UNKNOWN

FEED

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Pasadena, CA)

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COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. JOB SUMMARY: Our term case managers take case management to the next level - joining forces with internal sales partners to provide the financial professionals we serve with a best-in-class experience, guiding them through everything from the time the application is submitted to a carrier, through underwriting, and getting the case paid and closed.

YEAR

Covr Financial Technologies

Case Manager, Life Insurance

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A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Manager to help build and lead an in-house tax offering for its established client base. This could be a great fit for a public accounting Tax Manager or Senior Manager who still enjoys the technical work but is ready to leave behind the grind, heavy overtime, and pressure to sell.

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

Senior Manager, Tax

HaleyMarketing

PART_TIME

You will play a key role in tax compliance, review, and extensive tax planning, working closely with our wealth management team to deliver proactive, integrated advice. This role offers significant opportunity to advise clients directly, translating complex tax concepts into practical strategies that meaningfully impact their financial lives.

Willis Johnson Wealth

Part-time Tax Manager

partner JazzHR

Additional PTO days are awarded for tax season overtime• Employer-paid Health, Dental, and Vision insurance premiums for individuals and families• Employer HSA contributions• Employer-paid Life and Long-Term Disability insurance Powered by JazzHR. You will play a key role in tax compliance, review, and extensive tax planning, working closely with our wealth management team to deliver proactive, integrated advice.

Tax Manager

The ideal candidate will combine deep business domain knowledge with strong analytical and stakeholder management skills to assess digital assets, customer and advisor journeys, applications, content ecosystems, and business processes, while translating findings into actionable transformation roadmaps. We are seeking a Senior Business Analyst with strong Insurance / Retirement / Wealth Management domain expertise to support a large-scale digital estate assessment and rebranding initiative.

HOUR

Diverse Lynx, LLC

Senior Business Analyst

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What You'll Be Doing: We are looking for an experienced Dallas or Houston-based Associate Marketing Strategist (AMS) to support the regional Senior Marketing Strategist (SMS) in developing and executing marketing initiatives, events, and experiences for the Dallas and Houston markets. Our clients are located around the globe, and we have offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Connecticut, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach.

AllianceBernstein Holding LP

Associate Marketing Strategist

ADAPTED_NOW

With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. This role serves as a central coordinator across Network, District, Ensemble, and Home Office stakeholders, maintains confidential records, communicates requirements and status updates, and continuously improves processes that enable advisor and staff readiness.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Contracting, Licensing & Registration Specialist

Extensis Group Jobs

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

Hilltop Holdings Inc

Commercial Banking Relationship Manager - Houston

The Senior Fiduciary Coordinator is responsible for supporting the South Region Advisory practice by managing multiple projects or work streams and helping triage and evaluate trust acceptance matters and inquiries requiring advisory oversight. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust Corp

Senior Fidicuary Coordinator

Northern Trust

Senior Fiduciary Coordinator

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.

Cresset Capital Management LLC

DIRECTOR, SENIOR COMPLIANCE

FULL_TIME

Working with the Managing Director of Operations, you’ll make our systems simpler, better connected and more reliable, so advisors and operations teams can stay focused on clients. Willis Johnson Wealth is looking for a hands-on Business Systems Manager to lead our technology initiatives and process improvements, and to run our systems day to day.

Business Systems Manager

Tax Planning: Assist in developing and implementing strategic tax planning opportunities for trusts, estates, and high-net-worth individuals. Tax Compliance: Prepare and review trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with federal and state tax laws.

Wright Staffing Source

Tax Supervisor

In addition to being the Branch Manager to the Branch Growth Specialist (Assistant Manager, where applicable) and Branch Service Engagement Specialist (where applicable), all Financial Professionals and Sales Assistants in the Branch Office, the Branch Manager position requires the need to exercise significant discretion and independent judgment by formulating and implementing management policies and operating practices in the Branch Office. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.

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

Cetera Financial Group Inc

Branch Manager

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Royal Bank of Canada

Complex Administrative Assistant

Key Responsibilities Strategic Leadership Lead marketing for a book of energy and non-energy P&C clients in the South Central region, partnering with account teams and clients to align on strategy, timelines, and execution. This position is responsible for broking new and renewal business for a varied portfolio of energy and non-energy clients, including middle-market and large, complex accounts.

Aon Plc

Account Executive, Broker (P&C) - Hybrid, Austin or Houston, TX

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Wealth Advisor Jobs in Houston, TX

Director, Financial Planning (Pasadena, CA) Edelman Financial Engines

Case Manager, Life Insurance Covr Financial Technologies

Senior Manager, Tax Search Services

Part-time Tax Manager Willis Johnson Wealth

Tax Manager Willis Johnson Wealth

Senior Business Analyst Diverse Lynx, LLC

Associate Marketing Strategist AllianceBernstein Holding LP

Contracting, Licensing & Registration Specialist Northwestern Mutual

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Commercial Banking Relationship Manager - Houston Hilltop Holdings Inc

Senior Fidicuary Coordinator Northern Trust Corp

Senior Fiduciary Coordinator Northern Trust

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

Business Systems Manager Willis Johnson Wealth

Tax Supervisor Wright Staffing Source

Branch Manager Cetera Financial Group Inc

Complex Administrative Assistant Royal Bank of Canada

Account Executive, Broker (P&C) - Hybrid, Austin or Houston, TX Aon Plc

Investment Consultant - The Woodlands, TX Fidelity

Investment Consultant - Houston, TX (Highland Village) Fidelity

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