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
- Fidelity Investments is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance. You serve as trusted adviser and coach, delivering personalized roadmaps and integrated wealth planning aligned with goals today and 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
- ...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
$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- ...established regional financial institution to recruit an experienced Wealth Advisor for its Houston, Texas Wealth Management team. This role... ...you will integrate financial planning, investment management, trust and fiduciary services, and estate and tax planning to deliver...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
- City of Houston seeks a Financial Analyst to support the Trusts and Funds Management section within the Financial Reporting & Operations Division. You will assist management in policy development, perform professional financial analysis, and help prepare reports for LGCs...Senior
$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- ...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...Senior
$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- ...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
- 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
- NPAworldwide is seeking an experienced Trust Officer (VP or Sr. VP) to manage a portfolio of high-net-worth client relationships and administer traditional trusts, charitable trusts, foundations, and endowments. You will focus on fiduciary excellence without sales expectations...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
- Melton & Melton, LLP in Houston, TX seeks an experienced tax professional focused on estates and trusts to prepare and review federal/state returns. You will work with clients and legal professionals to ensure compliance and plan tax-efficient strategies. The role involves...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
- 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
- HighTower Advisors, LLC in Houston, TX seeks a Senior Trust Officer to administer a book of trust accounts, interpret legal documents, and maintain fiduciary... ...knowledge of trust principles, with experience in wealth management and RIA settings. #J-18808-Ljbffr HighTower...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
- Willis Johnson Wealth is seeking a Wealth Manager to lead client relationships and oversee financial plans and investment strategies, independently or with support from a Planning Analyst or Associate Wealth Manager. The role includes conducting Financial Planning Reviews...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- ...Western Alliance Bancorporation, seeks a Client Service Analyst III in Houston to manage client relationships within the Corporate Trust structure. You will handle CLOs and Leverage Finance facilities, ensuring accurate reporting and timely delivery to clients. The role...Senior
- EY is seeking AI Systems Engineers to own the security and trust fabric of EY’s AI-native platform, spanning identity, secrets, cryptography and attestation across cloud, on-prem, edge and air-gapped environments. You will ensure workloads carry verifiable identities, secrets...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
- A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing advice on financial products like life insurance and retirement plans while ensuring a platinum-level experience...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
$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- Insight Global is looking for a VP of Conventional Trust Operations to manage client relationships and oversee financial operations in Houston, Texas. The role involves servicing client accounts and ensuring timely resolution of inquiries across various workflows. Ideal...Senior
- Northern Trust is seeking a Personal Banker to support wealth management and banking services, engaging subject matter experts to deliver holistic client guidance and cross-sell opportunities. The role emphasizes client account servicing, wires and transfers, account openings...Senior
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