Wealth Management Advisor
$100k - $225kS+H Search
Sr Executive Recruiter – S+H Search (Dallas, TX / Denver, CO) S+H Search is partnering with a fast‑growing, independent wealth management firm backed by seasoned leadership and a strong fiduciary philosophy. The firm is in active expansion mode and building out its presence in Houston and Dallas , creating multiple opportunities for Wealth Advisors at varying levels of seniority. This role is ideal for advisors who value independence, collaboration, and true client‑centric planning —without corporate red tape. The firm offers meaningful flexibility, strong infrastructure, and a leadership team focused on helping advisors grow and protect their book. Why advisors are drawn to this opportunity Open roles ranging from Associate Advisor to Senior Advisor / RIA Compensation and title aligned to the size of book brought over Consistent lead generation (real leads) Entrepreneurial environment with flexible fee structures Leadership with deep industry credibility and a coaching mindset Licensed Wealth Advisor (Series 7/6 + 63/65/66; CFP or CFA a plus) Client‑facing, relationship‑driven, and growth‑oriented Comfortable in a consultative, sales‑focused advisory role Interested in joining a firm where collaboration actually means something Compensation and Benefits Base pay range: $100,000 – $225,000 per year. Additional compensation includes performance bonuses, expanded healthcare benefits, retirement contribution matching, and a generous paid time‑off policy. Employment Details Seniority level: Mid‑Senior Employment type: Full‑time Job function: Consulting and Finance Industries: Financial Services and Investment Banking To learn more about this opportunity, please contact the recruiter directly through S+H Search. #J-18808-Ljbffr
- ...Wealth Management Advisor Some of the best financial professionals we know didn’t start in finance. They came from education, real estate, healthcare, sales, or the military. What they had in common: people trusted them, and they were ready to build something of their...Suggested
- ...BOK Financial Corporation is seeking a Financial Advisor in Houston, Texas. In this role, you will provide exceptional customer service by guiding clients toward their financial goals through comprehensive financial planning. Success in this position requires excellent...Suggested
- U.S. Bank in Houston is seeking a Wealth Management Advisor to provide investment and financial planning services to affluent clients. The role aims to enhance client relationships and offer tailored financial solutions, including portfolio management and insurance products...SuggestedFlexible hours
- **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions...SuggestedWork experience placementWork at office
- U.S. Bank is seeking a Wealth Management Advisor to meet with affluent clients, assess investment needs, and provide tailored financial solutions. Ideal candidates will possess strong financial sales experience and relevant securities licenses. Join a collaborative team...Suggested
- The Variable Annuity Life Insurance Company in Houston, Texas, is seeking a Wealth Management Financial Advisor. Responsibilities include client acquisition through various channels and utilizing financial planning tools to meet clients’ needs. Candidates should have over...Remote jobWork at officeWork from home
$100k - $110k
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that...Work experience placement- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as...
$131.74k
Job Description At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial...Full timeFlexible hours- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston location - Houston, TX, United States Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for...Full timeTemporary workWork at office
- ...About Northern Trust As a global leader in wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq... ...Advisory segments. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping...Temporary workH1b
$120k - $150k
...About the Role The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or with the support of a Financial...- ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...
- J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) Location: Houston, TX Job ID: 210655070 Job Category: Advisors Business Unit: Consumer & Community Banking Posting Date: 08/07/2025 Job Schedule: Full time Job Description...Full time
- ...confident and bank when, where, and how they want. Required Qualifications, Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition, cultivating and maintaining client...
- ...skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of... ..., capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...
- Overview J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (South Central) - Houston, TX Role: Private Client Advisor in Chase Wealth Management, focused on comprehensive financial planning and investment guidance for individuals and families. Responsibilities...Full time
- ...leadership and relationship‑building skills, focusing on relationship management rather than portfolio management Demonstrate a deep... ...Qualifications, Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...
- Monarch Sky Insurance is seeking a Business Development Specialist/Manager with deep hard money lending knowledge to drive growth by connecting lenders with our niche insurance products. You will build and manage relationships with hard money lenders, private lenders, and...
- ...educational organization in Houston is looking for a Coordinator for Faculty Budget. This role entails overseeing daily budget activities, managing faculty travel inquiries, and ensuring financial compliance. The ideal candidate holds a Bachelor’s degree and has relevant...
- ManhattanLife Insurance & Annuity Company in Houston is seeking an Insurance Claims Supervisor to oversee the operations of a team of claims examiners. You'll ensure timely and accurate reviews of insurance claims while aiming to enhance the customer experience. Qualified...
$101.38k - $168.96k
...solve the world's most complex challenges and deliver more impact together. Role description: We are seeking a Senior Asset Management Consultant to join our Resilience Water Team and work on a variety of engagements with our Asset Management practice in the West...Full timePart time- ...Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank within the Latin America team, you...Full timeTraineeshipSummer workSummer internship
- Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele. No portable book of business required. Not a commissioned sales role. Opportunity Serve as a Wealth Advisor in an...Work at office
$150k
Leah Yosef International in Houston is seeking a Senior Wealth Manager to advise clients on wealth management strategies including tax, estate, and financial planning. This role offers a dynamic work environment with a strong focus on high net worth clientele. The ideal...$75k
Capital Group is seeking a Wealth Management Consultant in Houston, TX, to lead sales initiatives and manage relationships with key Wirehouse firms. The role demands proven expertise in third-party distribution and the ability to build long-term relationships in the financial...Flexible hours- Position Overview The Budget Analyst plays a crucial role in the financial planning and analysis of the county's budget. This position involves developing, analyzing, and monitoring the county's budget to ensure financial stability and effective use of resources. The Budget...Full timeTemporary workWork at officeRemote workFlexible hoursWeekend workAfternoon shiftEarly shift
$75k
Capital Group is seeking a Wealth Management Consultant in Houston, Texas. In this role, you will lead sales initiatives and manage relationships with key firms, utilizing your expertise in financial products and effective presentation skills. You will receive a competitive...Flexible hours$75k
Wealth Management Consultant - Houston, TX Responsibilities You’ll lead sales initiatives in the Wirehouse Channel segment by identifying firm and firm representative needs and coordinating efforts to meet those needs. You’ll manage American Funds Distribution presence...Local areaFlexible hours$75k - $100k
...Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Wealth Management Consultant at Capital Group." As one of our Wealth Management Consultants, you will be a key member of our wholesaling team...Temporary workLocal areaFlexible hours
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