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94 wealth management jobs at 37 companies in Houston, TX

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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
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
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1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or 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 or West Palm Beach
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or 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
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
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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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2w
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
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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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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Wealth Management Advisor - Houston, TX
Houston, Texas, United States
$100k-$110k/yr HybridFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of affluent clients, deep investment and planning knowledge, FINRA Series 7 and 63 required, Series 65 or 66 required, life and health insurance license within 120 days, CFP/CFA preferred, strong client relationship and sales skills.
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XC Wealth Management Consultant - Houston
Houston or United States
$75k-$100k/yr FieldFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Proven third‑party distribution sales track record; deep knowledge of ETFs, mutual funds, SMA, CIT; ability to lead a territory team; strong presentation, portfolio construction, and relationship skills; Excel/PowerPoint/Tableau experience; industry designations preferred.
Microsoft Excel, Microsoft PowerPoint, Tableau
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Wealth Strategist I - PNC Wealth Management
Phoenix or Chicago or Washington or Cincinnati or Dayton or Louisville or Houston or Philadelphia or Princeton or Pittsburgh or Denver
$64k-$128k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree typically required, 2+ years relevant experience; develops and implements tax, estate, and financial plans; performs client prospecting, relationship management, and asset retention.
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3w
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Director, Wealth Portfolio Management
New Orleans or Tampa or St. Petersburg or Gulfport or Houston
OnsiteFull Time
Hancock Whitney
Hancock WhitneyNasdaq: HWC: Provides regional banking, lending, and investment management services.
7+ YOEBachelor's in Business/Finance/Accounting,7+ years investment and financial analysis experience,CFA or CIMA preferred,advanced knowledge of trusts,investment products and regulations,advanced Microsoft Office,Bloomberg and Morningstar Direct skills.
Microsoft Office, Bloomberg Professional, Morningstar Direct
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4w
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Wealth Management Client Associate
The Woodlands, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft and CRM tools; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1w
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Registered Wealth Management Client Associate
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Requires FINRA SIE, Series 7, and Series 66 licenses; advanced investment product knowledge; client service, communication, judgment, adaptability, and computer application skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Wealth Relationship Manager
Houston, Texas, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
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.
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Wealth Relationship Manager
Houston, Texas, United States
$100k-$200k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
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)
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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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1mo
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Vice President, Wealth Planner - Sugar Land, TX
Sugar Land, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5+ years in financial services or related fields, 3–5 years in financial planning, Series 7 and 66 licenses, strong wealth planning, investment management, client relationship, sales, and technology skills.
planning software
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1w
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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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Financial Services - Tax - Wealth and Asset Management - Senior
New York or Boston or Providence or Jericho or Iselin or Hoboken or Secaucus or Stamford or Chicago or Dallas or Houston or Charlotte or Greenville
$91k-$150k/yr HybridFull Time
EY
EY: Global firm providing audit, tax, and professional consulting services.
2+ YOEBachelor's degree, typically 2+ years relevant financial services tax experience; CPA or attorney required (or ability to obtain); federal/state tax compliance expertise; strong analytical, communication and tax technology skills.
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
Westwood Holdings Group
Westwood Holdings GroupNYSE: WHG: Offers investment management and private wealth advisory services.
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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1w
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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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