Senior Trust & Wealth Advisor
Hancock Whitney
Hancock Whitney in Houston, TX seeks a Trust Advisor 4 to manage and develop complex client relationships across estates, trusts, guardianships and agency accounts within Private Wealth Management. The role combines fiduciary oversight with investment management to serve high net worth clients. You will lead as a subject matter expert, coordinate with investment officers and trust operations, and mentor junior relationship managers while driving new business and ensuring compliance with laws and #J-18808-Ljbffr Hancock Whitney
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust & Wealth Advisor in Houston, TX vacancy
- Hancock Whitney Corp. in the United States seeks a Trust Advisor IV to manage and grow complex client relationships across trusts, estates, guardianships and agency accounts within Private Wealth Management. You will serve as a trusted adviser and technical expert for...Senior
- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with... ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities... ...planning, philanthropic giving, and corporate trust services. They also manage trusts, both...SeniorLocal areaRemote work
Vanguard Group, Inc.
Houston, TX2 days ago - ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's Capital... ...that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include...SeniorFlexible hours
Weaver
Houston, TX4 days ago $85k - $145k
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...Senior- Truist Wealth is seeking a seasoned Wealth Advisor in the Houston area to lead high-net-worth client relationships, delivering a full suite of wealth solutions... ...collaborate with product experts across investments, trust, mortgage and insurance to deliver integrated solutions...Senior
- Northern Trust in Houston seeks a client relationship professional to manage wealth management accounts, coordinate with clients and advisors, and deliver advisory services. The role emphasizes fiduciary knowledge, regulatory compliance, and proactive client communication...Senior
$77k - $202k
...of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position...SeniorFull timeH1b$116.2k - $229.1k
...Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients... ...their organizations. We are seeking a motivated and analytical Senior Consultant to join our Operational Finance Transformation team...SeniorLocal area$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position...SeniorFull timeH1b$124k - $280k
...develop team members while fostering a collaborative and inclusive team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business and operational challenges and develop strategic, actionable recommendationsDrive...SeniorFull timeH1b- ...Financial Advisor Since 1903, Strategic Financial Group has been a leading provider of comprehensive wealth management and investment products serving individuals and families.... ...meeting their unique needs. We believe trust is built through transparency, and our trusted...Senior
Strategic Financial Group LLC
Houston, TX2 days ago - ...recruiting for professional-level positions. This role requires a candidate with strong recruiting experience and the ability to build trust with candidates and hiring managers. The ideal individual will support external talent engagement efforts, ensure a high-quality...Senior
$77k - $214k
...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...to lead the way as technology-enabled tax advisors who provide significance through digitization... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New...SeniorFull timeH1bLocal area$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...expertise. From operations to business partnering, we deliver trusted, efficient, and value-centric outcomes for global enterprises....SeniorLocal area- A wealth management firm in Houston is seeking a Senior Trust Officer to administer complex trusts for high-net-worth clients. This role involves managing sophisticated... ...and the ability to collaborate with external advisors on estate planning matters, with no business...Senior
- Senior Trust Officer opportunity with privately held wealth management firm in Houston to administer complex trusts for HNW clients (10mm-100mm+). Administer and... ...HNW clients Collaborate with clients' external advisors on estate planning matters and assist with new client...Senior
- Right Executive Search, LLC is seeking a Senior Trust Officer in Houston to manage a portfolio of complex trusts for high-net-worth clients, delivering fiduciary service and ongoing relationship management. The role emphasizes administration, accuracy, and compliance with...Senior
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte... ...client and team relationships through trust and communicationStrong analytical, critical... ..., Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate...SeniorWork at officeVisa sponsorship- Modern Wealth Management is seeking accomplished wealth management professionals to help expand our national footprint in the United States. Executive Wealth Advisors are the most experienced advisors in the firm, working with top 50% of the most profitable and/or complicated...Senior
- A national 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 strong sales success and relationship management skills. Responsibilities...Senior
- A leading staffing firm is seeking an experienced Tax Manager with a focus on trusts and estates in Houston, Texas. The ideal candidate will have a strong technical background and leadership abilities to manage complex client relationships. Responsibilities include preparing...Senior
- 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 products...Senior
$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...Senior- Hightower Advisors is seeking a Senior Trust Officer to manage trust accounts and relationships with clients and advisors, ensuring fiduciary integrity... ...JD preferred, and proven ability to navigate fast-paced wealth management settings while balancing priorities across...Senior
- OXY, Inc. seeks a senior leader to bridge data trust, quality, and AI product development. This role balances driving enterprise data quality initiatives with building AI-powered products, copilots, and intelligent workflows that deliver measurable business value. You...Senior
- ...families, and 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 ideal candidate holds a Finance-related degree, 5+ years in...Senior
$90k - $150k
LPL Financial in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions. The ideal candidate will have 2+...Senior- Corient, a leading wealth management firm, invites experienced professionals to join a team that values growth and client service excellence. This role partners with lead advisors to deliver tailored financial planning and reports for high-net-worth families across the...Senior
- A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join... ...relationships while serving as the lead advisor within a structured client-... ...client goals Build long-term trusted client relationships while...Senior
- The Hong Kong Study Skills Research Institute in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial and individual loans. Your role will involve managing strategic customer relationships, analyzing credit requests, and ensuring compliance...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Wealth Advisor. Be the first to apply!
Related searches
- financial advisor training program Houston, TX
- financial planning assistant Houston, TX
- entry level financial advisor Houston, TX
- estate planning consultant Houston, TX
- associate leveraged finance Houston, TX
- financial advisor development program Houston, TX
- oracle financial functional consultant Houston, TX
- financial advisor part time Houston, TX
- wealth advisor Houston, TX
- financial planner cfp Houston, TX