Senior Wealth Advisor & Financial Planner
$85k - $145kMerceradvisors
Mercer Advisors in Houston is seeking a Wealth Path Wealth Advisor to provide client-focused service supporting business development. The role involves managing 150-250 clients and presenting financial planning modules. Candidates should hold a Bachelor's degree and have a CFP designation, with 5-25 years of relevant experience. The position offers a salary range from $85,000 to $145,000, along with comprehensive benefits including medical coverage and a 401(k) plan. #J-18808-Ljbffr Merceradvisors
- ...professional with at least 10 years of relevant experience. The role involves managing client relationships and providing tailored wealth management solutions. The ideal candidate will possess strong communication and prospecting skills. A bachelor’s degree is required...Senior
- ...Senior Wealth Advisor page is loaded## Senior Wealth Advisorlocations: Kirby - Houston, TX: Granite... ...selling, production, and delivery of financial planning services to new and existing... ...business* Monitor, maintain, and update call planner, pipeline, and closed business report...SeniorLocal area
- ...Job Description The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within...Senior
- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built...SeniorFlexible hours
- ...strategies, and Salesforce. Ideal candidates will have a Bachelor’s degree in Finance or Economics, with 7+ years of experience in wealth management and excellent communication skills. This position offers employer-sponsored health benefits, a 401(k), and opportunities...Senior
- Nbutexas is seeking an experienced Senior Wealth Advisor specializing in high-net-worth clientele for its expanding advisory team. This role, integrated within a forward-thinking fintech platform, offers autonomy in managing client relationships while contributing to strategic...Senior
$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$85k - $145k
Mercer-Advisors in Houston, Texas is seeking a Wealth Path Wealth Advisor to support business development and client service initiatives. This role includes... ...new clients, and collaborating with leadership on financial planning and business development. The ideal candidate...Senior$90k - $150k
LPL Financial in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions. The ideal candidate will have 2+ years...Senior- A leading financial institution is seeking a Wealth Advisor in Houston to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking and sales skills to build and deepen client relationships while maintaining...Senior
- ...providing a tailored Branded Client Experience. Ideal candidates will have over 10 years of experience in private banking or complex financial services, strong negotiation skills, and a desire to deliver comprehensive client solutions. The position includes a focus on...Senior
- A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing advice on financial products like life insurance and retirement plans while ensuring a platinum-level experience...Senior
- ...Kong Study Skills Research Institute in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial and individual... ...significant experience in banking, you'll deliver tailored financial solutions to high net worth clients. Strong communication...Senior
- Texas Capital Bank in Houston is looking for a seasoned banking professional to manage client relationships and provide comprehensive wealth management solutions. The successful candidate will leverage their expertise to generate new clients and deliver exceptional...Senior
$170k - $210k
...Senior Wealth Advisor (Houston, TX) Join us and help families amplify and simplify their financial lives with confidence. The Senior Wealth Advisor focuses on deepening relationships... .../Licenses: Certified Financial Planner (CFP) designation required. In lieu of the...SeniorTemporary workWork at officeRemote workMonday to Friday- ...A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join... ...relationships while serving as the lead advisor within a structured client-... ...staff Deliver sophisticated financial planning and wealth management...Senior
$140k - $160k
...Senior Finance Associate Location: Houston, TX Salary Expectations: $140,000 - $160,000 + bonus Piper Maddox have been assigned to a... ...an all-time high. What you will do: Build and maintain detailed financial models to evaluate investment opportunities, asset performance,...Senior- ...Strategic Financial Group (SFG) is expanding our team and seeking an experienced, relationship... ...-driven professional to join us as a Senior Financial Advisor . This role offers the opportunity to... ...holistic financial strategies across wealth management, retirement, estate...SeniorWork at office
- ...tax equity investments from large institutional investors and financial players in the US and project finance in Canada and Mexico. The... ...and buyout valuations and negotiations, under the guidance of senior finance team members. A successful candidate will be a strong team...SeniorWork experience placementWork at officeImmediate start
- ...is an exciting opportunity to help commercialize and finance our projects. We are seeking a Finance Senior Associate with experience in project finance modeling, financial analysis, and commercial structuring for large-scale energy infrastructure projects. This role is...SeniorContract workWork experience placementWork at office
- ...Description At Larson Financial Group, LLC, we are committed to... ...team delivers comprehensive wealth management services with a... ...re looking for a dedicated Senior Financial Planner to join our growing Houston... ...experience. You’ll collaborate with advisors and internal teams to...SeniorTemporary workWork experience placementWork at office
- Larson Financial Group, LLC in Houston is seeking a dedicated Senior Financial Planner to join their team. This role involves preparing financial plans, leading client meetings, and collaborating with internal teams to ensure exceptional service. Candidates should have...Senior
- A dynamic energy firm in Houston is seeking a Finance Senior Associate to focus on analyzing and financing large-scale energy infrastructure... ...in project finance modeling. This role involves maintaining financial models, conducting due diligence, and collaborating with cross-...Senior
- Jobot is seeking a Finance Senior Associate in Houston, Texas, focusing on project finance modeling and financial analysis for large-scale energy projects. Candidates should have a Bachelor’s degree in Finance and 3-5+ years of relevant experience. The ideal candidate...Senior
$121.44k - $154.84k
...well as various transactions within the capital markets. Perform financial due diligence on key areas of the Income Statement and Balance... ...and carve‑out financial statements. Team with partners and senior managers on proposals and business development calls. Meet or exceed...SeniorWork experience placementInternshipSeasonal workLocal area$60k - $100k
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...SeniorWork at office- Havenridge Talent Advisory is recruiting a Senior Consultant in accounting and finance for its Houston office. This role involves partnering... ...high-impact initiatives, including IPO readiness and complex financial reporting. The ideal candidate will have at least 2 years in...SeniorWork at office
$77k - $202k
PRICE WATERHOUSE COOPERS is seeking a Senior Associate in Houston, Texas to lead the Financial Operations team. The successful candidate will drive productivity by enhancing client finance processes and mentoring junior team members. Requirements include a Bachelor's Degree...Senior- Larson Financial Group, LLC in Houston seeks a Senior Financial Planner to provide tailored financial services. You will collaborate with clients to craft financial strategies and ensure a high-touch experience. The ideal candidate has 2 years of experience, holds Series...Senior
$140k - $150k
Australia-Employment is looking for a Finance Senior Associate in Houston, TX. This role involves analyzing large-scale energy infrastructure projects, creating financial models, and conducting market analyses. The ideal candidate will have a Bachelor’s degree in Finance...Senior
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