Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor - Holistic Planning & Growth

$85k - $145k

Mercer-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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Holistic Planning & Growth in Houston, TX vacancy
  • 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

    BOK Financial

    Houston, TX
    3 days ago
  • 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... 
    Senior
    Local area

    Fairygodboss

    Houston, TX
    2 days ago
  •  ...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

    Mercantil Commerce Bank

    Houston, TX
    1 day 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

    Mercer Advisors

    Houston, TX
    4 days ago
  • 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

    Strategic Financial Group

    Houston, TX
    3 days ago
  •  ...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... 
    Senior
    Flexible hours

    Weaver

    Houston, TX
    1 day ago
  •  ...Senior Wealth Advisor (Houston, TX) The Senior Wealth Advisor focuses on deepening relationships...  ...their advanced knowledge of financial planning and investments and their superior...  ...preferred An entrepreneurial spirit and growth-mindset, with a positive attitude that... 
    Senior
    Temporary work
    Work at office
    Remote work
    Monday to Friday

    Mercer Advisors

    Houston, TX
    1 day ago
  •  ...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,... 
    Senior
    Work at office

    Strategic Financial Group

    Houston, TX
    3 days ago
  • $114k - $165.3k

     ...with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy)...  ...related to client onboarding, financial planning, and investor education. Collaborate...  ...discussions. * Provide clients with holistic financial planning on a large variety... 
    Senior
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Empower Careers

    Houston, TX
    5 days ago
  • $124k - $280k

     ...Growing as a strategic advisor, you leverage your influence...  ...messages that tell a holistic story. Apply systems...  ...reporting. As a Senior Associate, you will mentor...  ...methodologies to enhance financial planning Conduct...  ...members to support their growth and development What... 
    Senior
    Full time
    H1b

    PwC

    Houston, TX
    5 days ago
  •  ...leading provider of comprehensive wealth management and investment...  ...wealth management, including planning for retirement, education,...  ...and guidance. Our Financial Advisors work closely with clients to...  ...portfolios and driving business growth * Strong relationship-... 
    Senior

    Strategic Financial Group LLC

    Houston, TX
    18 hours ago
  •  ...service. Overview Act as a trusted advisor and technical expert in complex...  ...require sophisticated, multi-disciplinary wealth planning. This role is responsible for the development...  ...within the organization is encouraged, senior leaders are accessible, and you can... 
    Senior
    Flexible hours

    Northern Trust

    Houston, TX
    3 days ago
  •  ...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

    Agathos AEC Inc

    Houston, TX
    1 day ago
  •  ...logging into your account. JOB FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for developing comprehensive, integrated,...  ...prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management... 
    Senior
    Local area

    Hancock Whitney

    Houston, TX
    4 days ago
  •  ...their financial goals. Job Overview: The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee...  ...delivering best in class client experience, and holistic financial planning. Responsibilities: Customer Service... 
    Senior
    Work experience placement
    Work at office
    Immediate start
    Work from home

    LPL Financial Holdings, Inc.

    Houston, TX
    3 days ago
  • 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

    USI Insurance Services

    Houston, TX
    18 hours ago
  • 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

    Truist Financial Corporation

    Houston, TX
    2 days ago
  • $133.37k - $156.9k

     ...Description U.S. Bank Private Wealth Management (PWM) helps...  ...Our teams advise clients holistically on wealth and estate planning, investments, banking,...  .... The Private Wealth Advisor (PWA) is responsible for...  ...The PWA is responsible for growth through internal and external... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Houston, TX
    1 day ago
  • $75k - $85k

     ...Wealth Management Zions Bancorporation is one of the nation...  ...management teams in high-growth western markets. Zions is regularly...  .... Job Title: Wealth Advisor We are seeking a client-...  ..., while delivering holistic financial planning and investment guidance via... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bank

    Houston, TX
    3 days ago
  • 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

    JCW Group

    Houston, TX
    4 days ago
  • 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... 
    Senior
    Full time

    Hancock Whitney Corp.

    Houston, TX
    3 days ago
  •  ...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

    Harmer

    Houston, TX
    18 hours ago
  •  ...tax and advisory firm in Houston, TX is seeking a Senior Tax Manager responsible for leading tax compliance and planning engagements. The ideal candidate will have a...  ...its entrepreneurial culture and opportunities for growth, where you can make a meaningful impact on clients... 
    Senior

    Doeren hew

    Houston, TX
    1 day ago
  •  ...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...  ...entrepreneurial approach to investing and business growth ~ Strong ambition to learn the... 
    Senior
    Contract work
    Work experience placement
    Work at office

    Grid United

    Houston, TX
    4 days ago
  • CenterPoint Energy, Inc. is looking for a Senior Electrical Engineer in Houston, TX, to provide technical...  .... Join CenterPoint Energy for professional growth, benefits starting on day one, and various perks like a 401(k) plan and wellness programs. #J-18808-Ljbffr CenterPoint... 
    Senior
    Flexible hours

    CenterPoint Energy, Inc.

    Houston, TX
    4 days ago
  • 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

    Smith Seckman Reid, Inc

    Houston, TX
    3 days ago
  •  ...Wealth Advisor (Vice President) Founded in 1983, Westwood offers a...  ...implementation of all wealth planning, reporting, and client deliverables...  ...to UHNW families including holistic wealth planning &...  ...dynamics. You actively seek growth and mentorship as an advisor... 
    Work at office
    Immediate start
    Visa sponsorship

    Westwood Holdings Group

    Houston, TX
    18 hours ago
  •  ...Architecture, a NELSON Brand in Houston, is seeking a Senior Asset Strategy Leader to drive growth by cultivating client relationships and establishing new...  ...opportunities. The role involves providing strategic planning insights, managing expectations, and fostering... 
    Senior
    Flexible hours

    KA Architecture, a NELSON Brand

    Houston, TX
    1 day ago
  • Anywhere Real Estate is looking for a Senior Growth Consultant to drive growth and brand strategies in partnership with franchisees. This role involves developing and implementing growth strategies, managing compliance, and conducting virtual sessions on industry topics... 
    Senior
    Remote job

    Anywhere Real Estate

    Houston, TX
    1 day ago
  •  ...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... 
    Senior
    Temporary work
    Work experience placement
    Work at office

    Larson Studio LLC

    Houston, TX
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - Holistic Planning & Growth. Be the first to apply!