UNKNOWN

FEED

Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.

Truist Financial Corporation

Wealth Advisor III - Houston / Austin

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The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.

JPMorgan Chase & Co

2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst

Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm fosters a collaborative, client-focused culture built on professionalism, trust, and exceptional service while offering team members the opportunity to make a meaningful impact and grow within the financial services industry.

With well over 100 combined years of recruiting experience, Search Services remains Houston's premier search firm focusing on Accounting & Finance, IT, and office administrative positions. Whether you're actively engaged in a job search or are passively looking for the next step in your career progression, let us be your eyes and ears in the Houston marketplace. Our services cost you nothing and we like to approach your job search in a consultative and highly discreet manner. 

Search Services

Paraplanner

HaleyMarketing

In addition, you will exhibit the highest-producing sales skills and in-depth product knowledge of fixed income strategies, and other asset classes as you navigate the leadership and key decision-making processes of several of the largest and most sophisticated wirehouse advisor teams in Texas. As the Market Director, for Houston , you are responsible for the growth and retention of assets that sit with the top advisors (inclusive of private wealth) of the wirehouse channel (Merrill Lynch/Morgan Stanley/UBS/Wells Fargo including FiNET) in the territory.

The Vanguard Group

Market Director, Wirehouse- Houston

Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. This position plays a key role in maintaining office operations, supporting client-related activities, coordinating schedules, managing administrative processes, and contributing to a professional and welcoming office environment.

Office Administrator

Technical Proficiency: Knowledge of a broad range of credit products, including residential and commercial real estate lending, securities-based lending, concentrated collateral and structured liquidity solutions, and unsecured and specialty lending (e.g., aircraft, art, niche assets). This role is responsible for building and managing a best-in-class network of banking and lending partners to serve the complex personal needs of ultra-high-net-worth (UHNW) clients.

Cresset Capital Management LLC

MANAGING DIRECTOR, HEAD OF BANKING & LENDING

The Senior Role will serve as a trusted adviser to Compliance colleagues and business leaders, provide clear and practical guidance on complex or recurring matters, and act as a senior escalation point before issues are elevated to the Chief Compliance Officer. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

DIRECTOR, SENIOR COMPLIANCE

FULL_TIME

YEAR

We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements. Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Facilitating treasury services, including capital requirements for our clients, individual investors or private funds.

Fund Services Group

Treasury Associate

partner JazzHR

Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Provide end-to-end loan administration and middle-office services for private fund clients, supporting the full lifecycle of private credit and loan investments. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements.

Loan Servicing Senior Associate

Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Prepare, review, and distribute investor statements, capital account reports, performance reports, tax documents, and investor communications in accordance with established deadlines. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements.

Investor Reporting Associate

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Full Time Jobs in Flemington, NJ

Wealth Advisor III - Houston / Austin Truist Financial Corporation

2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst JPMorgan Chase & Co

Paraplanner Search Services

Market Director, Wirehouse- Houston The Vanguard Group

Office Administrator Search Services

MANAGING DIRECTOR, HEAD OF BANKING & LENDING Cresset Capital Management LLC

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

Treasury Associate Fund Services Group

Loan Servicing Senior Associate Fund Services Group

Investor Reporting Associate Fund Services Group

Senior Manager, Tax Practice Cetera Financial Group Inc

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