Financial Advisor Associate | Grow Client Portfolios
Stifel, Incorporated
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’s degree and at least 5 years in financial services or brokerage, with Series 7 and Series 63/66 (or willing to obtain within 3 months). Proficiency in Microsoft 365 and domestic travel may be required. #J-18808-Ljbffr Stifel, Incorporated
- 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...Suggested
- ...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
$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...SuggestedFull timeWork at officeWorldwide- 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
$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 $...SuggestedHourly pay$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 officeShift workDay shift- 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...
- 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...
- ...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
- ...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...
$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$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 officeRemote workWork from homeVisa sponsorship- ...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 timeWork experience placementWork at office
$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 timeH1bWork at officeWorldwideFlexible hours- ...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 officeRemote workWork from homeFlexible hours
- ...FUNCTION: The Senior Portfolio Manager manages a... ...through comprehensive financial analysis , forward-looking... ...role includes regular client interaction, ownership... ...responsible for any associated fee. Fifth Third Bank... ...and communities grow through smart financial...Full time
- ...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 timeWork at office
- 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 officeImmediate startMonday to Friday
$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...- ...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 timeWork at office
- ...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 workSeasonal workWork at officeRemote work
- ...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 timeWork experience placementH1bLocal areaWorldwideFlexible hours
$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 timeContract workFor contractorsWork at office- ...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 payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Are you a Certified Financial Planner (CFP®) looking to take the next... ...seeking Certified Financial Advisors for remote opportunities available... ...Vanguard's dynamic and growing retail division. Supported by... ...How America Saves, you'll help clients stay focused on their long-...Remote work
- ...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...
$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 officeWork from homeHome officeFlexible hours$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...$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- ...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Associate | Grow Client Portfolios. Be the first to apply!
- oracle cloud financials consultant Houston, TX
- senior wealth advisor Houston, TX
- financial advisor training program Houston, TX
- project finance associate Houston, TX
- financial consultant Houston, TX
- financial associate Houston, TX
- entry level financial advisor Houston, TX
- junior oracle financial functional consultant Houston, TX
- jde finance consultant Houston, TX
- wealth advisor associate Houston, TX




