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Financial Advisor
Edward Jones 4.5
Finance advisor job in Tomball, TX
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Investor Relations Associate
Dhanani Private Equity Group
Finance advisor job in Sugar Land, TX
Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships. Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations. Requirements:- Bachelor's degree in finance, business administration, or a related field. - Proven experience in investor relations, sales, or financial services. - Strong knowledge of investment management principles and practices. - Proficiency in basic accounting, financial reporting and banking operations. - Familiarity with SEC regulations and compliance requirements. - Ability to build and maintain relationships with investors, analysts, and other stakeholders. - Detail-oriented with strong organizational skills. Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Supplemental pay types: Bonus opportunities Ability to commute/relocate: Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required) Experience: Microsoft Office: 4 years (Preferred) Sales: 4 years (Preferred) Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding) Supplemental Pay: Bonus opportunities Job Type: Full-time Schedule: 8 hour shift Work Location: In person
$74k-135k yearly est. 4d ago
Senior Quantitative Analyst
Cititec
Finance advisor job in Houston, TX
Power Markets | Energy Trading Houston, TX (Hybrid) Cititec are partnered with one of the leading players in the North American energy trading space to hire a Senior Quantitative Analyst into their Houston-based analytics team sitting close to trading, pricing, and portfolio management. You'll be responsible for building and owning advanced electricity load forecasting models, turning complex market and operational data into insights that directly influence commercial decisions across power trading, risk, and portfolio strategy. Responsibilities: Lead the development and ongoing improvement of electric load forecasting models used across pricing, risk, and portfolio decisions Deliver daily pre-deal forecast support, ensuring models are reliable, accurate, and production-ready Partner closely with Power Trading, Portfolio Management, Pricing & Structuring, and Costing teams to analyse historical trends, forward curves, and market fundamentals Investigate forecast variances and explain drivers across financial, operational, and market inputs Build scalable analytics tools using Python, SQL, Docker, and cloud-based infrastructure Design, maintain, and optimise cloud data pipelines across Azure and AWS environments Apply advanced statistical and predictive techniques including machine learning, Bayesian methods, clustering, and decision-tree models Tackle complex analytical problems such as load reconciliation, portfolio stress testing, and budget tracking Contribute to best practices around version control, requirements gathering, and production deployment Requirements Bachelor's degree in a quantitative discipline (Maths, Statistics, Economics, Computer Science, Physics, or similar) Strong programming capability in Python, with working knowledge of SQL and R Experience building APIs, production-grade analytics tools, and automated workflows Solid grounding in statistical modelling, forecasting, and machine learning techniques Strong understanding of power markets, including electricity trading, pricing, portfolio/risk management, and generation fundamentals
$70k-103k yearly est. 2d ago
Financial Consultant Partner - Century City, CA
Charles Schwab 4.8
Finance advisor job in Pasadena, TX
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$43k-62k yearly est. 3d ago
Financial Advisor with Oil & Gas Background
Frug Financial Group
Finance advisor job in Spring, TX
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Leverage Your Oil & Gas Experience for a Rewarding Career with Frug Financial Group of Northwestern Mutual: Build Direct Client Relationships: Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results. Make a Meaningful Impact: Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions. Unlimited Growth Potential: Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands. A Rewarding Career Path: Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures. Our thriving office is located at: 2445 Technology Forest Suite 550 The Woodlands, TX 77381 Meet Our Leaders: Shane Frug Managing Director: How long with NM? 30 years Prior Experience? Started as an intern with Northwestern Mutual and transitioned to a full-time role after graduating with a degree in finance. Passionate About? Helping families and businesses plan for the unexpected and make informed financial decisions. Shane has been recognized by Forbes multiple times for excellence in integrated investment and risk planning and was invited to join the prestigious Private Client Group, an honor held by only of 1% of advisors at the company. He is the Co-Founder and Founding Partner of Volante Integrated Planning (V.I.P.), a firm dedicated to guiding clients toward better financial outcomes through thoughtful and personalized planning. Jennifer Steil RICP, WMCP, CFP, AEP, ChFC, CLU: How long with NM? 15 years Prior Experience? Born