Financial Advisor Jobs in Houston, TX
Financial Advisor jobs in Houston are concentrated in the Energy Corridor, Galleria, and Downtown financial district, with strong demand from wealth management firms, banks, and the city's deep energy-sector client base. Employers hiring right now include Bank of America, Strategic Financial, and ENGIE. Find a role that fits below and apply directly.
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Showing 5 of 135+ Financial Advisor jobs
Please note that this is an evergreen job posting designed to attract individuals interested in future opportunities. While it does not correspond to a specific open position, submitting your resume here will enable our recruiters to reach out to you as new opportunities arise.
For those seeking immediate openings, we invite you to visit our ENGIE career page to explore current opportunities.
- Compile and review financial statement reporting packages to ensure they comply with IFRS or US GAAP, as applicable, and comply with contractual partnership reporting requirements.
- Strengthen coordination of the EHI statutory audit and external partnership audits, including audit planning, timeline management, status tracking, issue escalation, and timely resolution of audit matters.
- Actively participate in drafting, reviewing, and tying out EHI financial statement footnotes and disclosures to ensure the audited financial statements are complete, accurate, internally consistent, and in full compliance with applicable IFRS requirements.
- Coordinate with Accounting, Tax, Treasury, Legal, Technical Accounting, FP&A, Operations, Asset Management, and other ENGIE teams to ensure audit PBC requests are assigned, collected, reviewed, and submitted to external auditors on time and without unnecessary delay.
- Participate in recurring audit meetings with external auditors and internal stakeholders, maintain action item trackers, monitor open items and audit progress, and proactively follow up to keep the audit on schedule.
- Resource plan, in coordination with the Financial Control and Reporting Director, to meet all reporting and audit deadlines, identify process bottlenecks and efficiency opportunities, and ensure appropriate ownership and accountability across audit deliverables.
- Independently research and resolves financial reporting issues.
- Continuously engage with business units’ plant and project accounting, operations, business development, and asset optimization teams to coordinate and prepare responses for special requests for the business unit.
- Manage internal partnership management activities, including gathering data, providing analysis, preparing reports, making recommendations, driving productivity initiatives, and corrective actions.
- Coordinate the integration of new acquisitions into the audit and financial reporting processes.
- Bachelor’s degree in accounting or finance required, CPA certified or currently in progress towards the certification.
- 7+ years’ experience in external audit, audit coordination, or external financial reporting background for various stakeholders.
- Experience managing external audit deliverables for a large corporate group, including audit planning, PBC coordination, financial statement review, disclosure support, and direct interaction with external auditors.
- Public accounting or Big 4 audit experience, or equivalent experience managing complex annual audits and audited financial statement processes, is strongly preferred.
- 7+ years’ experience in the energy industry preferred.
- 7+ years of accounting for tax equity partnerships preferred.
- Internal management reporting experience is preferred.
- Proficient in Microsoft Office Products including advanced Excel.
- Energy sector planning and analysis experience with relevant academic qualifications and intimacy with financial statements.
- Deadline driven with project management skills necessary for cross-organizational coordination and on-time delivery of results and presentations.
- This role is eligible for our hybrid work policy
- Must be willing and able to comply with all ENGIE ethics and safety policies
Compensation
Salary Range will be included in the formal job posting once a specific level of opportunity is determined and posted.
Why this matters to us
Our organisation is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We offer reasonable accommodations upon request for individuals with disabilities.
Please note that this is an evergreen job posting designed to attract individuals interested in future opportunities. While it does not correspond to a specific open position, submitting your resume here will enable our recruiters to reach out to you as new opportunities arise.
For those seeking immediate openings, we invite you to visit our ENGIE career page to explore current opportunities.
- Compile and review financial statement reporting packages to ensure they comply with IFRS or US GAAP, as applicable, and comply with contractual partnership reporting requirements.
- Strengthen coordination of the EHI statutory audit and external partnership audits, including audit planning, timeline management, status tracking, issue escalation, and timely resolution of audit matters.
- Actively participate in drafting, reviewing, and tying out EHI financial statement footnotes and disclosures to ensure the audited financial statements are complete, accurate, internally consistent, and in full compliance with applicable IFRS requirements.
- Coordinate with Accounting, Tax, Treasury, Legal, Technical Accounting, FP&A, Operations, Asset Management, and other ENGIE teams to ensure audit PBC requests are assigned, collected, reviewed, and submitted to external auditors on time and without unnecessary delay.
