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

In-Office Financial Planner | Path to Senior Advisor

$60k - $100k

Advisor Talent Solutions

Oak Harvest Financial Group is seeking an in-office Financial Planner in Houston, TX, to support advisors through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, participating in client meetings, and ensuring compliance standards. Ideal for detail-oriented individuals motivated to grow within a collaborative team, the position offers a base salary of $60,000–$100,000, along with benefits like 3 weeks PTO, 401(k) matching, health benefits, and clear career progression. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the In-Office Financial Planner | Path to Senior Advisor in Houston, TX vacancy
  • Allworth Financial in Houston, TX seeks an experienced Financial Advisor to lead client relationships and deliver fiduciary financial planning. The role is in-person...  ...to work from home, supporting a high-performing office culture and integrated planning platform. The... 
    Work at office
    Senior
    Work from home

    Socket.dev

    Houston, TX
    2 days ago
  •  ...bring together investment management, financial planning, tax strategy, and estate...  ...resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence...  ...Compliance handled. Our Chief Compliance Officer manages SEC regulatory filings,... 
    Work at office
    Senior
    Permanent employment

    CORDA Investment Management

    Houston, TX
    3 days ago
  • $64.2k - $116.4k

     ...accurate, consistent, timely and insightful financial and operational information/advice...  ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced...  ...including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM... 
    Work at office
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Houston, TX
    4 days ago
  • $80k - $400k

    Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly) Location: Houston, TX...  ...month provided). Deliver holistic financial and estate planning guidance to HNW...  ...helping build out a growing Houston office with long-term leadership opportunities... 
    Work at office
    Senior
    Full time
    Flexible hours

    Sage Search Partners

    Houston, TX
    4 days ago
  • $100k

     ...advice and guidance.Merrill’s Financial Advisors and Wealth Management Client...  ...is committed to an in-office culture that supports collaboration...  ...guidance through a defined path to become a successful and...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement... 
    Work at office
    Full time
    Day shift

    Bank of America

    Houston, TX
    1 day ago
  •  ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our...  ...dedicated to delivering personalized financial solutions that provide comfort, and fostering...  ...meaningful COI relationships as a path to build effective sales channels and... 
    Senior
    Flexible hours

    Weaver

    Houston, TX
    4 days ago
  • $85k - $145k

    Mercer Advisors is hiring a Wealth Path Wealth Advisor in Houston, Texas. This role involves acting as a trusted advisor to 150-250 clients, enhancing...  ...experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive... 
    Senior

    Mercer Advisors

    Houston, TX
    1 day ago
  • Description At Larson Financial Group, LLC, we are committed to helping...  ...we’re looking for a dedicated Senior Financial Planner to join our growing Houston office. This is an exciting opportunity...  ...experience. You’ll collaborate with advisors and internal teams to ensure... 
    Work at office
    Senior
    Temporary work
    Work experience placement

    Larson Studio LLC

    Houston, TX
    2 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors...  ...to take the first or next step on a path to financial security. 3 out of 4 of...  ...military spouses. Many of our 165+ offices nationwide are located near military installations... 
    Work at office
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Local area
    Home office

    First Command Financial Services

    Houston, TX
    5 days ago
  •  ...solutions. Worley is recruiting a Senior Construction Talent Acquisition Advisor to join our project team in Houston...  ...a permanent role which requires in-office working at Worley's Rogerdale Road...  ...Whatever your ambition, there's a path for you here. And there's no barrier... 
    Work at office
    Senior
    Permanent employment

    Worley Group, Inc

    Houston, TX
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...financial planning. On your path to becoming a financial advisor...  ...and goals like opening an office, joining a sophisticated team...  ...more Certified Financial Planner® licensing support2 Fully... 
    Work at office
    Full time
    Contract work
    For contractors

    Northwestern Mutual

    Houston, TX
    5 days ago
  •  ...Transformation OFSE Financing Sr. Advisor Driving Modernization, Simplification, and Accessibility in Financial Data Transforming Financial Decision‑Making Through...  ...being co‑located within one of our Baker Hughes office locations. Working with us Our people... 
    Work at office
    Senior
    Worldwide
    Flexible hours

    Baker Hughes

    Houston, TX
    more than 2 months ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern...  ...financial planning. On your path to becoming a financial advisor...  ...and goals like opening an office, joining a sophisticated team...  ...more Certified Financial Planner licensing support Fully company... 
    Work at office

    Northwestern Mutual Life Insurance Company

    Houston, TX
    5 days ago
  • $85k - $145k

     ...Why Work at Mercer Advisors? For more than 40 years...  ...amplify and simplify their financial lives by integrating...  ...Summary: The Wealth Path Wealth Advisor works in...  ...Certified Financial Planner (CFP) designation; additional...  ...Technology (Microsoft Office, Box, Custodian Sites,... 
    Work at office
    Temporary work
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Houston, TX
    6 days ago
  • Harris County Tax Assessor-Collector and Voter Registrar’s Office (HCTO) seeks an experienced Senior Policy Advisor to provide policy research, legislative analysis, and strategic policy support to the office. You will develop recommendations and prepare executive briefing... 
    Work at office
    Senior

