Financial Advisor
TradeJobsWorkforce77251 Houston, TX, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more
Junior financial analyst Jobs in Sugar Land, TX
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Junior financial analyst • sugar land tx
Last updated: 3 days ago
Junior Sales Representative
Cleft of the Rock, Inc.Stafford, TX, US$65,000.00 yearly
Full-time
We focus on building relationships, understanding needs, and giving clients peace of mind when life takes unexpected turns.We are a team that values empathy, integrity, and service.Our culture is b... Show more
Senior Financial Analyst
CVR EnergySugar Land, TXFull-time
Under the direction of the Director of FP&A, this senior level position will be responsible for the preparation of detailed and time sensitive forecasts, reports for senior management and board of ... Show more
Financial Auditor
TradeJobsWorkForce77099 Houston, TX, USFull-time
Financial Auditor Job Duties: Plans financial audits by understanding organization objectives,... Show more
Treasury Analyst
Prime CommunicationsSugar Land, TX, United StatesFull-time
Associate degree or higher in Accounting, Finance, or related field.Proficient in Microsoft Excel and Microsoft Office Suite (Word, Outlook, PowerPoint).Strong analytical and problem-solving abilit... Show more
Remote Financial Analyst
Micro1Missouri City, Texas, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more
Chief Financial Officer
Fort Bend ISDSugar Land, TX, United StatesFull-time
The Chief Financial Officer will oversee and manage all financial and business operations of FBISD, ensuring resources are used efficiently to support high-quality educational services.This role is... Show more
Material Analyst
FieldBridge EnergyStafford, TXFull-time
Weekly Pay Every Friday | Excellent OT Opportunities.Analyze material usage, inventory levels, costs, and supply trends to support efficient operations and data-driven decision-making.This role req... Show more
Financial Advisor - Private Client Group
TruistSugar Land, TX, United StatesFull-time
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more
Financial Counselor
Lifepoint Health Support CenterRichmond, TX, United StatesFull-time +1
Financial Counselor - Make a Meaningful Impact in Patient Care.At Westpark Springs Behavioral Hospital, our team is dedicated to changing lives-and our Financial Counselors play a vital role in tha... Show more
Chief Financial Officer (CFO)
LifePoint HealthRichmond, TX, United StatesFull-time
The Chief Financial Officer (CFO) - Facility drives key strategic initiatives for a facility or multiple facilities, providing oversight of all Financial Operations and operational performance.ESSE... Show more
Purchasing Analyst
APPLIED OPTOELECTRONICS INC.Sugar Land, TX, United StatesFull-time
We are seeking a Purchasing Analyst.In this role, you will be responsible for looking at market outlooks and determine when and what to buy when contracting with vendors, ordering supplies, or maki... Show more
Financial Advisor - Private Client Group
SunTrust Investment Services, Inc.Sugar Land, TX, United StatesFull-time
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more
Remote Financial Analyst
Micro1Sugar Land, Texas, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more
Senior Financial Analyst - Oracle EPM
CVR Energy, Inc.Sugar Land, TX, United StatesFull-time
Senior Financial Analyst Oracle EPM.The Senior Financial Analyst Oracle EPM partners closely with Finance, Accounting, and Information Technology (FA&IT) teams to enhance financial visibility, re... Show more
Financial Consultant
Mariner FinanceAlief, Texas, United StatesFull-time
As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each clien... Show more
Sales Analyst
STANDEXSugar Land, TX, United StatesFull-time
Standex International is a global industrial growth company operating through our market-leading brands in electronics, cutting-edge forming technologies, engraving, and scientific refrigeration.We... Show more
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
Data AnnotationMission Bend, Texas$50.00 hourly
Remote
Full-time +1
DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own ... Show more
Financial Counselor
Lifepoint HealthRichmond, TX, United StatesFull-time +1
Westpark Springs is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast.We are driven by a profound commitment to prioritize your well-being so you ca... Show more
Analyst - Workforce
TDECUSugar Land, TX, United StatesFull-time
Works in conjunction with the Member Care (call center) and Branch Services to monitor the flow of member contacts, statistical trends and progress toward service goals and targeted response time.P... Show more
- diagnostic radiologist (from $ 319,714 to $ 375,000 year)
- cardiothoracic surgeon (from $ 112,500 to $ 300,000 year)
- hospital (from $ 34,320 to $ 249,505 year)
- oracle database administrator (from $ 102,500 to $ 245,700 year)
- psychiatrist (from $ 68,741 to $ 245,000 year)
- associate dentist (from $ 175,000 to $ 240,000 year)
- medical director (from $ 80,000 to $ 237,877 year)
- dentist (from $ 103,000 to $ 230,000 year)
- radiology assistant (from $ 78,127 to $ 226,750 year)
- data architect (from $ 132,313 to $ 226,000 year)
- Phoenix, AZ (from $ 66,960 to $ 100,000 year)
- Ontario, CA (from $ 46,878 to $ 90,000 year)
- Los Angeles, CA (from $ 45,825 to $ 80,010 year)
- Houston, TX (from $ 55,000 to $ 80,000 year)
- New York, NY (from $ 47,500 to $ 79,884 year)
- Chicago, IL (from $ 36,075 to $ 55,245 year)
- Philadelphia, PA (from $ 40,950 to $ 52,900 year)
The average salary range is between $ 45,825 and $ 75,152 year , with the average salary hovering around $ 55,000 year .
Financial Advisor
TradeJobsWorkforce77251 Houston, TX, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.