364 wealth jobs at 104 companies in Texas
1d
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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
2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
3d
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Wealth Management Specialist
San Antonio, Texas, United States
OnsiteFull Time
Provide client service and operations support for wealth management teams; knowledge of Merrill Wealth Management, SAFE Act registration for mortgage origination when applicable, high school diploma/GED, Salesforce experience preferred.
Salesforce
1mo
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AVP, Wealth Advisor
Austin or United States
RemoteFull Time
2+ YOESeries 65 or 66 required, 2+ years in financial planning or wealth management, strong financial planning fundamentals, relationship-focused, self-starter able to manage a pipeline; CFP is a plus.
eMoney, MoneyGuidePro
3mo
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Senior Wealth Advisor
Fort Worth or United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, financial planning experience preferred; CFP®/CFA preferred; bachelor’s in finance/business/economics preferred.
1mo
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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
2mo
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Director, Wealth Advisor
Austin, Texas, United States
RemoteFull Time
10+ YOEDrive client acquisition, pipeline development, and growth in Austin; 10+ years wealth management; CPA/CFP/CFA preferred; strong relationship and sales skills.
CRM, Financial planning software
3w
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Wealth Management Administrator
Lubbock, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree or equivalent, 2+ years wealth management or trust administration, CTFA preferred, strong communication, analytical and MS Office skills, high ethics, U.S. work authorization required.
Microsoft Office
1mo
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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.
2mo
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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
4w
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Private Wealth Consultant
Texas or St Petersburg
RemoteFull Time
10+ YOEBachelor's degree and minimum 5 years wealth management/financial planning experience preferred; CFP and FINRA Series 7 beneficial; strong communication, technical and project skills; ability to obtain licenses as required.
4w
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
7+ YOE7+ years planning-related experience preferred; advanced knowledge of trust, estate, tax, wealth transfer, investments; JD/CPA/CFP desired; proficiency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and WealthMaster.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
1mo
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Wealth Advisory Manager
Southlake or Dallas or San Francisco or New York City or Seattle or San Diego or Naples
$100k-$140k/yr HybridFull Time
3+ YOE3+ years client-facing advisory experience in wealth management; CFP preferred; 4-year degree in finance-related field; proficiency with MoneyGuide Pro, eMoney, Orion, Salesforce, Excel and PowerPoint; strong financial and communication skills.
MoneyGuide Pro, eMoney, Orion, Salesforce, Microsoft Excel, Microsoft PowerPoint
4w
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Private Bank Wealth Advisor III
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 5+ years wealth management/financial advisory/sales experience, securities and life insurance licenses preferred, strong communication and multitasking skills.
1mo
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Wealth Advisor, Schwab Wealth Advisory
Austin, Texas, United States
$110k-$160k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or ability to obtain), strong client relationship, time management, financial planning skills; CFP®/CFA® preferred.
2w
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Wealth Advisor - PNC Wealth Management
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEBachelors preferred and 3+ years relevant experience. Requires FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong prospecting, relationship and financial planning skills.
1w
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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.
1mo
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Wealth Advisor
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree in business/finance/marketing, Series 7 and 63 and Group I life & health insurance licenses, 3+ years as a financial advisor, valid driver\u0002s license, ability to travel locally, strong communication and organizational skills.
1mo
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Wealth Advisor
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor’s degree or equivalent experience, 3+ years in relationship management or financial services, Series 6/63/65 licenses required, CFP/CEBS preferred, strong communication and organizational skills, proficiency with Microsoft Office and GuideStone systems, travel up to 10% annually.
Microsoft Office, GuideStone system applications
1mo
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Wealth Advisor
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree, Series 7 and 63, life & health insurance license, 3+ years financial advisor experience, valid driver's license, able to travel locally; pre-employment drug test and non-tobacco policy.
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