UNKNOWN

FEED

Corient 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. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Tax Manager

sourcestack_via_bold

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

NewEdge Capital Group

Associate, Client Service

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities.

Bank of America

Investment Management Specialist

This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

YEAR

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

linkup_via_bold

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.

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

Office Administrator

HaleyMarketing

Between events, you’ll manage email campaigns to prospects and clients, run our monthly newsletter with our local print vendor, keep social channels active, and track the numbers that tell us what’s working. Day to day, you’ll: Build and manage email workflows for prospects and clients (currently HubSpot; platform is under evaluation).

Bill Good Marketing

Marketing Coordinator

Workable

The Senior Administrative Assistant will: Partner with multiple financial advisors and leadership to boost productivity and efficiency through service and support functions, including: Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports. Who You'll Work With: Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform.

AllianceBernstein Holding LP

Senior Administrative Assistant

ea_via_bold

This individual will partner closely with the sales and client services teams to drive asset growth, enhance client engagement, and deliver a best-in-class experience to consultants, financial advisors, RIAs, and institutional investors. The ideal candidate will have 3-5 years of relevant experience within asset management or wealth management, strong capital markets knowledge, and a demonstrated ability to build and maintain productive client relationships.

<p>We are an independent financial services firm with the freedom to focus on what matters most:&nbsp; building value for our clients.&nbsp; We are committed to establishing and maintaining long-term relationships based on integrity and trust and delivering long-term results based on deep research and independent thinking.</p>

Stephens Inc.

Internal Sales/Relationship Management Associate

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. Orchestrate specialists to provide holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Northern Trust

Director, Family Office Solutions

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.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

Mercer Advisors

Attorney (Estate Planning Strategist) - (Chicago, Dallas, Houston, Denver)

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Deloitte

Investment Management - Business Strategy Manager

You will work closely with experienced advisors and planners, gaining hands-on exposure to real client cases, financial planning tools, and best practices. Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing.

Valmark Financial Group

Financial Planning Support Specialist

Crelate

This role is ideal for a seasoned CFP® professional who loves presenting financial plans, solving complex planning challenges, and serving as a trusted advisor to clients and teammates alike. The Financial Planning Director is a key member of our advisory team and plays an integral role in helping clients navigate life's financial decisions with confidence.

Financial Planner Recruiting

Financial Planning Director

As the Chase Auto High Net Worth Concierge Director within Chase Auto Direct, you will lead the build-out and ongoing management of a new High Net Worth Auto Concierge capability that provides a premium, scalable, and controls-focused acquisition and fulfillment experience for high-value Chase and J.P. Experience in auto lending, direct-to-consumer lending, private client servicing, affluent / HNW client segments, dealer services, mortgage fulfillment, wealth-adjacent lending, or executive escalation management.

JPMorgan Chase & Co

Chase Auto High Net Worth Concierge Director

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met.

The Colony Group, LLC

Client Service Specialist

Focus Partners Wealth

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.

Senior Manager, Tax

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.

Covr Financial Technologies

Case Manager, Life Insurance

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 .

Wealth Advisor Jobs in Houston, TX

Tax Manager Corient

Associate, Client Service NewEdge Capital Group

Investment Management Specialist Bank of America

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Office Administrator Search Services

Marketing Coordinator Bill Good Marketing

Senior Administrative Assistant AllianceBernstein Holding LP

Internal Sales/Relationship Management Associate Stephens Inc.

Director, Family Office Solutions Northern Trust

Attorney (Estate Planning Strategist) - (Chicago, Dallas, Houston, Denver) Mercer Advisors

Investment Management - Business Strategy Manager Deloitte

Financial Planning Support Specialist Valmark Financial Group

Financial Planning Director Financial Planner Recruiting

Chase Auto High Net Worth Concierge Director JPMorgan Chase & Co

Client Service Specialist The Colony Group, LLC

Client Service Specialist Focus Partners Wealth

Senior Manager, Tax Search Services

Case Manager, Life Insurance Covr Financial Technologies

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

Case Manager, Life Insurance Covr Financial Technologies LLC

Similar Job Searches

See More Jobs

Stand out to leading employers.