and raised in the Houston area, Jennifer earned a psychology degree from Texas A&M University. Before joining Northwestern Mutual, she worked in real estate. Passionate About? Jennifer is passionate about creating lasting financial impact for the families and individuals she serves. Outside of work, she is married and is a proud baseball mom to their 8-year-old son. She loves traveling, practicing yoga, and considers herself a novice foodie and wine connoisseur. Stewart Keltner Wealth Management Advisor: How long with NM? 13 years Prior Experience? Stewart began his journey early, starting and running a lawn service in 7th and 8th grade. He gave tennis lessons at a country club throughout high school, then held several roles during college, including working as a practice dummy for the Texas Football program for three years, retailing at Banana Republic, and co-leading the Texas 4000 for Cancer charity bike ride from Austin, TX to Anchorage, AK. Passionate About? Stewart is passionate about helping clients navigate life with strong financial strategies. His adventurous spirit and early leadership experiences continue to fuel his commitment to service, growth, and lasting impact. Andrew Thibodeaux Financial Representative: How long with NM? 4 years Prior Experience? Before joining Northwestern Mutual, Andrew worked as a Nursing Home Administrator and held a Regional Business Development role for a therapy company. He brings extensive experience from the medical field, including long-term care operations, hospital management, patient care coordination, and staff development across healthcare settings. Passionate About? A former college baseball player, Andrew is passionate about staying active and following sports across all major leagues, MLB, NFL, hockey, and tennis. Outside of work, he enjoys working out and staying grounded through his involvement with his church. About Us: At Frug Financial Group, our mission is to empower individuals, families, and business owners across Texas by delivering world-class financial guidance rooted in integrity, clarity, and generational impact. Nationally recognized for advisor development and led by a Forbes-honored leader within the elite Private Client Group, our team is intentionally building a firm that supports future generations in our local communitiesone life at a time. We believe in going beyond simply answering questions; we are committed to providing thoughtful, customized solutions through a comprehensive planning process that helps our clients achieve meaningful, lasting outcomes. Guided by a vision of continuous growth and adaptive financial behavior coaching, we aim to leave every person and every community we touch better than we found them. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Shane Frug is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$46k-93k yearly est. 30d ago
Financial Advisor
Fistaff
Finance advisor job in Webster, TX
Take the Next Step in Your Career With Us! Are you a driven and experienced Financial Advisor looking to grow your book of business with the support of a dynamic and expanding firm? This is your chance to join a forward-thinking team that empowers you to build long-lasting client relationships, deliver strategic financial planning, and thrive in a collaborative, flexible environment. If you're passionate about helping individuals and families achieve financial freedom, we want to hear from you! Financial Advisor ? Webster, TX |? Full-time |? Financial Services / Wealth Management Why Work With Us: • Hybrid work model with a flexible, supportive culture • Leadership that values mentorship, autonomy, and innovation • Competitive compensation with bonuses, benefits, and growth opportunities What You'll Do: • Build and nurture long-term relationships with clients, offering personalized financial guidance • Create comprehensive plans for retirement, investments, estate, and tax strategy • Monitor market trends and adjust strategies to deliver top-tier advice • Grow your client base through referrals, networking, and proactive outreach • Operate with integrity and a deep commitment to service excellence What We're Looking For: • CFP , CFA, or equivalent certifications strongly preferred • Active Series 7 and Series 66 licenses required • 3+ years of experience in financial advising or wealth management • Proven track record with $250K-$750K in annual production • A transferable book of business with at least $25M in AUM (preferably fee-based) • Must be based in or willing to relocate to Webster, TX • Excellent communication, relationship-building, and problem-solving skills Ready to Land Your Next Great Role? Apply now and let our recruiting team help you take the next step in your career! #FinancialAdvisorJobs #FinancialAdvisorJobsHiringNow #WebsterTXFinancialAdvisorJobs #HiringToday #FistaffCareers #GetHiredFast #NowHiring #ApplyToday #CareerOpportunity #JobsInWebsterTX Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$46k-94k yearly est. 60d+ ago
Personal Financial Advisor
Wellby Group
Finance advisor job in Webster, TX
