Top 39 Financial advisor Jobs in Conroe Tx

Associate Advisor - Financial Services
TalentLink Solutions —Conroe, TX
- $60,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
Quick Apply
3d
VP, Financial Consultant - The Woodlands, TX
Charles Schwab —The Woodlands, TX
- $75,000 - $115,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
10d
Registered Branch Associate
Edward Jones —Conroe, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
7d
Wealth Management Trainee (TX)
Bankers Life —Spring, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Business Solutions Advisor - Conroe Financial Center
Bank of America —Conroe, TX
- Full-time
- Bilingual
- Mid-level
- Office
1d
Financial Solutions Advisor - Northeast Houston Area
Bank of America —Conroe, TX
- Full-time
- Background check
- Spanish
- Writing skills
Financial Advisor
Cornerstone Financial Strategies —Conroe, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Wealth Enhancement Group —The Woodlands, TX
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Financial Advisor - Full Training and Development Program
Northwestern Mutual —The Woodlands, TX
- $80,000 - $120,000 a year
- Full-time
- Background check
- No experience needed
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Services Associate
SFI Financials —Spring, TX
- $50,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- US work authorization
- Professional development assistance
- Flexible schedule
Quick Apply
7d
Financial Professional
Cornerstone Financial Strategies —Conroe, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - South Texas
Cornerstone Financial Strategies —Magnolia, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Montgomery, TX (Lake Conroe)
JPMorganChase —Montgomery, TX
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Professional - South Texas
Cornerstone Financial Strategies —Magnolia, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
FINANCIAL CONSULTANT (VIRTUAL CONTROLLER)
Global Shop Solutions —The Woodlands, TX
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
- Paid holidays
- Disability insurance
Financial Services Representative - State Farm Agent Team Member
Michael Liberto - State Farm Agent —Magnolia, TX
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
14d
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Work from home
Vice President, Regional Planning Consultant - The Woodlands, TX
Fidelity Investments —The Woodlands, TX
- Full-time
- Public speaking
- Office
- Mentoring
11d
Registered Representative - State Farm Agent Team Member
Dale Guidry Jr - State Farm Agent —Humble, TX
- $24.04 an hour
- Full-time
- Mid-level
- Analysis skills
- Communication skills
- Opportunities for advancement
Quick Apply

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Associate Advisor - Financial Services

TalentLink Solutions
Conroe, TX

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
3 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Financial planning software
Microsoft Excel
Microsoft Outlook
Research
Bachelor's degree
Experience practicing in the securities industry
Technical Proficiency

Full Job Description

We are an independent wealth management firm, seeking a Associate Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization! As a primary point of connection for our clients, it’s important that you naturally bring warmth, positivity, and a genuine desire to take care of others. We are 100% focused on the client experience and always strive to make a lasting, positive impact. We have three offices across Texas, and while this role will be based in our Conroe office, our team works closely together to support our clients and each other every step of the way. As our business has continued to grow, we have recognized a gap for a role that bridges between our advisors, our clients, and our existing operations team.

Your top priority in this role is supporting the advisory team in a few key areas. You will prepare for client meetings, attend meetings alongside the advisors, and ensure all post meeting action items are tracked and completed. You will also play an important role in our overall service delivery by responding to client inquiries, processing paperwork, providing updates, conducting research, and managing both verbal and written correspondence with a proactive, service first approach.

This opportunity is designed for someone who wants to build a long term career in wealth management and grow into a client facing role. As you gain experience, you'll continue developing your technical expertise while taking on greater responsibility and becoming more involved with client relationships. We're looking for someone who is curious, dependable, takes pride in their work, and is always willing to jump in and support the team.

Responsibilities & Activities

Support advisory team with preparation of well-polished documentation and presentation materials for meetings
Attend meetings with prospects and existing clients to take notes, document discussion points, and coordinate post meeting follow up
Review and organize meeting notes; document client updates and action items; enter and schedule tasks in the CRM; and complete follow up items in accordance with firm procedures
Ensure an exceptional client experience by responding to client inquiries, providing timely updates, coordinating service requests, troubleshooting issues, and partnering with the advisory team to deliver effective solutions
Execute intra-day requests such as trades, wires, and journals with precision and within strict deadlines, ensuring proper initiation, review, approval, completion, and proactive communication with clients
Provide operations and service overflow support, including answering phones, opening new accounts, processing applications, and managing asset transfers
Gather and analyze client financial information and conduct research to support financial planning recommendations and advisor initiatives
Prepare client reports, financial forecasts, cash flow projections, goal based planning scenarios, and other planning materials for advisor review
Review and maintain client data across the firm's technology platforms to ensure accurate financial plans, reporting, and client records

Knowledge, Skills, & Abilities

Bachelor’s degree required, preferably in finance, financial planning, or a related field
1-3 years of experience within securities or related industry experience required
Series 7 and 66 (or combination of 63 & 65) securities license(s) highly preferred but not required
Exceptional written and verbal communication skills
Industry-specific software/platform experience required; Osaic knowledge highly preferred
Knowledge of industry-specific software required; familiarity with eMoney preferred
Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required
High level of professionalism and confidentiality, with a strong attention to detail
Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day
Ability to prioritize and solve problems while maintaining composure and focus

We offer a great working environment with a focus on work/life balance. We offer a full benefits package with Medical, Dental, Vision, Paid Time Off, Holiday Pay, 401K with a match, Short-term and Long-term disability, and some additional non-traditional creative benefits. Our office mascot is Oakley, a friendly golden retriever. This is a great opportunity to play a key role in the continued success of our company.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in conroe tx

Associate Advisor - Financial Services

VP, Financial Consultant - The Woodlands, TX

Registered Branch Associate

Wealth Management Trainee (TX)

Business Solutions Advisor - Conroe Financial Center

Financial Solutions Advisor - Northeast Houston Area

Financial Advisor

Associate Financial Advisor

Financial Advisor - Full Training and Development Program

Financial Services Associate

Financial Professional

Financial Advisor - South Texas

J.P. Morgan Wealth Management - Private Client Advisor - Montgomery, TX (Lake Conroe)

Financial Professional - South Texas

FINANCIAL CONSULTANT (VIRTUAL CONTROLLER)

Financial Services Representative - State Farm Agent Team Member

Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX

Vice President, Regional Planning Consultant - The Woodlands, TX

Registered Representative - State Farm Agent Team Member

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