14 Wealth Management jobs in Houston.

Hiring now: Advisor @ Brighton J, Tax Cuts And Jobs Act Kan @ Ameriprise, Sr Underwriter @ Transameri, Benefit Advisor @ Wtw, Financial Solutions Advis @ Merrill We, External Wholesaler Money @ Lincoln Fi, External Wholesaler Retir @ Lincoln Fi, Associate Financial Advis @ Pennington.Explore more at jobswithgpt.com.

🔥 Skills

financial planning (5) financial services (3) communication skills (3) compliance (3) client service (2) client acquisition (2) Financial Planning (2) sales (2) communication (2) sales goals (2)

đź“Ť Locations

Houston (11) Sugar Land (3)
🔍 Go to full job search

Brighton Jones

Advisor Houston
Skills & Focus: client service, analytical support, operational support, administrative support, client acquisition, client retention, team workload management, collaboration, compassion, community involvement
About the Company: 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…
Type: Full-time
Benefits: Investment in your growth through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to…

Ameriprise Financial

Tax Cuts and Jobs Act - Kane Houston Houston
Skills & Focus: Asset Management, Investment Strategies, Estate Planning, Wealth Transfers, Retirement Planning, Financial Planning, Client Assessment, Risk Management, Investment Objectives, Financial Advice
About the Company: Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.

Transamerica

Senior Underwriter Houston
Skills & Focus: underwriter, risk assessment, health underwriting, financial services, collaborative team, digital tools, initiative, multi-tasking, communication skills, productivity demands
About the Company: Transamerica has been helping people feel better about the future for more than 100 years. It is part of Aegon, an international financial services group that …
Experience: A minimum of 4 years life or health underwriting experience
Salary: $73-102K
Type: Full-time
Benefits: Comprehensive benefits package including competitive pay, pension plan, 401k match, employee stock purchase plan, tuiti…

Wtw

Benefit Advisor Houston
Skills & Focus: Medicare, insurance, sales, consultative, eligibility, needs analysis, communication, empathy, professionalism, team player
Experience: Active Resident State Life and Health Insurance license
Salary: $21.00/hr
Type: Full-time temporary
Benefits: Robust WTW compensation and benefits package

Transamerica

Retirement Plan Specialist Houston
Skills & Focus: FINRA Licensed Advisors, Financial Advisor, Retirement Professional, Base salary, Product solutions, Customer service, Problem-solving, Communication skills, Financial products, Sales incentives
About the Company: Transamerica is part of an international holding company, with millions of customers and thousands of employees worldwide. Their insurance, retirement, and inv…
Experience: One year of experience in the financial services industry
Salary: $65,000 - $95,000 per year, with a range between $46,000 - $50,000 annually
Type: Full-time
Benefits: Comprehensive benefits package including Competitive Pay, 401k Match, Tuition Reimbursement, Medical, Dental, Vision In…
Business Development Director Houston
Skills & Focus: Business Development, retirement plans, financial intermediaries, sales goals, networking, prospection, ERISA, interpersonal skills, public speaking, presentation skills
About the Company: Transamerica is a financial services company that offers insurance, retirement, and investment solutions to help people live their best lives. It has a diverse…
Experience: Two years of experience in the retirement plan industry
Salary: $150,000 per year (base pay: $75,000 + $75,000 commission)
Type: Full-time
Benefits: Comprehensive benefits package including competitive pay, pension plan, 401k match, employee stock purchase plan, tuiti…

Merrill Wealth Management

Financial Solutions Advisor Houston
Skills & Focus: investment management, relationship building, client solutions, financial planning, wealth management, portfolio management, sales performance, goal setting, diversity, professional development
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years in financial service and/or sales environment
Type: Full-time

Lincoln Financial

External Wholesaler - MoneyGuard Houston
Skills & Focus: external sales, financial services, business plan, sales goals, brokerage sales, relationship management, sales revenue, market share, compliance, communication skills
About the Company: 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…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $190,000 - $480,000
Type: Remote
Benefits: PTO/parental leave, Competitive 401K and employee benefits, Free financial counseling, health coaching and employee ass…

Lincoln Financial Group

External Wholesaler - Retirement Plan Services Houston
Skills & Focus: sales, retirement, financial services, business plan, relationship management, growth goals, market share, sales revenue, compliance, communication skills
About the Company: 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…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $190,000 - $480,000
Type: Remote
Benefits: Clearly defined career tracks, PTO, 401K, competitive employee benefits, financial counseling, tuition assistance

Ameriprise Financial

Associate Branch Manager Houston
Skills & Focus: advisors, client acquisition, financial planning, retention, business planning, coaching, leadership, sales success, compliance, growth
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of people management and 4+ years of professional experience
Type: Full-time

Pennington Wealth Management

Associate Financial Advisor Houston
Skills & Focus: Financial Planning, Marketing, Client Acquisition, Risk Tolerance, Client Relationships, Product Solutions, Business Growth, Team Culture, Professional Development, Wealth Advising
About the Company: Pennington Wealth Management, founded by Darrell Pennington in 1996, is a respected name in the wealth advising industry, recognized by Forbes, Barron’s, and o…
Experience: 2+ years of relevant experience
Salary: $70,000 - $250,000+
Type: Full-time
Benefits: Comprehensive compensation including a competitive salary, retirement and financial security plans, health and insuranc…

Ameriprise Financial

Registered Client Service Associate Sugar Land
Skills & Focus: financial planning, client service, portfolio materials, investment research, administrative duties, time management, analytical skills, event coordination, communication, teamwork
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3 - 5 years relevant experience required.
Type: Full-time

Merrill Wealth Management

Financial Solutions Advisor Sugar Land
Skills & Focus: investment management, relationship building, client solutions, financial planning, wealth management, portfolio management, sales performance, goal setting, diversity, professional development
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years in financial service and/or sales environment
Type: Full-time

Ameriprise Financial

Registered Client Service Associate Sugar Land
Skills & Focus: financial planning, client interactions, portfolio materials, analytical skills, investment research, client meetings, new business paperwork, administrative duties, organization, time management
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. We advise and manage assets and in…
Experience: 3 - 5 years relevant experience required
Type: Full-time