Top 91 infrastructure cfa Jobs in houston, tx

Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus
Trajan Wealth —Sugar Land, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
ASSISTANT DIRECTOR (EXE LEV)
City of Houston, TX —Houston, TX
- $130,356.98 - $167,400.22 a year
- Call employer
- CPA
- Pass drug screening
- Office
Sr. Manager, Capital Markets
Radial Power Operations LLC —Houston, TX
- $170,000 - $225,000 a year
- Finance
- Bachelor's degree
- Mentoring
Quick Apply
Project Finance Associate
Giga Energy —Houston, TX
- Full-time
- Mid-level
- Office
- In-person
- Commuter assistance
- Health savings account
3d
Sr Financial Analyst
Giga Energy —Houston, TX
- Full-time
- Remote
- 5 years
- Office
- Finance
- Commuter assistance
- Health savings account
Investment Operations Manager
Willis Johnson Wealth —Houston, TX
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Office
- Health savings account
- Paid holidays
Corporate Development Associate
Fervo Energy —Houston, TX
- Hybrid work
- CPA
- Mid-level
- Office
Quick Apply
14d
Sr Manager Investor Relations
Targa Resources —Houston, TX
- 6 years
- Finance
- Analysis skills
Sr. Manager, Treasury
NextDecade —Houston, TX
- Full-time
- CPA
- Office
- Finance
Quick Apply
Senior Manager, Project Services & Controls
NRG —Houston, TX
- Microsoft Word
- Azure
- Oracle
Quick Apply
4d
M&A Manager
Repsol —Houston, TX
- Full-time
- Hybrid work
- Office
- Finance
- Mentoring
Corporate Development Analyst
AUC Group LLC —Houston, TX
- Online Application
- CPA
- Mid-level
- Office
Quick Apply
Principal Associate, Finance, Strategic Analytics
Capital One —Houston, TX
- Email
- CPA
- Military
- Research
- Health insurance
Assistant Treasurer
Fox Innovation & Technologies —La Porte, TX
- Extended hours
- Microsoft Excel
- 5 years
- Office
Quick Apply
Finance Manager, FP&A and Analytics
Capital One —Houston, TX
- Email
- CPA
- Military
- Research
- Health insurance
Financial Modeling Manager
Deloitte —Houston, TX
- $131,200 - $240,500 a year
- Full-time
- CPA
- 3 years
- Finance
6d
Senior Manager, Treasury & Capital Markets
Par Pacific Holdings —Houston, TX
- 7 years
- Office
- Finance
- AD&D insurance
- Employee stock purchase plan
8d
Assistant Professor, Clinical Faculty Appointment (CFA), Pediatrics Palliative Care
MD Anderson —Houston, TX
- $273,331 - $347,636 a year
- Medicine
- BC/BE
- Inpatient
- Retirement plan
Financial Risk Manager
Deloitte —Houston, TX
- $134,500 - $265,100 a year
- Full-time
- 7 years
- Microsoft Excel
- CPA
7d
Director - Corporate Development
Vortex Companies, LLC —Houston, TX
- Full-time
- CPA
- 5 years
- Office
Quick Apply

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Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus

Trajan Wealth -
Sugar Land, TX

Quick Apply

Job Details

Full-time
$100,000 - $300,000 a year

Benefits

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

Qualifications

Professional ethics
Sales management systems proficiency
CRM system proficiency
Productivity software
Practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Sugarland/ Houston Metro.

This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and Responsibilities

Lead Educational Seminars

Host and present retirement and financial planning seminars within the Houston area.
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market

Serve as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally
Expand a client base through seminars, referrals, and strategic community engagement
Scale a local advisory practice as part of Trajan's national growth strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
Help clients make informed decisions and remain confident in their financial future across all market environments

Collaborate with Internal Teams

You're supported by a platform built to help you win.
Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities

Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications

Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
TX Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
401k with matching up to 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Quick Apply

Refine Your Search

infrastructure cfa jobs in houston, tx

Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus

ASSISTANT DIRECTOR (EXE LEV)

Sr. Manager, Capital Markets

Project Finance Associate

Sr Financial Analyst

Investment Operations Manager

Corporate Development Associate

Sr Manager Investor Relations

Sr. Manager, Treasury

Senior Manager, Project Services & Controls

M&A Manager

Corporate Development Analyst

Principal Associate, Finance, Strategic Analytics

Assistant Treasurer

Finance Manager, FP&A and Analytics

Financial Modeling Manager

Senior Manager, Treasury & Capital Markets

Assistant Professor, Clinical Faculty Appointment (CFA), Pediatrics Palliative Care

Financial Risk Manager

Director - Corporate Development

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