Private Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Global Employer Services Managing Director - Actuarial Services bdo consultingGlobal Employer Services Managing Director - Actuarial ServicesHouston, TX$157,500–$420,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesHouston, TX$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Senior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Relationship Banker First Horizon BankRelationship BankerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Business Banking Relationship Manager First Horizon BankBusiness Banking Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 3-10 years of experience or equivalent combination of education and experience.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorHouston, TexasOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Associate Wealth Advisor CorientAssociate Wealth AdvisorHouston, TexasCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorHouston, TX$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Centralized Wealth Advisor - Salt Lake City or Houston Zions Bancorporation NACentralized Wealth Advisor - Salt Lake City or HoustonHouston, TXZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. You will partner closely with retail banking teams to expand client relationships, while delivering holistic financial planning and investment guidance via video and phone.
Wealth Advisor (Houston, TX) Mercer AdvisorsWealth Advisor (Houston, TX)Houston, TexasAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Wealth Advisor CorientWealth AdvisorHouston, TexasCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Senior Wealth Advisor Hancock Whitney CorpSenior Wealth AdvisorHouston, TXJOB FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions.
NewElite Private Wealth Advisor: UHNW Client Relationships Goldman Sachs Bank AGElite Private Wealth Advisor: UHNW Client RelationshipsHouston, TXThe advisor will leverage Goldman Sachs' extensive resources to provide comprehensive advice and exclusive investment opportunities. This role emphasizes building client relationships and delivering customized wealth management strategies.
NewWealth Advisor III - Houston / Austin Truist Financial CorporationWealth Advisor III - Houston / AustinHouston, TXAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background checkPreferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Team and peer group role model for other Wealth Advisors and Wealth Associates* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values* 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* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.
NewPWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorHouston, TexasIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Private Wealth Advisor I/II/III Trustmark CorpPrivate Wealth Advisor I/II/IIIHouston, TXIdentify opportunities to deepen relationships by reviewing client holdings-including those outside the firm-to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning. Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans.
Wealth Business Advisor Truist Financial CorpWealth Business AdvisorHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor IHouston, TXUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
NewPrivate Wealth Advisor I/II/III Trustmark BankPrivate Wealth Advisor I/II/IIIHouston, TexasFull timeLevel III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
NewUHNW Wealth Advisor & Legacy Planner Corient Services LLCUHNW Wealth Advisor & Legacy PlannerHouston, TXThe ideal candidate holds a Bachelor's degree in Finance or Economics, possesses years of experience in Wealth Management, and holds professional certifications like CFP or CFA. The role involves managing the client service experience, preparing financial reports, and providing strategic consulting advice.
NewWealth Advisor (Vice President) Westwood Holdings GroupWealth Advisor (Vice President)Houston, TXThe firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication.
NewUHNW Private Wealth Advisor Houston Growth & Impact Goldman Sachs GroupUHNW Private Wealth Advisor Houston Growth & ImpactHouston, TXThis role involves developing comprehensive wealth management plans for high net worth individuals and providing tailored advice in collaboration with internal and external experts. Successful candidates will have over four years of experience in financial services, strong analytical skills, and a commitment to client service.
Private Wealth Management Wealth Advisor Regions Financial CorpPrivate Wealth Management Wealth AdvisorHouston, TXSkills and Competencies: • Anticipates client needs and is proactively provides solutions • Consistently a top performer • Excellent verbal and written communication skills • Expert relationship management, business development and presentation skills • Expert sales, negotiation, problem solving, and interpersonal skills • Possess effective and proven sales experience • Strong initiative to be proactive and follow through on client requests. • Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance.
NewRemote Wealth Advisor Build Retirement Plans & Growth Corebridge FinancialRemote Wealth Advisor Build Retirement Plans & GrowthHouston, TXRemoteCorebridge Financial, Inc. is seeking a Financial Wealth Advisor in Houston, TX to manage client relationships for large asset accounts. The Advisor will build a book of business, provide comprehensive financial planning, and utilize advanced resources for client success.
Wealth Advisor III - Houston / Austin Truist BankWealth Advisor III - Houston / AustinHouston, TexasEstablish 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. * Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewElite Family Office Wealth Advisor Associate Dew Wealth ManagementElite Family Office Wealth Advisor AssociateHouston, TXThis role partners with Advisors to deliver high-level financial insights for successful entrepreneurs managing significant wealth. Ideal candidates have a Bachelor's degree and financial services experience, with a strong emphasis on advanced tax planning.
