UNKNOWN

FEED

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.

YEAR

Financial Engines

Director, Financial Planning (San Antonio, TX)

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Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team. This is an ideal opportunity for someone who thrives in a detail-oriented, client-facing role and is looking to grow within a practice that values operational excellence, team collaboration, and long-term development.

Jambalaya Group

Client Service Specialist

Workable

Summary: The Marketing Operations Coordinator supports the execution of marketing initiatives across Integrity Wealth by coordinating advisor and employee communications, marketing campaigns, webinars, digital content, and operational workflows. The ideal candidate has 2-3 years of marketing experience, is a strong communicator and writer, enjoys managing multiple projects, and is passionate about improving processes while delivering an exceptional advisor experience.

Integrity Marketing Group

Marketing Operations Coordinator

5+ years of salesforce experience, including solution architecture, consulting, business analysis, or senior platform-delivery responsibilities; 5+ Years of industry experience in wealth management, banking, insurance, lending, asset management, or another regulated financial-services environment, and/or hands-on experience with Salesforce Financial Services Cloud; Demonstrated leadership and experience leading cross-functional discovery and converting business needs into practical Salesforce solutions; Experience creating process maps, user stories, acceptance criteria, data mappings, UAT documentation, and facilitating user acceptance testing and end-user training; Experience working within Agile delivery teams consisting of onshore and offshore members; Strong knowledge of Salesforce declarative capabilities, including Flow, security, sharing, permission sets, reports, dashboards, and data management; Strong understanding of Salesforce data modeling, migration, data quality, and integration concepts; Strong knowledge of Salesforce security and visibility, including profiles, permission sets, roles, sharing rules, and field-level security. As a Senior Salesforce Solution Architect specializing in Financial Services, you''ll lead consulting engagements that transform complex business needs into secure, scalable, and user-friendly Salesforce solutions.

Alithya Group Inc.

Senior Salesforce Solution Architect, Financial Services

As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships.

Peak Performance Team

service advisor

TalentNest

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.

Willis Towers Watson PLC

HWC Solution Advisor

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Ample knowledge of one or more of these product lines: pool related equipment, plumbing supplies, tile, decking, exterior lighting, patio furniture, construction materials, building supplies, chemicals, landscaping / irrigation supplies, HVAC supplies or similar tangible goods. Our network includes SCP Distributors, SCP Distributors International, Superior Pool Products, National Pool Trends, Pinch A Penny, and Horizon Distributors.

POOLCORP is the world's leading wholesale distributor of swimming pool equipment, parts and supplies, and related outdoor living products. The company operates over 420 locations worldwide with more than 6,000 employees through three primary distribution networks: SCP Distributors LLC, Superior Pool Products LLC, and Horizon Distributors Inc.
Our Sales Centers each operate with full profit and loss responsibility, giving our organization an entrepreneurial spirit. Mission: To provide exceptional value to our customers and suppliers, creating exceptional return for our shareholders while providing exceptional opportunities for our employees.

Pool Corp

Business Development Representative

Coordinate in-person client events, conferences, educational seminars, and meetings by managing logistics, registrations, event communications, promotional materials, vendor coordination, and on-site support as needed. Plan and independently manage webinars from initial planning through post-event follow-up, including registration, invitations, attendee communications, presenter coordination, video publishing, reporting, and replay experiences.

Hub International Ltd

Marketing Communications Coordinator

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. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the ability to stay current on legislative and regulatory changes.

Hub International Insurance

Client Onboarding Specialist

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This role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group LLC

Tax Advisor (Hybrid)

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. 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

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

You'll likely thrive here if you are:create opportunities rather than wait for themYour Background We're less interested in checking every box than we are in finding people with a demonstrated ability to build trust,generate business, and perform at a high level. You'll likely thrive here if you are: A Trusted Relationship Builder – You know how to earn trust, ask thoughtful questions, listen carefully, and lead people toward decisions.

Financial Planner Recruiting

Senior Financial Advisor

You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience.

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 Banker

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.

Truist Bank

Wealth Advisor - Healthcare

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. 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.

Truist Financial Corporation

Wealth Advisor III - Houston / Austin

FULL_TIME

OTHER

Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.

JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - Ft Worth, TX

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This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.

Huntington

Wealth Planner

IRecruitee

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. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.

Wealth Support Specialist II (Houston, Texas)

Reporting to the CFO of Integrity Wealth, you will build the division-level view that executives, the Board, and our ownership group rely on, and you will be a key collaborator across the business units to help them build the systems and processes to clearly manage the data. We are looking for a Senior Director to own the consolidation of financial and KPI reporting across every wealth business unit, and to make sure the data behind it is correct, consistently defined, and well managed.

Wealth Management Advisor Jobs in Texas

Director, Financial Planning (San Antonio, TX) Financial Engines

Client Service Specialist Jambalaya Group

Marketing Operations Coordinator Integrity Marketing Group

Senior Salesforce Solution Architect, Financial Services Alithya Group Inc.

service advisor Peak Performance Team

HWC Solution Advisor Willis Towers Watson PLC

Business Development Representative Pool Corp

Marketing Communications Coordinator Hub International Ltd

Client Onboarding Specialist Hub International Insurance

Tax Advisor (Hybrid) Wealth Enhancement Group LLC

Senior Wealth Advisor Mariner

Senior Wealth Advisor Weaver

Senior Financial Advisor Financial Planner Recruiting

Private Wealth Banker BOK Financial Corp.

Wealth Advisor - Healthcare Truist Bank

Wealth Advisor III - Houston / Austin Truist Financial Corporation

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - Ft Worth, TX JPMorgan Chase Bank, N.A.

Wealth Planner Huntington

Wealth Support Specialist II (Houston, Texas) Truist Bank

Sr. Director, Wealth Financial Consolidation & KPI Reporting Integrity Marketing Group

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