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

Financial Advisor Associate: Grow Clients & Portfolios

Stifel Financial Corp.

Stifel Financial Corp. is seeking a Financial Advisor Associate in Houston, TX to support a Financial Advisor in delivering investment services and growing the client base. You will assist in prospecting, stay current on market trends, and ensure recommendations align with clients’ financial goals and risk tolerance. The role requires a strong client-relations background, knowledge of investment products, and the ability to collaborate with advisors to expand the business through networking and #J-18808-Ljbffr Stifel Financial Corp.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor Associate: Grow Clients & Portfolios in Houston, TX vacancy
  • Stifel is seeking a Financial Advisor Associate to work under a Financial Advisor, delivering investment services and helping clients reach their financial goals. You will assist in prospecting new clients and stay current on industry trends. Ideal candidates hold a Bachelor... 
    Suggested

    Stifel, Incorporated

    Houston, TX
    4 days ago
  •  ...TX, partners with TruStage to offer a comprehensive financial advisory program. As a Financial Advisor working with TruStage and affiliated with LPL Financial...  ...s platform and credit union referrals to expand your client base, while delivering objective, non-proprietary... 
    Suggested

    LPL Financial

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

    Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan...  ...that help our clients achieve their most...  ...fairness opinion advisor over the past 25 years...  ...Analyst or Associate based in the Houston...  ...industries, as well as growing Houlihan Lokey’s... 
    Suggested
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    Houston, TX
    4 days ago
  • $20 - $21 per hour

     ...least 2 years of customer service and sales experience in the financial industry, with a high school education as a minimum requirement...  ...banking and requires effective communication skills to assist clients with their financial needs. A base pay range of USD $20.00 to $... 
    Suggested
    Hourly pay

    East West Bank

    Houston, TX
    17 hours ago
  • JPMorgan Chase is hiring a Relationship Banker to serve clients in a Chase branch, delivering exceptional hospitality and tailored banking...  ...acquire, manage, and retain client relationships by leveraging financial knowledge and technology to meet needs and simplify finances.... 
    Suggested

    JPMorgan Chase

    Houston, TX
    4 days ago
  • $100k

     ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life...  ...appropriate) in an effort to promote portfolio growth Leverages available...  ...yours!  Build connections to grow your network and business.... 
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Houston, TX
    more than 2 months ago
  • Financial Services Recruiter | YRP Houston Marketing Director...  ...profits over their advisors, our mission is to put...  ...’s only job is to grow the amount of assets under...  ...when educating our clients about financial...  ...clients on The Ideal Portfolio, and the positive impact... 

    The Fitzpatrick Group

    Houston, TX
    4 days ago
  • Frost Bank in Houston seeks a Wealth Advisor I to help clients build financial foundations, develop plans, and provide sound advice across retirement and...  ...wealth management offerings. Responsibilities include growing client relationships, meeting regularly to review plans... 

    Frost Bank

    Houston, TX
    1 day ago
  •  ...Strategic Financial Group (SFG) is expanding our team and...  ...as a Senior Financial Advisor. This role offers the...  ...and deepen meaningful client relationships. The...  ...Management: Manage and grow an existing book of business...  ...of asset allocation, portfolio construction, risk... 
    Work at office

    Strategic Financial Group LLC

    Houston, TX
    17 hours ago
  •  ...experienced professional to manage investment activities for high‑value accounts and portfolios. You will partner with Investment Advisors to understand and refine strategies, coordinating with the client service team and external stakeholders to meet client objectives. The role... 

    Northern Trust

    Houston, TX
    3 days ago
  • $144.3k - $265.6k

     ...As a PMO and Business Portfolio Lead in Deloitte Technology...  ...for portfolio financial management of the assigned...  .... You will manage and grow junior staff...  ...years of Consulting or client-service experienceExperience...  ...geographic differential associated with the location at which... 
    Work at office
    Remote work
    Work from home
    Visa sponsorship

    Deloitte

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

     ...and Asia, we are the premier financial bridge between the East and...  ...businesses and expand our associates’ potential for career...  ...Treasury and Payments (GTP) portfolio clients in an efficient and effective...  ...improving sales efficiency and growing portfolio revenue (... 
    Full time

    East West Bank

    Houston, TX
    4 days ago
  •  ...Senior Lead Private Wealth Portfolio Manager to lead a...  ...Ultra High Net Worth clients. This leader will partner...  ...managers, financial advisors, trust officers, and other...  ...Advisor or Brokerage Client Associate.Demonstrated ability to transition and grow an established portfolio... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Houston, TX
    3 days ago
  • $164.6k - $225k

     ...and to provide to our clients and the communities...  ...more than 135 years of financial experience and over 2...  .... Job Title: Sr. Portfolio Advisor, Global Family Office...  ...to be part of a fast-growing, highly successful team...  ...financial principles, associated investment strategies... 
    Full time
    H1b
    Work at office
    Worldwide
    Flexible hours

    Northern Trust

    Houston, TX
    2 days ago
  •  ...GENERAL FUNCTION: The Portfolio Manager is key member...  ...review of updated financial statements, proactive...  ...coverage team." Meet with clients and Participate in...  ...be responsible for any associated fee. Fifth Third Bank...  ...and communities grow through smart financial... 
    Full time
    Work at office

    Fifth Third Bank, N.A.

