Houston, Texas, United States · On-site
Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial…
Skills: Account Management, Advisory, Client Experience, Customer Focus, Oral Communications
Houston, Texas, United States · Hybrid
Company: US6469 Sysco Payroll, Division of Sysco Resources Services, LLC Sales Territory: None Zip Code: 77077 Travel Percentage: 0 COMPENSATION INFORMATION: The pay range provided is not indicative of Sysco’s actual pay…
Skills: Financial Planning & Analysis, Financial Modeling, Data Analytics, VBA, SQL
Houston, Texas, United States · On-site
$100k–$150k/yr
Who We Are Dower & Associates serves clients across the U.S. and we’re proud to carry forward the legacy and relationships of the firms that have joined our network. From Washington to Texas to New Jersey, our goal is to…
Skills: Tax Planning, GAAP, Financial Reporting, Client Relationship Management, Business Development
Houston, Texas, United States · On-site
Job DetailsJob Location: Central - Houston, TX 77006Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: AccountingCatholic Charities is looking for the right peo…
Skills: Microsoft Excel, Microsoft Word, Federal Funding Contracts, Private Funding Contracts, GAAP
Houston, Texas, United States · On-site
Position Summary Tic Solutions is currently recruiting for an Office Manager for a full-time position at our Houston, TX (Galleria) location. Responsibilities Office Operations & FacilitiesOpen/close the office dailyCoor…
Skills: Office Management, Facilities Management, Vendor Management, Contract Negotiation, Inventory Management
Atlanta, Georgia, United States · Hybrid
$105k–$115k/yr
About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management…
Skills: Strategic Planning, Corporate Communications, OKR & KPI Tracking, Talent Strategy, Workforce Planning
Houston, Texas, United States · On-site
Thank you for considering a career at Port Houston. We appreciate your interest in joining our team. By applying, you are taking an important step toward advancing your career with an organization committed to excellence…
Skills: Budgeting, Forecasting, Financial Planning, Terminal Logistics, Personnel Management
Houston, Texas, United States · On-site
Job DetailsJob Location: AIRLINE - Houston, TX 77022Position Type: Full TimeJob Category: SalesStart Your Career at A-MAX Insurance! At A-MAX Insurance, we are growing fast, and we want YOU to be part of our success! For…
Skills: Insurance Sales, Customer Service, Networking, Marketing, Vehicle Inspection
Houston, Texas, United States · On-site
CenterPoint Energy and its predecessor companies have been in business for more than 150 years. Our Vision: Our vision is to become the most admired utility in the United States through the execution of our long-term gro…
Skills: Source-to-Pay, System Administration, Project Management, Stakeholder Management, Process Design
Houston, Texas, United States · On-site
$50k–$75k/yr
Benefits: Health insurance Opportunity for advancement Paid time off Training & development 401(k) Bonus based on performance Competitive salary Flexible schedule ROLE DESCRIPTION: As a Customer Service Representative - …
Skills: Customer Service, Communication, Interpersonal Skills, Multitasking, Attention To Detail
Houston, Texas, United States · Hybrid
Description Description Fervo Energy is building the most cost-effective, repeatable geothermal power plants in the world. Achieving that mission at scale requires a tax function that is disciplined, well documented, and…
Skills: ASC 740, Income Tax Provision, Federal and State Tax Compliance, Tax Equity, ITC and PTC
Houston, Texas, United States · Hybrid
About NDT Global NDT Global is the leading provider of inline diagnostic solutions, advanced data insights, subsea inspection, and integrity management services that safeguard energy-sector infrastructure. The company is…
Skills: Financial Analysis, FP&A, Financial Modelling, Budgeting, Forecasting
Houston, Texas, United States · On-site
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Senior Lead Software Engineer at JPMorganChase within the Commercial and Inve…
Skills: AWS, Python, AI/ML, MLOps, Data Engineering
Houston, Texas, United States · Hybrid
Job Description H&M Group is a global company of strong fashion brands and ventures. Our goal is to prove that there is no compromise between exceptional design, affordable prices, and sustainable solutions. At H&M, we w…
Skills: Leasing, Negotiation, Market Analysis, Due Diligence, Business Case Preparation
Houston, Texas, United States · On-site
Goodwin and Co is seeking a community manager for an HOA in Magnolia JOB DUTIES AND RESPONSIBILITIES: Advise clients on financial strategies and other decisions Assess clients' assets, liabilities and overall financial c…
Skills: HOA Management, Financial Strategy, Vendor Management, RFP Development, Board Relations
Houston, Texas, United States · On-site
Overview Want to work for a fast-paced, innovative company? Tri Pointe Homes is always looking for individuals to help us push forward in our pursuit of high-level home buying. If this sounds like a career for you, apply…
Skills: Sales Contract Processing, Escrow Closing Coordination, Attention To Detail, Financial Data Analysis, MS Office
Houston, Texas, United States · On-site
$18/hr–$22/hr
Description Role Receive incoming calls and determines the products, services or resources that the caller requires (or could benefit from), then provide direct support services to customers; or, connects them with the s…
Skills: Customer Service, Call Handling, Cross-selling, Teller Functions, Identity Verification
Houston, Texas, United States · On-site
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Cost Estimating, Uncertainty Analysis, Benchmarking, MTO Development, Capital Expenditure Estimation
Houston, Texas, United States · Hybrid
At EQT, you won't just do a job—you'll help shape our future. Through Transparent Leadership, you'll work alongside leaders who value collaboration and ensure every voice is heard. Through Connected Impact, you'll see ho…
Skills: Natural Gas Market Analysis, Supply-Demand Modeling, Gulf Coast Market Expertise, Storage Optimization, Financial Trading Support
Houston, Texas, United States · Remote OK
$70k–$146k/yr
Tailored Brands is a leading specialty retailer of menswear, including suits, formalwear, sportswear, and a broad selection of business casual offerings. Our brands include Men's Wearhouse, Jos. A. Bank, Moores and K&G F…
Skills: SEC Reporting, U.S. GAAP, Financial Statement Preparation, Account Reconciliation, Journal Entries
Houston, Texas, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide comprehensive financial advice and customized solutions to help clients achieve their short and long-term goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads to internal partners.
Candidates must hold Series 7 and 66 licenses and have at least one year of experience in the investments and financial services industry. A high school diploma is required, and professional designations like CFP or CRPC are desired.
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Bi-lingual Spanish speaking
Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
High School Diploma / GED / Secondary School or equivalent
Monday - Friday and rotating Saturdays
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
There are currently 2,541 open finance & accounting positions in Houston, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, BNY, PNC, Confie, Amtex Insurance, among others. Browse the listings above to see every active employer.
Yes — 672 of the 2541 open finance & accounting positions offer remote or hybrid work (167 remote, 505 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
