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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planning & Investment Advisor in Houston, TX vacancy
- OFSE FP&A Strategic Planning AdvisorDriving Strategic Financial Planning Through Insightful Analysis and Enterprise... ...OFSE FP&A Strategic Planning Advisor supports the development and execution... ...initiatives, connecting strategic investment priorities with long-range...SuggestedFull timeWork at officeFlexible hours
- 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...Suggested
$100k - $130k
CAPTRUST in Houston, Texas is looking for a Retirement Plan Financial Advisor to manage a diverse portfolio of retirement plan clients. This role requires building new client relationships and providing fiduciary advice while presenting engagingly to individuals and committees...Suggested- Brighton Jones is seeking an Advisor to manage day-to-day client service activities... ...administrative duties to drive comprehensive financial planning. You will analyze client data, prepare... ...and SAA, and collaborate with Tax, Investments and Estate Planning teams to tailor...Suggested
- Kestra Financial, Inc. in Houston seeks a Support Advisor to assist the Lead Advisor, attend client meetings, and prepare reports while ensuring regulatory... ...operations and keeps detailed records in CRM and financial planning systems. Ideal candidates hold Series 7/65 and 63/66...Suggested
- ...Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging... ...deeper positive relationships?Our Financial Planning offices are filled... ...range of financial planning and investment solutions, including advisory solutions...Full time
$148.2k - $292.3k
...underwriting operations, product development, financial reporting, modeling, and adjacent... ..., people development, strategic planning, and actuarial assurance support for selected... ...organizations, as well as through our own investments, commitments, and actions across areas...Local areaVisa sponsorship$128k - $252.5k
...underwriting, new business, product development, financial reporting, modeling, and adjacent... ...models for pricing, financial planning, asset liability management, or financial... ...organizations, as well as through our own investments, commitments, and actions across areas...Local areaVisa sponsorship- ...practice of Hightower, provides investment management and advisory... ...at the center of a client’s financial life by focusing on asset management... ...and customized financial planning solutions. Presidio is a... ...time employees comprised of 8 advisors and 12 supporting staff...Permanent employmentFull timeWork at officeLocal area
- ...technologies. KBR is seeking a dynamic Senior Investor Relations / Financial Planning & Analysis (IR / FP&A) Analyst to join our IR & FP&A team in... ...investor meetings, and other engagement activities with the investment community. Monitor and analyze market trends, peer company...Full timeTemporary workLocal areaRelocation packageFlexible hours3 days per week
- ...strong credit quality and be involved and invested in their local community.The ideal... ...across the firm to deliver comprehensive financial solutions. This role also requires an active... ...Relationship BankingServe as a trusted advisor, providing customized financial solutions...Local area
- BCG Attorney Search is seeking a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Houston, TX. This role involves representing trustees in structured finance transactions and providing legal advice. Candidates should have a Juris Doctor...
- The Manager Financial Planning & Analysis and Investor Relations Analyst will play a central role in financial, industry, geographic, and... ...inform corporate strategy, mergers and acquisitions, capital investments, portfolio decisions, and operational priorities.Support...Full timeCasual workWork at officeShift work
$85k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan... ..., Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ...the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity...Full timeWork at officeWorldwide$117k - $175k
...seeking an experienced Health Actuary to join our Actuarial and Financial Consulting teams at Mercer. This hybrid role (minimum of 3 days... ...' health benefits strategies, including financial projections, plan design optimization, and renewal negotiations. You will also...Minimum wageWork at officeMarsh & McLennan
Houston, TX3 days ago- ...organized and detail-oriented Investment Operations Associate to join... ...outstanding support to both advisors and clients. Key... ...transactions Coordinate with financial advisors on pre-meeting preparation... ...CRM, trading tool, financial planning software, and client vault)...Full time
Madison Professional Group
Houston, TX2 days ago - 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...
- 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...
- Job Description What is the Opportunity? You will be an Investment Banking Associate supporting the Energy Coverage Team based out of... ...transactions, develop new business presentations, and conduct detailed financial analysis. Work with Analysts in development of pitch books...Full timeWork at officeFlexible hours
$116.2k - $229.1k
...decision-making, manage risk, and drive financial and operational value.Recruiting for... ...solutions, including enterprise resource planning, enterprise performance management, cloud... ..., as well as through our own investments, commitments, and actions across areas...Local area$110k
...PsychPlus is seeking an experienced Budget Manager to build and lead our budgeting and financial planning function. This is a high-impact opportunity for a finance professional who has successfully developed or significantly improved budgeting and forecasting processes...Temporary workPsychPlus
Houston, TX3 days ago- ...with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships across the... ...Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities. Collaborate with specialists...Flexible hours
Sunflower Bank, N.A.
Houston, TX4 days ago - ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow,... ...responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high...Local area
BOK Financial
Houston, TX9 hours ago - ...wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit...Local area
Hancock Whitney
Houston, TX1 day ago - ...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
PNC
Houston, TX20 hours ago - ...Monday- Friday, 8:30am - 5:30pm CST 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 officeMonday to Friday
First Horizon Bank
Houston, TX3 days ago - ...maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs... ..., providing loan options, and helping members with their investments. The primary goal is to provide excellent member service while...
Burnett Specialists
Houston, TX1 hour ago - ...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
First Horizon
Houston, TX1 day ago - ...Join to apply for the Investment Analyst role at Rice Management Company Join to apply for the Investment Analyst role at Rice Management... ...Houston, TX $101,000.00-$151,000.00 1 week ago Associate, Financial Planning & Analysis (FP&A) Houston, TX $110,000.00-$125,000.00 1 week...Full time
Rice Management Company
Houston, TX1 day ago - ...posting.Schedule: Monday- Friday, 8:30am - 5:30pm CSTThe 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 officeMonday to Friday
First Horizon
Houston, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning & Investment Advisor. Be the first to apply!
Related searches
- financial advisor training program Houston, TX
- financial planning assistant Houston, TX
- entry level financial advisor Houston, TX
- estate planning consultant Houston, TX
- associate leveraged finance Houston, TX
- financial advisor development program Houston, TX
- oracle financial functional consultant Houston, TX
- financial advisor part time Houston, TX
- wealth advisor Houston, TX
- financial planner cfp Houston, TX