Senior UHNW Investment Advisor & Private Wealth Strategist
Citigroup Inc.
Citi Private Bank in Houston seeks an Investment Counselor Principal to lead and grow relationships with ultra-high net worth clients, providing expert investment guidance and portfolio solutions. You will combine deep knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client outcomes. Ideal candidates have 15+ years of experience, a CFA/MBA is a plus, and the credibility to engage senior clients and internal partners. #J-18808-Ljbffr Citigroup Inc.
- Corient, the world’s largest multi-family office, seeks a senior wealth planner in Houston, TX to serve UHNW clients with sophisticated planning strategies. You will lead planning discussions, coordinate with advisors, and elevate client outcomes with tax and estate...SeniorWork at office
- Fifth Third Bank, Houston Private Bank, seeks an experienced Senior Investment Advisor to grow assets under management by collaborating with Wealth Management Advisors and clients. You will craft IPS-driven portfolios, present investment proposals, and maintain proactive...SeniorPrivate
- ...Description:Merrill Wealth Management is a leading... ...management and investment products and services... ....Merrill’s Financial Advisors and Wealth Management... ....Job Description:The Private Wealth Strategist, part of Merrill’s Strategic... ...Group, works with UHNW individuals and families...PrivateFull timePrivate practiceWork at officeWork from homeShift workDay shift
- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...delivering sophisticated investment solutions to High Net Worth... ...managers, financial advisors, trust officers, and other... ...Management experience with HNW or UHNW client relationships, or equivalent...SeniorPrivateFull timeWork experience placementWork at office
- ...Capital Bank seeks a seasoned Private Wealth Leader to drive UHNW/HNW relationships and growth across investment management, banking, lending... ...services. You will act as a senior relationship manager for the... ...team of Private Client Advisors and Investment Advisors, shaping...Private
$125k - $200k
...them to preserve their wealth for future generations,... ...matters impacting HNW and UHNW clients. Identify,... ...families with $10M+ in investable assets. Lead planning... ...friendly manner. Advisor Partnership & Client Engagement... ...financial planning, private wealth management,...PrivatePermanent employmentTemporary workWork at officeFlexible hours- ...matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify,... ...families with $10M+ in investable assets. Lead planning discussions... ...client-friendly manner. Advisor Partnership & Client... ...advanced financial planning, private wealth management,...PrivateWork at office
- Goldman Sachs Bank AG is seeking a Private Wealth Advisor for its Houston location. This role emphasizes building client relationships and delivering... ...resources to provide comprehensive advice and exclusive investment opportunities. The position promotes a culture of diversity...Private
- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate... ...client interactions, driving new business, and advising on wealth management. Competitive salary and benefits include health coverage...SeniorPrivate
- ...Houston, TX, seeks a seasoned wealth planning professional to... ...planning matters affecting HNW/UHNW clients. You will design and... ...recommendations for families with $10M+ investable assets, focusing on... ...You will partner with Wealth Advisors, support business development...
- ...Houston, TX (or Mobile, AL) to join its regional Wealth Management division. You will manage... ...for affluent clients and partner with Wealth Advisors, Private Bankers, and Trust officers to deliver sophisticated investment solutions and superior client service. Ideal...SeniorPrivate
- ...client service as the client facing investment expert for Private Bank clients. Primarily focused on... .... Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment... ...drive to achieve results. Senior Investment Advisor At Fifth Third,...SeniorPrivateBank staff
- A leading financial services firm in Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high net worth clients. The ideal candidate has over 10 years of experience in Private Banking or Wealth Management. Responsibilities include...SeniorPrivate
- Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning expertise while working with a talented local team and institutional support. The ideal candidate has 6+ years in Private Banking...SeniorPrivateLocal area
- Hancock Whitney in Houston, TX seeks a Trust Advisor 4 to manage and develop complex client relationships... ..., guardianships and agency accounts within Private Wealth Management. The role combines fiduciary oversight with investment management to serve high net worth clients....SeniorPrivate
- ...business owners through retirement, investments, and estate planning. You will act as a trusted advisor, building lasting client relationships and delivering wealth strategies beyond numbers. The... ...5+ years in wealth management or private banking, and FINRA licenses. #J-...SeniorPrivate
- JPMorganChase in Houston seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking knowledge to advise current clients and attract new assets within...SeniorPrivateLocal area
- J.P. Morgan in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You’ll leverage investments, credit and banking knowledge to guide current clients and drive new assets, within a local team and institutional...SeniorPrivateLocal area
$159.97k - $188.2k
..., learn new skills and discover what you excel at-all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth...PrivateTemporary workWork experience placementLocal area- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow,... ...responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high...SeniorPrivateLocal area
- Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Houston, TX. This role involves developing comprehensive wealth management plans for high net worth individuals and providing tailored advice in collaboration with internal and external experts. Successful...Private
- Wealth Planning & Advice is a group of experts in trusts & estates, tax... ...(operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them... ...various products and platforms (investment, banking and lending) available...PrivateWork at officeLocal area
- BBVA Global Wealth Advisors in Houston seeks a seasoned Financial Advisor to build and manage... ...net worth families. You will leverage investment knowledge, financial planning, and banking... .... The ideal candidate has 6+ years in private banking or financial services, strong sales...Private
$100k - $165k
...needs that transcend what most private banks, multi-family offices, trust companies, & wealth managers are structurally built... ...family's net worth, insurability, & investable assets. That independence lets... ...- by the family & by every advisor touching it. You’ll work in small...PrivateHourly payFor contractorsWork at officeImmediate start- Texas Capital Bank seeks a seasoned Private Wealth leader to drive regional revenue growth, manage UHNW/HNW client relationships, and lead a high-performing team across investment management, banking, and estate services. The role focuses on strategic business development...Private
- ...award-winning multi-family office and private investment firm based in the United States. We are... ...built on integrity and collaboration. The Senior Compliance leader will guide a broader... ...program across private funds and wealth advisory activities, offering practical...SeniorPrivateWork at office
$80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly) Location: Houston, TX (Galleria... ...planning, fiduciary advising, or private banking experience. Bachelor’s... ...Client relationship management, investment strategy, portfolio review, and...SeniorPrivateFull timeWork at officeFlexible hours- BOK Financial Corporation seeks a Private Wealth Credit Specialist III to underwrite large, complex credit transactions and provide expert... ...will partner with Private Wealth Bankers, risk managers, and advisors to balance growth with prudent risk. The role requires formal...SeniorPrivate
$74.93k - $153k
...trusts, estates, family offices, investment vehicles, charitable... ...career with Deloitte’s growing Private Wealth practice! Recruiting for this... ...27. What You’ll Do As a Tax Senior in our Private Wealth Tax... ...AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial...SeniorPrivatePrivate practiceWork at officeLocal area- Bank of America is seeking a senior investment professional to partner with Senior Managers in designing and managing discretionary portfolios for high-net-worth clients. You will evaluate asset allocation, conduct security selections, and monitor risk and compliance while...SeniorPrivateWork at office
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