Investment Advisor Jobs in Houston, TX

Unlock potential by delivering comprehensive financial and tax guidance to employees through digital platforms. Collaborate with a remote team to enhance user experience and support clients in achievi...

Elevate the mortgage lending landscape by pioneering renovation financing. As a Senior Loan Officer, you will expand your referral network and empower homeowners to access their future home value, dri...

Join a team that cultivates strong relationships with equity compensation clients while driving client satisfaction and operational effectiveness. Lead strategic initiatives in a dynamic environment t...

Analyze and enhance financial forecasting and reporting for business units, driving informed decision-making and supporting budgeting and strategic initiatives to improve operational performance...

Empower clients by developing business, negotiating leases, and marketing commercial real estate properties to drive success and growth in a dynamic environment, leveraging strong relationships and ma...

Oversee a portfolio of mass affluent client relationships, leveraging financial planning expertise to provide integrated banking, investment, and insurance solutions, while driving growth and exceptio...

Shape and enhance financial relationships within the mass affluent market, delivering personalized banking, investment, and planning services. Contribute to revenue growth through client acquisition a...

Optimize team performance by leading the residential mortgage underwriting process, ensuring compliance and accuracy in credit decisions while driving operational excellence and fostering collaboratio...

Unlock potential by managing land development entitlements, coordinating with government entities and internal teams for project approvals, while ensuring compliance and timely execution of permits an...

Lead engineering for premier platforms, balancing production health and velocity. Directly mentor team members while driving technical strategies and AI integration. Collaborate across teams to enhanc...

The Analyst in Mortgage Capital Markets will contribute to the success of the team by executing individual goals and supporting business strategies. Responsibilities include preparing marketing presen...

Lead the charge in transforming accounting operations while driving strategic growth initiatives in a dynamic, private equity-backed organization. Foster financial accuracy, build scalable systems, an...

Drive successful project delivery in HEOR by managing complex client-facing initiatives. Collaborate with cross-functional teams to ensure timely execution, risk management, and adherence to high-qual...

Deliver strategic operations leadership to enhance loan enablement, driving metrics, improving client experiences, and fostering best practices across multiple teams for optimized service delivery and...

Empower compliance processes by preparing complex government filings, mentoring team members, and ensuring accuracy, while maintaining high service standards and developing knowledge of intricate comp...

Advance your career by managing Operations teams focused on Loan Enablement. Drive operational excellence and implement metrics while collaborating with key stakeholders to align on objectives and del...

Join our dynamic team to shape the future of Operations by optimizing client experiences and driving efficiency within our service delivery groups, all while leading strategic initiatives and fosterin...

Drive analysis of interest rate risk for mortgage loans, collaborating with teams to implement risk-management strategies while ensuring efficient resolution of issues related to secondary market deli...

Pioneer transformative compliance strategies within financial services, leading large-scale programs on KYC, AML, and fraud. Collaborate with executive teams to enhance operational excellence and driv...

Accelerate your career by driving SBA loan financing for business growth. Cultivate strong relationships, utilize analytical skills, and exceed sales targets through innovative solutions and community...

Pioneer transformative growth in the Greater Houston market, nurturing relationships and expanding partnerships within the real estate sector to drive success in title, escrow, and closing services wh...

Transform financial reporting oversight through collaboration with cross-functional teams. Manage processes ensuring accuracy and compliance with U.S. GAAP. Drive continuous improvement while leading...

Unlock potential by leading proposal efforts that drive RFP/RFI responses, enhance win rates, and foster client relationships. Collaborate across teams to deliver high-stakes proposals while maintaini...

Contribute to a dynamic team that manages high-risk multifamily and senior housing loans, analyzing risks and making strategic recommendations to safeguard assets and enhance portfolio performance...

Elevate corporate planning initiatives by analyzing financial data, forecasting metrics, and collaborating across departments. This senior role drives strategic direction and supports capital allocati...