Associate Financial Advisor
1 week ago
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A required Bachelor’s degree in business administration, finance, or similarly related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Compensation: $65,000 - $106,000
•
Compensation:
$65,000-$106,000 per year
-
Financial Advisor
7 days ago
Houston, TX, United States BOK Financial Full timeReq ID: 76521 Location: Houston -HOUS Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
-
Voya Houston Financial Advisor
2 weeks ago
Houston, TX, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...
-
Financial Planning Assistant
2 weeks ago
Houston, TX, United States Ameriprise Financial Full timeStep into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks which allow the advisor to focus more time and energy...
-
Financial Advisor
1 week ago
Houston, TX, United States Teacher's Pension and Insurance Services Full timeFinancial Advisor – K–12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors nationwide,...
-
Client Support Advisor
2 weeks ago
Houston, TX, United States Corebridge Financial Full timeWho We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
-
Client Support Advisor
1 week ago
Houston, TX, United States Corebridge Financial Full timeWho We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
-
Financial Aid Advisor/Continuing Students
1 week ago
Houston, TX, United States Lincoln Tech Full timeFinancial Aid Advisor/Continuing Students - Lincoln Tech - On-Site - Houston, TX Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students - On-Site at our Houston, TX campus to join our team and help students navigate their financial aid journey. Make a meaningful impact by ensuring students have the financial...
-
Financial Aid Advisor/Continuing Students
2 weeks ago
Houston, TX, United States Lincoln Tech Full timeFinancial Aid Advisor/Continuing Students - Lincoln Tech - On-Site - Houston, TX Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students - On-Site at our Houston, TX campus to join our team and help students navigate their financial aid journey. Make a meaningful impact by ensuring students have the financial...
-
Financial Aid Advisor/Continuing Students
7 days ago
Houston, TX, United States Lincoln Tech Full timeFinancial Aid Advisor/Continuing Students - Lincoln Tech - On-Site - Houston, TX Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students - On-Site at our Houston, TX campus to join our team and help students navigate their financial aid journey. Make a meaningful impact by ensuring students have the financial...
-
Houston, TX, United States Lincoln Tech Full timeFinancial Aid Advisor/Continuing Students - Lincoln Tech - On-Site - Houston, TX Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students - On-Site at our Houston, TX campus to join our team and help students navigate their financial aid journey. Make a meaningful impact by ensuring students have the financial...
