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

Strategic Wealth Advisor

Nuveen

Nuveen is in search of a Wealth Management Advisor based in Houston, Texas. In this role, you will partner with affluent clients to help identify their financial goals and develop tailored recommendations. Effective communication and relationship-building skills are essential, as you'll be delivering complex financial solutions. The ideal candidate will have over five years of relevant experience in managing client portfolios and strong communication abilities. This position also includes a robust benefits package to support your overall well-being. Join us in our mission to ensure a secure retirement for all clients. #J-18808-Ljbffr Nuveen

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor in Houston, TX vacancy
  • Corient seeks a motivated Financial Advisor in Houston, Texas. You will manage client services...  ...prepare financial analyses, and provide strategic consulting to high-net-worth individuals...  ...degree and have extensive experience in Wealth Management, with strong analytical... 
    Suggested

    Corient

    Houston, TX
    16 hours ago
  • $80k - $95k

    A leading financial services company is seeking a Wealth Advisor in Houston, Texas. The role involves developing tailored investment strategies, managing client relationships, and achieving sales targets. Candidates should have over 3 years of financial services experience... 
    Suggested

    TIAA

    Houston, TX
    16 hours ago
  • $109.9k - $125.4k

    Principal Associate, Finance, Strategic Analytics We are seeking a strategically minded leader, analyst, and top notch problem solver for the PULSE Network organization. A successful candidate will possess a focus on teamwork and building long‑term trusted partnerships,... 
    Suggested
    Full time
    Temporary work
    Part time
    Local area

    CFA Institute

    Houston, TX
    2 days ago
  • A major financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will be responsible for building strong client relationships and offering personalized investment solutions... 
    Suggested

    JPMorgan Chase

    Houston, TX
    2 days ago
  • $109.9k - $125.4k

    We are seeking a strategically minded leader, analyst, and top‑notch problem solver for the PULSE Network organization. A successful candidate will possess a focus on teamwork and building long‑term trusted partnerships, both within the team and beyond. Strong interpersonal... 
    Suggested
    Full time
    Temporary work
    Part time
    Local area

    Capital One

    Houston, TX
    4 days ago
  •  ...financial stability. You will work closely with various departments to prepare annual budgets, forecast future needs, and provide strategic recommendations. The ideal candidate should possess a Bachelor’s degree in a relevant field, three years of related experience, and... 
    Full time
    Work at office
    Weekend work
    Afternoon shift
    Early shift

    Office of the County Engineer

    Houston, TX
    4 days ago
  •  ..., Inc. is seeking a Financial Analyst for their FP&A team in Houston. This role involves ownership of financial models to support strategic analysis and executive decision-making. The candidate should possess strong investment banking or FP&A experience, with advanced technical... 

    Group1 Automotive, Inc.

    Houston, TX
    4 days ago
  • A leading wealth management firm based in Houston is seeking a Financial Advisor to enhance client relationships and deliver personalized financial planning services. The ideal candidate should hold a 4-year degree in business or finance, possess relevant credentials like... 

    Wealth Enhancement Group

    Houston, TX
    1 day ago
  •  ...candidates will have a Bachelor's Degree in a relevant field and at least 3 years of experience in financial analysis. This position emphasizes strategic initiatives and collaboration across departments, fostering a growth-oriented culture. #J-18808-Ljbffr Tarvos Talent

    Tarvos Talent

    Houston, TX
    16 hours ago
  • Bank of America in Houston is seeking a knowledgeable professional to advise clients on financial goals. The role involves triaging leads, recommending investment strategies, and building comprehensive financial plans tailored to client needs. Candidates must hold relevant...

    Bank of America

    Houston, TX
    1 day ago
  • A prominent consulting firm in Houston seeks a Business Advisory Associate to provide financial modeling and research support. Candidates should possess at least three years of relevant experience in areas such as business valuation or financial advisory. This role involves...

    Huron Consulting Group

    Houston, TX
    2 days ago
  •  ...The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires... 

    Insight Global

    Houston, TX
    4 days ago
  • Strategic Financial Group in Houston seeks a Wealth Management Advisor to engage with clients and support their financial growth. This role offers a structured onboarding process along with mentorship while you build a book of business with a commission model enhancing... 

