- Navy Federal Credit Union (Houston, TX)
- … services . Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a registered ... Overview To provide basic financial consulting services to assist members...representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent … more
- Atria Wealth Solutions (Dayton, TX)
- CUSO Financial Services , LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, ... 75,000 members and assets exceeding $1 Billion. As a Financial Advisor your responsibilities include, but are...and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly… more
- Edward Jones (Houston, TX)
- …make you a successful financial advisor ?** * An interest in financial services /markets and how they work * Love of learning and challenges, including ... administrator to help you run your branch. World-class products, services and support. And the stability of a firm...for consideration. + Edward Jones ranked Highest in Employee Advisor Satisfaction among Financial Investment … more
- PNC (Alvin, TX)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Alvin, Texas. ... development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling… more
- Bank of America (Houston, TX)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... licenses. * Has two years' experience working in the financial service industry and/or a sales environment...including investment training and in-depth knowledge of investment products and services ) * Is a… more
- Bank of America (Houston, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...have at least 5+ years of experience as a Financial Advisor with a transportable practice, a… more
- Thrivent Financial (Houston, TX)
- …for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed ... Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make...are financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's… more
- Edward Jones (Houston, TX)
- …make you a successful financial advisor ?** + An interest in financial services /markets and how they work + Love of learning and challenges, including ... yourself at a professional crossroads, a career as a financial advisor may be the right change...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Edward Jones (Conroe, TX)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...Blog Postings about Edward Jones **About Us** Join a financial services firm where your contributions are… more
- Paychex (Houston, TX)
- …+ Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... Overview Selling Company's products and services by developing new clients and increasing the...client notes into Salesforce.com to ensure seamless selling and service to Paychex clients. + Projects a positive image… more
- Bank of America (Houston, TX)
- …and services . * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... Financial Solutions Advisor -Consumer Investments -Greater Southern...* At least three years' experience working in the financial service industry and/or a sales environment… more
- JPMorgan Chase (Houston, TX)
- …capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success ... the best investment solutions to meet their financial needs. As a Private Client Advisor ...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- PNC (Houston, TX)
- …at manager's discretion. In this position, you will deliver FIS (Fiduciary Investment Services ) solutions to sponsors of participant directed defined ... of the business through the introduction and expansion of financial services to the client . +... Services - Knowledge of major products and services and product and service groups; ability… more
- Truist (Houston, TX)
- …client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services , and insurance services ) in ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...+ Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market… more
- Zions Bancorporation (Houston, TX)
- …services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...clients. Primary responsibilities will include financial planning, investment management, insurance, trust services , making presentations,… more
- Citigroup (Houston, TX)
- …strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Investment Banking team. The ... of this role is to act as a strategic advisor to our clients by formulating investment ...acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. Citi's… more
- Deloitte (Houston, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor within PNC Private Bank organization, you will be based in Houston, TX. In ... real estate and oil and gas assets in particular. This Trust Real Estate Advisor will manage assigned oil and gas properties. Responsible for all aspects of mineral… more
- Deloitte (Houston, TX)
- …employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment ... your prior experience to provide tax compliance and advisory services to investment management clients. You will...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Houston, TX)
- …employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment ... your prior experience to provide tax compliance and advisory services to investment management clients. You will...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more