NewDirector, Platform Architect Principal - Wealth Management Charles SchwabDirector, Platform Architect Principal - Wealth ManagementAustin, TXRequired Qualifications: • Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with deep expertise across portfolio management, trading and rebalancing, risk, reporting, financial planning, CRM, client engagement, and wealth management operations. • Define and evolve the target architecture for wealth management platforms, including Schwab Wealth advisory systems, portfolio management, CRM integrations, client portals, digital advice, Wealth vendor integration.
Financial Advisor Transition Consultant Vaco LLCFinancial Advisor Transition ConsultantAustin, TX$100,000–$125,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Manager, Business Strategy Charles SchwabSenior Manager, Business StrategyEl Paso, TXWithin Investment Offers & Solutions, you will play a strategic role in advancing Schwab’s alternative and structured investments business by helping identify growth opportunities, evaluate market trends, develop business cases, and influence decisions that enhance advisor and client outcomes. Manager, Product Strategy & Offer Management, you will partner with senior leaders, business stakeholders, issuers, and external providers to evaluate market opportunities, strengthen operating models, and support long-term strategic planning.
NewFinancial Services Client Support Associate ProPivotalFinancial Services Client Support AssociateAustin, TX$25–$30 / hourThis role plays a pivotal part in amplifying our reach and effectiveness with financial advisors, RIAs, and private wealth teams by ensuring the behind-the-scenes work is executed with precision, professionalism, and purpose. This role supports the internal sales desk within the intermediary distribution channel, enabling sales professionals to focus on client engagement by managing operational, administrative, and logistical tasks.
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.
NewFinancial Consultant - Financial Solutions Branch Charles SchwabFinancial Consultant - Financial Solutions BranchWestlake, TXYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base.
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.
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.
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.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Dallas The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - DallasDallas, TXWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSouthlake, TXOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorPlano, TXYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorPlano, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorSouthlake, TexasWith over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
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 Beacon Pointe Advisors LLCAssociate Wealth AdvisorPlano, TXThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorFort Worth, TXThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
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.
Senior Wealth Advisor MarinerSenior Wealth AdvisorAmarillo, TexasCollaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
NewWealth Advisor Senior Kyler Professional SearchWealth Advisor SeniorPlano, TXSuccessful candidates will likely possess:Additional credentials such as CFA, CPA, CTFA, or similar designations are highly valuedSeven or more years of experience in wealth management, financial planning, or investment advisory servicesExperience advising affluent or ultra-high-net-worth individuals and familiesStrong knowledge of investment management, retirement planning, tax strategies, trust and estate planning, and wealth transferOutstanding communication, relationship-building, and presentation skillsA consultative, fiduciary approach to client serviceWhy This Opportunity Is Different This role offers far more than the opportunity to manage client portfolios. As demand for sophisticated wealth planning continues to grow, the organization is expanding its advisory teams and seeking experienced Wealth Advisors who are passionate about building lasting client relationships and delivering comprehensive financial guidance.
NewDIRECTOR, WEALTH ADVISOR Cresset CorporationDIRECTOR, WEALTH ADVISORDallas, TXRecognized 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. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorSouthlake, TexasBlending 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. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Wealth Advisor Weaver And Tidwell LLPWealth AdvisorAUSTIN, TXThe Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization.
Senior Wealth Advisor Hub International LtdSenior Wealth AdvisorAustin, TXJob Purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Senior Wealth Advisor Hub International InsuranceSenior Wealth AdvisorAustin, TexasAs a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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 III Frost BankWealth Advisor IIILeander, TexasRetain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.
Wealth Advisor II Frost BankWealth Advisor IIMidland, TexasRetain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.
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 Services Associate Hub International InsuranceWealth Advisor Services AssociateAustin, TexasHUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Wealth Advisor Services Associate Hub International LtdWealth Advisor Services AssociateAustin, TX$26–$30 / hourAbout Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Job purpose: The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Wealth Advisor CorientWealth AdvisorSan Antonio, 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 AdvisorPlano, 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.
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.
NewSenior Wealth Advisor: Fiduciary Planning for UHNW Clients Kyler Professional SearchSenior Wealth Advisor: Fiduciary Planning for UHNW ClientsPlano, TXAs a Wealth Advisor, you will develop customized financial strategies for affluent individuals and families, working alongside specialists in investment management and estate planning. Kyler Professional Search is looking for experienced Wealth Advisors to join a top-tier wealth management organization in Plano, Texas.
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.
NewElite Private Wealth Advisor: Bespoke Plans & Access Goldman Sachs Bank AGElite Private Wealth Advisor: Bespoke Plans & AccessDallas, TXGoldman Sachs Bank AG is looking for a Private Wealth Advisor to create comprehensive wealth management plans for ultra high net worth clients. The ideal candidate should have over four years in private wealth management, strong analytical and interpersonal skills, and necessary licenses.
Wealth Advisor (Austin) Southwest Business CorporationWealth Advisor (Austin)Austin, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Wealth Advisor Southwest Business CorporationWealth AdvisorSan Antonio, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Wealth Advisor (Dallas) Southwest Business CorporationWealth Advisor (Dallas)Dallas, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Wealth Business Advisor Truist Financial CorpWealth Business AdvisorDallas, 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 IDallas, 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).
NewSenior Fiduciary Wealth Advisor Northern TrustSenior Fiduciary Wealth AdvisorFort Worth, TXNorthern Trust Corp in Fort Worth seeks a Senior Relationship Advisor to manage complex fiduciary and wealth management client relationships. This role ensures high-quality fiduciary services, leads goal-driven client conversations, and collaborates effectively with professional advisors.
NewMentorship-Driven Wealth Advisor Associate Garry Executive SearchMentorship-Driven Wealth Advisor AssociateDallas, TXThe role involves managing client relationships, creating financial plans, and developing expertise in wealth management. Ideal candidates should hold a Bachelor's degree in a relevant field and have 3-6 years of experience in financial services.
Financial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.