NewWealth Advisor - CFP, CFA or CPA Professional The Goff Financial GroupWealth Advisor - CFP, CFA or CPA ProfessionalHouston, TXEducation:Bachelor's (Required)Experience:Financial services: 5 years (Required)License/Certification:CFP or CPA or CFA (Required)Work Location:The Goff Financial Group, 11 Greenway Plz Ste. Qualifications:At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial PlanningBachelor's degree is a prerequisiteCompensation:We offer a highly competitive base salary and are filling this position as a direct hire (i.e., without a recruiter).
NewWealth Management Advisor - Houston, TX Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Houston, TXHouston, TXBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Senior Wealth Advisor (Houston, TX) Mercer AdvisorsSenior Wealth Advisor (Houston, TX)Houston, TexasThe Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
NewUHNW Wealth Advisor - VP, Client Steward Westwood-Management-CorporatioUHNW Wealth Advisor - VP, Client StewardHouston, TXWestwood Wealth in Houston, Texas is looking for a Wealth Advisor (Vice President) to deliver exceptional service to UHNW clients. If you thrive in a dynamic environment and are committed to exceptional client service, we encourage you to apply.#J-18808-Ljbffr.
Wealth Managment Advisor - Houston, TX U.S. BancorpWealth Managment Advisor - Houston, TXHouston, TX$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementHouston, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewWealth Advisor for High-Net-Worth Clients Corda Investment ManagementWealth Advisor for High-Net-Worth ClientsHouston, TXCorda-Investment-Management in Houston, Texas is looking for a Financial Advisor to enhance client relationships and deliver expert investment guidance. Ideal candidates will have a Series 65 or equivalent, 2+ years of experience in finance or investment, and proficiency in tools like Microsoft Office and Salesforce.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Greater Woodlands) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Greater Woodlands)Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (South Central) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (South Central)Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (North Central/Northwest) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (North Central/Northwest)Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (West Central) 210576342 JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (West Central) 210576342Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)Houston, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewWealth Management Advisor Strategic Financial GroupWealth Management AdvisorHouston, TXStrategic Financial Group (SFG) is a full-service financial planning firm that's served the Houston community since 1903 — helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. We combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact — offering a clear path into financial services through licensing support, training, and hands-on experience.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central ) JPMorgan Chase & CoJ.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central )Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt)Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementHouston, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementHouston, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewPrivate Wealth Advisor for UHNW Latin America BBVA Global Wealth AdvisorsPrivate Wealth Advisor for UHNW Latin AmericaHouston, TXBBVA Global Wealth Advisors in Houston seeks a seasoned Financial Advisor to build and manage wealth strategies for ultra-high net worth families. The ideal candidate has 6+ years in private banking or financial services, strong sales acumen, and a robust network within the Latin American community.
NewCFP Wealth Advisor - Client-Centric, In-Office Role Crestmont Private WealthCFP Wealth Advisor - Client-Centric, In-Office RoleHouston, TXIdeal candidates will have 3-5 years in client-facing roles, be team players, and possess strong communication skills. The job includes offering investment advice to clients, ensuring quality service, and maintaining a fiduciary approach.
Credit Advisor - Global Wealth & Investment Management Bank of America CorpCredit Advisor - Global Wealth & Investment ManagementHouston, TXResponsibilities:• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsRequired Qualifications:• 10 plus years of commercial credit or wealth management credit experience• Strong oral and written communication skills• Effectively present to Private Bank leadership and advisors around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at the same time• Ability to work well with underwriting, risk, and other business partners• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures• Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.• Manage ongoing loan portfolio (reporting, covenants, etc.)Desired Qualifications:• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds / private equity funds, yachts, life insurance products, as well as unsecured loans• BS degree / MBASkills:• Business Development• Loan Structuring• Negotiation• Prospecting• Relationship Building• Active Listening• Business Acumen• Client Management• Customer and Client Focus• Profitability Analysis• Influence• Pipeline Management• Portfolio Management• Problem Solving• Sales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.
NewBiblical Wealth Advisor & Stewardship Coach Blue TrustBiblical Wealth Advisor & Stewardship CoachHouston, TXThe company offers a supportive environment focused on financial growth and integrity, catering to clients ranging from $100,000 to $1 million in investable net worth.#J-18808-Ljbffr. This role involves managing client relationships, developing personalized financial plans, and integrating biblical principles into financial decisions.
NewWealth Planning Advisor: Client Strategy & Growth Brighton Jones LLCWealth Planning Advisor: Client Strategy & GrowthHouston, TXYou will analyze client data, prepare deliverables like CNA and SAA, and collaborate with Tax, Investments and Estate Planning teams to tailor strategies.#J-18808-Ljbffr. You will support acquisition, implementation, and ongoing retention of clients, performing analytical and administrative duties to drive comprehensive financial planning.