Wealth Advisor: Strategic Financial Planner
$80k - $95kTIAA
A leading financial services company is seeking a Wealth Advisor in Houston, Texas. The role involves developing tailored investment strategies, managing client relationships, and achieving sales targets. Candidates should have over 3 years of financial services experience and be equipped with the necessary FINRA registrations. The position offers a competitive salary range of $80,000 - $95,000, alongside a comprehensive rewards package. This is a unique opportunity to join a reputable firm committed to clients’ financial wellbeing. #J-18808-Ljbffr TIAA
- Corient seeks a motivated Financial Advisor in Houston, Texas. You will manage client services,... ...prepare financial analyses, and provide strategic consulting to high-net-worth individuals... ...and have extensive experience in Wealth Management, with strong analytical skills...Suggested
- Associate, Investments & Strategic Finance | Power Infrastructure Platform | Houston, TX We're retained by a next-generation power infrastructure... ...equity, strategic finance or corporate development Strong financial modeling and valuation capabilities Experience supporting...Suggested
- A major financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will be responsible for building strong client relationships and offering personalized investment solutions...Suggested
- J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and custom investment solutions for individuals and families. You will cultivate relationships and guide clients through market dynamics...Suggested
- Spectrum Search Group in Houston is seeking an Associate for Strategic Finance & Investments to help evaluate acquisitions and investments and drive long-term growth. You will build and review financial models, analyze transactions, and prepare presentations for senior...Suggested
- HMH is seeking a highly analytical, business‑oriented Senior FP&A Analyst to support financial planning, forecasting, performance management, and strategic decision‑making across our global operations. This role partners with regional leaders to provide actionable insights...
- Madison Hunt in Houston, TX is seeking an Associate for its Investments & Strategic Finance platform focused on power infrastructure. You will evaluate opportunities, model financials, and help structure financing for large-scale projects, collaborating with senior leadership...
- L. K. Jordan & Associates is seeking an analytical individual for a financial analyst role in Houston, Texas. This key position will focus on financial forecasting, variance analysis, and strategic support for senior management, impacting company growth considerably. The...
- ...oriented FP&A professional to support profitability, efficiency, and strategic initiatives in a hybrid Houston role requiring on-site... ...and drive P&L improvements. You will build reporting, KPIs, and financial models, leveraging VBA/Excel and data analytics to inform...3 days per week
- MSHS PPG in Houston, TX seeks a Sr. Financial Analyst to partner with operations and executive leadership. The role supports financial... ...coordination, and provide ad hoc analyses to inform pricing, CapEx, and strategic initiatives. A strong Excel skillset and GAAP knowledge are...
$109.9k - $125.4k
Principal Associate, Finance, Strategic Analytics We are seeking a strategically minded leader, analyst, and top‑notch problem solver... ...participant negotiations. Provide business partners with strategic, financially supported advice for customer pricing and investment decisions...Full timeTemporary workPart timeLocal area- Mustang Rental Services is seeking a highly analytical Financial Analyst to support financial planning, operational analysis, and strategic decisions across Operations, Sales, Fleet, Service, and Finance. You will turn data into actionable insights to drive revenue growth...
- A leading wealth management firm based in Houston is seeking a Financial Advisor to enhance client relationships and deliver personalized financial planning services. The ideal candidate should hold a 4-year degree in business or finance, possess relevant credentials like...
- NextEra Energy Marketing seeks a Financial Analyst II to partner with operating groups on long-range planning, budgeting, and monthly... ...analysis, data-driven insights, and model-building to influence strategic decisions for the company. Strong Excel and PowerPoint skills...
- NextEra Energy Marketing, LLC is seeking a Financial Analyst to partner with multiple operating groups and support the 5-Year Plan, annual... ...analysis, data-driven planning, and building models to drive strategic decisions. The ideal candidate will have knowledge of...
- ...looking for a client advisory professional responsible for providing comprehensive advice and customized solutions aimed at achieving financial goals. Applicants should hold Series 7 & 66 licenses and have at least one year of experience in the investments industry. The...
- Bank of America in Houston is seeking a knowledgeable professional to advise clients on financial goals. The role involves triaging leads, recommending investment strategies, and building comprehensive financial plans tailored to client needs. Candidates must hold relevant...
- Navy Federal Financial Group (NFFG) is seeking an experienced financial professional to provide basic consulting, identify clients’ goals... ...products. You will act as a registered representative/advisor, manage a moderate book of business, and engage with branch teams...
- ...maintain a portfolio of financially complex and important... ...of a broad range of wealth products and services... ...management services, strategic credit, and general banking... ...with the Wealth Advisors to develop business owner... ..., Certified Financial Planner (CFP), Accredited Asset...Full timePart timeWork at officeLocal areaShift workDay shift
- POSITION OVERVIEWThe Senior / Lead Analyst, Strategic Finance reports directly to the Director, Strategic Finance and is responsible for developing financial models, evaluating strategic transactions, assisting in strategic plans, coordinating financial projections and...Work at officeWork from homeFlexible hoursWeekend work
- ...enabling them to preserve their wealth for future generations and... ...Responsibilities Collaborate with lead advisors to manage the client service... ...providers. Prepare tailored financial reports and analyses for... ...client families. Offer strategic consulting advice, set goals,...Permanent employmentTemporary workWork at officeFlexible hours
- Hines is seeking a Private Wealth Consultant based in Houston, Texas. The role requires maintaining relationships with the financial advisory community and supporting sales initiatives... ...years of sales experience. Strong strategic thinking and communication skills are...
- Strategic Financial Group seeks a Wealth Management Advisor in Houston, Texas. This role offers the chance to build a business rooted in client relationships while receiving structured onboarding, mentorship, and a supportive team. The ideal candidate has strong communication...
- ...in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial... ...loans. Your role will involve managing strategic customer relationships, analyzing credit... ...in banking, you'll deliver tailored financial solutions to high net worth clients. Strong...
$300 per month
...well-established, family-founded wealth management firm that has been serving... ...client-first approach, offering strategic advice in collaboration with CPAs... ...We are seeking a skilled Wealth Advisor who can seamlessly balance technical financial expertise with strong...Full timeWork at officeWork from home$80k - $95k
...robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape... ...efficiently and effectively Develops and implements strategic and tactical plans with strong...Work experience placementWork at office$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...planning processes to drive operational efficiency and achieve strategic objectives.Focused on relationships, you are building meaningful...Full timeH1b- ...Technologies seeks a seasoned FP&A professional to serve as the primary financial planning and analysis partner for key business groups. You... ...plans while developing robust financial models to support strategic initiatives. The role requires advanced Excel, strong...
- Search Services in South Houston is seeking a Financial (FP&A) Analyst who turns complex financial and operational data into actionable insights, with direct exposure to executive finance leadership. You will support budgeting, forecasting, KPI reporting, variance analysis...
- Belmont Village Lp is seeking a Financial Analyst (FP&A) to join our Corporate Finance team in Houston, Texas. This role encompasses financial planning, analysis, and reporting, with close collaboration with executive leadership. The ideal candidate will have a background...Full time
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