract workWork experience placement
- POSITION OVERVIEWThe Senior / Lead Analyst, Strategic... ...responsible for developing financial models, evaluating... ...assisting in strategic plans, coordinating financial... ...performed in a typical office environment, but is subject... ...Energy is a global leader in LNG providing flexible...Work at officeSeniorWork from homeFlexible hoursWeekend work
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our... ...Forensic team helps client leaders translate multifaceted risk... ...on project execution, work planning, and deliverable... ...needsAdvanced proficiency in Microsoft Office (PowerPoint, Excel, Visio)...Work at officeSeniorVisa sponsorship- ...an experienced Private Banker to advise families on wealth creation and balance sheet management. You will leverage investments, planning, credit and banking knowledge to serve current clients and attract new assets. The role emphasizes building trust, delivering holistic...Senior
- Ceres Environmental Services is seeking a Senior Proposal Specialist to lead high‑priority government proposals, shaping strategy and mentoring writers. In-office, 5 days/week, with locations including Sarasota, FL, Houston, TX, and more. You will drive compliant, persuasive...Work at officeSenior
- Job Overview The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who... ..., and holistic financial planning. Responsibilities Customer Service... ...mitigate risk Proficient in Microsoft Office and web based applications....Work at officeSeniorWork experience placementImmediate startWork from home
- Description At Larson Financial Group, LLC, we are committed... ...for a dedicated Senior Financial Planner to join... ...our growing Houston office. This is an exciting... ...passionate about financial planning, delivering... ...You’ll collaborate with advisors and internal teams to...Work at officeSeniorTemporary workWork experience placement
$170k - $210k
...Why Work at Mercer Advisors? For more than 4... ...simplify their financial lives by integrating financial planning, investment management... ...is an independent fiduciary legally bound to... ...Job Summary: The Senior Wealth Advisor... ...combination of remote and office work in a...Work at officeSeniorTemporary workLocal areaRemote workMonday to FridayFlexible hours- ...regulations in conjunction with the Senior Director of Rehab and/or... ..., customer service, and financial objectives through strong leadership... ...and community education and planning. Responsible for revenue and... ...knowledge of Microsoft Office (Outlook, Word, Excel, Power...Work at officeSeniorShift work
$172k - $225.75k
...is seeking an experienced Commissioning Manager to oversee the planning, coordination, and execution of commissioning and startup activities... ..., South Carolina preferred. However will consider any Jacobs office location NATIONWIDE Here's what you'll need Bachelor’s degree...Work at officeSeniorFull timeFor contractorsFor subcontractorRemote work- A financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance. You will benefit from 90+ warm leads monthly and a... ...growth potential as the Houston office expands. #J-18808-Ljbffr Sage...Work at officeFull time
$100k
...growing Registered Investment Advisor firms in the country. What... ...wealth management, estate planning through Trajan Estate, and... ...components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview Trajan Wealth...Work at officeTemporary workLocal area- Summary Allworth Financial, one of the fastest growing RIAs,... ...an experienced Financial Advisor to join our Houston, TX office. This is a in person role... ...resources, and integrated planning platform and are expected... ...Deliver Comprehensive, Fiduciary Financial Planning Without...Work at officeFull timeContract workPart timeInternshipWork from homeFlexible hours
- ...Us: BBVA Global Wealth Advisors, part of the BBVA... ...providing exceptional financial advice and investment... ...upholding the highest fiduciary standards and ensuring... ...administration, financial planning preparation, and coordination... ...in Microsoft Office Suite (Excel, PowerPoint...Work at office
$74.93k - $153k
...Are you a leader and strategic thinker... ..., family offices, investment vehicles... ...ll Do As a Tax Senior in our Private... ...of individual, fiduciary, partnership, closely... ...related to tax planning opportunities... ...their personal financial comfort,... ...Chartered Financial Advisor (CFA)Certified...Work at officeSeniorPrivate practiceLocal area- Worley Consulting in the United States seeks a Senior Permitting Specialist to lead permitting, regulatory and environmental solutions... ...hydrogen, carbon management and renewables, based in a Worley U.S. office with a hybrid schedule. Preference for candidates in Houston, TX...Work at officeSenior
$140k - $150k
...provides investment, financial and retirement planning services to... ...foundations and family offices, as well as 401(k) consulting... ...-minded wealth advisors to grow their businesses... ...Company provides fiduciary services and investment... ....What You’ll Do The Senior Trust Officer will...Work at officeSeniorPermanent employmentLocal areaWork from homeMonday to Thursday- ...involves developing asset-level budgets, coordinating planning processes, and leading financial reporting. Candidates should have at least five years of... ...strong problem-solving skills, and proficiency in Microsoft Office and financial software. The position offers significant...Work at officeSenior
$106.7k
...REQUISITIONOracle EPM FCC/FP&A Senior... ...every level, we champion leaders who live our values of... ...completion of project work plans. You’ll identify areas... ...applications to streamline financial processes and enhance business... ...Proficiency in Microsoft Office suite applications with...Work at officeSeniorFull timeTemporary workLocal areaRemote workFlexible hours- Burnett Staffing Specialists is looking for a Senior Financial Planning & Analysis (FP&A) Analyst in Houston, TX. This critical role involves helping leadership make informed decisions through financial analysis, budgeting, and forecasting. The ideal candidate will possess...Work at officeSenior
- ...with critical customers. The role requires deep expertise in entry workflows, strong people leadership, and strategic execution to optimize processes while maintaining service excellence. Office-based with travel up to 25% across locations. #J-18808-Ljbffr DHL ExpressWork at officeSenior
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