108 wealth jobs at 41 companies in Liberty, TX
1w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
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.
22h
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Houston, Texas, United States
OnsiteFull Time
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.
2mo
Save
Mark Applied
Hide
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.
2d
Save
Mark Applied
Hide
Wealth Relationship Manager
Houston, Texas, United States
OnsiteFull Time
Requires FINRA Series 7 and 66 or Series 63 and 65, life and health insurance licenses, wealth planning and financial sales experience, regulatory knowledge, and strong communication and sales skills.
3mo
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
Wealth Relationship Manager
Houston, Texas, United States
$100k-$200k/yr OnsiteFull Time
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses. Requires wealth planning, financial sales, regulatory, AML, communication, influencing, and relationship-building expertise.
Anti Money Laundering (AML)
2w
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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)
1mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
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.
3d
Save
Mark Applied
Hide
Senior Wealth Advisor
Houston or Miami or Florida
RemoteFull Time
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.
1mo
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
Wealth Advisor I
Houston, Texas, United States
OnsiteFull Time
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
1w
Save
Mark Applied
Hide
Wealth Support Specialist II (Houston, Texas)
Houston, Texas, United States
OnsiteFull Time
4+ YOEUndergraduate degree or 4+ years banking experience; strong banking, lending, commercial, and wealth management knowledge; Microsoft Office proficiency; excellent organization, communication, and client service skills; occasional overnight travel.
Microsoft Office
4d
Save
Mark Applied
Hide
Director of Wealth Market Development
Birmingham or Alabama or Houston or Memphis or Florida or Atlanta or Mobile or Jackson
OnsiteFull Time
10+ YOEBachelor's degree plus 12 years or graduate degree plus 10 years of wealth management sales and service experience; proven sales or management success and strong strategic, communication, and relationship-building skills.
3mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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