Financial Planning & Investment Advisor
Bank of America ATM
Bank of America in Houston seeks a Financial Advisor to provide tailored financial solutions to clients. This role involves fostering strong client relationships and ensuring compliance with regulations. Candidates must hold Series 7 & 66 licenses or agree to obtain them promptly. With at least one year of experience in the investments or financial services industry, the ideal candidate will excel in a fast-paced environment, manage client needs proactively, and contribute to overarching financial goals. The position typically requires working Monday through Friday and includes rotating Saturdays. #J-18808-Ljbffr Bank of America
- ...Thrivent Financial is seeking a Financial Advisor in Houston, Texas. This role focuses on providing expert financial advice while helping clients achieve their financial goals through purpose-driven guidance and support. Ideal candidates are self-motivated, possess strong...SuggestedFlexible hours
- Frost Bank in Houston, Texas is seeking a Financial Advisor II to assist clients in developing financial plans and providing expert advice. This role involves nurturing customer relationships and actively developing new business while maintaining existing ones. Qualified...Suggested
- ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform... ...new client opportunities Deliver holistic financial planning across: Investment strategy and portfolio construction Tax-aware planning...Suggested
- ...Senior Financial Benefit Consultant At Gallagher, we're united by a commitment to growth, shared goals, and shaping a future defined... ...departmental protocols. Review and interpret contract documents (e.g., plan summaries, administrative agreements) and guide subordinates in...SuggestedContract work
- ...negotiating contracts, profiling accounts, and creating strategic plans to ensure product access. Additionally, Account Management... ...of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save toward retirement or other goals...SuggestedLong term contractContract workLocal areaFlexible hours
- ...Advisory Services in Houston, Texas. The role involves performing financial due diligence for M&A transactions, applying strong knowledge... ..., ideally from a Big 4 firm. Comprehensive benefits, including health coverage and retirement plans, are offered. #J-18808-Ljbffr...
- ...Gallagher. Overview Are you ready to make a difference? As a Financial & Actuarial Consultant at Gallagher, you’ll help clients and account... ...job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K)...Full timeLive outWork at officeLocal areaFlexible hours
- Arthur J. Gallagher & Co. (AJG) is seeking a Financial & Actuarial Consultant in Houston, Texas. In this role, you'll help clients make informed decisions by providing financial insights and analysis. Your responsibilities include analyzing data, preparing financial reports...
- ...value realization, and optimized use of financial and organizational resources. What you... ...and risk tolerance. Portfolio Planning & Optimization Optimize the capital... ...and scenario impacts to support informed investment decisions Financial Management...
- Search Services in Houston, Texas is looking for an experienced Paraplanner to support Advisors and clients through financial planning preparation, account servicing, and operational support. This role emphasizes client relationship management in a collaborative environment...
- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You... ...coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support...Immediate startAfternoon shift
$20 - $21 per hour
...goals across various banking products. Ideal candidates will have at least 2 years of customer service and sales experience in the financial industry, with a high school education as a minimum requirement. The position emphasizes the use of technology in banking and...Hourly pay- ...exceptional service while utilizing the latest banking solutions. We are looking for someone with at least one year of sales experience in financial services, and a high school degree. You will help clients navigate their financial needs through attentive, personalized service...
- ...a Preferred Banker to manage a portfolio of high‑value customers. This role requires expertise in deposit products, lending, and investments to build and maintain relationships through proactive engagement. The ideal candidate has at least 2 years of relevant experience...
- ...Development Associate will support and lead key financial and strategic initiatives by building... ...and contributing to M&A and long-term planning efforts. This role will be instrumental... ..., partnerships, and strategic investments Assist with diligence processes and transaction...Work at office
- ...Quality Talent Group is seeking bankers for a Consumer, Small, and Business Banking division at a top financial services firm in Texas. This role focuses on building strong customer relationships and assisting with banking transactions. Ideal candidates will have strong...
- ...A leading financial institution is seeking a Financial Relationship Banker in Bellaire, Texas. In this role, you will help client relationships to grow by identifying financial goals and offering suitable banking products. You will be responsible for customer service,...Full timeWork at office
- ...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...and well-being. You'll be rewarded for investing in your community, celebrated for being... ...toward their financial goals through planning, digital engagement, and customized deposit...Temporary workWork experience placementImmediate start
- ...brand and forge meaningful client relationships. In this role, you will provide exceptional service, using technology to address financial needs while maintaining compliance with regulations. Ideal candidates have at least 1 year of sales experience in retail banking and...
- ...Freeway, Building 5311, Houston, Tx 77064 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Temporary workWork at office
- ...and Business Banking division in Houston, Texas. This role focuses on building strong customer relationships and providing tailored financial solutions. Ideal candidates will have strong customer service skills and the ability to work in a dynamic environment. The...
$118.69k - $189.91k
...support and innovative solutions for Actuarial financial data systems and Marts. You will lead and... ...trends and financial analyses for Plan divisions. What You'll Do Develop... ...care delivery with a team that's deeply invested in the community. ~ Work-life balance...Local area- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share... ...retain relationships. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer...Full timeWork at officeRemote workWork from homeFlexible hours
- ...platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... ...role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and...Work at office
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to... ...find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and...Work experience placementFlexible hours
- ...Provide concierge-level delivery of financial services through superior hands-on contact... ...accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a... ...solutions to meet the clients needs: Planning, investments, insurance, and fiduciary...Full timeWork experience placement
- ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all... ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span...Temporary workWork experience placementLocal area
- ...education and advice tailored to suit their financial needs. As a Private Client... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,...Immediate startAfternoon shift
- Back Senior Personal Banker #849-28643 Houston, Texas, United States Apply X Facebook LinkedIn Email Copy Location FCB Houston Telephone Belfort Kroger Location Address 6322 Telephone Rd. Position Type Full Time Requirements * At least 18 years of age * High school diploma...Full timeWork at officeFlexible hoursAfternoon shift
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