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US Browse · Houston · Wealth Manager

Wealth Manager in Houston

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Texas Wealth Practice Growth Leader
Mercer
Houston, TX, US
Not specified; not specified; benefits include pro...
On-site
+15y experience
15+ years investment consulting experience
Proven track record driving sales revenue
Senior level client relationship management
This role is responsible for leading and driving practice revenue growth while achieving specific sales targets within the Houston or Dallas geography
3 days ago
Premier Banker Woodlands Market St
Wells Fargo
The Woodlands, TX, US
Full time
Not specified (potentially in-branch based on the role's nature).
+4y experience
Proactive customer relationship acquisition
Strategic financial planning and discovery
Integrated multi-product solution delivery
This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive financial strategies across multiple banking products
4 days ago
Premier Banker Kuykendahl & Woodlands Pkwy
Wells Fargo
The Woodlands, TX, US
Full time
Not specified; not specified; not specified
+4y experience
4+ years customer service experience
3+ years relationship building
Proactive customer outreach
This role serves as the primary point of contact for affluent customers to grow and deepen relationships through scheduled appointments and proactive outreach
5 days ago
Premier Banker Crossroads
Wells Fargo
Houston, TX, US
Full time
Not specified; not specified; robust benefits + co...
+4y experience
4+ years customer service experience
3+ years relationship building
Proactive customer outreach skills
This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across life stages
5 days ago
Wealth Management Advisor - Santa Fe
U.S. Bank
Santa Fe, US
Full time
Base: $65,000 - $80,200; bonus/equity: eligible fo...
+5y experience
Bachelor's degree or equivalent experience
3-5 years financial sales experience
Finra series 7, 63, 65, or 66 license
The Wealth Management Advisor serves as the investment planning and insurance products lead on the Wealth Management Team
9 days ago
Wealth Management Client Associate- Houston Market
Merrill Wealth Management
Houston, Texas, United States
Full time
Not specified; not specified; not specified
Onsite
Client-centric mindset with strong work ethic
Ability to learn new technology platforms
Detail-oriented with sound judgment
This role provides essential client service support to multiple Financial Advisors while ensuring alignment with bank policies and procedures
14 days ago
Texas Wealth Practice Growth Leader
Marsh McLennan
Houston, TX, US
Full time
Hybrid
+15y experience
15+ years investment consulting experience
Proven track record driving sales revenue
Senior level client relationship management
This role requires leading and driving practice revenue growth while owning the sales pipeline from proposal to conversion
15 days ago
Private Wealth Director
Northern Trust
Houston, Texas, US
Full time
10-15 years industry experience
Series 7 and 63 licenses required
Bachelor's degree in finance or business
The Private Wealth Director serves as a trusted strategic advisor to the world's most successful individuals and families
15 days ago
Private Wealth Director
Northern Trust
Houston, Texas, US
Full time
Relationship management with high net worth clients
Wealth structuring and asset management expertise
Tax planning and estate planning knowledge
The Private Wealth Director serves as a trusted, strategic advisor helping sophisticated clients navigate complex financial needs across the Wealth Advisory segments
15 days ago
Private Wealth Director
Northern Trust
Houston, Texas, US
Full time
10-15 years industry experience
Series 7 and 63 licenses required
Bachelor's degree in relevant field
The Private Wealth Director serves as a trusted strategic advisor for the world's most sophisticated clients across Wealth Advisory and Private Client segments
15 days ago
Private Wealth Director
Northern Trust
Houston, Texas, US
Full time
10-15 years industry experience
Series 7 and 63 licenses required
Bachelor's degree in relevant field
The Private Wealth Director serves as a trusted strategic advisor for complex financial needs across the Wealth Advisory and Private Client Advisory segments
17 days ago
Texas Wealth Practice Growth Leader
Marsh & McLennan Companies Inc
Houston, TX, US
Full time
Hybrid
+15y experience
15+ years investment consulting experience
Proven track record driving sales revenue
Senior level client relationship management
This role is responsible for leading and driving practice revenue growth while achieving specific sales targets within the Houston or Dallas geography
17 days ago
Wealth Management Client Associate (fp)
Bank of America Merrill Lynch
Pasadena, CA, US
Full time
Base: $25.00 - $37.00 hourly; bonus/equity: discre...
Client service support
Financial advisor collaboration
Operational excellence
The role provides excellent client service by educating clients on the bank's full range of service and banking offerings
18 days ago
Private Wealth Management Trust Advisor - Jd, Llm, Ctfa, Cpa
Regions Financial
Houston, Texas, United States
