Top 88 Wealth management Jobs in Houston Tx

Director, Wealth Strategist
Forvis Mazars —Houston, TX
- Full-time
- CPA
- Bachelor's degree
- Travel
Quick Apply
Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Houston, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Registered Private Wealth Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Account Manager, Wealth Management Advisory
Northern Trust Corp. —Houston, TX
- Full-time
- Mid-level
- Office
- Continuous improvement
Wealth Management Associate
Inscription Capital —Houston, TX
- $60,000 a year
- Full-time
- Office
- In-person
- Communication skills
- Health insurance
- 401(k) matching
Quick Apply
Analyst, IB Energy
Scotiabank —Houston, TX
- $120,000 - $130,000 a year
- Entry level
13d
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Goldman Sachs —Houston, TX
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Retirement Specialist
COR Financial Partners —Houston, TX
- From $80,000 a year
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
1d
Relationship Manager - Private Wealth
CIBC —Houston, TX
- $175,000 - $225,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Health insurance
Willis Johnson Wealth Residency Program
Willis Johnson Wealth —Houston, TX
- $65,000 - $70,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
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
13d
Financial Advisor Associate
Stifel —Houston, TX
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Houston, TX
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Planning Associate
Royal Bank of Canada —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
6d
Financial Advisor
First Command Financial Services, Inc. —Houston, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Junior Financial Advisor
Strategic Financial Group —Houston, TX
- Full-time
- Finance
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Commercial Credit Analyst
Sunflower Bank NA —Houston, TX
- Online Application
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Dental insurance
Quick Apply
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
Credit Advisor - Global Wealth & Investment Management
Bank of America —Houston, TX
- Full-time
- Bachelor of Science
- Business development
- Bachelor's degree
- Life insurance
Financial Consultant
NYL - West Houston Office —Houston, TX
- $75,000 - $135,000 a year
- Basic math
- Finance
- Analysis skills
- Life insurance
Quick Apply
7d

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wealth management jobs near houston tx

Director, Wealth Strategist

Forvis Mazars -
Houston, TX

Quick Apply

Job Details

Full-time

Qualifications

Bachelor's degree
Productivity software

Full Job Description

The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client’s goals—ensuring peace of mind and long-term financial well-being.

This role is a core component of the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net worth (UHNW) individuals, multigenerational families and privately held business owners.

What You Will Do:

You will work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients
Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship partners
Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees, and other external advisors
Be an externally recognized thought leader in the Private Client area and ideally would present at high-level, impact conferences, produce written materials, etc.
Consulting with clients and their attorneys on the benefits of estate planning and identifying appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes
Advise families on governance, legacy planning, and long-term stewardship considerations as part of holistic wealth strategies
Collaborating with other planning resources on specific subject matters and partners in the acquisition of new clients
Conducting and reviewing research, as appropriate, and developing tax, estate, and other analyses and plans. Making generally accepted recommendations to the team and clients.
Providing direction to and overseeing Private Client personnel in the development of work product
Maintaining current in-depth knowledge of a full range of estate planning-oriented services (e.g., personal trusts, living trusts, wills, estate and tax planning)
Maintaining periodic contact with clients in coordination with the relationship partner
Deepening existing relationships by working with integrated Private Client teams
Retaining, expanding, and deepening existing relationships in collaboration with relationship partners
Identifying solutions and services as sales opportunities to enhance existing client relationships
Developing new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations
Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk
Having knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations
Act as a representative of the Wealth Strategy platform internally and externally, modeling best practices in collaboration, judgment, and client leadership

Minimum Qualifications:

Bachelor’s degree in a related field
CPA license, CTFA, LLM, or JD
Minimum of 9+ years of professional client-facing experience
Proficiency in Microsoft Office Suite

Preferred Qualifications:

Previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning
Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning), including fee structures and documentation
Regular travel is required for this role, including in-person client meetings, family engagements, internal planning sessions, and advisor collaboration
Travel may include multi-day engagements and attendance at conferences, client events, or firm initiatives based on business and client needs
A willingness and ability to travel is essential to support relationship development, complex planning discussions, and client trust-building

Quick Apply

Refine Your Search

wealth management jobs in houston tx

Director, Wealth Strategist

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside

Registered Private Wealth Client Associate

Account Manager, Wealth Management Advisory

Wealth Management Associate

Analyst, IB Energy

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

Retirement Specialist

Relationship Manager - Private Wealth

Willis Johnson Wealth Residency Program

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

Financial Advisor Associate

Wealth Management Associate

Wealth Planning Associate

Financial Advisor

Junior Financial Advisor

Commercial Credit Analyst

Private Wealth Management Wealth Advisor

Credit Advisor - Global Wealth & Investment Management

Financial Consultant

I want to receive the latest job alert for wealth management in houston tx

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