Top 72 Wealth management advisor Jobs in Houston, Tx

Financial Consultant Partner - Houston, TX (Clear Lake)
Charles Schwab —Webster, TX
- $30.10 - $43.17 an hour
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Goldman Sachs —Houston, TX
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
2027 | Americas | Houston | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Houston, TX
- Full-time
- Mid-level
- 2 years
9d
Wealth Planning Associate
Royal Bank of Canada —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Willis Johnson Wealth Residency Program
Willis Johnson Wealth —Houston, TX
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Financial Advisor Management Trainee
COR Financial Partners —Houston, TX
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
3d
Financial Advisor
First Command Financial Services, Inc. —Houston, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Advisor I
Frost Bank —Houston, TX
- $150,000 - $350,000 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
U.S. Private Bank - AWM Program Analyst
JPMorganChase —Houston, TX
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
3d
Private Wealth Management Wealth Advisor
Regions —Houston, TX
- $148,786.18 - $230,214.00 a year
- Full-time
- 11+ years
- Office
- Finance
- Health savings account
- Health insurance
Financial Advisor
New York Life- Sugar Land —Houston, TX
- $65,000 - $106,000 a year
- Hybrid work
- Microsoft Excel
- Finance
- Analysis skills
Quick Apply
PWM Wealth Strategist
U.S. Bank National Association —Houston, TX
- $159,970 - $188,200 a year
- Full-time
- CPA
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Registered Wealth Management Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Financial Advisor
Allworth Financial —Houston, TX
- $140,000 - $150,000 a year
- Full-time
- 5 years
- Office
- Mentoring
- Health savings account
- Paid holidays
12d
Associate Financial Representative
LPL Financial —Houston, TX
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Advisor - Houston, TX
Navy Federal Credit Union —Houston, TX
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Office
- Finance
- Referral program
Senior Wealth Associate
Westwood Management Corp —Houston, TX
- Hybrid work
- 18 years or older
- 11+ years
- Office
- Paid time off
- Parental leave
Quick Apply
J.P. Morgan Advisors - Senior Client Associate - Houston, TX
JPMorganChase —Houston, TX
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
2d
Financial Consultant
NYL - West Houston Office —Houston, TX
- $75,000 - $135,000 a year
- Basic math
- Finance
- Analysis skills
- Life insurance
Quick Apply
Advisor - Houston
Brighton Jones —Houston, TX
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave

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wealth management advisor jobs near houston, tx

Financial Consultant Partner - Houston, TX (Clear Lake)

Charles Schwab -
Webster, TX

Apply Now

Job Details

$30.10 - $43.17 an hour

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial
Consultant(s) to support and grow affluent practice. In this client-facing role, you’ll
strengthen relationships, deliver personalized service, and build advisory skills through
hands-on experience and mentorship.

You’ll play a key role connecting clients and advisors, uncovering opportunities, and
delivering consistent, high-quality client experience. This role is ideal for a licensed
professional who is client-focused, detail-oriented, and motivated to grow their impact and
expertise.

Build strong relationships with Senior Financial Consultant(s) and serve as a trusted
partner in supporting their practice, client engagement, service, and ongoing
business development
Support delivery of client solutions aligned to financial goals
Identify opportunities to deepen relationships and drive growth
Prepare for and support client meetings, including documentation and follow-up
Collaborate across the branch and firm to deliver seamless client experience
Maintain accurate client information and support daily operations

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in
your branch, partnering closely with your manager, peers, and mentors for guidance
tailored to your goals.

Career Pathing

The Financial Consultant Partner role provides a clear path toward a Financial Consultant
position, building your client relationships, business development skills, and financial
expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
teams.

You’ll be supported by leaders who invest in your growth and encourage continuous
learning over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required

Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health

Insurance as it will be required during your tenure on the job

Relevant experience in financial services or a similar client-facing, sales, or advisory

environment preferred

The skills you bring:

Attention to Detail

Ensure accuracy in client interactions, documentation, and operational processes

Identify and address discrepancies early to help maintain a strong, consistent client
experience

Building Collaborative Relationships

Partner effectively with Financial Consultants, branch teams, and internal partners to
support client needs

Contribute to a team-first culture by sharing insights, supporting peers, and driving
collective success

Active Listening

Use active listening and thoughtful questioning to understand client goals and align next
steps to their needs

Communicate with clarity and care – confirm understanding, capture key details, and
follow through on commitments

Coachability

Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and
impact

Demonstrate openness to learning from managers, peers, and mentors – using guidance
to accelerate development and improve performance

Adaptability

Adjust your approach based on client needs, changing priorities, and new information –
staying focused on delivering strong outcomes

Take ownership of learning and change by embracing new processes, tools, or ways of
working to better support clients and the practice

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

wealth management advisor jobs in houston, tx

Financial Consultant Partner - Houston, TX (Clear Lake)

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston

2027 | Americas | Houston | Wealth Management, Private Wealth Management | New Associate

Wealth Planning Associate

Willis Johnson Wealth Residency Program

Financial Advisor Management Trainee

Financial Advisor

Wealth Advisor I

U.S. Private Bank - AWM Program Analyst

Private Wealth Management Wealth Advisor

Financial Advisor

PWM Wealth Strategist

Registered Wealth Management Client Associate

Financial Advisor

Associate Financial Representative

Financial Advisor - Houston, TX

Senior Wealth Associate

J.P. Morgan Advisors - Senior Client Associate - Houston, TX

Financial Consultant

Advisor - Houston

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