Last updated: 2025-06-02
11 Wealth Management jobs in Houston.
Hiring now: Advisor @ Brighton J, Business Development Director @ Transameri, External Wholesaler Moneyguard @ Lincoln Fi, Benefit Advisor @ Wtw, Tax Managersr Manager @ Calvetti F, Financial Planning Client Operations Spe @ Pennington, Wealth Management Client Associate @ Bank Of Am, Client Relationship Manager Merrill Weal @ Bank Of Am, Family Office Principaltax Manager @ Merrill We. Explore more at at jobswithgpt.com
🔥 Skills
wealth management (4)
client service (3)
compliance (3)
client relationships (3)
Business Development (2)
sales goals (2)
market share (2)
sales (2)
operational excellence (2)
financial advisors (2)
📍 Locations
Houston (10)
The Woodlands (1)
Brighton Jones
At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the…
Advisor
Houston
- Skills: client service, analytical support, operational support, administrative support, client acquisition, client retention, team workload management, collaboration, compassion, community involvement
- Type: Full-time
Transamerica
Transamerica is a financial services company that offers insurance, retirement, and investment solutions to help people live their best lives. It has a diverse…
Business Development Director
Houston
- Skills: Business Development, retirement plans, financial intermediaries, sales goals, networking, prospection, ERISA, interpersonal skills, public speaking, presentation skills
- Experience: Two years of experience in the retirement plan industry
- Type: Full-time
- Salary: $150,000 per year (base pay: $75,000 + $75,000 commission)
Lincoln Financial
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
External Wholesaler - MoneyGuard
Houston
- Skills: external sales, financial services, business plan, sales goals, brokerage sales, relationship management, sales revenue, market share, compliance, communication skills
- Experience: 3-5 years’ external sales experience in the financial services industry
- Type: Remote
- Salary: $190,000 - $480,000
WTW
Benefit Advisor
Houston
- Skills: Medicare, insurance, sales, consultative, eligibility, needs analysis, communication, empathy, professionalism, team player
- Experience: Active Resident State Life and Health Insurance license
- Type: Full-time temporary
- Salary: $21.00/hr
Calvetti Ferguson
Calvetti Ferguson is a leading CPA and advisory firm dedicated to empowering businesses and individuals to achieve their financial goals. It fosters a collabor…
Tax Manager/Senior Manager
Houston
- Skills: tax compliance, tax advisory, client relationships, tax returns, project management, time management, high net worth individuals, privately held businesses, gift & estate planning, private equity
- Experience: Minimum of 5 years of relevant tax experience including technical tax consulting and supervision of direct reports.
- Type: Full-time
Pennington Wealth Management
Founded by Darrell Pennington in 1996, Pennington Wealth Management is a respected name in the wealth advising industry, recognized by Forbes, Barron’s, and ot…
Financial Planning Client Operations Specialist
Houston
- Skills: client relations, operational excellence, client meetings, reports, visual aids, financial advisors, team collaboration, process refinement, customer experience, compliance
- Experience: Minimum of six months in a similar industry
- Type: Full-time
- Salary: $50,000 to $75,000 per year
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
Houston
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
Bank of America
Bank of America Merrill Lynch is a leading financial institution providing wealth management and investment services.
Wealth Management Client Associate
Houston
- Skills: wealth management, client service, investment products, client relationships, operational excellence, financial advisors, customer focus, risk management, team activities, advisory
- Experience: High School Diploma / GED / Secondary School or equivalent
- Type: Full-time
Bank of America Merrill Lynch
One of the largest financial institutions providing wealth management, banking, and financial services.
Client Relationship Manager - Merrill Wealth Management
The Woodlands
- Skills: wealth management, client service, digital solutions, risk management, team leadership, regulatory compliance, financial products, trend analysis, customer service, team supervision
- Experience: Minimum of 5+ years professional experience
- Type: Full-time
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Family Office Principal-Tax Manager
Houston
- Skills: tax management, wealth management, client relationship, financial advisory, tax return preparation, multi-state tax returns, analytical skills, client inquiries, practice development, tax legislation
- Type: full_time
- Salary: {'min': 98500.0, 'max': 207900.0, 'period': 'annual', 'currency': 'USD'}
Bank of America
Bank of America is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Wealth Management Client Associate – Advisor Development Program
Houston
- Skills: Wealth Management, Client Associate, Financial Advisor, Securities Industry licenses, Client Service Support, Operations Excellence, Client Advocacy, Business Development, Network Growth, Proactive Mindset
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}