Top 14 Wealth manager Jobs in College Station, Tx

Investment Advisor
Briaud Financial Advisors —College Station, TX
- Full-time
- CPA
- 5 years
- Mid-level
- 401(k) matching
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

Discover related jobs

Based on your search for wealth manager jobs.

Investment Advisor
Briaud Financial Advisors —College Station, TX
Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies.
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
*Strategic Partner Conversion* – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners…
$175,000 - $950,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth manager in college station, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near college station, tx

Financial Advisor jobs in Hunt Valley, MD

Financial Analyst jobs in Mesa, AZ

Academic Advisor jobs in Orlando, FL

Financial Advisor jobs in Long Island, NY

Title Iv Financial Aid jobs in Remote

Financial Advisor jobs in Arlington, VA

Gm Financial jobs in Remote

Financial Advisor jobs in Paducah, KY

Investment Consultant jobs in Livonia, MI

Healthcare Consultant jobs in Milwaukee, WI

Investment Consultant jobs in Indian Wells, CA

Investment Consultant jobs in Austin, TX

Leasing Consultant jobs in Fort Myers, FL

Entry Level Investment Banking jobs in Chicago, IL

Leasing Consultant jobs in Minneapolis, MN

Investment Advisor

Briaud Financial Advisors -
College Station, TX

Quick Apply

Job Details

Full-time

Benefits

401(k) matching

Qualifications

Committee work
Economic trends
Customer relationship building
CFP
Law
CPA
Portfolio performance analysis
Investment performance monitoring
5 years
Efficiency improvement
Presentations for conferences or internal meetings
Investment reports
Financial market research
Financial client presentations
Mid-level
Doctor of Law (JD)
Investor meeting
Investment client management
Financial strategy recommendations
Working with families
Cross-functional collaboration
Research findings presentation
Chartered Financial Analyst
Financial education

Full Job Description

Description:

We are a private wealth management firm seeking a people-oriented Investment Advisor who combines sharp investment acumen with creative thinking. In this role, you’ll work directly with individual investors and families to shape their financial futures. This position is ideal for someone who enjoys both the rigor of financial strategy and the fulfillment of building meaningful client relationships. You will be a key contributor in shaping portfolios, sharing insights, and delivering a personalized experience that helps our clients feel confident in their financial future.

In this role, you will:

Communicate Investment Strategy Internally and Externally: Translate complex investment concepts into compelling, human language. Write insightful investment commentary, lead conversations with clients, and represent the firm’s thinking clearly across the team.
Build and Present Portfolios in Line with Investment Models: Collaborate with clients and the investment team to construct tailored portfolios that align with both model guidance and individual goals. Share your thinking clearly and confidently with clients.
Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies. Own the execution process while looking for ways to improve efficiency and precision.
Maintain and Audit Portfolios: Monitor client portfolios through a systematic review process. Apply your attention to detail and sense of ownership to keep things on track.
Research New and Existing Investments: Bring intellectual curiosity and creative thinking to our research efforts. Evaluate current investments and explore new opportunities that support client and firm goals.
Contribute to the Investment Committee: Collaborate actively in committee meetings. You’re not afraid to share ideas, question assumptions, or advocate for a new approach when appropriate.

We want to talk to you if:

You’re People-Centered and Private-Client Focused: You love building relationships with real people—not just managing numbers. You enjoy helping individuals and families understand and feel confident in their financial journey.
You’re an Investment Nerd with Empathy: You’re passionate about markets and people. You can dive deep into economic trends one moment and clearly explain your thinking to a client the next.
You Take Initiative: You act without waiting for direction. You bring ideas to the table, follow through, and thrive in environments where your contributions shape the outcome.
You Think Creatively and Solve Problems: You’re excited by challenges and open to unconventional solutions. When you see something that can be improved, you take the lead to make it better.
You Communicate with Purpose: You tailor your message to the audience, whether that’s a one-on-one with a client or a presentation to the investment committee. You value clarity over jargon and aren’t afraid to speak up when you have a new idea or perspective.
You Present with Clarity and Confidence: You enjoy turning complex ideas into understandable insights—whether in front of clients, peers, or leadership. You’re comfortable thinking on your feet, open to feedback, and not afraid to be wrong in pursuit of better answers.
You Seek Excellence and Growth: You’ve pushed yourself in some area of life—whether in your career, education, athletics, or a personal pursuit—and you’re always looking to grow.

Requirements:

Required Qualifications:

Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA, JD)
5 to 7 years of relevant experience
A collaborative mindset and a belief that no task is beneath you when it comes to serving the team and the client

Benefits Include:

30 Days of Leave/Paid Office Closures
Flex Hours – We know life happens between 8 to 5 too
401(k) with Safe Harbor employer matching
Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

Position Type: Full-time
Work Schedule: 40 hours/week, Monday – Friday, 8AM – 5PM
Location: Onsite in Bryan/College Station, Texas
Environment: Business Professional Office

Quick Apply

Refine Your Search

wealth manager jobs in college station, tx

Investment Advisor

Relationship Manager – Private Wealth & Tax Solutions

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth manager in college station, tx

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected