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

Wealth & Investment Advisor — West Houston Area

Bank of America ATM

Bank of America in Texas is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referrals, building financial plans, and recommending brokerage products. The role requires active licenses, sales experience, and the ability to develop relationships while adhering to regulatory requirements under SAFE Act. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Advisor — West Houston Area in Katy, TX vacancy
  •  ...Manager I/II Location US-TX-Houston | US-TX-Katy Job ID 2026-19812...  ...accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a...  ...POSITION IS OPEN TO THE GREATER HOUSTON AREA. This position may be filled at... 
    Suggested
    Full time
    Work experience placement

    Trustmark

    Katy, TX
    3 days ago
  • Sonic Automotive, a Fortune 500 automotive leader, seeks a Used Car Buyer for BMW of West Houston. You will prospect, appraise, and present offers to current vehicle owners to purchase their vehicles for resale, using our CRM to manage leads and appointments. Responsibilities... 
    Suggested

    Sonic-Automotive

    Katy, TX
    4 days ago
  • $90k - $105k

     ...and other complex accounting areas. Prepare comprehensive technical...  ...teams. Become a trusted advisor to the SVP of Accounting on technical...  ...in the US. Headquartered in Houston, TX, Specialty1 Partners is led...  ...05,000 / annum Location: 1800 West Loop S., Suite 2000 Houston,... 
    Suggested
    Temporary work
    Work at office

    Specialty1 Partners

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

     ...-level customer experience to everyone you meet? If so, the Wealth Advisor I role might be for you!At Frost, it’s about more than a job...  ...of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their... 
    Suggested
    Full time

    Frost Bank

    Katy, TX
    1 day ago
  •  ...professional reputation. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Keeps Banking Center Manager informed of area activities... 
    Suggested
    Full time
    Work at office
    Monday to Friday
    Afternoon shift
    Weekday work

    Prosperity Bank

    Katy, TX
    5 days ago
  • $51.19k

     ...vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $51,193.42 USD Median: $61,2... 
    Full time
    Flexible hours

    Regions Financial Corporation

    Katy, TX
    2 days ago
  • $18 per hour

     ...team across 14 branch locations and corporate offices serving the Houston, Dallas/Fort Worth, San Antonio, and Austin markets. As a...  ...members, we are committed to delivering exceptional service while investing in the growth and success of our employees. We offer a comprehensive... 
    Hourly pay
    Full time
    Temporary work

    First Community Credit Union

    Katy, TX
    5 days ago
  • Caliber Collision in the Houston area is seeking a Collision Estimator to write estimates, review processes, check in customer vehicles, and complete final paperwork prior to delivery. You will manage total loss administration and communicate post-repair plans, while following... 

    Caliber

    Katy, TX
    4 days ago
  •  ...Performance will be measured by your effectiveness in many marketing areas, including but not limited to calling activity, proposal...  ...including working knowledge of C & I as well as Owner-Occupied and Investment Commercial Real Estate loans. SKILLS/ABILITIES: Ability to... 
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Katy, TX
    4 days ago
  • Frost is seeking a Wealth Advisor I in Katy, Texas to help clients build a solid financial foundation and reach their goals. You will provide tailored retirement and investment guidance while collaborating with Frost Banking and Wealth Management products, upholding integrity... 

    Frost

    Katy, TX
    3 days ago
  •  ...vault, night drop, mail log.Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.Meet/exceed personal and branch goals.Assist the team with daily responsibilities as needed, including but... 
    Part time
    Immediate start
    Shift work
    Night shift

    Shell Federal Credit Union

    Katy, TX
    3 days ago
  • Job Description:Investment ConsultantYou joined the financial services industry to make a difference...  ...relationships with a dedicated local advisor.The Expertise We’re Looking ForFINRA...  ...and objectives and refer them to a wealth management partner based on needs and financial... 
    Full time
    Local area

    Fidelity Investments

    Katy, TX
    2 days ago
  • Fidelity Investments is seeking an Investment Consultant to develop customized financial plans and engage with existing clients. This role emphasizes building strong relationships and providing tailored investment solutions to meet client goals. Qualified candidates should... 

    Fidelity Investments

    Katy, TX
    3 days ago
  • $90k - $115k

     ...client is an established and growing wealth management practice seeking an experienced Service Advisor to work closely with the lead advisor...  ...planning conversations around retirement, investments, insurance, cash flow, and other areas of a client's financial picture... 

