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This multi-faceted role requires strong analytical, problem-solving, quantitative, communication, presentation and project management skills, with the ability to manage multiple strategic initiatives that improve operating leverage, accelerate adoption of AI-enabled solutions and support commercial growth. Wealth Solutions provides strategic and operational oversight across a diverse set of wealth management businesses, partnering closely with business leaders and functional teams to drive growth, improve execution, and deliver a differentiated client and advisor experience.

The Goldman Sachs Group Inc

Asset & Wealth Management, Wealth Solutions, Vice President - Dallas

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Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.

Simmons Bank

Wealth Advisor

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Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 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).

YEAR

TIAA

Wealth Management Client Relationship Manager - Guided Advice

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

JPMorgan Chase & Co

JPM Wealth Management-Practice Management Consultant-Houston, TX

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. 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.

Hub International Insurance

Senior Wealth Advisor

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. This position manages client projects, develops thoughtful financial analyses and presentations, and works closely with clients, outside advisors, and internal teams to support complex financial decisions.

Tolleson Wealth Management

Client Advisory Senior Analyst

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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.

The Colony Group, LLC

Associate Wealth Advisor

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

IRecruitee

Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm's new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline's overall wealth platform and serve our families with fiduciary excellence.

Skyline Wealth Strategies, LLC

RIA Operator/Senior Wealth Advisor

The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Mercer Advisors

Wealth Advisor (Dallas: Park Cities/Rockwall, TX)

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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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Bank of America Corp

Wealth Management Specialist

FULL_TIME

OTHER

Must be able to handle frequent interruptions throughout the day, addressing co-worker, advisor, employee and client needs, and still be able to accomplish necessary responsibilities. As a senior member of the team, you will also assist with escalated client concerns and help to develop more junior Wealth Managers.

First Command Financial Services, Inc.

Senior Wealth Manager

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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

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.

Raymond James Financial Inc

AMP Financial Advisor (Houston, TX)

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

The Manager, RIA Operations & Client Service will establish and lead a newly formed team responsible for delivering customer service and operational support for Apex’s in-house Registered Investment Adviser (RIA) business. The role will support Apex’s continued expansion beyond its industry-leading technology and clearing capabilities into B2B RIA services, enabling the firm to deliver RIA and sub-advisory solutions to additional clients.

APEX Fintech Services

Manager, RIA Operations

This will involve creating a highly motivated team environment and working closely with your Service Team to improve their performance through hands-on presence in the store by efficiently developing team members, executing store processes, while ensuring that we continue to provide an industry leading customer experience. Supervising technicians and service advisors, planning and scheduling their duties, assigning work, and following up on completion of assignments.

Brakes Plus

Store Manager - Store 341

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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

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.

Wealth Management Advisor Jobs in Texas

Asset & Wealth Management, Wealth Solutions, Vice President - Dallas The Goldman Sachs Group Inc

Wealth Advisor Simmons Bank

Wealth Management Client Relationship Manager - Guided Advice TIAA

JPM Wealth Management-Practice Management Consultant-Houston, TX JPMorgan Chase & Co

Senior Wealth Advisor Hub International Insurance

Client Advisory Senior Analyst Tolleson Wealth Management

Associate Wealth Advisor The Colony Group, LLC

Wealth Advisor Services Associate - RPW Hub International

RIA Operator/Senior Wealth Advisor Skyline Wealth Strategies, LLC

Wealth Advisor (Dallas: Park Cities/Rockwall, TX) Mercer Advisors

Wealth Management Specialist Bank of America Corp

Senior Wealth Manager First Command Financial Services, Inc.

Senior Investment Advisor Fifth Third Bancorp

AMP Financial Advisor (Houston, TX) Raymond James Financial Inc

Principal Architect Salesforce Inc

Marketing and Practice Development Coordinator Jambalaya Group

Manager, RIA Operations APEX Fintech Services

Store Manager - Store 341 Brakes Plus

Private Bank Wealth Advisor III Huntington Bancshares Inc

Wealth Advisor - Healthcare Truist Financial Corporation

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