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Duties/Responsibilities: Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events. Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning. Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status. Based on analysis of financial data, develops strategies and plans to help clients meet financial goals. Effectively communicate information about the risks, attributes, features and benefits of investment products and services. Monitors plan performance for clients; realigns and redistributes funds to maintain objectives. Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year). Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives. Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc. Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time. Maintains knowledge of new and emerging investment trends and opportunities. Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate. Performs other related duties as required. Required Skills/Abilities: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Extensive knowledge of financial markets and investment strategies. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Proficient with Microsoft Office Suite or related software. Minimum Requirements: Bachelor's degree in Business or related field preferred. Two years of related experience preferred. License to sell at least one financial product (Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.) preferred, but not required. Preferred Requirements: Professional industry designations are preferred including CFP , ChFC , CLU , etc. Knowledge of a wide array of brokerage/banking products and services. Proficient in fee-based Investment Advisory accounts including wrap accounts, SMA's, professionally managed solutions, mutual funds, ETF's, UIT's and structured investment products. Fixed and Variable Annuities, Life Insurance, and Long-Term Care Insurance Small Business Retirement plans including 401k's, Individual 401K's, SEP's, and SIMPLE IRA's Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.
$46k-94k yearly est. Auto-Apply 60d+ ago
Senior Finance Advisor - FP&A
Pemex Deer Park
Finance advisor job in Deer Park, TX
PEMEX Deer Park is a highly complex refinery located 18 miles east of Houston in Deer Park, TX, and is a part of the PEMEX group which is a fully integrated oil company in the Americas, working across the entire value chain: exploration, production, industrial processing/refining, logistics and marketing. PEMEX Deer Park provides a diverse and inclusive work environment that employs approximately 1000 employees with another 1200 contractors on site. The refinery's rated capacity is 340,000 barrels per day and has the feed flexibility to process multiple grades of crudes to produce the high-quality transportation fuels the world needs. The PEMEX Deer Park site is co-located with other 3 rd party chemical facilities allowing for further integration and optimization of the refinery and its products. We set high standards of performance and ethical behaviors and offer challenging and fulfilling job opportunities in a number of fields. We take great pride in our ability to ensure the health and safety of our workers and the environment while being a good neighbor and have a positive impact on the local community where we work. BENEFITS: We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive compensation and an extensive benefits package including paid time off, medical, dental, and vision benefits, and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Job Summary The Senior Finance Advisor will support the Pemex Deer Park Organization with an initial focus on IT. The role develops and manages the IT budget, provides transparency on IT costs, supports variance analysis, measures the benefits of IT investments, and ensures that IT investments are aligned with the organization's strategic objectives and delivers measurable value. The scope includes working with suppliers, corporate Pemex and its entities (PPI, PMI), and Pemex Deer Park Refinery in aligning their needs within IT. A successful candidate must seek to understand the Refinery business specific to corporate/G&A best practices. Accountabilities & Responsibilities: Stakeholder Management Dedicated overall finance support of the IT Department (including the IT Business Manager, IT PMO, and IT Leadership) in the financial planning and appraisal process. Support activities in the monthly financial close process, perform variance analysis on monthly results, and oversee the annual business plan process. Assist the IT team with Application Review Board presentations, evaluations, and purchases related to ROI and TCO. Organizationally support, update, and track IT project budgets in partnership with the IT PMO and PMs. Assist Business Units in understanding their IT spend by providing details and transparency. Champion continuous improvement, cost leadership, and third-party spend initiatives by collaborating with the Supply Chain team. Collaborate with the rest of the Finance team as One Finance connected to support business outcomes with clear lines of accountability. Leverage knowledge of the business environment and its impact on performance to articulate and propose opportunities and/or areas of value leakage. As part of a small finance department, this role may be required to support other finance activities (e.g., account reconciliations, closing activities, reporting, etc.) across