    Claire Myers Consulting

    Katy, TX
    5 days ago
  •  ...Performance will be measured by your effectiveness in many marketing areas, including but not limited to calling activity, proposal...  ...including working knowledge of C & I as well as Owner-Occupied and Investment Commercial Real Estate loans. SKILLS/ABILITIES Ability to... 
    Full time
    Work at office

    Prosperity Bank and Trust Co

    Katy, TX
    4 days ago
  •  ...Requirements:  While performing the duties of the job, the employee is regularly required to : - Position self to move about the work area. - Reach, grab, sort. -Communicate in person and via telephone with others. - Identify and recognize small font communication.... 
    Part time

    FIRST SERVICE CREDIT UNION

    Katy, TX
    21 days ago
  •  ...help clients reach their financial goals. You will identify needs and offer solutions such as opening accounts, loan options, and investment guidance. You’ll promote products, strive to meet sales targets, and ensure services are delivered professionally while following... 

    Wellby Financial

    Katy, TX
    3 days ago
  • MidFirst Business Credit, Inc. seeks a Personal Banker Associate to blend teller functions with the personal banking role. You will process customer transactions, promote products, and deepen relationships with existing customers while delivering high-quality service and...
    Bank staff

    MidFirst Business Credit, Inc.

    Katy, TX
    2 days ago
  •  ...Service Center Houston - Morton Ranch Job Summary Caliber Collision has an immediate job opening for a Collision Estimator to perform all-purpose duties, which may include, but not limited to: writing estimates, conducting process reviews, checking in customer... 
    Weekly pay
    Immediate start

    Caliber Collision Centers

    Katy, TX
    3 days ago
  •  ...Collision Repair Estimator Location: Katy Collision Center, 19155 West Little York Rd, Katy, TX 77449 --- Join Our Team at Katy Collision Center At Katy Collision Center, our mission is simple: we strive to provide exceptional automotive services that... 

    CSN Collision

    Katy, TX
    3 days ago
  •  ...submission to Underwriters. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed,... 
    Full time
    Flexible hours
    Shift work

    Shell Federal Credit Union

    Katy, TX
    5 days ago
  •  ...in the most professional manner. Commercial clients include HOAs, MUD boards, property managers, and building owners across Greater Houston. Core Responsibilities Promoting the Terry’s brand within assigned territory and identifying new business opportunities... 

    Terry's Landscape LLC

    Katy, TX
    3 days ago
  •  ...this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job: * Branch Banking Organization: * Texas - Houston Title: *Bilingual Teller Retail Banker * Location: Texas-Katy Requisition ID: 074907... 
    Full time
    Local area

    Woodforest National Bank

    Katy, TX
    3 days ago
  •  ...accuracy for submission to Underwriters. Take initiative to assist with problem solving, troubleshooting and provide support in all areas of the branch as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities such as following opening... 
    Full time
    Flexible hours
    Shift work

    Shell Federal Credit Union

    Katy, TX
    3 days ago
  • Brazos Valley Schools Credit Union is seeking an experienced Compliance Officer to lead the credit union's compliance and risk management programs, including AML/BSA, lending, deposits, and operations. You will serve as Compliance Officer, Compliance Committee Chairperson...

    Brazos Valley Schools Credit Union

    Katy, TX
    2 days ago
  • A financial services company in Katy, Texas is seeking a Senior Financial Planning & Analysis (FP&A) Analyst. This role involves shaping financial strategies through analysis, forecasting, and presentation to leadership. Candidates should have over 5 years of relevant experience...

    Newpark

    Katy, TX
    3 days ago
  • Regions Bank in Katy, Texas seeks a Relationship Banker II to meet customers and prospects, assess financial needs, and offer Regions’ products and guidance to help achieve goals. Candidates with retail or sales experience, strong communication, and teamwork are encouraged...

    Regions Bank

    Katy, TX
    2 days ago
  • First Community Credit Union is seeking a Personal Banker for the Morton Ranch location in Katy, TX. The PB will work with existing members and solicit new members to use credit union products and services, while meeting monthly goals and cross-selling opportunities. The...
    Full time

    First Community Credit Union

    Katy, TX
    5 days ago
  • Prosperity Bank in Katy, TX is seeking a Personal Banker (Full Time) at the SB Katy Pin Oak location. You will open, close, and maintain customer accounts, assist with deposits and loans, and help clients with inquiries while delivering exceptional service. In this role...
    Full time

    Prosperity Bank

    Katy, TX
    5 days ago
  • Who We AreAt Academy Sports + Outdoors our vision is to be the best sports + outdoors retailer in the country — but what truly sets us apart is our people. We’re a passionate, purpose-driven team that’s as committed to each other as we are to our customers.We’ve spent over...
    Full time

    Academy Sports + Outdoors

    Katy, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Investment Advisor — West Houston Area. Be the first to apply!