Investment Advisor Jobs in Houston, TX

Drive impactful sales relationships in retirement planning by engaging with brokers, agents, and financial advisors across your territory. Showcase your expertise in 401(k) proposals while collaborati...

Lead client engagement efforts by optimizing estate planning, ensuring compliance, and adapting strategies to meet High Net Worth families' needs, while collaborating with internal teams to foster las...

Manage strategic client relationships within the transportation sector, driving growth and enhancing risk outcomes by leveraging insurance expertise and program management skills. Collaborate across t...

Engage with real estate investors to expand your client base by connecting them with exclusive off-market properties, guiding deals from start to finish while leveraging expert team support and advanc...

Deliver advanced tax strategies while leading and mentoring a team. Build client relationships and refine strategy systems. Drive process improvements and embrace AI tools to enhance efficiency in a h...

Engage in land transactions within the Unconventional portfolio, supporting due diligence and negotiations to maximize value and ensure compliance with regulatory standards while collaborating with in...

Unlock the potential of specialty energy assets by managing a complex portfolio, ensuring compliance with fiduciary standards, and collaborating with stakeholders to deliver strategic asset management...

Develop cutting-edge solutions and drive the platform strategy for an elite service targeting ultra-high-net-worth clients, ensuring optimal advisor and client experiences through effective collaborat...

Seek to innovate data modeling across the enterprise by creating clear, structured schemas and optimization strategies within Snowflake. You'll drive governance, enhance performance, and ensure discov...

Unlock potential by becoming a trusted expert in advanced wealth planning strategies for high-net-worth clients. Collaborate with advisors to craft personalized solutions that ensure financial securit...

Transform your career by managing diverse stock, bond, and option portfolios. This role blends investment management with quantitative trading to drive data-driven strategies and portfolio performance...

Grow with us as you guide individuals through equity compensation and financial planning. Engage with clients remotely, providing personalized financial insights that help navigate various stages and...

Unlock potential by leading Finance data strategy, governance, and transformation initiatives. Collaborate across teams to enhance financial reporting, analytics, and decision-making while ensuring da...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Drive success by converting high-net-worth prospects into clients through effective sales strategies. Leverage provided leads and resources to showcase wealth management solutions, enhancing client sa...

Drive innovation at scale by leading the development of robust data pipelines and frameworks. Mentor teams, streamline processes, and ensure data solutions meet quality and security standards, contrib...

Drive the creation of innovative data platforms by leading the design and optimization of advanced data pipelines. Collaborate with cross-functional teams to align data solutions with enterprise stand...

Drive impactful data solutions by leading advanced data engineering initiatives. Shape high-performance data pipelines and mentor engineers to ensure scalable, secure, and reliable data platforms full...

Optimize data solutions by leading the design and execution of scalable data pipelines. Manage complex initiatives and mentor engineers while ensuring data governance and performance of enterprise pla...

Engage in critical analysis and trading of structured products to optimize investment opportunities. Leverage your expertise in RMBS, ABS, and CLOs while collaborating with the investment team to driv...

Empower banking professionals to thrive by managing dynamic projects and collaborating with senior teams. Build strong relationships and drive successful transaction execution while honing organizatio...

Lead the charge in valuing commercial properties, ensuring accurate appraisals, mitigating risk, and guiding lending teams through insightful analysis and regulatory compliance for diverse property ty...

Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...

Lead the charge in software development by implementing best practices, influencing solutions, and fostering collaboration in a full-stack environment. Drive successful project delivery while mentorin...

Drive excellence in retirement plan documentation by leading a skilled team, managing projects, coaching associates, and ensuring compliance with service standards for optimal outcomes...