Senior Wealth Advisor & Financial Planner
$85k - $145kMerceradvisors
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 a CFP designation, with 5-25 years of relevant experience. The position offers a salary range from $85,000 to $145,000, along with comprehensive benefits including medical coverage and a 401(k) plan. #J-18808-Ljbffr Merceradvisors
- ...Senior Wealth Advisor Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking...SeniorLocal areaRemote work
- ...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
- 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 products...Senior
- Hancock Whitney Corp. in the United States seeks a Trust 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...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, enhancing... ...experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive...Senior- Hancock Whitney in Houston, TX seeks a Trust 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...Senior
$90k - $150k
LPL Financial in Houston, Texas is seeking a Senior Financial Representative to provide investment solutions to clients. You will maintain a client base of 120,000, while assessing their financial needs and creating tailored solutions. The ideal candidate will have 2+ years...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
- ...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
- Truist Wealth is seeking a seasoned Wealth Advisor in the Houston area to lead high-net-worth client relationships, delivering a full suite of wealth solutions... ...an emphasis on needs-based service and comprehensive financial planning. You will leverage your community network to...Senior
$90k - $150k
LPL Financial LLC in Houston, Texas, is seeking a Senior Financial Representative to provide investment solutions to mass affluent investors via phone and virtual platforms. The role involves maintaining a client book of approximately 120,000 accounts and focuses on ensuring...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
- ...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
$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$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,...SeniorFull timeH1b$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SeniorLocal areaVisa sponsorship$86.66k - $164.3k
...in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago... ...system.Job Description:ResponsibilitiesJoin Baker Tilly as a Senior Consultant in our fast-growing Corporate Finance Advisory team...SeniorFull timeWork at officeLocal areaWorldwide$116.2k - $229.1k
...Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other... ...processes, with the goal to enhance financial and operational performance, manage financial... ...are seeking a motivated and analytical Senior Consultant to join our Operational...SeniorLocal area$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b$124k - $280k
...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...SeniorFull timeH1b$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations modernize core processes, improve transparency, and drive better business decisions. As part of Deloitte’s Finance Transformation...SeniorLocal areaVisa sponsorship$105.4k - $207.8k
...empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech...SeniorLocal areaVisa sponsorship- ...Financial Advisor Since 1903, Strategic Financial Group has been a leading provider of comprehensive wealth management and investment products serving individuals and families. Strategic... ...such as Certified Financial Planner (CFP) or Chartered Retirement Planning...Senior
$77k - $214k
...SummaryA career in our State and Local Tax Financial Services practice, within State and... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorFull timeH1bLocal area$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...SeniorVisa sponsorship- ...equity investments from the large Institutional Investors and Financial players in the US and project finance in Canada and Mexico.... ...and buyout valuations and negotiations, under the guidance of senior finance team members. A successful candidate will be a strong...SeniorWork experience placementWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Financial Planner. Be the first to apply!
- 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

