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Marsh

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Private Client Advisor
Seen active today Posted Jun 14
Houston, TX, United States Entry

Role highlights

  • As our Private Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current…
  • We’d love to meet you if your professional track record includes these skills: 2 + years’ personal lines insurance experience…

Citi

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Citi Private Bank - UHNW Private Banker - Director / MD
Seen active today Posted Apr 21
Houston, TX, United States Senior Full Time

Role highlights

  • Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital…
  • Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively…

HB001 Hancock Whitney Bank

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Private Banker
Seen active 3 days ago Posted Aug 14
Houston, TX, United States Senior Full Time

Role highlights

  • JOB FUNCTION / SUMMARY: Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth…
  • Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business.

HB001 Hancock Whitney Bank

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Private Banker
Seen active 3 days ago Posted Aug 14
Houston, TX, United States Senior Full Time

Role highlights

  • JOB FUNCTION / SUMMARY: Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth…
  • Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business.

Bank of America

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Registered Wealth Management Client Associate
Seen active today Posted Aug 10
Houston, TX, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

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

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Registered Wealth Management Client Associate
Seen active today Posted Aug 10
Houston, TX, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Frost Bank

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Wealth Advisor I
Seen active today Posted Aug 7
Houston, TX, United States Mid Full Time

Role highlights

  • Who you are: As a Wealth Advisor I , you will work with our clients to help them develop financial…
  • If so, the Wealth Advisor I role might be for you!

HSBC Global Services Limited

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Wealth Management Center Manager
Seen active today Posted Aug 7
Houston, TX, United States Mid

Role highlights

  • The Opportunity As Wealth Management Center Manager you’ll be accountable for the performance of a Wealth office, bringing together Premier…
  • You’ll shape how the wealth office performs day by day, driving new Premier acquisition, growing deposits (net new money), and…

Frost Bank

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Wealth Advisor II
Seen active today Posted Aug 7
Friendswood, TX, United States Mid Full Time

Role highlights

  • If so, the Wealth Advisor II role might be for you!
  • Who you are: As a Wealth Advisor II , you believe in building a firm financial foundation.

Bank of America

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Private Client Advisor II
Seen active today Posted Aug 7
Houston, TX, United States Senior Full Time

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

94-1687665 Bank of America, National Association

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Private Client Advisor II
Seen active today Posted Aug 7
Houston, TX, United States Mid Full Time

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

TIAA

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Wealth Management Advisor - Houston, TX
Seen active today Posted Jul 20
Houston, TX, United States Senior $100k/yr

Role highlights

  • As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with…
  • Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mind…

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HB001 Hancock Whitney Bank

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Regional Wealth Manager
Seen active 3 days ago Posted Jun 22
Houston, TX, United States Mid Full Time

Role highlights

  • JOB FUNCTION / SUMMARY: Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple m…
  • May have supervisory responsibilities over other Regional Wealth Managers.

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Mercer Advisors

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Senior Wealth Advisor (Houston, TX)
Seen active today Posted Jun 12
Houston, TX, United States Senior

Role highlights

  • Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and…
  • Key Responsibilities and Duties Partners with affluent clients to identify their financial goals, analyze their financial landscape and dev…

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Texas Capital Bank

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Sr Private Client Advisor
Seen active today Posted Apr 27
Houston, TX, United States Mid Full Time

Role highlights

  • Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available…
  • Responsibilities Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust admi…

PNC

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Financial Advisor - PNC Wealth Management
Seen active 2 days ago Posted Apr 21
Houston, TX, United States Mid Full Time

Role highlights

  • At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
  • PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirem…

Corient Services LLC

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Associate Wealth Advisor
Seen active yesterday Posted Apr 6
Houston, TX, United States Entry Full Time $220/hr

Role highlights

  • We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an…
  • This position will report to the Wealth Advisor.

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HSBC Global Services Limited

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Wealth Relationship Manager
Seen active today Posted Aug 12
Houston, TX, United States Mid

Role highlights

  • The Opportunity As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and service teams to build…
  • The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning.

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Truist Bank

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Wealth Business Advisor
Seen active today Posted Jul 3
Houston, TX, United States Mid Full Time

Role highlights

  • Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship a…
  • Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range…

Bank of America

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Credit Advisor - Global Wealth & Investment Management
Seen active today Posted May 19
Houston, TX, United States Senior Full Time

Role highlights

  • Job Description: The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic…
  • Desired Qualifications: Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds / pr…

The Variable Annuity Life Insurance Company

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Wealth Financial Advisor - Houston, TX
Seen active 3 days ago Posted Mar 11
Houston, TX, United States Mid Full Time

Role highlights

  • We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and…
  • Responsibilities You will meet with existing and prospective clients to plan their financial future.

Grant Thornton - US

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Private Wealth Services Tax Manager
Seen active 3 days ago Posted Mar 6
Houston, TX, United States Mid Full Time

Role highlights

  • As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income,…
  • You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities,…

Fidelity Investments Careers

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Financial Consultant - Sugar Land, TX
Seen active today Posted Aug 19
Sugar Land, TX, United States Mid

Role highlights

  • The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, wh…
  • The Expertise and Skills You Bring Proven success in building relationships, uncovering needs, and recommending solutions FINRA Series 7 &…

Hightower

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Senior Trust Officer
Seen active yesterday Posted Aug 18
Houston, TX, United States Senior $140k-150k/yr

Role highlights

  • What You’ll Do The Senior Trust Officer will administer a book of trust accounts in accordance with applicable law and…
  • Your Future Team Hightower Trust Company is a wholly owned subsidiary of Hightower and serves Hightower’s advisors and their clients…

Huntington

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Wealth and Investment Service Specialist III
Seen active today Posted Aug 17
Houston, TX, United States Mid Full Time

Role highlights

  • Support high-end sales advisor(s) with establishment, retention or maintenance of client relationships.
  • Duties and Responsibilities: Train and mentor existing service specialists on policies/procedures/products/job expectations.

More roles at Huntington

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