Senior Wealth Advisor — HNW Growth & Planning
Weaver
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 include mentoring staff and driving business development strategies. Weaver offers competitive health benefits and a collaborative workplace culture focused on professional growth and personal well-being. #J-18808-Ljbffr Weaver
$80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly) Location: Houston, TX... ...holistic financial and estate planning guidance to HNW clients. Coordinate with portfolio... ..., not cutthroat. Unlimited growth potential as the Houston office...SeniorHigh net worthFull timeWork at officeFlexible hours- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial... ...seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities... ...by providing financial planning solutions using our time-... ...-being. ~ Professional growth: Benefit from a workplace that...SeniorHigh net worthLocal areaRemote work
- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our... ...include wealth management and wealth planning. The Senior Wealth Advisor works directly... .../leadership training, and whole-life growth. Our goal is to balance both high...SeniorHigh net worthFlexible hours
- 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
$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... ...internal specialists to deliver comprehensive wealth planning. As the quarterback of client relationships, you will integrate...SeniorHigh net worth
- A growing, mid-sized wealth management firm in the Houston... ...area is seeking a senior client-facing wealth professional... ...due to continued growth, offering the chance to... ...serving as the lead advisor within a structured... ...sophisticated financial planning and wealth management advice...SeniorHigh net worth
- ..., LLC is a client-centered wealth management firm serving high... ...management, financial planning, tax strategy, and estate planning... ..., we’d love to connect! Senior Financial Advisor Are you ready for... ...: client relationships and growth. Shared overhead, not solo...SeniorHigh net worthPermanent employmentWork at office
- 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
$300 per month
...established, family-founded wealth management firm... ...a skilled Wealth Advisor who can seamlessly... ...financial planning, investment management... ...outcomes and firm growth. Maintain the... ...management serving HNW clients. Proven ability... ...Houston, TX Seniority level Mid-Senior level...High net worthFull timeWork at officeWork from home$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...by integrating financial planning, investment management,... ...of metrics – including size, growth, service quality, technology... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high net worth clients. The ideal candidate... ..., and candidates must obtain various licenses, with a strong sales and financial planning background. #J-18808-Ljbffr Hancock WhitneySeniorHigh net worth
$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-... ...consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated conversations...SeniorHigh net worthRemote jobFor contractorsFlexible hours- 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...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... ...and the ability to collaborate with external advisors on estate planning matters, with no business development...SeniorHigh net worth
$148.79k - $230.21k
...Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of... ...and sound personal financial planning and financial advisory concepts.Primary... ...internal partners to identify relationship growth and asset retention opportunitiesAcquires...High net worthFull timeFlexible hours- PwC in Houston is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately owned businesses. You will lead client relationships, manage teams, and grow your technical skills...SeniorHigh net worth
$105.4k - $207.8k
...role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be... ...market data to inform transaction decisions and growth strategiesDeveloping business cases, synergy assessments, and implementation plans aligned to client objectivesCreating client...SeniorLocal areaVisa sponsorship$100k
...role that supports the growth of the Principal Gifts... ...with team members and senior leadership.The Senior Director... ...high net worth (HNW) prospects aligned with... ...prioritization and engagement planning. Ensures insights are... ...Edge, Salesforce, Wealth-X and RelSci.* Commitment...SeniorHigh net worthWork at office- ...designing and delivering tailored wealth strategies for high‑net‑worth individuals... ...client acquisition, retention, and growth of an existing portfolio. The advisor ensures each client receives a... ...comprehensive short and long‑term plans. Drive business development by creating...High net worthTemporary workPrivate practice
- ...-flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS)... ...current software toolsActs as a Career Advisor to associates and senior... ...about their job performance and career growth; coaches others and advisees to help them...SeniorHigh net worthPrivate practiceWork at office
- ...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
- ...supportive, flexible work environment. ABOUT THE ROLE Due to practice growth, Our Client is seeking an experienced Tax Senior to join their team. This role will assist with tax compliance and planning for a wide range of clients, including businesses in healthcare,...SeniorHigh net worthFlexible hours
- ...individuals and families. As a trusted advisor, you will manage client relationships across... ...solutions and drive client goals and wealth growth. Collaborating with Wealth Management... ...and specialists, you will identify planning opportunities, monitor accounts, and aim...High net worth
$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory... ...not just in their professional growth, but also in their ability to... ...Our scope of services includes tax planning and preparation, entity structuring, wealth preservation, family succession consulting...SeniorHigh net worthImmediate startFlexible hours- A leading financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. The ideal candidate will have at least 2 years in a Financial Advisor role, possess a Series...Full time
$130k - $150k
...Codispoti Law is seeking an experienced Estate Planning Attorney who wants to do sophisticated,... ...planning work in a collaborative and growth-oriented environment. This role is... ...implementation * Collaborating with financial advisors, CPAs, and other professionals when...SeniorHigh net worthFull time- ...financial institution seeking an experienced Wealth Advisor to join its growing Wealth Management... ..., delivering comprehensive wealth planning while coordinating a full suite of internal... ...opportunity. Long-term career growth within a highly respected regional banking...High net worth
- ...as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible... ...sound personal financial planning and financial advisory... ...to time.* Meet revenue growth, profitability and client... .../or in tandem with a senior credit advisor.* Advanced...High net worthFull timePart timeWork at officeLocal areaShift workDay shift
- ...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...SeniorHigh net worth
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