Controllers, Treasury, or other departments, either temporarily or permanently, as business needs evolve. Governance, Risk, and Controls Ensure that financial governance, risk management, and internal controls are executed in accordance with company policies and procedures across IT and any other assigned business functions. Support compliance with internal and external requirements by monitoring adherence to established controls and escalating issues as appropriate. Value Generation & Protection Monitor IT expenditures on a regular basis and prepare clear, insightful reports to support understanding and analysis of spending patterns. Collaborate daily with Pemex Deer Park IT staff to evaluate the financial impact of new technology purchases and ensure alignment with business objectives. Partner with IT leadership, Finance, and Tax teams to identify and recommend best practices that enhance financial processes and outcomes Support IT Purchasing by ensuring milestone- or deliverable-based contracts are tracked efficiently and accurately, with spend aligned to project progress. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Must have legal authorization to work in the US on a full-time basis. Adaptability: Thrives in a fast-paced, dynamic environment and adjusts quickly to changing priorities. Collaboration: Builds trust and communicates clearly across all levels and functions; enjoys working in a small, high-performing team. Problem-Solving: Applies a practical, risk-based approach to challenges; brings analytics and insights to decision-making. Initiative: Proactively identifies opportunities for improvement and takes ownership of results. Continuous Improvement: Champions process simplification and automation; embraces change and seeks out learning opportunities. Resilience: Maintains composure and professionalism under pressure; demonstrates perseverance in resolving complex issues. Customer Focus: Understands end-user needs and delivers solutions that support business objectives. Influence: Able to gain the confidence of various internal and external parties, building on strong knowledge and understanding of business drivers, value, and risk. Business Acumen: Demonstrates a strong understanding of the business, industry trends, and the financial impact of operational decisions. Hands-On Mentality: Willing and able to dive into day-to-day accounting tasks and support the team wherever needed. Adaptability: Must be flexible and willing to take on new responsibilities as the department's needs change, supporting various finance functions as required. Job Knowledge, Skills & Experience Education and Experience: 10+ years Accounting, Finance, or relevant experience Microsoft Suite, SAP, Power BI Cost benefit / cost effectiveness analysis, such as ROI, TCO. Excellent written and verbal communication skills. Ability to relay financial information to people with different financial backgrounds. Ability to understand end-users' needs and translate into successful delivery. S4 Hana experience a plus Procure to Pay processes specific to IT experience a plus Manufacturing / Refinery experience a plus Physical requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions: Occasional extended work hours during planned and unplanned events. Must currently hold or be able to qualify to receive a Transportation Worker Identification Credential (TWIC) card. Note, information regarding TWIC qualification standards may be found at ************************************
$46k-94k yearly est. 40d ago
Financial Advisor
Teacher's Pension and Insurance Services
Finance advisor job in Houston, TX
Financial 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, but growing demand requires us to expand our team. What makes us different? We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future. --- What You'll Do • Conduct one-on-one retirement counseling for K-12 school employees • Lead state pension education seminars at school sites during school hours • Enroll clients in 403(b), 457(b), and other supplemental retirement plans • Offer life insurance, estate planning, and additional financial strategies • Provide long-term client service and relationship management --- The Lead Generation System That Works Scheduled Presentations (Your Primary Lead Source): • 2-4 on-campus presentations per month scheduled for you • 10-15 educators per presentation (typically lunch meetings or staff meetings) • 50% conversion rate from presentations to individual appointments • Minimum 2 weeks advance notice - you can accept or decline any presentation • Within your specified drive radius - we work around your preferred territory Client Service Support: • Annual review scheduling handled by our call center • Automated client touch-points to maintain relationships • Follow-up systems to ensure consistent client communication Administrative Excellence: • 98% issue rate on 403(b)/457(b) applications, transfers, and rollovers • Dedicated paperwork specialists handle complex enrollment processes • Full back-office support eliminates administrative headaches --- Why This 1099 Role Is Different We're Only Successful If You Are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production. What's Included at No Cost: • All