Base: $116,187.31 - $167,554.50 usd; bonus/equity:...
On-site
+8y experience
8 years trust administration experience
Direct client interaction for fiduciary services
Knowledge of trust principles and tax matters
The Private Wealth Management Trust Advisor is responsible for acquiring personal trust, estate, IRA, and investment management client relationships
18 days ago
Private Wealth Management Wealth Advisor
Regions Financial
Houston, Texas, United States
Base: $148,786.18 - $230,214.00 usd; bonus/equity:...
On-site
+12y experience
12 years financial services experience
Bachelor's degree in business or finance
Expert relationship management skills
The role focuses on developing and maintaining portfolios of client relationships within the affluent and high net worth market segments
18 days ago
Wealth Advisor (houston, Tx)
Mercer Global Advisors
Houston, TX, United States
On-site
+15y experience
Bachelor's degree in business or finance
Cfp designation required
5 to 25 years experience
Mercer Advisors is an independent fiduciary ranked #1 RIA firm by Barron's that serves over 31,300 families across the U.S
33 days ago
Wealth Management Associate - Tx, Houston (2591)
Equitable Holdings
Houston, TX, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth management services
40 days ago
Wealth Management Associate - Retirement Benefits Group - Tx, Houston (3148)
Equitable Holdings
Houston, TX, US
Not specified; not specified; not specified
On-site
Retirement benefits planning
Wealth management expertise
Client relationship management
This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group
40 days ago
Banking Advisor Iii - Pnc Private Bank
PNC Financial Services Group
Houston, United States
Not specified; not specified; not specified
On-site
High-net-worth client relationship management
Expert credit solutions delivery
Cash management solutions expertise
Join the team as a Senior Banking Advisor at PNC Private Bank to guide high-net-worth clients through expert credit and cash management solutions
48 days ago
Wealth Management Client Associate - Houston, Tx
Bank of America (GHR)
Houston, TX, US
Full time
Not specified; not specified; not specified
Onsite
Client-centric mindset with strong work ethic
Proficiency in microsoft office and salesforce
Ability to learn new technology platforms quickly
Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy
52 days ago
Wealth Management Client Associate- The Woodlands, Tx
Merrill Wealth Management
The Woodlands, TX, US
Full time
Not specified; not specified; not specified
**
Client-centric mindset and strong work ethic
Excellent verbal and written communication skills
Proficiency with microsoft office and salesforce
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management
52 days ago
Wealth Management Client Associate - Houston, Tx
Job America
Houston, TX, US
Full time
Not specified; not specified; not specified
Onsite
Strong work ethic and results focus
Client-centric mindset in all actions
Ability to learn new technology platforms
Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy
52 days ago
Registered Wealth Management Client Associate - Houston, Tx
Merrill Wealth Management
Houston, TX, US
Full time
Not specified; not specified; not specified
Onsite
Finra series 7 license required
Finra series 66 license required
Sie certification mandatory
Merrill Wealth Management provides comprehensive investment advice and guidance to help clients pursue their life goals
52 days ago
Wealth Financial Advisor - Houston, Tx
Corebridge Financial Services
Houston, TX, United States
Full time
Fully remote
+2y experience
Personalized retirement planning
Financial planning experience
Company-provided technology
Corebridge Financial Services partners with financial professionals and institutions to enable more people to take action in their financial lives
66 days ago
Wealth Advisor
Corient
Houston, TX, United States
Full time
Onsite
Manage client service experience
Prepare financial reports and analyses
Provide value-added service and advice
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about
67 days ago

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Wealth Manager in Houston

Texas Wealth Practice Growth Leader

Premier Banker Woodlands Market St

Premier Banker Kuykendahl & Woodlands Pkwy

Premier Banker Crossroads

Wealth Management Advisor - Santa Fe

Wealth Management Client Associate- Houston Market

Texas Wealth Practice Growth Leader

Private Wealth Director

Private Wealth Director

Private Wealth Director

Private Wealth Director

Texas Wealth Practice Growth Leader

Wealth Management Client Associate (fp)

Private Wealth Management Trust Advisor - Jd, Llm, Ctfa, Cpa

Private Wealth Management Wealth Advisor

Wealth Advisor (houston, Tx)

Wealth Management Associate - Tx, Houston (2591)

Wealth Management Associate - Retirement Benefits Group - Tx, Houston (3148)

Banking Advisor Iii - Pnc Private Bank

Wealth Management Client Associate - Houston, Tx

Wealth Management Client Associate- The Woodlands, Tx

Wealth Management Client Associate - Houston, Tx

Registered Wealth Management Client Associate - Houston, Tx

Wealth Financial Advisor - Houston, Tx

Wealth Advisor