Hybrid Financial Planning Associate - Client Services
$65k - $90kCetera Financial Group, Inc.
Cetera Financial Group, Inc. is seeking an Associate Financial Planning Consultant for their Baytown, TX office. This hybrid role involves working 2-3 days a week in the office assisting with client onboarding and service delivery. The ideal candidate will have a bachelor's degree or equivalent experience, and must possess Series 7/66 or 63/65 certifications. The compensation is between $65,000 and $90,000, plus performance-based bonuses, with benefits including health plans and generous PTO. #J-18808-Ljbffr Cetera Financial Group, Inc.
- Cetera Financial Group is looking for an Associate Financial Planning Consultant to join their team in Baytown, Texas. This hybrid role involves working directly with Financial Planning Consultants to enhance client experiences and facilitate strong relationships. The...Suggested
$65k - $90k
Cetera is seeking an Associate Financial Planning Consultant who will work directly with the... ...successful onboarding and ongoing service of CPA planning relationships.... ...part of delivering an exceptional client experience. This will be a hybrid role for our primary office...SuggestedWork at officeFlexible hours2 days per week3 days per week- * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
- ...Job Description Job Description Serve Your Community – Start a Fulfilling Career in Public Service Now Hiring: Full-Time Window Tellers – Customer Service | Temp-to-Hire Opportunity Openwork is partnering with a respected government agency to hire Window Tellers...SuggestedWeekly payFull timeTemporary workWork at officeImmediate startMonday to Friday
- ...Financial Solutions Advisor - South Houston Area Dickinson... ...delivering for our clients, teammates,... ...building a financial plan, and recommending brokerage... ...appropriate internal service providers based on client... ...in-office expectations associated with your role. These...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Overview Launch your financial services career with an organization that positively impacts thousands... ...create and execute tailored financial plans that illustrate members' current... ...opportunity employer. Seniority level Associate Employment type Full-time Job function...Full timeLocal area
- ...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include... ...investment goals, building a financial plan, and recommending brokerage... ...referrals to appropriate internal service providers based on client needs and...Temporary workMonday to FridayShift workDay shift
- Borusan Pipe U.S. is seeking a Financial Analyst in Houston, TX to transform financial and operational data into actionable insights.... ...business. You will analyze performance, build models, support planning, and identify cost-saving opportunities, leveraging AI and automation...
- Bank of America is seeking a Financial Advisor in Baytown, Texas. This position requires... ...background in investments and financial services, with responsibilities including planning financial goals and recommending products to clients. Successful candidates should hold...Full timeMonday to Friday
- A prominent fraternal financial organization is seeking a Financial Representative in Baytown... ...guidance, create tailored financial plans, and help families achieve financial goals... ...leadership skills, and a passion for improving clients' financial lives. #J-18808-Ljbffr Modern...Full time
- ...with members to help them achieve their financial goals. The role is expected to identify... ...primary goal is to provide excellent member service while achieving sales targets and... ...involves the typical risks and discomforts associated with an office environment but is usually...Hourly payFull timeWork at officeShift work
- ...Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment preferred Must be able to work a flexible schedule including evenings, weekends, and holidays Must successfully pass...Full timeWork experience placementWork at officeFlexible hoursAfternoon shift
- ...transactions, providing education on banking services available, and communicating banking... ...deposits, withdrawals, and other financial interactions while providing excellent member... ...involves the typical risks and discomforts associated with an office environment but is...Hourly payFull timeContract workWork at officeShift work
- ...joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Teller, you are our director of first impressions. You are the first point of contact for many of our...Monday to Friday
- Maverick Trading is hiring a fully remote Equity & Options Trader open to applicants in Baytown, TX. This is a 1099 independent contractor role offering profit-split compensation. You will trade equities and options under defined risk limits, with structured training and...For contractorsRemote work
- ...Bank in Baytown, Texas is looking for a Bilingual Personal Banker. This full-time position involves providing exceptional customer service while handling banking transactions and sales in a fast-paced environment. Candidates must be at least 18 years old, possess a high...Full timeFlexible hoursAfternoon shift
- DescriptionWe are looking for an experienced Sr. Financial Analyst to support strategic and... ...budgeting, forecasting, long-range planning, and business scenario evaluations.• Examine... ...analysis within a corporate or financial services environment.• Strong capability in...
- ...and the world around you.How You'll Make an ImpactAs a Senior Financial Analyst, Plant Operations, you'll be at the forefront of our business... ...best work—whether in a lab, on the production floor, or in a hybrid office setting. Depending on your role, your work environment...Work at officeFlexible hours
- Frost is seeking a friendly and detail-oriented Teller in Baytown, Texas. You will be the first point of contact for customers, handling everyday banking transactions with accuracy and care. Join Frost and contribute to a legacy of over 150 years of serving Texas communities...Part time
- Bank of America is seeking a Financial Solutions Advisor Stage I in Baytown, Texas, to help clients achieve their financial goals. This position requires obtaining licenses and provides world-class training for advisory skills. The role offers opportunities for career...
- ...our Employee Stock Ownership Plan is the largest shareholder. We... ...and understand the financial needs of every customer we serve... ...experience by offering products and services that best meet their needs.... ...customer service experience; OR an Associate's degree and 1 year of...Full timeLocal area
- ...Financial Analyst Borusan Pipe is a global steel pipe manufacturer delivering innovative solutions for energy, infrastructure, and... ...operational performance Support budgeting, forecasting, and strategic planning Build financial models and management reports Identify cost-...
- ...technology, and a people-first culture to drive long-term success. Financial Analyst Houston, TX | Early Career Opportunity | Manufacturing... ...performance Support budgeting, forecasting, and strategic planning Build financial models and management reports Identify cost‑...
- ...Location: 36 East Crosstimbers St, Houston, TX 77022 Customer Service Representative (Bilingual - English/Spanish Required) About... ...St, Houston, TX 77022 Representante de Servicio al Cliente (Bilinge - Se requiere ingls y espaol) Descripcin del puesto...Full time
- ...Banking role in Texas. The position focuses on in-store banking, driving sales of bank products, and delivering high-quality customer service at the Baytown Walmart location. Responsibilities include processing transactions, opening accounts, and maintaining branch...
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...all of the risks associated with their business objectives... ...and stock purchase plans; dependent care...Full timeTemporary workPart timeWork experience placementWork at office
- ...maintaining relationships with members to help them achieve their financial goals. The role identifies members’ financial needs and offers... ...investments. The primary goal is to deliver excellent member service while achieving sales targets and promoting the credit union’s...Hourly payFull timeContract workWork at officeShift work
$60k - $120k
Sonic Automotive in Baytown is seeking a Used Car Buyer to engage customers and purchase vehicles for resale. Responsibilities include prospecting and appraising vehicles, along with building offers collaboratively with Sales Managers. The ideal candidate has at least 2...Full time- PNC Financial Services Group, Inc. seeks a Personal Banker in Seabrook, TX to grow the branch customer base and deliver tailored banking solutions... .... You will engage customers with proactive sales, manage the client experience, and leverage ecosystem partners to expand...Work at office
- Wellby Financial in La Porte, Texas seeks a Personal Banker to provide support to the branch team and build strong relationships with members... ..., and achieving sales targets while ensuring excellent service. The ideal candidate has at least two years of experience in member...Hourly payFull time
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