Vice President, Financial Advisor Jobs in Houston, TX

Lead strategic financial planning and analysis, optimizing data-driven decision-making by leveraging Power BI dashboards for executive oversight across the organization, enhancing performance, and ens...

Lead strategic sales initiatives to expand market share and drive growth. Collaborate with cross-functional teams, enhance customer engagement, and achieve regional sales targets by leveraging your ex...

Lead a high-performing team to define financial analytics strategy and develop innovative tools in pharmacy consulting. Collaborate with stakeholders to drive insights and influence financial modeling...

Engage in strategic financial institution sales to cultivate and expand reseller partnerships. Drive the sales cycle, build executive relationships, and create revenue-generating opportunities while n...

Advance your career by managing complex projects and initiatives while liaising with business partners to evaluate trust acceptance and drive fiduciary advisory activities across multiple disciplines...

Unlock potential by cultivating capital relationships across various investment vehicles. Lead M&A advisory efforts and build essential networks with institutional allocators, family offices, and fina...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...

Lead financial planning and analysis to drive strategic business insights, optimize budgeting, forecasting, and reporting processes, while collaborating cross-functionally with senior leadership to en...

Optimize the Financial Crimes compliance framework, ensuring adherence to regulations while mitigating risks. Collaborate with various stakeholders to implement strategic initiatives within the WM and...

Empower growth by leading strategic sales initiatives in the financial markets. Drive client engagement, manage the sales pipeline, and foster relationships to exceed revenue targets in your territory...

Lead high-impact due diligence engagements, guiding teams and clients through financial analysis. Drive transaction clarity with insights on risks and opportunities, ensuring successful outcomes for p...

Drive compliance excellence by translating complex employee benefits regulations into clear insights. Develop educational materials and support advisory work, collaborating with teams to foster a cult...

Empower our growth by developing and optimizing product assortments across multiple channels, leveraging data-driven insights and strategic vendor partnerships to enhance customer experiences and driv...

Drive financial planning success by building strong client relationships and delivering tailored strategies for investments, insurance, and retirement solutions. Benefit from comprehensive training wh...

Join a team that's dedicated to empowering clients through tailored financial planning. Lead with entrepreneurial spirit, build meaningful relationships, and unlock unlimited earning potential while s...

Build meaningful client relationships and empower individuals through personalized financial planning. This entrepreneurial role focuses on client acquisition, management, and holistic solutions to he...

Engage as a financial advisor, helping clients navigate their financial journey through tailored plans and exceptional service, while enjoying the autonomy of business ownership and uncapped income po...

Empower a high-performing sales team by providing strategic coaching and guidance. Identify business opportunities to maximize revenue while fostering client relationships. Drive success with integrit...

Grow your expertise by developing comprehensive financial strategies for clients. Collaborate with senior planners to address complex needs and build lasting relationships while driving client acquisi...

Accelerate compliance operations excellence by leading high-risk regulatory activities, enhancing processes, and fostering cross-functional partnerships to ensure alignment with the Company’s Complian...

Join a team that empowers financial excellence by driving project finance initiatives. Contribute to crucial LNG export terminal projects through in-depth analysis, modeling, and stakeholder engagemen...

Support corporate underwriting by conducting complex financial analyses and client interactions. Collaborate with senior leadership to design credit solutions that align with client needs while managi...

Champion C-PACE financing transactions by providing expert legal counsel, overseeing drafting, due diligence, and collaboration on complex real estate transactions to drive successful outcomes across...

Drive sustainable revenue growth by leading the Revenue Operations team, enhancing GTM strategies, forecasting accuracy, and sales productivity through precise analytics and effective processes...

Champion strategic growth by evaluating M&A opportunities, conducting financial analysis, and supporting transaction execution while collaborating with leadership and cross-functional teams...