lead generation and presentation scheduling • Marketing materials and CRM system (Salesforce) • Administrative support and application processing • Office 365 and full back-office infrastructure • Ongoing training and mentorship Independence With Support: • Control your schedule and book of business • Accept or decline presentations based on your availability • Build equity in your practice while receiving institutional support • No bureaucracy or micromanagement --- Compensation Structure Year 1 Realistic Expectations: • $50,000-$75,000 for full-time advisors following our system • Some advisors exceed $100,000 in their first year • Ramp-up timeline: Lead your own presentations within the first month Year 2 and Beyond: • Renewal commissions from Year 1 clients create compounding income • 14 commission levels with advancement based on production volume • Commission increases commonly achieved within the first year • Many advisors continue increasing earnings annually through renewals and higher commission rates Commission Structure: • 100% commission + fee-based income (1099) • Progressive structure with clear advancement guidelines • No hidden fees or charges for support services --- Training & Development Onboarding: • Proprietary Teacher's Pension Classroom training program • Learn the unique needs of K-12 employees • Master 403(b)/457(b) regulations and strategies Ongoing Support: • Weekly live training sessions • On-the-job mentorship and coaching • Market-specific expertise and updates --- Requirements Essential: • Life Insurance License (required) • Series 65 or willingness to obtain quickly • Clean background and E&O coverage • Proven sales record with consultative approach • Self-motivated with strong communication skills Preferred: • Experience with 403(b)/457(b) or school markets • Comfort with group presentations • Desire to work with mission-driven professionals --- Who Thrives in This Role Perfect For: • Advisors seeking purpose-driven work with predictable lead flow • Former wirehouse or captive agents wanting freedom + support • Career-changers with licenses looking for a proven system • Mid-career advisors tired of cold prospecting and bureaucracy • Professionals who prefer relationship-building over cold calling Success Profile: • Comfortable presenting to groups of 10-15 people • Enjoys helping people solve complex financial challenges • Appreciates the mission of serving educators • Values long-term client relationships over transactional sales --- About Teacher's Pension We're a national leader in K-12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices. Our Commitment: We succeed only when our advisors succeed. That's why we provide comprehensive support at no cost and maintain a 98% application success rate - because your growth is our growth. --- Ready to Build a Purposeful, Profitable Practice? Next Steps: 1. Apply today to learn more about our system 2. Schedule a brief call to discuss your market preferences 3. Discover how we can help you grow in a market that truly needs you Questions? Contact us to learn more about territories in your area and how our lead generation system can accelerate your practice growth. "The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively."
$50k-75k yearly 55d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Houston, TX
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$58k-103k yearly est. Auto-Apply 21d ago
Cryptocurrency / Investment Advisor Houston, Texas
Einstein Ai
Finance advisor job in Houston, TX
Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************
$58k-117k yearly est. 60d+ ago
Financial Advisor (Training + Licensing!)
Pattern Financial Group
Finance advisor job in Magnolia, TX
Financial Advisor Job Description At Pattern Financial Group, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Pattern Financial Group Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours
$45k-93k yearly est. 26d ago
Financial Planner
Intrua Financial, LLC
Finance advisor job in Houston, TX
Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client touches to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them. Skills and Experience: 2+ years experience in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner is required. Ability to be proactive and professionally assertive is required. Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required. Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required. Larson Financial Group offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI8df7dabcfa22-31181-38977475
$46k-90k yearly est. 7d ago
Financial Advisor - Licensed
RK Partners 4.6
Finance advisor job in Houston, TX
Job Description As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Newport Beach, CA and Virtual
$55k-98k yearly est. 9d ago
2026 Capital Markets, Global Investment Banking Summer Associate - Houston
Rbc Holding Co Ltd. 4.9
Finance advisor job in Houston, TX
Global Investment Banking Summer Associate - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group. Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting Summer Associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years' work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
$95k-138k yearly est. Auto-Apply 60d+ ago
