Senior Financial Advisor — Houston (Hybrid, Fiduciary)
Allworth Financial
Allworth Financial is seeking an experienced Financial Advisor to join our Houston, TX office. This in-person role offers the flexibility to work from home and emphasizes building strong client relationships while contributing to a high-performing office culture. The successful candidate will bring a minimum of five years in wealth management or financial planning, demonstrate leadership, and operate with autonomy and accountability within Allworth’s integrated planning platform. #J-18808-Ljbffr Allworth Financial
- Allworth Financial is seeking an experienced Financial Advisor to join our Houston, TX office. This in-person role offers flexibility to work from home and focuses on... ...collaborative team. You will deliver comprehensive fiduciary planning, partner with planning specialists,...SeniorWork at officeWork from home
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...and simplify their financial lives by integrating... ...Advisors is an independent fiduciary legally bound to act... ....Job Summary:The Senior Wealth Advisor focuses... ...Friday.Working Conditions: Hybrid schedule with a...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A financial consulting firm is seeking an experienced Oracle FCCS Consultant to join their hybrid team in San Ramon, CA. The ideal candidate will have over 10 years of experience in Oracle EPM, specializing in financial consolidation and two or more end-to-end FCCS implementations...Senior
- Premier Nutrition is seeking a Senior Ops Financial Analyst to support end-to-end financial planning for inventory, materials, manufacturing... ...NetSuite skills, and the ability to partner across teams in a HYBRID Emeryville, CA environment. #J-18808-Ljbffr Premier...Senior
$100k - $200k
...CPCU, or ARM certification. 4-6 years of insurance analytics experience. Proficiency in Excel, SQL, and Python. Compensation Salary range of $100-200K Location San Francisco, CA / Hybrid Remote (DOE) #J-18808-Ljbffr DW Simpson Global Actuarial & Analytics RecruitmentSeniorRemote job- ...privately held businesses. Ideal candidates have 3+ years of public accounting, CPA or EA on track, strong communication skills, and a desire to mentor growing teams; this role offers internal advancement and a hybrid work arrangement. #J-18808-Ljbffr Advantage GroupSenior
$140k - $150k
...Allworth Financial ( is an independent investment financial advisory... ...branch Registered Investment Advisor. Founded in Sacramento, California... ...fee-based, employee-centric fiduciary advisory firm, that prides... ...Advisor to join our Houston, TX office. This is a in person...Full timeContract workTemporary workPart timeInternshipWork at officeWork from homeFlexible hours- ...Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise and accounting knowledge to... ..., while advising clients and collaborating with partners and senior staff to resolve issues. The ideal candidate has 3+ years of public...Senior
- ...years of experience in land use, focusing on project entitlements and administrative proceedings. This position offers an unlimited hybrid schedule, allowing for a collaborative work environment with experienced land use attorneys. Candidates should demonstrate success...SeniorFlexible hours
- Mechanics Bank is seeking a Senior Auditor to conduct high-quality audits of retail banking branches, loan centers, and other operational functions. The position is hybrid and based in Irvine, Roseville, or Walnut Creek, California. The Senior Auditor will review the control...Senior
- A reputable insurance management firm in California is seeking a knowledgeable Account Manager for a hybrid role. This position involves leading client teams, developing communication strategies, and managing open enrollment processes. Candidates should have a Life Accident...SeniorWork at office
- ...planning initiatives. You will review complex returns and advise clients among a collaborative team with partners and senior accountants. The role offers hybrid/remote options, real career growth, and competitive compensation with focus on Trusts & Estates and Gift/Estate...SeniorRemote work
$94.25k - $143.99k
Sargent Lundy is hiring a Substation Physical Project Designer in Walnut Creek, California. This hybrid role involves preparing detailed substation drawings and providing technical guidance to project teams. The ideal candidate has at least 15 years of experience in substation...Senior$150k - $200k
...business development, and guiding complex water projects. A PE license and a degree in civil/environmental engineering are required. The salary range is $150,000 to $200,000, with a hybrid work model promoting a healthy work-life balance. #J-18808-Ljbffr Kennedy JenksSenior$90k - $111k
