Financial Advisor
PFS Investments
Company Description PFS Investments is a financial services company focused on helping individuals and families build long-term financial security through accessible, personalized guidance. The organization offers a range of investment and financial planning solutions designed to support clients at various life stages. Team members collaborate to provide clear, education-oriented advice that empowers clients to make informed financial decisions. PFS Investments values integrity, client-centric service, and ongoing professional development for its financial professionals. Role Description This full-time, Hybrid Financial Advisor role is based in Houston, TX. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and develop tailored financial plans. Daily responsibilities include providing investment recommendations, supporting retirement planning strategies, and offering ongoing financial advisory services to help clients stay on track with their objectives. The role also involves maintaining accurate client records, monitoring market trends, and participating in team meetings and training sessions to stay current on products, regulations, and best practices. Advisors are expected to build long-term client relationships through regular follow-ups, clear communication, and a strong focus on ethical, compliant practices. Qualifications Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients. Candidates should possess skills in Finance and Investments to analyze options, explain risk and return, and recommend appropriate solutions. Candidates should possess skills in Financial Advisory to provide ongoing guidance, evaluate changing client needs, and adjust plans accordingly. Strong analytical, numerical, and problem-solving abilities, with attention to detail. Clear, professional communication skills and the ability to explain complex concepts in accessible terms. #J-18808-Ljbffr
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedFull timeWork at officeDay shift- ...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team to help clients achieve...SuggestedTemporary workWork at office
Wealth Enhancement Group
Houston, TX5 days ago - ...Certified Financial Advisor Apply ( locations Houston, TX time type Full time posted on Posted 30+ Days Ago job requisition id 180712 Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial...SuggestedFull timeRemote work
Vanguard
Houston, TX13 hours ago - ...Req ID: 77643 Location: Houston -HOUS, Woodlands -WDLND Areas of Interest: Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial...SuggestedTemporary workWork at officeImmediate start
BOK Financial
Houston, TX2 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Houston, TX1 day ago$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved...Full timePart timeWork at officeTeacher's Pension and Insurance Services
Houston, TX1 day ago$140k - $150k
...Estate Planning Resources Associate Advisor Support Allworth Financial ( is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial...Full timeContract workTemporary workPart timeInternshipWork at officeWork from homeFlexible hoursAllworth Financial
Houston, TX2 days ago- ...days 11-8, Fridays 8:30-5, some Saturdays, Sundays and holidays Job Description: Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you...Weekend work
CHCP
Houston, TX2 days ago - ...but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Houston, TX4 days ago - ...in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career... ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client...Full timeWork at office
First Horizon Bank
Houston, TX9 days ago $65k - $80k
...Position Title Financial Advisor About What if your next financial advisor role let you focus on advising and closing instead of cold calling for your next appointment? We are seeking an experienced Acquisition Advisor to meet with pre-qualified retirees, pre-retirees,...Boutique Recruiting
Houston, TX5 days ago- ...Financial Advisor responsible for developing client relationships, providing advice, and supporting financial and estate planning needs. Responsibilities Drive market growth, revenue, and profitability goals. Communicate the firm's value proposition and advice-based services...Work at office
LiveWell Homecare Agency, LLC
Houston, TX2 days ago $102.96k - $125.84k
...SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank Requirements MINIMUM: 7 years financial advisor or investment sales experience or any combination of education and experience that provides an equivalent background College...Work at officeLocal areaFlexible hoursUMB Financial Corporation
Houston, TX1 day ago- ...Reports To: Director of Financial Aid Job Status: Exempt Position Summary: The Financial Aid Advisor under the direction of the Director of Financial Aid provides exceptional financial aid counseling and support to prospective, current, and...Work at officeAfternoon shift
Houston Christian University
Houston, TX5 days ago $65k - $106k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial...Work at officeNew York Life- Sugar Land
Houston, TX13 hours ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Houston, TX2 days ago- Financial Services Recruiter | YRP Houston Marketing Director | Texas A&M Alumni Do you want to make a difference? Do you want to help... ...industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first....
- Financial Advisor - Firm-Provided Leads, Salary Support, and Real Closing Opportunity If you are a financial advisor who can close, but you are tired of spending your best hours chasing cold prospects, this is the kind of seat worth stopping for. Impact! Partners Financial...
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...: Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional...Full timePart time
Ameriprise Financial
Houston, TX4 days ago - ...Strategic Financial Group (SFG) is expanding our team and seeking an experienced, relationship-driven professional to join us as a Senior Financial Advisor. This role offers the opportunity to step into a leadership capacity within a collaborative, growth-minded firm...Work at office
Strategic Financial Group LLC
Houston, TX2 days ago - ...Financial Advisor Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet...Temporary workWork at office
- ...Want to know more about the position? Watch this introductory video! link.catalystfg.com/whycatalyst Overview Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time. We are looking for individuals...Full timeWork at officeRelocation
Catalyst Financial Group LLC Houston
Houston, TX3 days ago - ...individuals and families we serve. If you are passionate about financial planning, investment management, or client service, we would love... ...getting started. We are looking for an experienced financial advisor who has built a book of business, values the fiduciary standard...Permanent employmentFull timeWork at office
CORDA Investment Management
Houston, TX1 day ago - ...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate...Full timeTraineeshipWork experience placementFlexible hours
RBC Capital Markets, LLC
Houston, TX4 days ago - ...Position Overview The Associate Financial Advisor plays a critical role in supporting senior advisors, strengthening client relationships, and developing into a lead advisory role over time. This position is designed for a driven, client‑focused professional who wants...
Main Line Search
Houston, TX3 days ago $150k
...Endowment And Foundations Advisor Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and...Temporary workWork at officeLocal areaFlexible hours- ...location listed in job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your... ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships...Full timeWork at office
$20.54 - $29.42 per hour
Herzing University is looking for a Financial Aid Advisor to assist a diverse student population. The role includes guiding students through the financial aid process and counseling on funding options. Candidates preferably should hold a Bachelor's degree and have strong...Remote jobHourly pay- Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their financial...Flexible hours
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