Financial Solutions Advisor - Northwest Houston Area
Bank of America Corporation 4.7
Finance advisor job in Tomball, TX
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Bi-lingual Spanish speaking * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40
$46k-75k yearly est. 10d ago
Investment Banking - Technical Transaction Team, Energy - Associate Geologist
Jpmorgan Chase & Co 4.8
Finance advisor job in Houston, TX
JobID: 210695201 JobSchedule: Full time JobShift: Base Pay/Salary: Houston,TX $175,000.00-$225,000.00 Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction Team "TTT" that is housed within the Energy Investment Banking Practice in Houston, Texas. Job Summary As a Geologist within the Investment Banking Technical Transaction Team, you will be a key player in our business strategy and execution. You will work in a co-active role alongside engineers and corporate finance partners. You will participate in the execution of technical evaluation of oil and gas assets across Upstream, Midstream and Downstream sectors and will contribute to the geology discipline for the team. You will be involved in al relevant subjects of geology that are include, but not limited to log interpretation, landing zone analysis, core analysis and diagnostic map creation. You will identify and characterize geologic concepts such as seismology, structural geology, basin & depositional modeling, log & core derived regional reservoir mapping & 2D & 3D seismic interpretation Job Responsibilities * Quantify the potential for future drilling locations for oil and gas assets across domestic and international reservoirs * Develop deep technical understanding and collaborate closely with engineers * Identify and determine trends, risks associated with oil and gas development across domestic and international areas * Identify sub-surface complexities and uncertainties that impact operational results and well productivity * Characterize geologic concepts including regional, basin wide mapping, log and core analysis * Play a lead role in data room, marketing and pitch efforts alongside senior bankers Required qualifications, capabilities, and skills * Master's degree in Geology * Minimum of 3 years in industry at an operator or A&D banking * SIE, Series 79 and Series 63 licenses to be obtained if not licensed shortly after onboarding * Experience with industry software (Petra, ArcGIS, Geo Graphix, Microsoft Office, Landmark) * Highly proficient in key subjects of geophysical mapping, database creation and characterization of domestic and global conventional and unconventional plays Preferred qualifications, capabilities, and skills * Establish and maintain large databases as specific to the geology role * Has expert knowledge of ArcGis, QGis and ability to operate within geo-spatial software to perform inventory, rock quality mapping * Ability to compute land based statistics such as ownership interests & acreage * Prior banking or A&D group experience with an operator * Highly motivated and demonstrated ability to have positive influence within the workplace and externally with clients
$175k-225k yearly Auto-Apply 7d ago
Associate, Energy Investment Banking
Banque Scotia (Bank of Nova Scotia
Finance advisor job in Houston, TX
Salary Range: 175,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Investment Banking, Energy - Houston, TX Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. Progressively take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do * Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: * Coordinating with the various product groups and industry team within GBM * Developing and maintaining effective industry relationships with legal counsel, external parties, clients * The day-to-day responsibilities include the following: * Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions for our clients * Collecting, consolidating, and interpreting company and industry data * Performing comprehensive financial statement analysis and create and maintain models * Financial and written analysis of companies and industries * Identifying and developing business opportunities with clients * Preparing client presentations, including compiling data and assembling presentation materials * Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time * Applying product and capital markets knowledge to help clients achieve their financial objectives * Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage, and other leadership skills) providing real-time positive and constructive feedback to support their development * Actively partner with group leaders and broader team to build team dynamics and engagement across teams * Actively contribute to a high performance and inclusive work environment What You'll Bring * 2-5+ years' work experience in Investment Banking (Upstream deal experience preferred, but not required) * Bachelors or Masters Degree in Business, Finance, Math, Economics, Engineering, Science or other STEM subject * Strong quantitative skills focused on financial analysis, accounting and financial theory * Strong written and verbal communication skills * A high level of attention to detail * Ability to manage multiple projects with competing deadlines while maintaining high work standards * Ability to excel under pressure amid demanding deadlines * Ability to perform effectively in a team environment * Independent thinker and proven ability to take initiative and make decisions * A high level of energy and a keen desire to learn new concepts Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : Texas : Houston || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Nearest Major Market: Houston Job Segment: Investment Banking, M&A, Financial, Compliance, Finance, Management, Energy, Legal
