Senior UHNW Wealth Strategist & Legacy Planner
Corient
Corient, the world’s largest multi-family office, seeks a senior wealth planner in Houston, TX to serve UHNW clients with sophisticated planning strategies. You will lead planning discussions, coordinate with advisors, and elevate client outcomes with tax and estate planning expertise. The ideal candidate has 8+ years of advanced financial planning, CFP designation, and a proven ability to present to clients. #J-18808-Ljbffr Corient
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior UHNW Wealth Strategist & Legacy Planner in Houston, TX vacancy
- Corient in Houston is seeking an experienced Wealth Planning Advisor to serve as the team’s subject matter expert for complex planning... ...concepts clearly to clients. You will also mentor junior planners, collaborate with Wealth Advisors to deliver tailored strategies...Senior
- ...Search & Recruitment in Houston, TX seeks a seasoned Financial Planner to guide individuals, families, and business owners through retirement... ...advisor, building lasting client relationships and delivering wealth strategies beyond numbers. The ideal candidate holds a Finance-...Senior
$125k - $200k
...enabling them to preserve their wealth for future generations, and... ...simplifying lives, and establishing legacies that last for generations. We... ...matters impacting HNW and UHNW clients. Identify, design, and... ...planning service offering. Mentor planners and help drive their...SuggestedPermanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
Houston, TX4 days ago- ...subject matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design, and deliver... ...wealth transfer and family legacy planning Charitable and philanthropic... ...planning service offering. Mentor planners and help drive their development Qualifications...SuggestedWork at office
- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. About The Role The Senior Wealth Strategist serves as the primary...SeniorBank staffShift work
Fifth Third Bank, N.A.
Houston, TX23 hours ago - Job Description:Merrill Wealth Management is a leading provider of... ...planning for retirement, education, legacy, and other life goals through... ...:The Private Wealth Strategist, part of Merrill’s Strategic Wealth... ...Wealth Advisory Group, works with UHNW individuals and families to...Full timePrivate practiceWork at officeWork from homeShift workDay shift
$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- ...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-time role requires exceptional...SeniorFull time
$74.93k - $153k
...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...2027. What You’ll Do As a Tax Senior in our Private Wealth Tax... ...and investment needs, family legacy, and charitable giving during... ...Advisor (CFA)Certified Financial Planner (CFP) Preferred Advanced degree...SeniorPrivate practiceWork at officeLocal area$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 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated...SeniorRemote jobFor contractorsFlexible hours- ...Senior Wealth Advisor Provides advanced financial advice and complex portfolio management... ...clients. Are you a Certified Financial Planner (CFP®) with a passion for transforming lives... ...to investment advice, tax strategies, legacy and estate planning, philanthropic...SeniorLocal areaRemote work
hackajob
Houston, TX2 days ago - TAVO Wealth, LLC seeks a Senior Portfolio Manager to lead client investment portfolios from its Greater Houston office. You will design and implement portfolio strategies aligned with client objectives, risk profiles, and multigenerational planning needs, while monitoring...SeniorWork at office
$159.97k - $188.2k
...your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net...Temporary workWork experience placementLocal areaU.S. Bank
Houston, TX2 days ago- TAVO Wealth, LLC is seeking a Senior Portfolio Manager to join our Greater Houston team. This on-site role focuses on overseeing client investment... ...securities, and execute trades while collaborating with planners and attorneys to deliver integrated wealth solutions. #J...Senior
- ...chance to lead change, drive progress, and leave a lasting legacy.HDR is positioned to be the market leader for federal... ...Continuing Authorities Program.HDR is looking for a senior integrated water resources planner or engineer to join our Water Resources team. Candidates...SeniorLocal area
- ...realizations. Above all, we believe that collaboration is the best way forward. We are in search of a Senior Health Planner to support our growing Health practice and continue the legacy of providing our clients and communities with creative design solutions that improve the...Senior
$63.75k - $127.5k
...an opportunity to contribute to the company's success. As a Wealth strategist within PNC Wealth Management, you will be based in Phoenix, AZ... ...and providing advice and implementation under the guidance of senior team members. Identifies solutions and PNC services as sales...Full timeTemporary workPart timeWork experience placement- Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in Houston to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management... ...Partner with Trust and Wealth Strategists to develop and deepen client...SeniorLocal area
- ...endless. You bring the talent; we bring the opportunity.The Senior Wealth Service Associate serves as a highly skilled and experienced... ...shared accountability.Support and guide Wealth Advisors and Planners in client relationship management, demonstrating expert knowledge...SeniorWork at officeLocal areaFlexible hours
- Airgas USA, LLC in Houston, TX is seeking a Sr. Category Specialist to govern suppliers and drive category strategies. You will manage spend, lead strategic sourcing events, negotiate contracts, and engage with internal stakeholders to ensure value and compliance. The role...Senior
- Venterra Realty is seeking a Senior Learning & Development Specialist to design, develop, and deliver scalable learning experiences across the organization. This role blends instructional design, engaging facilitation, and end-to-end program management to drive leadership...Senior
- Nscale, a GPU cloud provider, is hiring a Senior Supply Chain Manager to join Strategic Planning. You’ll forecast AI demand globally and ensure capacity aligns with supplier lead times and build feasibility. This is a hands-on, senior role requiring deep supply chain expertise...Senior
- Lone Star College is seeking a Manager Senior, Communications to lead the college's strategic communications and storytelling efforts. You will oversee integrated strategies across digital, print, media, and events, guiding a team to deliver consistent messaging aligned...Senior
- The Houston-Galveston Area Council is seeking a Senior Business Development Coordinator to advance loan production and regional partnerships. You will develop SBA 504 and RLF lending programs, manage outreach, and support paid consulting services for small businesses....Senior
$72.7k - $144k
Crowe is seeking a Senior Tax Associate in Houston, Texas, to identify tax planning and consulting opportunities for clients in the construction and real-estate sectors. This hybrid position allows remote flexibility while ensuring in-person collaboration. The ideal candidate...SeniorRemote work- NextDecade Corporation is seeking a Sr. Specialist, Contracts in Houston, Texas, to manage the full lifecycle of complex contracts across various functions including HR and Marketing. The role requires a strong strategic thinker skilled in negotiation and collaboration,...SeniorContract work
- Foley & Lardner LLP in Chicago, Houston, and other offices seeks a Pricing Senior Analyst to join the Practice & Price Analytics team. The role advises attorneys and leaders on pricing, profitability, budgets, and alternative fee arrangements, translating complex financial...Senior
- 1100 Mylan Pharmaceuticals Inc. is seeking a Professional (Senior) Sales Representative for the Houston NE, TX area. In this role, you will develop and execute a business plan for your territory while conducting effective sales presentations to achieve quarterly goals....SeniorRemote job
- Strategic Staffing Solutions seeks a Senior Contracts Analyst for an energy trading environment in Houston. The role focuses on drafting, negotiating, and managing master trading agreements governing physical and financial energy transactions, with emphasis on risk mitigation...Senior
- Lutech Resources in Houston, TX seeks an experienced Senior Treasury Analyst to oversee the company's FX risk management program, hedge strategies, and exposure reporting. This role collaborates with FP&A, accounting, and regional finance to quantify risk and protect cash...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Wealth Strategist & Legacy Planner. Be the first to apply!
Related searches
- strategist Houston, TX
- business strategist Houston, TX
- account strategist Houston, TX
- workplace strategist Houston, TX
- investment strategist Houston, TX
- senior brand strategist Houston, TX
- technology strategist Houston, TX
- media strategist Houston, TX
- strategy consultant Houston, TX
- communications strategist Houston, TX