Novogradac & Company LLP is seeking a Senior Accountant in Walnut Creek, California. The role involves managing various tax assignments... ...comprehensive benefits package. Flexible working hours and remote/hybrid options are available. #J-18808-Ljbffr Novogradac & Company LLPSeniorRemote jobFlexible hours- A leading engineering firm in California is seeking a Senior Roadway Design Engineer to support transportation improvement projects. Responsibilities... ...'s in Civil Engineering and a PE license. This role offers a hybrid work environment and a comprehensive benefits package including...Senior
$94.25k - $143.99k
Sargent & Lundy is seeking an experienced Substation Physical Project Designer to join their team in Walnut Creek, California. This hybrid position requires in-office work three days a week and involves working with engineers on high voltage substation design....SeniorWork at office3 days per week- ...seeking a Sr Placement Specialist for our Walnut Creek campus. This hybrid role leads complex commercial placements, manages timelines,... ...terms with carriers. You will collaborate with Client Advisors, Account Service Teams, and markets to craft proposals that meet...Senior
- ...providing detailed evaluations. This role requires strong analytical skills, a minimum of 4 years of litigation experience, and proficiency in Microsoft Office. The position offers flexible schedules and the potential for hybrid or remote work. #J-18808-Ljbffr Teksky LLCSeniorRemote jobWork at officeFlexible hours
$150k - $185k
Haley & Aldrich is seeking a Senior Project Manager to join our Walnut Creek, CA office. This full-time, hybrid position involves overseeing project teams, managing project delivery, and ensuring quality and safety standards are met. The ideal candidate has at least 15...SeniorFull timeWork at office- Travelers Canada based in Walnut Creek, CA, is seeking a Senior Underwriter / Account Executive Officer to manage and underwrite commercial... ...'s degree, and a CPCU designation. This position offers a hybrid work model and excellent benefits, including health insurance and...Senior
- ...hiring a Finance Analyst to support budgeting, forecasting and reporting across Supply Chain and Operations. You will deliver rigorous financial insights, partner with cross‑functional teams, and help drive margin, cash flow and working capital improvements in a fast‑growing...Senior
- ...account team and internal analytics partners. The role requires ACAS, CPCU, or ARM certification, 4-6 years of analytics experience, and strong Excel/SQL/Python skills. Hybrid remote option available in the San Francisco Bay Area. #J-18808-Ljbffr DW Simpson & CompanySeniorRemote job
$150k - $180k
...Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide... ...planning services and advice to advisors & clients, helping them achieve their... ...position who are able to accommodate a hybrid work schedule and are close to our office...SeniorWork at officeFlexible hours- Everlaw is seeking a Senior Product Manager to own the strategy and roadmap for data ingestion, collection, and processing at scale across... ...-time, exempt position based in our Oakland, CA office with a hybrid schedule: in office M/W/Th, with the option to work from home on...SeniorFull timeWork at officeWork from home
- The Hanover Insurance Group in California seeks a Senior Workers Compensation Adjuster to manage moderate to complex, high-value casualty... ...and negotiation skills. This full-time role offers hybrid work at the Roseville office or fully remote, with emphasis on accurate...SeniorRemote jobFull timeWork at office
$140k - $150k
Allworth Financial ( ) is an independent investment financial advisory... ...branch Registered Investment Advisor. Founded in Sacramento,... ...fee-based, employee-centric fiduciary advisory firm, that prides itself... ...Financial Advisor to join our Houston, TX office. This is a in person...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeWork from homeFlexible hours- ...personalized service, and a fiduciary commitment to our... ...a Sr. Manager, Wealth Advisor, you’ll manage ongoing... ..., deliver holistic financial planning, and provide... ...Coachability: Demonstrates a senior learning mindset by... ...a lasting impact. Our Hybrid Work and Flexibility...SeniorWork at office
- ...strategy for the Medical Professional Liability portfolio across diverse healthcare segments. You will work with business partners and senior leaders to develop analyses and recommendations that influence pricing decisions and long-term strategy. You will gain broad...Senior
- Everlaw, based in Oakland, CA, seeks a Senior Product Manager to own the strategy and roadmap for data ingestion, collection, and processing... ..., and security. This full-time, exempt position offers a hybrid schedule (in-office M/W/Th, option to work from home Tu/Fr) and...SeniorFull timeWork at officeWork from home
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