UNKNOWN

FEED

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. 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.

YEAR

Focus Partners Wealth

Associate Wealth Advisor

ea_via_bold

Zions 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.

Zions Bank

Centralized Wealth Advisor - Salt Lake City or Houston

IRecruitee

Advanced 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 check Preferred 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III - Houston / Austin

Wealth Advisor III - Dallas / Fort Worth

Advanced 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 check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Wealth Advisor - San Antonio, TX

If you're passionate about helping families navigate retirement, wealth preservation, income planning, and legacy planning, and you're looking for an opportunity to step into an established platform, learn a proven client experience, assume meaningful relationship leadership, and build a rewarding long-term career, we'd like to hear from you. This is an opportunity for an advisor who wants to focus on helping families navigate retirement, wealth preservation, income planning, legacy planning, and long-term financial decision-making while leveraging an established platform, proven client experience, strong operational support, and a consistent flow of qualified opportunities.

SKYLINE WEALTH STRATEGIES, LLC

Senior Wealth Advisor

HiringThing

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 managementproducts 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.

HOUR

Hub International

Wealth Advisor Services Associate - RPW

Zions 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. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking."

Zions Bancorporation NA

Wealth Advisor - Dallas, Fort Worth, Frisco, TX

linkup_via_bold

Please review the following job description: 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. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Truist Financial Corp

Wealth Advisor - Healthcare

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. 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.

Corient

Wealth Advisor

sourcestack_via_bold

Farther 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.

Farther

Financial Wealth Advisor (Advisory Team)

GreenHouseAPI

Please review the following job description: 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. 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.

Truist Financial Corporation

At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.

Huntington Bancshares Inc

Private Bank Wealth Advisor III

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. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.

Wealth 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.

Southwest Business Corporation

Wealth Advisor (Dallas)

Wealth Advisor (Austin)

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.

Cerity Partners LLC

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp.

Private Wealth Advisor

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. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty.

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 Texas

Associate Wealth Advisor Focus Partners Wealth

Centralized Wealth Advisor - Salt Lake City or Houston Zions Bank

Wealth Advisor III - Houston / Austin Truist Bank

Wealth Advisor III - Dallas / Fort Worth Truist Bank

Wealth Advisor - San Antonio, TX Truist Bank

Senior Wealth Advisor SKYLINE WEALTH STRATEGIES, LLC

Wealth Advisor Services Associate - RPW Hub International

Wealth Advisor - Dallas, Fort Worth, Frisco, TX Zions Bancorporation NA

Wealth Advisor - Healthcare Truist Financial Corp

Wealth Advisor Corient

Financial Wealth Advisor (Advisory Team) Farther

Wealth Advisor - Healthcare Truist Financial Corporation

Private Bank Wealth Advisor III Huntington Bancshares Inc

Wealth Advisor - Healthcare Truist Bank

Wealth Advisor Southwest Business Corporation

Wealth Advisor (Dallas) Southwest Business Corporation

Wealth Advisor (Austin) Southwest Business Corporation

Wealth Advisor Cerity Partners LLC

Private Wealth Advisor BOK Financial Corp.

VP, Wealth Management Advisor - Houston, TX Fidelity

Similar Job Searches

Stand out to leading employers.