Top 563 senior client advisor Jobs in houston tx

Financial Planner
Robert Half —Houston, TX
- $90,000 - $110,000 a year
- Data analysis skills
- Research
- Mid-level
- Disability insurance
- Dental insurance
Quick Apply
10d
Portfolio Management Associate
Michael Page —Houston, TX
- $100,000 - $130,000 a year
- Mid-level
- Office
- Finance
11d
Community Relations Director
1 + 1 Cares —Houston, TX
- From $85,000 a year
- Full-time
- Sales
- Caregiving
- Mid-level
Quick Apply
Hybrid Senior Board Certified Behavior Analyst/ BCBA/ BCaBA
BlueSprig —Kingwood, TX
- Up to $108,000 a year
- Full-time
- US work authorization
- Pediatrics
- In-person
- Continuing education credits
- Health savings account
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Senior Estate Planning Attorney
Codispoti Law PC —Houston, TX
- $130,000 - $150,000 a year
- Full-time
- 5 years
- Mentoring
- In-person
- Paid holidays
- Health insurance
Quick Apply
Senior Tax Associate - Enrolled Agent (preferred)
Jambrina CPA PC —Houston, TX
- Full-time
- Spanish
- Microsoft Excel
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Houston, TX
- $50,000 - $70,000 a year
- Full-time
- Spanish
- Driver's License
- Criminal background check
- Flexible schedule
Quick Apply
Senior CPA
Insight Wealth Strategies —Houston, TX
- $87,179.51 - $104,990.38 a year
- Full-time
- Hybrid work
- CPA
- Office
- Bachelor's degree
Quick Apply
Excise Tax-Manager
EY —Houston, TX
- $91,700 - $191,000 a year
- Microsoft Excel
- CPA
- 5 years
- Paid holidays
- Health insurance
4d
Vice President of Sales
Anthony & Sylvan Pools —Houston, TX
- Full-time
- 11+ years
- Bachelor's degree
- Continuous improvement
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1d
Senior Outside B2B Sales Executive
Wholesale Payments —Texas
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
2d
Sr. Placement Executive, Commercial Risk -IAS, Southwest
The Baldwin Group —Houston, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Bachelor's degree
TEMP Indirect Tax Analyst
UHY LLP —Houston, TX
- From $45 an hour
- Full-time
- Oracle
- Research
- Mid-level
Quick Apply
21h
Wealth Planner
Zions Bancorporation —Houston, TX
- CPA
- Writing skills
- Mid-level
- Profit sharing
- Paid training
Private Wealth Director
Hines —Houston, TX
- Full-time
- 5 years
- Office
- Residential
3d
Trust & Estate Tax Manager
Everforth CyberCoders —Houston, TX
- $110,000 - $150,000 a year
- Full-time
- CPA
- Research
- Office
Quick Apply
1d
Senior Tax Manager
Leoforce —Houston, TX
- $200,000 - $275,000 a year
- CPA
- Office
- Master's degree
- Profit sharing
- Relocation assistance
Quick Apply
8d
Senior Manager, Business Tax Services - Private Clients
KPMG —Houston, TX
- Full-time
- CPA
- 8 years
- Bachelor's degree
- Disability insurance
- Health insurance
3d
Tax Manager or Senior Manager, Family Office
KPMG —Houston, TX
- Full-time
- Management
- CPA
- Bachelor's degree
- Disability insurance
- Health insurance
3d
Human Resources Manager
FirstService Residential —Houston, TX
- $86,000 - $91,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Customer service
- Health savings account
- Paid holidays
Quick Apply

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senior client advisor jobs near houston tx

Financial Planner

Robert Half -
Houston, TX

Quick Apply

Job Details

$90,000 - $110,000 a year
10 days ago

Benefits

Disability insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Customer communication
Research

Full Job Description

We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients.

Responsibilities:

Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.
Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.
Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.
Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.
Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.
Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.
Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions.

For immediate consideration contact Mark, mark.loiacano@roberthalf

Experience developing comprehensive financial plans and translating financial data into client-facing recommendations.
Knowledge of retirement planning, cash flow analysis, net worth evaluation, and broader wealth planning concepts.
Ability to analyze tax information and identify practical strategies that support improved after-tax outcomes.
Familiarity with investment account review, asset allocation assessment, portfolio risk considerations, and tax-aware planning.
Understanding of estate planning fundamentals, including beneficiary structure and ownership considerations.

For immediate consideration contact Mark, mark.loiacano@roberthalf

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice .

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Refine Your Search

senior client advisor jobs in houston tx

Financial Planner

Portfolio Management Associate

Community Relations Director

Hybrid Senior Board Certified Behavior Analyst/ BCBA/ BCaBA

Senior Estate Planning Attorney

Senior Tax Associate - Enrolled Agent (preferred)

Preplanning Sales Advisor

Senior CPA

Excise Tax-Manager

Vice President of Sales

Senior Outside B2B Sales Executive

Sr. Placement Executive, Commercial Risk -IAS, Southwest

TEMP Indirect Tax Analyst

Wealth Planner

Private Wealth Director

Trust & Estate Tax Manager

Senior Tax Manager

Senior Manager, Business Tax Services - Private Clients

Tax Manager or Senior Manager, Family Office

Human Resources Manager

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