Senior Wealth Advisor: Growth, Planning & Client Care
$85k - $145kMercer Advisors
Mercer Advisors is hiring a Wealth Path Wealth Advisor in Houston, Texas. This role involves acting as a trusted advisor to 150-250 clients, enhancing client retention, and onboarding new clients. Candidates should possess a Bachelor's degree and CFP designation, with 5-25 years of relevant experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive salary range of $85,000 - $145,000 and comprehensive benefits. Join us to help families navigate their financial lives confidently. #J-18808-Ljbffr Mercer Advisors
- ...advisory firm based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal candidate will demonstrate... ...culture focused on professional growth and personal well-being. #J-18808-Ljbffr...Senior
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- ...Join Vanguard as a Wealth Advisor Are you a Certified... ...Wealth Advisors and Senior Wealth Advisors for... ...ultra-high net Worth clients achieve their unique financial... ...providing financial planning solutions using our... .... ~ Professional growth: Benefit from a...SeniorLocal areaRemote work
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- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals... ...wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will be responsible for... ...training, and whole-life growth. Our goal is to balance both...SeniorFlexible hours
- ...ambition and empowers your growth At Corient, we... ...to preserve their wealth for future... ...and communities they care about. We focus on exceeding... ...Collaborate with lead advisors to manage the client service experience, oversee... ...financial planning support. Manage the...Permanent employmentTemporary workWork at officeFlexible hours
- ...to preserve their wealth for future generations... ...communities they care about. We focus on... ...and supports your growth, we would like to... ...supporting Wealth Advisors (WAs) by providing... ...services to clients, with the potential... ...investment, and financial planning processes...Permanent employmentTemporary workWork at officeFlexible hours
$106.7k
...REQUISITIONOracle EPM FCC/FP&A Senior... ...We lean into our mission: We Care. We Collaborate. We Deliver. At... ...successful completion of project work plans. You’ll identify areas of risk... ...gain trust, and network with client personnel and professional associates...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$85k - $145k
...Why Work at Mercer Advisors? For more than 4... ...financial planning, investment management... ...of comprehensive care once reserved for... ...bound to act in our clients' best interests —... ...– including size, growth, service quality,... ...Job Summary: The Wealth Path Wealth Advisor...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Houston, Texas to advise families on wealth management. You will leverage your financial planning expertise while working with a... ..., and is licensed. A focus on client experience is paramount,... ...rewards package including health care, retirement savings, and tuition...SeniorLocal area
$85k - $145k
Why Work at Mercer Advisors? For more than 40... ...integrating financial planning, investment... ...of comprehensive care once reserved for... ...bound to act in our clients’ best interests —... .... Job Summary The Wealth Path Wealth Advisor... ...Resource Coordination, Growth Mindset, Quality...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking... ...be Responsible For: Coordinate, plan, and supervise multiple engagements... ...teamwork, creativity, and a genuine care for each other, we not only solve our...SeniorTemporary workLocal area
- Par Pacific is seeking an Senior FP&A Analyst in Houston to perform detailed financial analyses... ...with the Strategy & Financial Planning team to deliver forecasts and budgets. The... ...culture with opportunities for impact and professional growth. #J-18808-Ljbffr ParpacificSenior
$80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly) Location... ...with new and existing clients (no cold calling - 90+ warm... ...financial and estate planning guidance to HNW clients.... ...not cutthroat. Unlimited growth potential as the Houston...SeniorFull timeWork at officeFlexible hours- ...financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance. You will benefit from 90+ warm... ...is a full-time position with excellent growth potential as the Houston office expands. #J...Full timeWork at office
- ...day, from concept through execution.We care about how the work gets done as much... ...behind.The Opportunity As the Sr Client Account Manager, you will have the opportunity... ...needs of our clients, with strategic planning of new business growth.Alongside the Client Segment Director...SeniorFull timePart timeWork experience placementRelocationVisa sponsorshipFlexible hours
- ...and empowers your growth** At Corient, we help... ...to preserve their wealth for future... ...communities they care about. We focus on... ...supporting Wealth Advisors (WAs) by providing... ...exceptional services to clients, with the potential... ..., and financial planning processes* Begins...Permanent employmentTemporary workWork at officeFlexible hours
$73.4k - $183.6k
...administrators to excel at value-based care with a unified technology and... ..., an IQVIA business, as a Senior Client Delivery Representative and... ..., and guide projects from planning through deployment. This role... ....Serve as a trusted advisor to senior client stakeholders...SeniorFull timePart timeImmediate startWorldwide- ...Anderson Cancer Center is seeking a Senior Financial Analyst to support... ...institution focused on cancer care, research, education, and... ...financial models used for strategic planning, forecasting, business case... ...while advancing professional growth in a dynamic finance...SeniorFull timeWork experience placementLocal areaImmediate startRemote workRelocation packageMonday to FridayFlexible hours
$110.7k - $218.3k
...their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite... ...components and prototypesDrive test planning, execution, and optimization... ...helps upper mid-market and high-growth organizations modernize their financial...SeniorLocal areaVisa sponsorship- Jobot is a veterinary care organization seeking a Doctor of Veterinary Medicine to lead clinical care in a growth-focused environment. You will conduct exams, diagnostics, treatments, and surgery while educating clients and maintaining records. The role emphasizes collaboration...Senior
$80k - $100k
...impact in the lives of seniors and their families. With... ...well-being of our clients, this role is central to... ...delivering personalized care that addresses their specific... ...treatment plans. \n Participate in the... ...support your professional growth and development. \n...SeniorFull timeRemote work- A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing... ...financial products like life insurance and retirement plans while ensuring a platinum-level experience. Ideal...Senior
- A growing, mid-sized wealth management firm in the... ...Houston area is seeking a senior client-facing wealth... ...opportunity due to continued growth, offering the chance... ...while serving as the lead advisor within a structured... ...sophisticated financial planning and wealth management...Senior
- ABM Education Solutions is seeking a Senior Business Development Manager to drive growth in K-12 and Higher Education markets in South Texas. The role focuses... ...at navigating long sales cycles, understanding client finances, and proposing bundled energy, facility and...Senior
- J.P. Morgan Wealth Management - Private Client Investment Associate - Houston... ...our clients, taking care of our employees,... ...support to Private Client Advisors within Wealth... ...with ongoing wealth planning for clients and referral... ...sales and deposit growth and have the most-used...Full timeShift work
- ...financial institution to recruit an experienced Wealth Advisor for its Houston, Texas Wealth Management... ...on serving affluent and high-net-worth clients, coordinating internal specialists to deliver comprehensive wealth planning. As the quarterback of client...Senior
$128k - $252.5k
...Transactions team helps guide clients through their most critical... ...deals and capture value. As a Senior Consultant in M&A Finance & Operations... ...Day 1 readiness, integration planning, separation planning, and... ...PE clients across inorganic growth/divestiture scenarios through...SeniorLocal area
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