81 wealth jobs at 40 companies in Angleton, TX
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
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Regional Wealth Manager
Houston or Plano or Gulfport or Alabama or Florida or Louisiana or Mississippi or Tennessee or Texas
OnsiteFull Time
10+ YOE7+ MgmtBachelor's in business/finance required; 10+ years private banking/wealth experience and 7+ years management. Series licenses and life & health licenses strongly preferred. Strong communication, client service, analytical skills and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3mo
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Private Wealth Consultant
Houston, Texas, United States
FieldFull Time
1+ YOEBachelor's degree required. SIE, Series 7 and Series 63 required or to be obtained; 1+ years financial services or private wealth experience preferred; strong communication, presentation, analytics, and CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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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
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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Wealth Strategist
Dallas or Houston
OnsiteFull Time
7+ YOELaw degree required; 7+ years private law or transfer-tax/trusts & estates experience for UHNW clients; Series 7 & 66 or ability to obtain in 120 days; strong tax/legal research and writing; MS Office and estate-planning tools proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Brentmark Estate Planning Tools (aka NumberCruncher)
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Wealth Strategist I - PNC Wealth Management
Phoenix or Chicago or Washington or Cincinnati or Louisville or Houston or Philadelphia or Princeton or Pittsburgh or Denver
$64k-$128k/yr OnsiteFull Time
2+ YOEDevelop and implement tax, estate, and financial planning; acquire and retain clients; 2+ years relevant experience and typically a bachelor's degree; strong client relationship, analytical, and communication skills.
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
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Associate Wealth Advisor
Bay City or Brazoria or Freeport
$59k-$70k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (or 63/65) required, life & health insurance license or obtain within ~120 days; bachelor's preferred; 3 years client service experience in finance preferred; CRM and Microsoft Office proficiency.
CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Senior Wealth Strategist
Dallas or Houston
OnsiteFull Time
10+ YOEBachelor's degree and CFP, JD, CPA, or LLM required; 10+ years in financial/estate planning; advanced expertise in estate, tax, insurance, investment and cash flow planning; strong communication and sales experience.
Life360
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Associate Wealth Advisor
Bay City or Brazoria or Freeport
$59k-$70k/yr OnsiteFull Time
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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Wealth Advisor (Houston, TX)
Houston, Texas, United States
$85k-$145k/yr HybridFull Time
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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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
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Wealth Business Advisor
Dallas or Houston
OnsiteFull Time
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
2d
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Wealth Sales Coach
Houston, Texas, United States
OnsiteFull Time
Bachelor's or equivalent experience; maintain Series 7, Series 63, Series 24 and either Series 65 or 66 (obtain Series 24 within 120 days if needed); eligible to supervise FINRA-registered reps; General Lines Agent license or ability to obtain within 120 days; proven sales and leadership skills; Microsoft proficiency.
3w
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Wealth Planning Associate
Houston, Texas, United States
OnsiteFull Time
Bachelor's degree in business/finance/economics or similar, Series 7 and 66 (or 63/65), CFP preferred or commitment to obtain, proficiency in Microsoft Office and MoneyGuidePro, strong analytical and communication skills, ability to travel up to 50%.
MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Phoenix or Boise or Houston or Salt Lake City
OnsiteFull Time
4+ YOE4+ years financial services/wealth operations experience, high school diploma or equivalent, Series 7 & 66 (or 63/65) and life & health licensing preferred, proficiency with Salesforce Financial Services Cloud and analytics tools, strong communication and problem‑solving.
Salesforce Financial Services Cloud, Copilot
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Sr Wealth Planning Strategist
Houston or Salt Lake City
OnsiteFull Time
10+ YOEBachelor's degree, 10+ years in financial/tax/estate planning for high-net-worth clients, CFP/CPA/JD/MBA preferred, advanced federal transfer tax knowledge, business succession and estate strategy experience.
1w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
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Wealth Management Internship: Fall 2026
Houston, Texas, United States
$18-$21/hr OnsiteInternship
College junior/senior or post-grad candidates with 3.2+ GPA; finance/business/accounting/financial planning majors preferred; strong research, technology, organizational, communication skills; initiative and professional presence.
eMoney, Morningstar, Dorsey Wright Point & Figure