$81k-132k yearly est. 6d ago
Investment Banking - Technical Transaction Team, Energy - Associate Engineer
JPMC
Finance advisor job in Houston, TX
As an Associate Engineer, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can generate and execute their own transactions. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel. Job Responsibilities: Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions Perform technical analysis and resource / valuation assessment for oil & gas assets across North America Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis, review of commercial assumptions, etc. Be able to independently construct and maintain economic modeling software such as ARIES or PHDwin Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc. Conduct market research from various platforms including Enverus, Woomdac, and Factset Maintain and update petroleum economics and reserves softwares and databases Required capabilities, and skills Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES) Strong understanding of commonly used software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access Experience with fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis Ability to generate and manage economic evaluation databases Perform technical data reviews unassisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments) Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists Assist and guide the development of key marketing materials and execution of mandates Design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms Consistently be a team player and can work alongside motivated colleagues that express a willingness to be successful and are driven to win Required qualifications 3-7 years of Petroleum Engineering experience conducting A&D evaluations Lower 48 unconventional reservoir evaluation experience is preferred Petroleum Engineering undergraduate degree is required Deep level of economic understanding of development field economics: Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs ARIES experience required, working understanding of PHDwin welcomed Spotfire experience required, working understanding of Tableau welcomed Investment Banking (GIB) Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, to provide comprehensive strategic advice, capital raising and risk management expertise. In-depth, industry-specific expertise and regional market acumen enable our industry coverage teams to serve the evolving needs of clients around the world. Our first-class business in a first-class way approach to serving clients motivates everything we do. We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our relationships, and identifying ways to help clients achieve their most important business objectives.
$81k-132k yearly est. Auto-Apply 60d+ ago
Investment Banking Associate
Doeren Mayhew CPAs and Advisors 3.7
Finance advisor job in Houston, TX
Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: Participating in all aspects of transactions, from pitching clients to closing deals. Responsible for overseeing analysts daily tasks. Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: Bachelor s degree in Finance, Accounting or related field. Minimum 2-4 years of investment banking or M&A employment strongly preferred. Motivated self-starter who excels in both independent and team-oriented environments. Superior work ethic and commitment to high-quality results. Ability to drive deliverables with minimal oversight. Proficient in financial modeling, writing and presentation skills to support deals. Articulate, with exceptionally strong communication skills. Superior attention to detail. Advanced knowledge of Excel and PowerPoint to perform responsibilities. Ability to effectively, interact with senior executives and business owners. Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
$89k-121k yearly est. 57d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Katy, TX?

The average finance advisor in Katy, TX earns between $33,000 and $129,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Katy, TX

$66,000

$33,00010%

$66,000Median

$129,00090%

What are the biggest employers of Finance Advisors in Katy, TX?

The biggest employers of Finance Advisors in Katy, TX are:

Bank of America

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Finance advisor jobs in Katy, TX

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Investment Banking - Technical Transaction Team, Energy - Associate Geologist

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Investment Banking - Technical Transaction Team, Energy - Associate Engineer

Investment Banking Associate

Learn more about finance advisor jobs

How much does a finance advisor earn in Katy, TX?

What are the biggest employers of Finance Advisors in Katy, TX?