Senior Financial Planner — Holistic Wealth & Legacy
RockBridge Search & Recruitment
RockBridge Search & Recruitment in Houston, TX seeks a seasoned Financial Planner to guide individuals, families, and business owners through retirement, investments, and estate planning. You will act as a trusted advisor, building lasting client relationships and delivering wealth strategies beyond numbers. The ideal candidate holds a Finance-related degree, 5+ years in wealth management or private banking, and FINRA licenses. #J-18808-Ljbffr RockBridge Search & Recruitment
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner — Holistic Wealth & Legacy in Houston, TX vacancy
- 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...SeniorLocal area
- ..., TX seeks an experienced Private Banker to advise families on wealth creation and balance sheet management. You will leverage investments... ...new assets. The role emphasizes building trust, delivering holistic solutions, and collaborating with internal specialists to meet...Senior
- ...Senior Wealth Advisor Provides advanced financial advice and complex portfolio management guidance to High Net Worth... ...Are you a Certified Financial Planner (CFP®) with a passion for transforming... ...advice, tax strategies, legacy and estate planning, philanthropic...SeniorLocal areaRemote work
hackajob
Houston, TX2 days ago $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- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...SeniorLocal area
BOK Financial
Houston, TX4 days ago - A leading financial services firm in Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high net worth clients. The ideal candidate has over 10 years of experience in Private Banking or Wealth Management. Responsibilities include...Senior
- ...Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have over six years of... ...managing client interactions, driving new business, and advising on wealth management. Competitive salary and benefits include health coverage...Senior
- Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management, and estate planning. In this role, you'll manage client relationships, develop portfolios, and ensure compliance with lending...Senior
- ...Private Bank to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and... .... Ideal candidates have 10+ years in private banking or financial services, a Bachelor's degree, and relevant licenses. #J-18808...SeniorLocal area
$80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly) Location: Houston, TX (Galleria / Memorial City area) | On-site... ...- 90+ warm leads per month provided). Deliver holistic financial and estate planning guidance to HNW clients. Coordinate...SeniorFull timeWork at officeFlexible hours- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver... ...'s Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built...SeniorFlexible hours
Weaver
Houston, TX4 days ago - Modern Wealth Management is seeking accomplished wealth management professionals to help expand our national footprint in the United States. Executive Wealth Advisors are the most experienced advisors in the firm, working with top 50% of the most profitable and/or complicated...Senior
- A national advisory firm based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal candidate will demonstrate strong sales success and relationship management skills. Responsibilities...Senior
- A banking institution is seeking a Private Wealth Management Advisor in Houston, Texas. This role involves developing and managing client relationships for affluent and high net worth individuals. Responsibilities include collaborating with internal partners on wealth...Senior
$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... ...relevant experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive salary...Senior- ...Advisor IV to manage and grow complex client relationships across trusts, estates, guardianships and agency accounts within Private Wealth Management. You will serve as a trusted adviser and technical expert for high net worth clients. The role leads and mentors other...Senior
- Corient, the world’s largest multi-family office, seeks a senior wealth planner in Houston, TX to serve UHNW clients with sophisticated planning... ...expertise. The ideal candidate has 8+ years of advanced financial planning, CFP designation, and a proven ability to present...SeniorWork at office
- ...Advisor 4 to manage and develop complex client relationships across estates, trusts, guardianships and agency accounts within Private Wealth Management. The role combines fiduciary oversight with investment management to serve high net worth clients. You will lead as a...Senior
- Corient, a leading wealth management firm, invites experienced professionals to join a team that values growth and client service excellence... .... This role partners with lead advisors to deliver tailored financial planning and reports for high-net-worth families across the...Senior
- Truist Wealth is seeking a seasoned Wealth Advisor in the Houston area to lead high-net-worth client relationships, delivering a full... ...solutions with an emphasis on needs-based service and comprehensive financial planning. You will leverage your community network to grow...Senior
- ...Kong Study Skills Research Institute in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial and individual... ...significant experience in banking, you'll deliver tailored financial solutions to high net worth clients. Strong communication...Senior
- Texas Capital Bank in Houston is looking for a seasoned banking professional to manage client relationships and provide comprehensive wealth management solutions. The successful candidate will leverage their expertise to generate new clients and deliver exceptional...Senior
- Northern Trust in Houston seeks a client relationship professional to manage wealth management accounts, coordinate with clients and advisors, and deliver advisory services. The role emphasizes fiduciary knowledge, regulatory compliance, and proactive client communication...Senior
- Brightonjones is seeking an Advisor to 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-...SeniorFull time
- Strategic Financial Group (SFG) is expanding our team and seeking... ...to join us as a Senior Financial Advisor . This... ...spirit, collaboration, and legacy. Key Responsibilities Client... ...: Design and implement holistic financial strategies across wealth management, retirement, estate...SeniorWork at office
- 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...
- ...Yosef International in Houston seeks a Wealth Advisor to serve as the primary relationship... .... You will advise UHNW families on holistic financial planning, investments, estate and tax considerations, risk management, and legacy needs. The position emphasizes teamwork...Work at office
$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-... ...sophisticated conversations and helping prospects make informed financial decisions without pressure-based tactics. The ideal candidate...SeniorRemote jobFor contractorsFlexible hours- Northern Trust Corp is seeking a Senior Personal Banker in Houston, TX. The ideal candidate will deliver exceptional client service, manage accounts, and execute banking operations efficiently. Responsibilities include processing transactions, resolving inquiries, and...Senior
- ...recordkeeping. Provide maintenance and holistic advice on assigned... ...adherence with Northern Trust and Wealth Management Risk Management... ...has a strong history of financial strength and stability. Movement... ...organization is encouraged, senior leaders are accessible, and you...SeniorWork experience placementH1bFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner — Holistic Wealth & Legacy. Be the first to apply!
Related searches
- financial advisor training program Houston, TX
- financial planning assistant Houston, TX
- entry level financial advisor Houston, TX
- estate planning consultant Houston, TX
- associate leveraged finance Houston, TX
- financial advisor development program Houston, TX
- oracle financial functional consultant Houston, TX
- financial advisor part time Houston, TX
- wealth advisor Houston, TX
- financial planner cfp Houston, TX