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 2 days 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
- The Anderson Search Group has been engaged by a well-established regional financial institution to recruit an experienced Wealth Advisor for its Houston, Texas Wealth Management team. This role focuses on serving affluent and high-net-worth clients, coordinating internal...Senior
- ...Banker to advise families on building, preserving and managing wealth. You’ll leverage investments, credit and banking knowledge to guide... ...specialists to deliver interdisciplinary expertise, ensuring holistic goals-based planning while adhering to risk and policy...SeniorLocal area
- ...Senior Wealth Advisor Apply ( locations Houston, TX time type Full time... ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming... ...to investment advice, tax strategies, legacy and estate planning, philanthropic giving...SeniorFull timeLocal areaRemote work
- 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
- ...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
- ...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
- ...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- ...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
- 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
- ...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
- 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
$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- Willis Johnson Wealth is seeking a Wealth Manager to lead client relationships and oversee financial plans and investment strategies, independently or with support from a Planning Analyst or Associate Wealth Manager. The role includes conducting Financial Planning Reviews...Senior
- ...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
- A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing advice on financial products like life insurance and retirement plans while ensuring a platinum-level experience...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
- Fidelity Investments is seeking a Wealth Planner to build long-term relationships with clients seeking tailored financial guidance. You serve as trusted adviser and coach, delivering personalized roadmaps and integrated wealth planning aligned with goals today and for generations...Senior
- Northern Trust is seeking a Personal Banker to support wealth management and banking services, engaging subject matter experts to deliver holistic client guidance and cross-sell opportunities. The role emphasizes client account servicing, wires and transfers, account openings...Senior
$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- ...Job Description Job Description Financial Planner (Women's Wealth Advisory Services) Oak Harvest Financial Group | GoGo Sisterhood Houston... ...planning, investments, insurance, tax-efficient strategies, and legacy planning as you are talking about family, purpose, and...Full time
- 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...
- ...TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families,... ...relationship building and tailored investment solutions through Chase Wealth Management. You will grow your book of business, collaborate...
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic wealth management solutions for High Net...SeniorFull timeWork experience placementWork at office
$150k - $350k
...about helping others establish a financial foundation and build their... ...you meet? If so, the Wealth Advisor I role might be for you... ...part of Frost’s over 150-year legacy of providing unparalleled banking... ...Preferred Skills:Certified Financial Planner, Certified Wealth Strategist,...Full time$75k - $85k
...Bancorporation is one of the nation’s premier financial services companies operating as a... ...opportunity.We are seeking a client-focused Wealth Advisor to join a high-performing,... ...client relationships, while delivering holistic financial planning and investment guidance...Work at officeLocal areaFlexible hours- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth... ...as a trusted advisor who delivers holistic private wealth management advice to help... ...plus years of private wealth management, financial services, or related professional experience...
- Murray Resources - Best Staffing Agency in Houston is assisting a Houston-based independent wealth management firm in finding a Financial Planner. The candidate will guide clients from initial meeting through plan implementation, building authentic relationships and supporting...Senior
- A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join its expanding advisory team. This is... ...service support staff Deliver sophisticated financial planning and wealth management advice tailored to...Senior
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
- international financial advisor Houston, TX
- financial advisor Houston, TX
- financial associate Houston, TX
- oracle financial functional consultant Houston, TX
- estate planning consultant Houston, TX
- associate leveraged finance Houston, TX
- financial advisor associate Houston, TX
- financial planning associate Houston, TX
- financial planning assistant Houston, TX
- finance associate Houston, TX


