Last updated: 2025-11-04
46 Wealth Management jobs in Houston.
BDO USA
BDO is a global accounting and advisory organization that provides assurance, tax and advisory services for a diverse range of clients across the U.S. and in o…
Houston
- Skills: tax compliance, consulting, estate planning, financial structures, high net-worth clients, supervisory experience, leadership, analytical skills, business development, investment strategies
- Level: senior
- Type: full_time
BDO USA P.C.
BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global orga…
Houston
- Skills: tax compliance, private client services, high net-worth individuals, tax planning, estate tax consulting, income tax returns, supervisory skills, tax research, tax consulting, financial planning
- Level: mid
- Type: full_time
Ameriprise Financial
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team …
The Woodlands
- Skills: financial planning, business growth, client acquisition, leadership, recruiting, advisor training, sales success, market strategy, compliance, P&L management
- Level: mid
- Type: full_time
Bernstein Private Wealth Management
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Houston
- Skills: wealth management, client service, investment solutions, analytical skills, communication skills, portfolio analysis, wealth planning, financial management, relationship building, training program
- Level: entry
- Type: full_time
Brighton Jones
At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’…
Houston
- Skills: financial planning, wealth management, client communications, strategic asset allocation, tax planning, risk management, CRM, team collaboration, analytical skills, client relationships
- Level: mid
- Type: full_time
GHD
GHD is a professional services company with leading expertise in engineering, construction, and architecture. We are an employee-owned company with over 11,000…
Houston
- Skills: Asset Management, Mining, Maintenance, Reliability Services, Consulting, Project Management, Data Analysis, Client Management, Workshop Facilitation, Cross-sector Opportunities
- Level: senior
- Type: full_time
Pennington Wealth Management
Established in 1996 by Darrell Pennington, Pennington Wealth Management has earned a strong reputation in the financial advising space, with recognition from F…
Houston
- Skills: financial services, trading, account servicing, compliance, Microsoft Office Suite, NaviPlan, MoneyGuide Pro, Vestmark, Thompson, client accounts
- Level: mid
- Type: full_time
Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investor…
Houston
- Skills: Client service, Financial planning, Investment advice, Compliance, Customer relationship, Administrative functions, Critical thinking, Attention to detail, Finance, Multi-tasking
- Level: mid
- Type: full_time
Above Lending
Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal f…
Houston
- Skills: financial services, sales, client relationships, revenue growth, personal finance, lending process, competitive rates, affordable credit, motivated, dynamic team
- Level: entry
- Type: full_time
Greater Texas Credit Union
We’re a 70-year-old organization with a big heart and a bigger purpose—looking for someone special to fill a meaningful role. We believe in long-term relations…
Houston
- Skills: customer service, financial products, relationship building, cash handling, member experience, business development, training, community outreach, volunteer events, credit union
- Level: entry
- Type: full_time
BOK Financial
BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado…
Houston
- Skills: trust administration, fiduciary accounting, client experience, investment agency, wealth management, portfolio management, business development, estate accounts, regulatory compliance, financial services
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Houston
- Skills: financial sales, management, brokerage, mutual fund, financial planning, team building, mentoring, customer service, business opportunities, leadership
- Level: senior
- Type: other
BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’v…
Houston
- Skills: financial planning, customer service, interpersonal skills, prospecting, investment management, securities, financial goals, SIE, Series 7, Series 66
- Level: mid
- Type: full_time
Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering adv…
Houston
- Skills: bilingual, financial advisor, financial services, Latino community, trust, long-term relationships, network, financial products, Christian, community impact
- Level: entry
- Type: full_time
BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’v…
Houston
- Skills: Wealth Management, Commercial Loans, Consumer Lending, Credit Analysis, Financial Analysis, Portfolio Management, Loan Processing, Client Relationship Management, Investment Management, Trust Services
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Friendswood
- Skills: customer service, FINRA, financial services, series 63, series 65, series 07, client engagement, financial advising, compliance, tuition reimbursement
- Level: entry
- Type: other
BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’v…
Houston
- Skills: commercial lending, business development, credit analysis, risk mitigation, financial acumen, client relationship management, cross-selling, underwriting, loan servicing, regulatory compliance
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Houston
- Skills: financial planning, investment strategies, client management, relationship building, certified financial planner, customer experience, complex financial plans, hybrid work model, comprehensive investment solutions, interpersonal skills
- Level: mid
- Type: full_time
Lockton
Lockton is the largest privately held independent insurance brokerage in the world.
Houston
- Skills: Client Management, Insurance Program Development, Risk Management, Commercial Lines, Underwriting, Global Solutions, Account Strategies, Communication Skills, Analytical Skills, Strategic Account Management
- Level: mid
- Type: full_time
Black & Veatch Family of Companies
Together, we own our company, our future, and our shared success. As an employee-owned company, our people are Black & Veatch. We put them at the center of eve…
Houston
- Skills: Client Advisory, Oil & Gas, business development, client management, strategic accounts, sales strategy, client satisfaction, market trends, profit and loss, consulting environment
- Level: senior
- Type: full_time