Financial Advisor

5 days ago


Houston, United States Cetera Investment Services LLC Full time

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down.


What you will do:

The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals.

The Financial advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:

  • Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
  • Advising the customer regarding the advantages, risks, and disadvantages of different products
  • Developing internal referral resources to identify customers
  • Identifying external prospects and expanding new client relationships
  • Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
  • Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
  • Maintaining all necessary licenses and registrations as required
  • Successfully completing all mandatory training in a timely manner
  • Maintaining superior and courteous service to promote products and expand customer relationships
  • Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism


What you need to have:

With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include:

  • FINRA Series 7, 66, (65 and 63) (Required)
  • State Life & Health Insurance License of state where applying
  • Strong sales, marketing, and business development skills
  • 2 years of experience in finance, insurance and/or banking


Cetera Investment Services

Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:

· A clear transition plan and timeline so you know what to expect, and when

· Our orientation course to give you an overview of all the tools and services available to you

· Assistance with account transfers and paperwork, and frequent updates on their status

· Help with communications to your current clients about your transition

· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform

· New business cards, stationery, and email address

· An introduction to our vast marketing resources, so you can start using them with current and prospective clients


If you are interested in this position, please attach a copy of your resume with your application.


  • Financial Advisor

    7 days ago


    Houston, Texas, United States Strategic Financial Group Full time

    Job DescriptionWe're looking for a skilled Financial Advisor to join our team at Strategic Financial Group. As a Financial Advisor, you will play a critical role in guiding clients through their financial landscapes with expertise and empathy.The ideal candidate will have a Bachelor's Degree and Permanent Residency or U.S. Citizenship. You will be...


  • Houston, Texas, United States Strategic Financial Group Full time

    Embark on a rewarding career path as a Financial Services Professional with Strategic Financial Group. Our company offers an array of benefits, including health insurance, retirement planning, and comprehensive training opportunities. As a Financial Advisor, you will be instrumental in guiding individuals, business owners, and families towards a secure...

  • Financial Advisor

    1 week ago


    Houston, Texas, United States New York Life - Houston General Office Full time

    New York Life - Houston General Office is seeking a Financial Advisor to help individuals and families achieve financial security and stability.Key Accountabilities:Adhere to all regulatory requirements and maintain confidentiality in client interactions.Work collaboratively with underwriters and financial advisors to provide comprehensive financial...


  • Houston, Texas, United States Willis Johnson & Associates Full time

    Your RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Willis Johnson & Associates. As a Senior Financial Advisor, you will be responsible for leading client relationships, developing and implementing financial plans, and collaborating with colleagues to deliver exceptional results.This is a key role that requires strong...


  • Houston, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...


  • Houston, Texas, United States New York Life - Houston General Office Full time

    Competitive Salary:$90,000 - $140,000 yearlyWe are looking for a talented and ambitious Entry-Level Financial Advisor to join our team at New York Life - Houston General Office. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and provide expert guidance on life insurance, annuities, and retirement...


  • Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full time

    Job Overview">At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and dedicated Financial Advisor Consultant to join our advisory team. This exciting opportunity offers a chance to work with clients, assist them in their financial planning needs, and contribute to the growth of our organization.">About the Role">The successful...

  • Financial Advisor

    1 week ago


    Houston, Texas, United States New York Life - Houston General Office Full time

    We are seeking a skilled sales professional to join our team at New York Life in Houston. As a financial advisor, you will have the opportunity to develop a sales strategy to build new and expand current customer relationships.Responsibilities:Identify and resolve potential obstacles for customersLeverage multiple communication channels to find, meet with,...


  • Houston, Texas, United States Strategic Financial Group Full time

    Take your first step towards a fulfilling career in financial services with Strategic Financial Group. Our Entry-Level Financial Advisor position offers a dynamic and supportive environment where you can grow professionally and make a meaningful impact on clients' lives.About the RoleWe are seeking a highly motivated and results-driven individual to join our...


  • Houston, Texas, United States Strategic Financial Group Full time

    Role OverviewA Financial Advisor at Strategic Financial Group plays a pivotal role in guiding individuals, business owners, and families towards securing a prosperous financial future.This involves cultivating a practice built on sustainability, backed by a rich suite of tools, resources, and expertise designed to foster growth and skill enhancement.Key...


  • Houston, Texas, United States Rocky Vines Insurance Full time

    Fulfilling Career OpportunitiesRocky Vines Insurance is committed to helping families secure their financial futures. We are seeking a Family Financial Security Advisor to join our team and contribute to this mission.In this role, you will work closely with clients to understand their insurance needs and provide personalized solutions. You will also...


  • Houston, Texas, United States Covr Financial Technologies Full time

    Job Title:Application Fulfillment Specialist - Covr Financial TechnologiesAbout the Role:We are seeking a skilled Application Fulfillment Specialist to join our team at Covr Financial Technologies. In this role, you will be responsible for facilitating insurance applications for clients through their financial advisors.Key Responsibilities:Communicate with...


  • Houston, Texas, United States Strategic Financial Group Full time

    Unlock your potential as a Financial Services Professional with Strategic Financial Group. Our company provides a dynamic and supportive environment where you can refine your skills, expand your network, and make a lasting impact on clients' lives.About the OpportunityWe are seeking a highly skilled and ambitious individual to join our team as a Financial...

  • Financial Accountant

    2 weeks ago


    Houston, Texas, United States Creative Financial Staffing Full time

    Job Title: Financial AccountantThe Assistant Controller will oversee investment accounting and implement new software solutions to improve transaction processes. This role requires heavy Excel knowledge and at least 3 years of accounting experience.Key Responsibilities:Oversight of investment accounting, including preparation of monthly reports detailing...

  • Financial Advisor

    4 weeks ago


    Houston, United States Fidelity Investments Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...


  • Houston, Texas, United States Creative Financial Staffing Full time

    The Investment Accounting Specialist will be responsible for overseeing day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. The estimated salary for this position is $140,000 - $190,000 per year.Key Responsibilities:Financial Management:Prepare and review financial statements, ensuring accuracy and...


  • Houston, Texas, United States Meron Financial Agency Full time

    Empower Your Financial FutureWe are a leading firm dedicated to helping individuals and businesses achieve their financial goals. As a Life Insurance Advisor at Meron Financial Agency, you will have the opportunity to make a meaningful impact on people's lives while enjoying work-life balance.About UsMeron Financial Agency is a client-centric organization...


  • Houston, Texas, United States Boudreaux Insurance & Financial Services, Inc. Full time

    Job OverviewWe are seeking a skilled Insurance Service Advisor to join our team at Boudreaux Insurance & Financial Services, Inc. This role plays a vital part in the success of our agency by providing exceptional customer service and marketing insurance products.Key Responsibilities:Establish strong relationships with customers and follow up as needed to...


  • houston, United States Cetera Investment Services LLC Full time

    Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down.What you will do:The Financial Advisor position is responsible for meeting with current and potential bank customers to...


  • Houston, United States Catalyst Financial Group LLC Houston Full time

    Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time.What are the statistics?62% of American’s live paycheck to paycheckThe average American has 4,000 in their savings accountThe median American account balance has 35,000 in their retirement accountOnly 58% of people own...