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
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedWork at officeFlexible hours
$148.79k - $230.21k
...update your information by visiting and logging into the careers section of the system.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...SuggestedFull timeFlexible hours- 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...Suggested
$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...SuggestedWork experience placement- 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
- 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
$110k
...PsychPlus is seeking an experienced Budget Manager to build and lead our budgeting and financial planning function. This is a high-impact opportunity for a finance professional who has successfully developed or significantly improved budgeting and forecasting processes...Temporary work$147k - $241.5k
...general liability and pollution related matters.Responsibilities include delivering superior business results through effective team management and the resolution of all claims activities. This position works within broad authority limits on assignments requiring a high...Full timeWork experience placementWork at officeLocal area$96k - $129k
Mass Tort and Complex Casualty - Complex DirectorAt AIG, we are reimagining the way we help customers to manage risk. Join us as a Mass Tort and Complex Casualty - Complex Director to play your part in that transformation. You’ll work with some of the best claims and underwriting...Full timeWork at officeFlexible hours- ...a rapidly growing company that invests in its people and their ability to drive real progress.Essential Job Functions The Claims Manager will be responsible for: • Directly manages an active inventory of primary and/or excess general liability claims related to policies...Full timeWorldwide
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic...Full timeWork experience placementWork at office
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development... ...we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:•...Full timeFor contractorsLive inWork at officeLocal area
- ..., TXDescriptionTarantino Properties is looking to add an Asset Manager to join our growing company in Houston, Texas.Tarantino Properties... ...our team. Tarantino is committed to each team member's health, wealth, and overall well-being. We deeply value the contributions of...Work at officeFlexible hours
$101.38k - $168.96k
...we can 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- ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and... ...the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project...Full timeFor contractorsLive inWork at officeLocal area
- Asset ManagerHouston TX | CommercialAt Talen Energy Talen Energy is currently seeking a Asset Manager to join our Commercial team in the Houston, TX office to support Commercial Operations for our PJM fleet.The Asset Management Desk is responsible for purchasing and selling...Full timeWork at office
$100k - $125k
...your relevant experience to a new industry, join our team as we help shape a brighter way forward. Summary/Objective:The Senior Asset Manager - Special Assets must demonstrate attention to detail, organization, analytical orientation, risk mitigation, and possess the...Full timeLocal areaNight shift$152.3k
...deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative...Work at officeLocal area$99k - $266k
...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your... ...client relationships- Acting as a tax technical business advisor- Specializing in international insurance tax- Implementing technology...Full timeH1b$126.4k
...deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative...Work at officeLocal area- ...Houston Headquarters Full time R114492 Job Description Position Title: Claims Manager Position Reports To: Director Risk Management / General Counsel Position Summary Non-Supervisory role, supporting mitigation of the organization's exposure to risk...Full timeWork at office
- ...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
- 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
- Merrill Wealth Management, part of Bank of America, seeks a client service-focused professional to support Financial Advisors (FAs) in delivering personalized investment strategies. You will educate clients on bank services, ensure timely materials, manage risk, and deepen...Work at office
$120k - $150k
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $120,000.00/yr - $150,000.00/yr Claims Manager – Energy Liability – Global P&C Insurance Carrier Locations: Houston, Dallas, New York, Philadelphia, Boston, Scottsdale, Los...Full timeRemote work$73.4k - $183.6k
...value-based care with a unified technology and services platform delivering analytics, care, and payment technology on a single data management foundation. At Cedar Gate, you’ll be part of a collaborative, innovative environment where great ideas thrive. We invest deeply...Full timePart timeInterim roleWork at officeImmediate startRemote workWorldwide- ...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...
- ...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...
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