Senior Wealth Advisor - Holistic Planning & Growth
$85k - $145kMercer-Advisors
Mercer-Advisors in Houston, Texas is seeking a Wealth Path Wealth Advisor to support business development and client service initiatives. This role includes advising 150-250 clients, onboarding new clients, and collaborating with leadership on financial planning and business development. The ideal candidate has a Bachelor's degree, CFP certification, and significant experience in financial services. Benefits include medical coverage, 401(k), and a competitive salary range of $85,000 to $145,000 plus bonuses. #J-18808-Ljbffr Mercer-Advisors
- 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 leading financial services firm in Houston is seeking a Financial Advisor to guide clients in achieving their financial goals through holistic planning. The ideal candidate will have a Bachelor's degree in Finance and 1-2 years of related experience or a longer equivalent...Suggested
- ...manage client portfolios and provide comprehensive investment planning. The role requires a strong understanding of fiduciary law, investment... ...degree in Finance or Economics, with 7+ years of experience in wealth management and excellent communication skills. This position...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- A full-service financial planning firm in Houston is seeking an experienced Senior Financial Advisor to lead client relationships and mentor junior advisors. This position... ...salary, benefits, and opportunities for growth in a values-driven environment. #J-18808-Ljbffr...Senior
- Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven... ...product innovation, and strategic growth initiatives. This is a highly... ...new client opportunities Deliver holistic financial planning across: Investment strategy and portfolio...Senior
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Houston, Texas, to deliver comprehensive financial planning and investment solutions. This role involves building strong client relationships and offering tailored financial advice to clients from diverse...
- ...professional to join us as a Senior Financial Advisor . This role offers the... ...a collaborative, growth-minded firm while continuing... ...financial planning and investment guidance... ...: Design and implement holistic financial strategies across wealth management, retirement,...SeniorWork at office
- ...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...SeniorFlexible hours
$170k - $210k
...Senior Wealth Advisor (Houston, TX) Join us and help families amplify and simplify their financial... ...their advanced knowledge of financial planning and investments and their superior... ...preferred An entrepreneurial spirit and growth-mindset, with a positive attitude that...SeniorTemporary workWork at officeRemote workMonday to Friday- Texas Regional Bank is looking for an Associate Client Advisor to join its Trust & Wealth Management team in Houston, TX. The role involves developing holistic financial plans for high-net-worth clients and requires strong analytical skills and a commitment to client service...
- JobRx, Inc. in Houston, TX, is seeking a Senior FP&A Analyst to drive impactful business insights and strategic financial planning within a hybrid work environment. This role requires expertise in financial forecasting, budgeting, and reporting processes while leveraging...Senior
- ...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...Senior
- ...logging into your account. JOB FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi... ..., selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients...SeniorLocal area
- ...hands-on, developing accounting systems while planning to lead a sophisticated finance platform. As a trusted advisor to the CFO, you will drive operational excellence... ..., and a willingness to lead through rapid growth. Competitive salary and benefits offered. #J-18...Senior
- ...Financial Advisor Since 1903, Strategic Financial Group has been... ...provider of comprehensive wealth management and investment products... ...wealth management, including planning for retirement, education,... ...portfolios and driving business growth ~ Strong relationship-...Senior
- USI Insurance Services is seeking an experienced EB Senior Account Executive in Houston to manage large employee benefits clients... ...provide complex compliance expertise, and lead strategic planning for account growth. Ideal candidates have at least 6 years in the field and a...Senior
- ...delivers comprehensive wealth management services with... ...for a dedicated Senior Financial Planner to join... ...passionate about financial planning, delivering exceptional... ...You’ll collaborate with advisors and internal teams to... ...personal and professional growth: Profit Sharing Bonus...SeniorTemporary workWork experience placementWork at office
- ...finance our projects. We are seeking a Finance Senior Associate with experience in project... ...level to support strategic capital planning Conduct deep due diligence for potential... ...entrepreneurial approach to investing and business growth Strong ambition to learn the cutting edge...SeniorContract workWork experience placementWork at office
$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- ...small businesses. Our team includes Attorneys, CPAs, and CFPs offering services in wealth management, financial planning, tax and estate strategies, and global investments. We are the Advisor to the Commonwealth Funds ( as well as a number of private REITs and #J-18808-...Senior
- A leading financial institution is seeking a Wealth Advisor in Houston to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking and sales skills to build and deepen client relationships while maintaining...Senior
- A financial services company seeks a Senior Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. The candidate... ..., providing tailored financial, estate, and tax planning solutions. Required qualifications include a Bachelor's degree...SeniorFull time
- Belmont Village Senior Living is looking for a Financial Analyst (FP&A) to join their Corporate... ..., Texas. This role involves financial planning and analysis, budgeting, and reporting on... ...with opportunities for professional growth within Belmont Village, a leader in senior...
$90k - $150k
LPL Financial LLC in Houston, Texas, is seeking a Senior Financial Representative to provide investment solutions to mass affluent investors... ...'s degree, Series 7, 63, and 65 (or 66), and strong financial planning knowledge. Compensation ranges from $90,000 to $150,000 based...Senior- ...leadership and involves crucial responsibilities in financial planning, forecasting, and performance reporting. Ideal candidates should... ...your contributions impact business outcomes, along with opportunities for professional growth and mentorship. #J-18808-Ljbffr Harmer
- Mustang Cat is looking for a Financial Analyst to support financial planning and operational analysis. You will work closely with various teams to provide insights that drive revenue growth and improve profitability. The ideal candidate will have a Bachelor's degree and...
$35 - $40.25 per hour
Highland Springs by Erickson Senior Living is seeking a dedicated Registered Nurse (RN) to join their team. The RN will promote and maintain... ...$35.00 - $40.25 based on experience. Our community encourages growth, offering numerous benefits including medical packages and...SeniorHourly pay- Smith Seckman Reid, Inc is seeking a Senior Medical Equipment Planner I in Houston, Texas. In this role, you will lead complex planning efforts for medical equipment, establishing client... ...culture for personal and professional growth alongside benefits including 401(k) with...Senior
- Brightonjones is seeking an Advisor to manage client relationships and provide comprehensive financial planning. The ideal candidate will have over 4 years of experience in wealth management and hold an undergraduate degree along with relevant certifications. This full-...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Holistic Planning & Growth. Be the first to apply!
- financial associate Houston, TX
- international financial advisor Houston, TX
- financial advisor part time Houston, TX
- financial planner cfp Houston, TX
- financial consultant Houston, TX
- senior financial advisor Houston, TX
- financial planning assistant Houston, TX
- junior oracle financial functional consultant Houston, TX
- associate financial representative Houston, TX
- financial advisor associate Houston, TX

