Risk & Control Advisor - Generative AI - Houston

S+H Search is partnering with a fast-growing, independent wealth management firm backed by seasoned leadership and a strong fiduciary philosophy. · This is an ideal platform for advisors who value independence, collaboration and true client-centric planning—without corporate red ...

The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. · Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identificati ...

Our business is literally booming and we do not have enough advisors to handle our volume Automotive Service Advisor experience/certifications are preferred but we would like to talk with all qualified candidates. · Automotive Service Advisor / Writer Responsibilities: · Schedule ...

A Houston-based fiduciary wealth management and financial advisory firm is hiring a Wealth Manager to own complex client relationships. · ...

Wealth Planning Strategist based in Houston TX actively looking for exceptionally talented individuals who are collaborative confident motivated to provide first-class experience to clients of BBVA Global Wealth Advisors GWA. · ...

The Private Wealth Strategist works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. · Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families. · Design, create ...

A Houston-based fiduciary wealth management and financial advisory firm is hiring a Wealth Manager to own complex client relationships. · ...

+ The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management.+ · + · + Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity ide ...

This is a full-time remote role for a Processor at Legacy Insurance Advisors, LLC. The Processor will be responsible for handling insurance documentation, · maintaining accurate records, · processing policies, · and assisting in managing client information.Proficiency in managing ...

A Houston-based fiduciary wealth management and financial advisory firmis hiring a Wealth Manager to own complex client relationships, · deliver holistic financial plans, · and execute sophisticated strategies across investments, · insurance,and estate planning.This role blends c ...

The ideal candidate for our Investment Counselor role will be responsible for generating revenues for the business. · Develops customized investment proposals for Private Clients based on the Investment Strategy proposed by DEI and creates customized Strategies and/or financial p ...

A Houston-based fiduciary wealth management and financial advisory firm is hiring a Wealth Manager to own complex client relationships, · deliver holistic financial plans, · and execute sophisticated strategies across investments, · insurance, · and estate planning. · ...

LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX and Waco, TX. · ...

We run an honest shop and need honest hard-working techs to diagnose and repair vehicles while maintaining a positive attitude. · Examine and diagnose vehicles. · Discuss repairs with shop foreman or service advisor. · ...

Establishes a knowledge center within the dealer organization to improve product resolution cycle times Enables improved communication sharing of best practices among all servicing locations Works with the Service ManagersService Advisors to help solve problems Helps to improve T ...

As a Technology Service Desk Intern, you will work with the Service Desk team and demonstrate curiosity and passion for technology. · ...

Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm. · Manage client relationships and guide them toward wealth goals. · Create and review financial plans, implement strategies, and recommend inves ...

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. · ...

The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. · Ability to prioritize in a fast-paced environment while maintain ...