Top 197 Financial planner Jobs in Houston Tx

Private Wealth Management Wealth Advisor
Regions —Houston, TX
- $148,786.18 - $230,214.00 a year
- Full-time
- 11+ years
- Office
- Finance
- Health savings account
- Health insurance
Financial Advisor - AI Trainer
DataAnnotation —Houston, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Virtual Financial Advisor - Houston
Thrivent —Houston, TX
- $23.80 - $26.45 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Houston, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Financial Advisor - Career Changers Encouraged to Apply
Northwestern Mutual —Houston, TX
- $50,000 - $1,480,000 a year
- Choose your own hours
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
PWM Private Wealth Advisor
U.S. Bank National Association —Houston, TX
- $133,365 - $172,590 a year
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Wealth Advisor (CFP)
Crestmont Private Wealth —Houston, TX
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Financial Planner- Houston, TX
Advisor Talent Solutions —Houston, TX
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Paid time off
Quick Apply
Client Services Associate – Financial Services (Training Provided)
Foreman & Associates —Houston, TX
- $4,500 - $6,000 a month
- Part-time
- Hybrid work
- Sales
- Financial services
- Leadership
- Paid training
- Work from home
Quick Apply
Wealth Management Advisor - Houston, TX
TIAA —Houston, TX
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
4d
Senior Financial Representative
LPL Financial —Houston, TX
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Reg Client Service Assoc
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Work from home
Junior Financial Advisor
Strategic Financial Group —Houston, TX
- Full-time
- Finance
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Registered Private Wealth Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Associate Advisor/ Wealth Planner
Signature Estate & Investment Advisors, LLC —Houston, TX
- Full-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
Entry-Level Financial Representative
Texas National Financial Group —Houston, TX
- $78,000 - $125,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
6d
Trust Advisor II
Frost Bank —Houston, TX
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
10d
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Goldman Sachs —Houston, TX
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Relationship Manager - Private Wealth
CIBC —Houston, TX
- $175,000 - $225,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Health insurance
Associate Financial Representative
LPL Financial —Houston, TX
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
3d

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financial planner jobs near houston tx

Private Wealth Management Wealth Advisor

Regions -
Houston, TX

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Job Details

Full-time
$148,786.18 - $230,214.00 a year

Benefits

Health savings account
Health insurance
Dental insurance
Flexible spending account
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

MLO License
Customer communication
Bachelor's degree

Full Job Description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.

Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Manages the most sophisticated client relationships
Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
May supervise other associates

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Skills and Competencies
Anticipates client needs and is proactively provides solutions
Consistently a top performer
Excellent verbal and written communication skills
Expert relationship management, business development and presentation skills
Expert sales, negotiation, problem solving, and interpersonal skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests

Position Type Full time

Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:
Minimum: $148,786.18 USD
Median: $230,214.00 USD

Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details Greenway Plaza
Location: Houston, Texas

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Apply Now

Refine Your Search

financial planner jobs in houston tx

Private Wealth Management Wealth Advisor

Financial Advisor - AI Trainer

Virtual Financial Advisor - Houston

Financial Advisor

Financial Advisor - Career Changers Encouraged to Apply

PWM Private Wealth Advisor

Associate Wealth Advisor (CFP)

Financial Planner- Houston, TX

Client Services Associate – Financial Services (Training Provided)

Wealth Management Advisor - Houston, TX

Senior Financial Representative

Reg Client Service Assoc

Junior Financial Advisor

Registered Private Wealth Client Associate

Associate Advisor/ Wealth Planner

Entry-Level Financial Representative

Trust Advisor II

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston

Relationship Manager - Private Wealth

Associate Financial Representative

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