- Participate in recurring audit meetings with external auditors and internal stakeholders, maintain action item trackers, monitor open items and audit progress, and proactively follow up to keep the audit on schedule.
- Resource plan, in coordination with the Financial Control and Reporting Director, to meet all reporting and audit deadlines, identify process bottlenecks and efficiency opportunities, and ensure appropriate ownership and accountability across audit deliverables.
- Independently research and resolves financial reporting issues.
- Continuously engage with business units’ plant and project accounting, operations, business development, and asset optimization teams to coordinate and prepare responses for special requests for the business unit.
- Manage internal partnership management activities, including gathering data, providing analysis, preparing reports, making recommendations, driving productivity initiatives, and corrective actions.
- Coordinate the integration of new acquisitions into the audit and financial reporting processes.
- Bachelor’s degree in accounting or finance required, CPA certified or currently in progress towards the certification.
- 7+ years’ experience in external audit, audit coordination, or external financial reporting background for various stakeholders.
- Experience managing external audit deliverables for a large corporate group, including audit planning, PBC coordination, financial statement review, disclosure support, and direct interaction with external auditors.
- Public accounting or Big 4 audit experience, or equivalent experience managing complex annual audits and audited financial statement processes, is strongly preferred.
- 7+ years’ experience in the energy industry preferred.
- 7+ years of accounting for tax equity partnerships preferred.
- Internal management reporting experience is preferred.
- Proficient in Microsoft Office Products including advanced Excel.
- Energy sector planning and analysis experience with relevant academic qualifications and intimacy with financial statements.
- Deadline driven with project management skills necessary for cross-organizational coordination and on-time delivery of results and presentations.
- This role is eligible for our hybrid work policy
- Must be willing and able to comply with all ENGIE ethics and safety policies
Compensation
Salary Range will be included in the formal job posting once a specific level of opportunity is determined and posted.
Why this matters to us
Our organisation is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We offer reasonable accommodations upon request for individuals with disabilities.
See All 135+ Financial Advisor Jobs in Houston
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Find Financial Advisor JobsFinancial Advisor Job Market in Houston
Who's Hiring
- Bank of America31
- Strategic Financial18S
- ENGIE6
- Stifel6
- U.S. Bank6
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
Financial Advisor Jobs in Houston: Frequently Asked Questions
How do I get a financial advisor job in Houston?
Focus on Houston's dominant hiring pools: large regional banks, independent wealth management boutiques in the Galleria corridor, and financial services firms serving the energy and healthcare industries. Candidates who understand high-net-worth client needs stand out, since Houston's oil-and-gas wealth concentration shapes what local firms prioritize. A Series 65 or Series 7 license plus familiarity with alternative investments gives you a clear edge in this market.
Which companies hire financial advisors in Houston?
Companies currently hiring financial advisors in Houston include Bank of America, Strategic Financial, and ENGIE, per current listings on Migrate Mate as of August 2026. Houston's hiring mix is broad, ranging from global wirehouse branches and regional bank wealth divisions to independent registered investment advisors serving the city's energy and medical communities.
Are there remote financial advisor jobs in Houston?
Yes, though client-facing advisory roles remain predominantly in-person given the relationship-driven nature of the work. About 23% of financial advisor openings tied to Houston are remote or hybrid as of August 2026, reflecting a mix of scheduling flexibility and in-office requirements. Financial planning, paraplanner, and portfolio support roles tend to offer the most remote availability within Houston-based firms.
How can I get a financial advisor job in Houston with little or no experience?
The most realistic entry path in Houston is a client associate or paraplanner role at a regional bank branch or independent advisory firm, particularly those serving the Galleria and Memorial areas where advisor teams run large. Houston's large insurance carriers also hire entry-level financial representatives with full training programs. Earning a Series 65 before you apply, and demonstrating any background in Houston's energy or healthcare industries, separates entry-level candidates in a competitive local pool.
Which industries hire the most financial advisors in Houston?
The sectors hiring the most financial advisors in Houston are Banking & Financial Services and Investment & Asset Management, based on current listings on Migrate Mate as of August 2026. Houston's outsized concentration of energy-sector wealth, one of the largest medical centers in the country, and a dense base of multinational corporate headquarters all drive consistent local demand for advisory professionals.
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