Talent.com
Financial Advisor
Financial AdvisorTradeJobsWorkforce • 77055 Houston, TX, US
Financial Advisor

Financial Advisor

TradeJobsWorkforce • 77055 Houston, TX, US
30+ 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.
Create a job alert for this search

Financial Advisor • 77055 Houston, TX, US

Similar jobs

Financial Advisor - First Horizon Bank

LPL FinancialHouston, TX, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at First Horizon bank in Houston, TX would allow you to join the Investm...Show more

 • Promoted

Financial Advisor - Endowments and Foundations

CAPTRUSTHouston, TX, United States
Full-time

Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat...Show more

 • Promoted • New!

Finacial Advisor

TradeJobsWorkForce77202 Houston, TX, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more

 • Promoted

Financial Advisor - Endowments and Foundations

CaptrustHouston, TX, United States
Full-time

Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat...Show more

 • Promoted

Merrill Advisor Development Program - Financial Advisor: Houston Market

Bank of AmericaHouston, TX, United States
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp...Show more

 • Promoted

Financial Advisor - First Horizon Bank

LPL Financial Holdings, Inc.Houston, TX, United States
Full-time

Your career path should lead to real opportunity.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at First Horizon bank i...Show more

 • Promoted

Financial Aid Advisor

CHCPHouston, TX, United States
Full-time

The Financial Aid Advisor position is a pivotal role within the educational framework, designed to ensure seamless financial aid planning and execution for CHCP students.This position requires a me...Show more

 • Promoted • New!

Voya Financial Advisor Houston

Voya Financial AdvisorsHouston, TX, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market.This position will be responsible for 403(b...Show more

 • Promoted

Financial Advisor

BOK FinancialHouston, TX, United States
Full-time

Houston -HOUS, Woodlands -WDLND.Financial Advisor; Wealth Management.Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Pr...Show more

 • Promoted

Financial Advisor

TradeJobsWorkforce77027 Houston, TX, US
Full-time

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 ins...Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyHouston, TX, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...Show more

 • Promoted

Financial Advisor

BBVA Global Wealth AdvisorsHouston, Texas, US
Full-time

The ideal candidate will be responsible for advising families on building, preserving and managing their wealth.The Financial Advisor will use knowledge of investments, financial planning, credit a...Show more

 • Promoted

Financial Aid Advisor

The College of Health Care ProfessionsHouston, TX, United States
Full-time

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity.The College of Health Care Professions (CHCP) is a Texas-based accredited career c...Show more

 • Promoted • New!

Financial Advisor

Wealth Enhancement GroupHouston, TX, United States
Full-time

Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's ex...Show more

 • Promoted

Financial Advisor - Houston Metro area and Surrounding Eastern Suburbs

Thrivent Financial for LutheransHouston, TX, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show more

 • Promoted

Wealth Financial Advisor - Houston, TX

Corebridge FinancialHouston, TX, United States
Full-time

At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more

 • Promoted

Advisor Financial Aid

Universal Technical InstituteHouston, TX, United States
Full-time

Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a.If you're detail-oriented, compassionate, and thrive in a c...Show more

 • Promoted

Merrill Advisor Development Program - Financial Advisor: Greater Houston Market

Bank of AmericaHouston, TX, United States
Temporary

Merrill Advisor Development Program - Financial Advisor: Greater Houston Market.Houston, Texas;Conroe, Texas; The Woodlands, Texas; Houston, Texas; The Woodlands, Texas.To proceed with your applica...Show more