    Houston, TX
    17 hours ago
  •  ...Commercial Portfolio Manager Portfolio Manager II – CIP The Commercial...  ...evaluating and mitigating associated business risks and...  ...with Relationship Managers to grow fees, deposits, and portfolio...  ...interact with senior leadership, clients and prospects on a professional... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Houston, TX
    2 days ago
  • Financial Solutions Advisor - Registration Candidate - Houston Area Please note this requisition...  ..., building and managing client relationships to considering a...  ...the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful... 
    Work at office
    Immediate start
    Monday to Friday

    Houston Dose

    Houston, TX
    4 days ago
  •  ...Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your...  ...positive impact on the lives of your clients with a firm that puts clients first...  ...with First Horizon Advisors. As a Financial Advisor, you will be responsible for... 
    Full time
    Work at office

    First Horizon Bank

    Houston, TX
    11 days ago
  • $60k - $150k

     ...Description Ready to grow your leadership career...  ...firsthand experience as a financial professional. You...  ...practice, developing client relationships, and...  ...experience delivering a broad portfolio of insurance and...  ...Phase 2: Transition to Associate Partner After meeting... 

    NYL - West Houston Office

    Houston, TX
    5 days ago
  •  ...Job Description Our client is a forward-thinking, growth-driven energy company building...  ...energy challenges while meeting growing power demand and advancing a carbon-neutral...  ...here. They are hiring a Retail Power Portfolio Analyst III to own COGS reporting,... 
    Temporary work
    Seasonal work
    Work at office
    Remote work

    OmniForce Solutions

    Houston, TX
    1 day ago
  •  ...to provide to our clients and the...  ...than 135 years of financial experience and over...  ...activities for a growing set of major fee...  ...trusts and individual portfolios typically mid- range...  ...with Investment Advisors to understand the...  ...mentoring to Investment Associates.7. Accountable... 
    Full time
    Work experience placement
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Houston, TX
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...a business where you can help your clients achieve their goals through financial planning...  ...more than one way to start, build, and grow your practice. As an entrepreneur, you... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Houston, TX
    1 day ago
  •  ...Certified Financial Advisor Apply ( locations Houston, TX time type Full time...  ...specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard'...  ...including How America Saves , you'll help clients stay focused on their long-term goals... 
    Full time
    Remote work

    Vanguard

    Houston, TX
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are...  ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...partnership. Edward Jones associates are seen, heard, respected...  ...Jones, you’ll develop and grow your own practice, supported... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Houston, TX
    2 days ago
  •  ...Our firm believes financial planning is about more than investments - it's about helping clients confidently navigate every aspect of their financial lives. Our...  ...a relationship-oriented Financial Advisor to join our growing team in Houston, Texas. We've had a long... 

    TalentLink Solutions

    Houston, TX
    4 days ago
  • $65k - $80k

     ...Position Title: Financial Advisor About: What if your next financial advisor role let you focus...  ...tailored strategies, and build lasting client relationships. With a significant lead-...  ...thrives in client meetings and is ready to grow your book without spending your days... 

    Boutique Recruiting

    Houston, TX
    3 days ago
  • $150k

     ...seeking a distinguished Financial Planner who believes...  ...'ll become a trusted advisor whose influence...  ...what's right for every client. If you're passionate...  ...guidance. Conduct regular portfolio reviews and adjust...  ...advancement within a growing financial institution... 
    Full time

    RockBridge Search & Recruitment

    Houston, TX
    3 days ago
  •  ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land,...  ...with opportunities to learn, grow, and make an impact. Join us...  ...customized solutions to clients to help them achieve their...  ...the in-office expectations associated with your role. These expectations... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Houston, TX
    3 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors...  ...time-tested financial principles and a client-first philosophy. We inspire and motivate...  ...members and military spouses to start and grow a successful Financial Advisor career.... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Houston, TX
    3 days ago
  • $150k - $350k

     ...helping others establish a financial foundation and build...  ...? If so, the Wealth Advisor I role might be for...  ...you will work with our clients to help them develop financial...  ...you’ll do:Retain and grow Frost Wealth...  ...point of contact for a portfolio of clients, with annual... 
    Full time

    Frost Bank

    Houston, TX
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor Associate: Grow Clients & Portfolios. Be the first to apply!