    Harris County

    Houston, TX
    3 days ago
  •  ...with education and experience. Description : The Senior Academic Advisor provides advanced academic advising and operational support...  ...customer and personal services. Skills in Microsoft Office 365. Strong note-taking skills. Ability to... 
    Work at office
    Senior

    University of Houston System

    Houston, TX
    5 days ago
  • $85k - $145k

    Why Work at Mercer Advisors? For more than 40 years, Mercer...  ...and simplify their financial lives by integrating financial...  ...Job Summary The Wealth Path Wealth Advisor works in...  ...Certified Financial Planner (CFP) designation;...  ...Technology (Microsoft Office, Box, Custodian Sites,... 
    Work at office
    Temporary work
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Houston, TX
    2 days ago
  •  ...Airswift is looking for a Senior Tax Advisor to support a major client in Houston, TX on a 12-month...  ...tax strategies to support company’s financial goals. Responsibilities: Tax research,...  ...capabilities Experience working with Microsoft Office products Experience working with online... 
    Work at office
    Senior
    Local area

    Airswift

    Houston, TX
    3 days ago
  •  ...Senior Policy AdvisorThe Harris County Tax Assessor-Collector and Voter Registrar's Office (HCTO) is seeking an experienced and motivated Senior Policy Advisor. Reporting to the Director of Policy and Innovation...  ..., handling various financial, community, and administrative... 
    Work at office
    Senior
    Local area

    GovernmentJobs.com

    Houston, TX
    4 days ago
  • $75k - $85k

     ...Bancorporation is one of the nation’s premier financial services companies operating as a...  ....We are seeking a client-focused Wealth Advisor to join a high-performing, collaborative...  ...that include working with the Microsoft Office suite and proprietary systems.Profile clients... 
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Houston, TX
    4 days ago
  • $125k - $155k

     ...with a robust development pipeline.About the roleThe Advisor, Finance is a key member of the Financial Planning and Analysis team and is responsible for financial...  ...relocationRemote Type:This position is a hybrid of office/remote workingSkills:Analysis and modelling,... 
    Work at office
    Full time
    Part time
    Local area
    Remote work

    BP

    Houston, TX
    2 days ago
  • The Senior Lead Principal Gift Officer provides strategic leadership in managing a portfolio of highly qualified principal gift prospects and donors with the capacity to make gifts of $10 million or more. This role leads the development and execution of highly personalized... 
    Work at office
    Senior
    Local area

    Texas Children's Hospital

    Houston, TX
    3 days ago
  •  ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates... 
    Senior
    Local area
    Remote work

    Vanguard Group, Inc.

    Houston, TX
    2 days ago
  •  ...Senior Policy AdvisorThe Harris County Tax Assessor-Collector and Voter Registrar's Office (HCTO) is seeking an experienced and motivated Senior Policy Advisor. Reporting to the Director of Policy and Innovation, the Senior Policy Advisor provides advanced policy research... 
    Work at office
    Senior
    Night shift
    Weekend work
    Afternoon shift

    Harris County

    Houston, TX
    1 day ago
  •  ...Job Title:  Senior Associate, Finance Department: Finance &...  ...responsible for supporting the financial structuring and modeling of utility...  ..., data rooms, third-party advisors, and transaction tracking...  .... Proficient in Microsoft Office Suite (including Word, Excel,... 
    Work at office
    Senior
    Full time
    Work experience placement

    Key Capture Energy, LLC

    Houston, TX
    more than 2 months ago
  • A national advisory firm based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal candidate will demonstrate strong sales success and relationship management skills. Responsibilities... 
    Senior

    Weaver

    Houston, TX
    4 days ago
  • $112k - $228.8k

     ...White Oaks Drive (ILS40); Blmgtn Main Office (ILS04)Salary: $112,000.00 - $228,80...  ...to the company’s success. As a Senior Estate Settlement Advisor within PNC's Private Bank organization...  .../tax planning strategies and assess financial planning impacts for the beneficiaries... 
    Work at office
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement

    The PNC Financial Services Group

    Houston, TX
    3 days ago
  • Hancock Whitney in Houston, TX seeks a Trust Advisor 4 to manage and develop complex client relationships across estates, trusts, guardianships...  ...lead as a subject matter expert, coordinate with investment officers and trust operations, and mentor junior relationship managers... 
    Senior

    Hancock Whitney

    Houston, TX
    3 days ago
  •  ...Serve as primary relationship advisor for high net worth and ultra-...  ...objective and sound personal financial planning and financial...  ...deals and/or in tandem with a senior credit advisor.* Advanced and...  ...applications, such as Microsoft Office software products* Must be SAFE... 
    Work at office
    Full time
    Part time
    Local area
    Shift work
    Day shift

    Truist

    Houston, TX
    2 days ago
  • Archaea bp is seeking an Advisor, Finance to lead financial modeling, planning, reporting, and performance management within the FP&A team. You will connect commercial, operational, market, and financial drivers into clear analyses for management. The role reports to the... 
    Senior

    BP PLC

    Houston, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to In-Office Financial Planner | Path to Senior Advisor. Be the first to apply!