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FEED

Brokerage Operations, Client Service Operations 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. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.

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

Client Service Representative (Custody) - Wealth Client Experience

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ESSENTIAL DUTIES AND RESPONSIBILITIES: Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities while serving and expanding investment relationships with existing clients by meeting with prospects and engaging in other client-acquisition activities, learning about client investment goals, and presenting proposals for investment management. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bancorp

Senior Investment Advisor

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Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Vanguard Group

Certified Financial Advisor

3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

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OTHER

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The successful candidate will have Commercial & Industrial experience, delivering tailored commercial banking solutions, serve as a trusted advisor to clients, and drive new business development through referral partnerships, networking, and proactive prospecting efforts.

Wintrust Financial Corporation

Senior Commercial Banker - Construction, Engineering & Architecture / C&I

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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.

Investment Consultant - Sugar Land, TX

You will advise on a broad range of registered fund matters, including fund operations, SEC filings, distribution arrangements, Board governance, and product initiatives, while partnering closely with stakeholders across the Funds Business Group, Compliance, Global Wealth Management, Account Management, Product Strategy, and Operations. In this role, you will provide legal support across PIMCO's U.S. registered funds platform, including mutual funds, ETFs, closed-end funds, and collective investment trusts, with a particular focus on the Investment Company Act of 1940, fund governance, disclosure, and regulatory compliance.

YEAR

PIMCO

VP, Counsel - Registered Funds

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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

Client Service Specialist II

The Senior 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. The Senior Wealth Advisor will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients' goals.

Weaver

Senior Wealth Advisor

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

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Brokerage Operations, Client Service 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. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.

Client Service Manager I / II - (Custody) - Wealth Client Experience

As a Wealth Sales Assistant I , you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets to track the execution and processing of different financial transactions.

Frost Bank

Wealth Sales Assistant I

Retain 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 II

HOUR

Collaborates with professionals in different functions, including client service, finance, strategy and investment teams to ensure correctness of content and establish key objectives and themes. Builds strong relationships with investment and communications counterparts as well as key internal stakeholders to ensure successful strategy alignment and distribution of content.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.

eTeam Inc.

Wealth Content Manager

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If you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment, and more ownership over the way you serve your clients, CORDA may be exactly what you have been looking for. If you are looking for a place to plug in, grow alongside talented colleagues, and serve clients within a close-knit firm that operates with intention, that is exactly what CORDA offers.

CORDA Investment Management

Senior Financial Advisor

After approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.

Advance to Financial Planning Advisor

Retain 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 III

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

Wealth Advisor

The Practice Management Consultant serves as a strategic partner to Market Leaders, Service Manager, Director of Financial Planning, and Director of Investment Management, working with financial advisors, planners, portfolio managers, and client support teams to drive team development, operational excellence, and continuous learning. Design and deliver workshops, webinars, and group sessions on practice management topics, including time management, client experience, go to market strategy, branding based on client personas, platform support, internal partners, and operational excellence.

Wealth Management Advisor Jobs in Texas

Client Service Representative (Custody) - Wealth Client Experience Fidelity

Senior Investment Advisor Fifth Third Bancorp

Client Advisor Henley & Partners Holdings Ltd

Certified Financial Advisor Vanguard Group

Sales & Operations Advisor DriveTime

Senior Commercial Banker - Construction, Engineering & Architecture / C&I Wintrust Financial Corporation

Investment Consultant - Sugar Land, TX Fidelity

VP, Counsel - Registered Funds PIMCO

Client Service Specialist II Corient

Senior Wealth Advisor Weaver

Senior Wealth Advisor SKYLINE WEALTH STRATEGIES, LLC

Client Service Manager I / II - (Custody) - Wealth Client Experience Fidelity

Wealth Sales Assistant I Frost Bank

Wealth Advisor II Frost Bank

Wealth Content Manager eTeam Inc.

Senior Financial Advisor CORDA Investment Management

Advance to Financial Planning Advisor Vanguard Group

Wealth Advisor III Frost Bank

Wealth Advisor Cerity Partners LLC

Wealth Management Practice Management Consultant - Salt Lake City OR Houston OR Los Angeles California Bank & Trust

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