7 Financial Advisor Qualifications Jobs in Houston, TX
-
Financial Advisor (Bilingual | English and Hindi) Magellan Financial & Insurance Services, Inc. - Houston, TX, United States as a financial advisor. Qualifications and Skills: Active Life and Health Insurance License and Series 65 or 66 License. Strong sales, communication, and closing skills. Experience in front of clients is preferred 9 days ago
-
Controller Robert Half - Houston, TX, United States with financial reporting requirements. Qualifications: CPA designation preferred. Public accounting experience preferred. Bachelor's degree in Accounting, Finance, or a related field. Proven experience 9 days ago
-
J.P. Morgan Wealth Management - Private Client Advisor - Katy/ Houston, TX JPMorgan Chase Bank, N.A. - Houston, TX qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client 8 days ago
-
Finance Manager Navitas Resourcing Group - Houston, TX, United States : As the Finance and M&A Manager, you will: Engage in the full M&A lifecycle: financial modeling, due diligence, closing, and integration. Work with advisors and internal teams, preparing deal calendars 12 days ago
- Forum: Start a Discussion Join
-
Wealth Advisor Tanglewood Total Wealth Management - Houston, TX, United States professionals (CPA, Estate Planning Attorney, etc). Keep current on financial planning topics including wealth transfer strategies, retirement needs, Social Security, and tax planning. Qualifications Bachelor's 27 days ago
-
Private Wealth Senior Investment Manager Bank of America Merrill Lynch - Houston, Texas, USA and Valuation Trade Monitoring Trading Client Investments Management Client Solutions Advisory Financial Analysis Financial Forecasting and Modeling Wealth Planning Qualifications Series 7, 63/65 or 66 20 days ago
-
Financial Advisor Strategic Financial Group - Houston, US . Qualifications: Bachelor's Degree U.S. Citizenship or Permanent Residency Your Impact: Act as a pivotal advisor for clients, guiding them through financial planning, risk management, retirement strategies More than 30 days ago
Top locations