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u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour

Farther Finance

Senior Client Experience Associate

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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. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Bank of America Corp

Registered Wealth Management Client Associate

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Wealth Management Client Associate

Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor&rsquo;s (AA+), Moody&rsquo;s (Aaa), and Fitch (AAA). &nbsp;For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the &ldquo;50 Best Companies to Launch a Career&rdquo; by BusinessWeek, one of &ldquo;America&rsquo;s Best Large Employers&rdquo; by Forbes and one of the &ldquo;World&rsquo;s Most Admired Companies&rdquo; by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the &ldquo;TOP PLACES TO WORK&rdquo; by the Boston Globe.
Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That&rsquo;s why New York Life is The Company You Keep.

New York Life

Financial Advisor - Career Transition

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Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Financial Professional/Advisor (Bilingual Vietnamese)

Financial Professional/Advisor (Bilingual Chinese)

Financial Professional / Advisor

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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America

Business Banking Sr Relationship Manager

Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.

HOUR

Business Banking Senior Relationship Manager - Frisco Market

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

YEAR

Edward D Jones & Co LP

Financial Advisor

About the Role: Columbia Bank is growing its Healthcare Banking platform, and we're looking for a driven, relationship-first professional to help us serve the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOBs). Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Banking System Inc

Healthcare Relationship Manager

That means framing the problem with C-level and Chief Architect stakeholders, building the prototype that proves the value, and handing it off cleanly to partners and delivery teams so it scales into production and becomes a reusable play for the whole organization. You'll help design agentic AI architectures that hold up under real scrutiny: governed multi-agent systems, headless and API-first experiences, and unified data and integration patterns that span Agentforce, Data 360, MuleSoft, and the customer's existing systems.

Salesforce Inc

Principal Architect

Calander Wealth a growing and high-performing private wealth advisory practice of Ameriprise Financial Services is seeking a Marketing and Practice Development Coordinator to join the team. · Provide light client-care and administrative support as needed, including gathering information for routine service requests, phone coverage, message routing, and service-case follow-up.

Jambalaya Group

Marketing and Practice Development Coordinator

Workable

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

Marketing And Practice Development Coordinator

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

Vanguard Group

Market Director, Wirehouse- Houston

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. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.

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.

Fidelity

Vice President, Wealth Planner - Houston, TX (River Oaks/Highland Village)

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Wealth Data & Analytics (DnA) Production Management team operates a unified platform, providing essential data for wealth management services to Ultra High Net Worth clients globally, including Citi Private Bank, Citi Gold, and Wealth at Work.

Citigroup Inc

Applications Support Sr Analyst - Asst Vice President

Collaborate 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. Job Description 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.

Mariner

Senior Wealth Advisor

4. Successful experience as a client advisor with proven results 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. Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from physicians and small to mid-sized medical practices through the development and retention of long term, profitable client relationships.

Wealth Advisor Jobs in Texas

Senior Client Experience Associate Farther Finance

Registered Wealth Management Client Associate Bank of America Corp

Wealth Management Client Associate Bank of America Corp

Financial Advisor - Career Transition New York Life

Financial Professional/Advisor (Bilingual Vietnamese) New York Life

Financial Professional/Advisor (Bilingual Chinese) New York Life

Financial Professional / Advisor New York Life

Business Banking Sr Relationship Manager Bank of America

Business Banking Senior Relationship Manager - Frisco Market Bank of America

Financial Advisor Edward D Jones & Co LP

Healthcare Relationship Manager Columbia Banking System Inc

Principal Architect Salesforce Inc

Marketing and Practice Development Coordinator Jambalaya Group

Senior Manager, Tax Search Services

Marketing And Practice Development Coordinator Jambalaya Group

Market Director, Wirehouse- Houston Vanguard Group

Vice President, Wealth Planner - Houston, TX (River Oaks/Highland Village) Fidelity

Applications Support Sr Analyst - Asst Vice President Citigroup Inc

Senior Wealth Advisor Mariner

Wealth Advisor - Healthcare Truist Bank

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