Last updated 2026-07-05

82 Wealth Management Jobs in Houston, TX, United States

Browse 82 Wealth Management jobs across Houston, TX, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 2hr, 39m ago

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Truist Bank

Jul 3
Relationship Banker / Senior Relationship Banker - Antoine Drive
Houston, TX, United States senior Full Time
  • Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services…
  • Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients…

Wells Fargo

Jul 3
Senior Premier Banker at Sweetwater & Lexington
Sugar Land, TX, United States senior Full Time
  • In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
  • Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partn…

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001 The Northern Trust Company

Jul 2
Private Wealth Director
Houston, TX, United States senior Full Time
  • The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments.
  • The Private Wealth Director drives organic growth through client retention, relationship expansion, and the sourcing of new client relation…

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13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 2
Financial Solutions Advisor - Registration Candidate - Central...
Houston, TX, United States mid Full Time
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients ach…
  • Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next…

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Empower

Jul 2
Private Wealth Advisor (Private Client - Personal Strategy)
Houston, TX, United States mid Full Time $87.4k-123.4k/yr
  • The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team…
  • What You Will Bring Bachelor Degree in Business or related discipline or equivalent experience 5+ years related work experience in…

Regions

Jul 2
Financial Advisor
Houston, TX, United States mid Full Time $43.9k-150k/yr
  • Primary Responsibilities Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidanc…
  • The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.

Frost Bank

Jul 2
Wealth Sales Coach
Houston, TX, United States mid Full Time
  • Who you are: As a Wealth Sales Coach , you will lead and manage a sales team, providing guidance and…

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Frost Brokerage Services, Inc.

Jul 1
Wealth Sales Coach
Houston, TX, United States mid Full Time
  • Who you are: As a Wealth Sales Coach, you will lead and manage a sales team, providing guidance and coaching…
  • View Employment Notices and Policies.

711 MS Smith Barney, LLC

Jul 1
Client Service Associate
Houston, TX, United States entry Full Time
  • Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs…
  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be…

Huntington

Jul 1
Wealth Planner
Houston, TX, United States senior Full Time
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.

RSM US LLP

Jun 29
Tax Senior Associate - Private Company
Houston, TX, United States senior Full Time $67.9k-128.7k/yr
  • RSM’s Private Company team is looking for a dynamic Tax Senior Associate to join our expanding Business Tax practice.
  • Our leadership team and other professionals will support you and your development through: Exposure to strategic tax planning, business adv…

94-1687665 Bank of America, National Association

Jun 26
Relationship Banker - Houston East
Houston, TX, United States mid Full Time
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Bra…

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Brighton Jones

Jun 26
Advisor - Houston
Houston, TX, United States mid Full Time
  • Skills & Attributes Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows Exception…
  • With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’…

Bank of America

Jun 24
Relationship Banker - Houston Loop area
Houston, TX, United States mid Full Time
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Skills : Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Br…

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Morgan Stanley

Jun 24
Registered Client Service Associate
Houston, TX, United States entry Full Time
  • Through regular interactions with clients, individuals in this role build trusted relationships.
  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be…

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Wealth Enhancement Group, LLC

Jun 22
Sr Tax Advisor
Houston, TX, United States senior Full Time $90k-100k/yr
  • This position is responsible for providing comprehensive tax advice, planning, and return preparation services to clients.
  • Provide comprehensive tax planning advice to Financial Advisors and clients.

Edelman Financial Engines

Jun 22
Client Service Associate
Sugar Land, TX, United States entry $54k-65k/yr
  • As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing…
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.

American General Life Insurance Company

Jun 22
Head of Institutional Sales and Consultant Relationships
Houston, TX, United States senior Full Time
  • What you need to know: The EVP, Head of Institutional Sales and Consultant Relationships for Retirement Services will provide leadership…
  • Optimize spend of departmental budget of ~$4.4M budget Collaborate effectively with the sales organization and the centralized Business Uni…

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Fidelity Investments Careers

Jun 22
Vice President, Regional Planning Consultant - The Woodlands, TX
Houston, TX, United States senior
  • Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in…
  • The Skills You Bring Your planning skills and in-depth knowledge of financial product offerings You are confident in front of…

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Marsh

Jun 19
Credit Specialties DI Advisor
Houston, TX, United States senior
  • Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients’ exposures to develop solutions…
  • Acts as lead advisory colleague on medium-sized accounts or moderately complex accounts, focusing on banks and their various regulatory reg…

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Ascensus

Jun 18
Senior Retirement Service Consultant
Houston, TX, United States senior Full Time $60k-80k/yr
  • The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operatio…
  • Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client…

Royal Bank of Canada

Jun 18
Financial Advisor Transition Consultant
Houston, TX, United States mid Full Time $70k-120k/yr
  • As a Financial Advisor Transition Consultant, you will partner with our recruiting teams and field leadership to provide a delightful…
  • Must-have Bachelor’s degree or job-related experience Minimum of 1-3 years’ experience at a wealth management firm Proven dedication to and…

TIAA

Jun 17
Wealth Management Advisor - Houston, TX
Houston, TX, United States mid Full Time $100k/yr
  • Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze the…
  • We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who…

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Ameriprise Financial

Jun 17
Registered Client Service Associate - Ameriprise Financial Advisors...
Houston, TX, United States entry Full Time
  • As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials…
  • Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and comple…

Lockton

Jun 16
International Client Advisor | Lockton Careers
Houston, TX, United States senior
  • The International Client Advisor supports a complex book of global clients through coordination, execution, and ongoing client service, ens…
  • Ability to communicate clearly and professionally and develop strong client relationships.
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