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41 wealth advisor jobs at 22 companies in Houston, TX

2w
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
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5d
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Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
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5d
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Senior Wealth Advisor
Houston or Miami or Florida
RemoteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
7+ YOECFP required; Series 7, 63 or 66 and SIE required or obtainable. Requires 7+ years in financial advice, planning, book management, and relationships, plus trust and estate planning expertise.
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1w
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Associate Wealth Advisor
Bay City or Brazoria or Freeport
$59k-$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOE3+ years client service experience in finance preferred. Requires Series 7 and Series 66 (or 63/65), life & health insurance license or obtain within ~120 days; proficiency with CRM and Microsoft Office; bachelor's preferred.
CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1w
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Wealth Advisor I
Houston, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
Bachelor's degree in business, finance, economics, or related field; FINRA securities licenses and insurance license required or obtainable within 120 days; strong organization, time management, and communication skills.
Microsoft computer applications
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5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires four-plus years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; client networking, business development, analytical, interpersonal, and relationship management skills.
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2d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOEFour-plus years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses required within three months if unlicensed; strong client, sales, analytical, and relationship skills.
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3mo
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Wealth Advisor (Houston, TX)
Houston, Texas, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
5+ YOEBachelor's degree; 5–25 years experience; CFP or other advanced certifications; strong knowledge of investments, tax, estate planning; willing to travel up to 50%.
Microsoft Office, Salesforce, Docusign, Box, Custodian Sites, Financial planning software
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1mo
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Wealth Business Advisor
Dallas or Houston
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance required, 5+ years working with affluent clients, retail and business lending experience, Series 7/66 and NMLS/SAFE compliance, strong sales, presentation, and financial planning skills.
Microsoft Office, CRM
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1mo
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Wealth Management Advisor II
Houston, Texas, United States
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOEBachelor's or equivalent required, 8+ years sales/client service in financial services, CFP/CFA/CPWA (or JD/CPA) required within timeframe, state life and health insurance licenses, NMLS/S.A.F.E. registration, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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1mo
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Financial Advisor Wealth Management
Houston, Texas, United States
OnsiteFull Time
First Service Credit Union
First Service Credit Union: A member-owned financial cooperative providing banking and lending services.
Series 7 and 66 required, CFP preferred; relationship-driven advisor with client-facing experience; strong communication and fiduciary mindset; familiarity with advisor technology and CRM.
Orion, Salesforce CRM
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2mo
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Wealth Managment Advisor - Houston, TX
Houston, Texas, United States
$65k-$80k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEBachelor's degree or equivalent experience, 3+ years financial sales experience (affluent clients preferred), FINRA Series 7 and 66 or Series 7 with 63/65, applicable state insurance license; strong financial planning and relationship skills.
MoneyGuidePro, Salesforce, Seismic
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3w
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Wealth Management Advisor - Houston, TX
Houston, Texas, United States
HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients; deep investment and financial planning knowledge; FINRA Series 7 and 63 required, Series 65/66 and life & health insurance license required within 120 days; CFP/CFA preferred.
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2d
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Private Wealth Advisor Associate
Houston, Texas, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE exam required before joining; Series 7 and 66 licenses required within 1–2 months.
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2w
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Centralized Wealth Advisor - Salt Lake City or Houston
Salt Lake City or Houston
$75k-$85k/yr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides banking, lending, and financial services to customers.
Bachelor's degree and experience with retirement and investment products; life/health insurance license; FINRA Series 7 and Series 66 (or Series 63 & Series 65); strong client relationship, communication, and Microsoft Office skills.
Microsoft Office
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3w
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Private Wealth Advisor I/II/III
Houston, Texas, United States
RemoteFull Time
Trustmark
TrustmarkNASDAQ: TRMK: Provides retail and commercial banking, wealth, and insurance services.
3+ YOEMinimum baseline: HS+Trust School+3 yrs or Bachelor's+5 yrs or Graduate+3 yrs; moderate knowledge of client/account administration; excellent communication; CTFA/CFP/CPA/CWS preferred.
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1mo
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Centralized Wealth Advisor - Salt Lake City or Houston
Salt Lake City or Houston
$75k-$85k/yr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
Bachelor's degree or equivalent experience; life/health insurance license; FINRA Series 7 and 66 (or 63 & 65); retirement and investment product knowledge; strong client relationship and communication skills; Microsoft Office experience.
Microsoft Office
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2mo
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Credit Advisor - Global Wealth & Investment Management
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years of commercial credit or wealth management credit experience; strong communication; ability to structure complex loans; UHNW knowledge.
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3w
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Credit Advisor - Global Wealth & Investment Management
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial or wealth management credit experience, strong credit and communication skills, ability to structure complex loans and manage loan portfolios.
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2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
New York Life Insurance
New York Life Insurance: Providing life insurance, annuities, and long-term investment solutions.
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
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