Wealth Advisor
$300 per monthClaire Myers Consulting
5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our client is a well-established, family-founded wealth management firm that has been serving clients for over 30 years. With $200M in assets under management, the firm is focused on providing deep, personalized service to a select number of high-net-worth families. Their vision is to grow thoughtfully toward $300–400M AUM while maintaining a client-first approach, offering strategic advice in collaboration with CPAs, attorneys, and other professionals. The Role We are seeking a skilled Wealth Advisor who can seamlessly balance technical financial expertise with strong relationship management. This role will focus on ensuring legacy clients continue to receive exceptional care while also supporting new client acquisition through strategic partnerships. Key Responsibilities Serve as the primary advisor for an assigned group of clients, ensuring all aspects of their financial needs are managed. Deliver comprehensive financial planning, investment management, and tax-aware strategies. Act as a trusted resource in specialized areas such as estate planning, tax planning, or portfolio management. Collaborate with CPAs, attorneys, and other COIs to strengthen client outcomes and firm growth. Maintain the highest standard of client service, communication, and follow-through. Support business development by representing the firm as part of a broader advisory team. Qualifications CFP designation required; strong tax background or CPA/EA designation preferred. 5–10 years of experience in wealth management serving HNW clients. Proven ability to build and sustain deep client relationships. Strong technical competence in financial planning and investment management. High drive, resourcefulness, and ability to thrive in a boutique environment. Based in Houston, TX; ability to work in-office with flexibility for occasional WFH. Compensation $100,000 - $120,000 with revenue share Location Houston, TX Seniority level Mid-Senior level Employment type Full-time Job function Finance Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Get notified about new Wealth Management Advisor jobs in Houston, TX . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
$150k - $350k
...track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet? If so, the Wealth Advisor I role might be for you!At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both...SuggestedFull time$75k - $85k
...communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.We are seeking a client-focused Wealth Advisor to join a high-performing, collaborative team delivering personalized financial guidance. This role is ideal for a relationship...SuggestedWork at officeLocal areaFlexible hours- Frost Bank in Houston seeks a Wealth Advisor I to help clients build financial foundations, develop plans, and provide sound advice across retirement and investments. You’ll focus on personal relationships and delivering expert guidance aligned with Frost’s wealth management...Suggested
$80k - $95k
A leading financial services company is seeking a Wealth Advisor in Houston, Texas. The role involves developing tailored investment strategies, managing client relationships, and achieving sales targets. Candidates should have over 3 years of financial services experience...Suggested- Frost Bank in Houston seeks a Wealth Advisor I to help clients develop financial plans, provide sound advice, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning, investments, and building lasting client...Suggested
$148.79k - $230.21k
...update your information by visiting and logging into the careers section of the system.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments...Full timeFlexible hours- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as...
- ...shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level...Full timePart timeWork at officeLocal areaShift workDay shift
- ...J.P. Morgan Chase is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to clients, with a focus on relationship management. Candidates must have at least 2 years of experience in a financial advisor...
$85k - $145k
...Mercer Advisors in Houston is seeking a Wealth Path Wealth Advisor to provide client-focused service supporting business development. The role involves managing 150-250 clients and presenting financial planning modules. Candidates should hold a Bachelor's degree and have...- ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...would like to meet you. Responsibilities Collaborate with lead advisors to manage the client service experience, oversee task lists and...Permanent employmentTemporary workWork at officeFlexible hours
$100k - $165k
...what most private banks, multi-family offices, trust companies, & wealth managers are structurally built - or incentivized - to address.... ...accurate, & always understood - by the family & by every advisor touching it. You’ll work in small, tight-knit teams that typically...Hourly payFor contractorsWork at officeImmediate start$125k - $200k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...concepts in a clear, practical, and client-friendly manner. Advisor Partnership & Client Engagement Work closely alongside Wealth...Permanent employmentTemporary workWork at officeFlexible hours- ...Senior Wealth Advisor Apply ( locations Houston, TX time type Full time posted on Posted 9 Days Ago job requisition id 180947 Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives...Full timeLocal areaRemote work
- ...The Anderson Search Group has been engaged by a well-established regional financial institution seeking an experienced Wealth Advisor to join its growing Wealth Management team in Houston, Texas . Based in Houston, this individual will serve as the primary relationship...
- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built...Flexible hours
- ...A banking institution is seeking a Private Wealth Management Advisor in Houston, Texas. This role involves developing and managing client relationships for affluent and high net worth individuals. Responsibilities include collaborating with internal partners on wealth...
- ...As a Wealth Advisor, you have the opportunity to create a significant impact on your clients' lives. Your top priority is cultivating new client relationships and developing strong connections with Centers of Influence while delivering a platinum-level experience to your...Work at office
- ...J.P. Morgan Chase is seeking a Private Client Advisor in the Houston area to provide comprehensive financial planning and advice for individual and family clients. Responsibilities include building client relationships, delivering personalized investment solutions, and...
- ...concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment... ...services to affluent clients. Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization...Full timePart timeWork at officeLocal areaShift workDay shift
- ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ....## This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and...Permanent employmentTemporary workWork at officeFlexible hours
- ...Citi Private Bank in Houston is seeking an experienced Private Banker to develop and deepen client relationships and deliver tailored wealth management strategies. You will coordinate cross-functional resources, present complex financial concepts, and drive growth within...
- ...RBC Wealth Management is offering a Wealth Planning Associate program in Houston designed to train you for a career as a Financial Advisor. The first year focuses on MoneyGuidePro and RBC planning processes, supporting local Advisors and licensing milestones. The second...Local area
- ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... .... This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and...Permanent employmentTemporary workWork at officeFlexible hours
- Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Responsibilities...Temporary workLocal areaMonday to Friday
- J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and custom investment solutions for individuals and families. You will cultivate relationships and guide clients through market dynamics...
- Allied Wealth in Houston seeks an experienced Financial Advisor to convert qualified prospects into clients. Our education engine—seminars, workshops, radio, video, digital campaigns—puts retirement-focused households in front of our advisors across Greater Houston. You...Local areaImmediate start
$85k - $145k
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...their financial lives with confidence. Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Corient seeks a motivated Financial Advisor in Houston, Texas. You will manage client services, prepare financial analyses, and provide... ...a relevant Bachelor's degree and have extensive experience in Wealth Management, with strong analytical skills and commitment to client...
- A leading financial services firm in Houston is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients from various financial backgrounds and deliver personalized investment solutions. Ideal candidates should...
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