    Strategic Financial Group

    Houston, TX
    3 days ago
  •  ..., while enabling them to preserve their wealth for future generations, and provide for...  ...Responsibilities Collaborate with lead advisors to manage the client service experience,...  ...deliverables to assigned client families. Offer strategic consulting advice, set goals, and... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Houston, TX
    16 hours ago
  • FBT Gibbons is seeking a full-time Business Development Associate in Houston, TX. The role involves collaborating with multiple teams to implement business development strategies that drive revenue, focusing on the Finance Industry Team. The ideal candidate has 3+ years...
    Full time
    Work at office

    FBT Gibbons

    Houston, TX
    4 days ago
  • $80k - $95k

    Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their...  ...efficiently and effectively Develops and implements strategic and tactical plans with strong considerations to client challenges... 
    Work experience placement
    Work at office

    TIAA

    Houston, TX
    16 hours ago
  •  ...your career. Amegy Bank, here you grow. Wealth Management is a specialized division...  ...financial objectives. Wealth Management is a strategic focus and growth opportunity for the...  ...currently in search of a dedicated Wealth Advisor to join our team of bank partners in the... 
    Local area

    Zions Bancorporation

    Houston, TX
    2 days ago
  • Strategic Financial Group seeks a Wealth Management Advisor in Houston, Texas. This role offers the chance to build a business rooted in client relationships while receiving structured onboarding, mentorship, and a supportive team. The ideal candidate has strong communication... 

    Strategic Financial Group

    Houston, TX
    4 days ago
  • Hines is seeking a Private Wealth Consultant based in Houston, Texas. The role requires maintaining relationships with the financial...  ...degree and ideally one or more years of sales experience. Strong strategic thinking and communication skills are essential for success in... 

    Hines

    Houston, TX
    2 days ago
  •  ...Kong Study Skills Research Institute in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial and individual loans. Your role will involve managing strategic customer relationships, analyzing credit requests, and ensuring compliance with... 

    Hong Kong Study Skills Research Institute

    Houston, TX
    2 days ago
  • $110k - $125k

    BBVA in Houston is seeking an experienced professional to engage in M&A and Project Finance Advisory deals. Candidates should excel in financial modeling, have at least 3-4 years in M&A, and be bilingual in English and Spanish. The role involves developing financial models...

    BBVA

    Houston, TX
    2 days ago
  •  ...Services LLC in Houston is seeking a dedicated professional to join their Wealth Management team. The role involves managing the client service experience, preparing financial reports, and providing strategic consulting advice. The ideal candidate holds a Bachelor's degree in... 

    Corient Services LLC

    Houston, TX
    16 hours ago
  • The E3 Company is looking for a Financial Reporting and Analysis (FP&A) Analyst in Houston, Texas. This full-time role involves developing financial models, preparing business cases, and supporting M&A activities. The ideal candidate will have at least 5 years of experience...
    Full time

    The E3 Company

    Houston, TX
    16 hours ago
  • Harmer, based in Houston, Texas, is seeking an ambitious Analyst to join its finance team. This role offers significant exposure to executive leadership and involves crucial responsibilities in financial planning, forecasting, and performance reporting. Ideal candidates...

    Harmer

    Houston, TX
    1 day ago
  • WorleyParsons is seeking a Senior FP&A Analyst in Houston to support budgeting, forecasting, and financial analysis activities. This role is critical in providing insights to improve business performance across major projects worth over USD 3 billion. The ideal candidate...
    Work at office
    Flexible hours
    3 days per week

    WorleyParsons

    Houston, TX
    3 days ago
  • Belmont Village Lp is seeking a Financial Analyst (FP&A) to join our Corporate Finance team in Houston, Texas. This role encompasses financial planning, analysis, and reporting, with close collaboration with executive leadership. The ideal candidate will have a background...
    Full time

    Belmont Village

    Houston, TX
    4 days ago
  • EOG Resources, Inc. is seeking a key financial planner to join their team in Houston, Texas. This role is critical for developing financial models, forecasts, and supporting various divisions through financial analysis. The ideal candidate will have a Bachelor's degree ...

    EOG Resources, Inc.

    Houston, TX
    2 days ago
  • Omnicell, Inc. is hiring a Senior Financial Analyst in Houston, Texas to oversee financial planning and analysis processes. Responsibilities include preparing financial reports, providing insights to management, and maintaining financial analyses. The ideal candidate has...

    Omnicell

    Houston, TX
    4 days ago
  • PNC in Houston, TX is seeking a Relationship Banker Business Specialist to enhance consumer and business banking opportunities. This role involves client engagement, risk management, and collaboration with ecosystem partners to ensure a top-tier banking experience. Qualifications...

    Fairygodboss

    Houston, TX
    2 days ago
  • Air Products is seeking a Business Decision Support Analyst for their Houston, TX office. This role involves financial planning and analysis to support management decisions for operations in hydrogen, oxygen, and nitrogen supply networks. The ideal candidate will have a...
    Work at office

    Tishman Speyer Properties

    Houston, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Wealth Advisor. Be the first to apply!