Top 83 Wealth manager Jobs in Houston Tx

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
4d
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
Wealth Advisor I
Frost Bank —Houston, TX
- $150,000 - $350,000 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
11d
Client Experience Associate SAFE ACT - AVP - HOUSTON
Citi —Houston, TX
- $87 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Analysis skills
- Paid holidays
- Disability insurance
13d
Junior Financial Advisor
Strategic Financial Group —Houston, TX
- Full-time
- Finance
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager - Private Wealth
CIBC —Houston, TX
- $175,000 - $225,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Health insurance
Wealth Planning Associate
Royal Bank of Canada —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Financial Advisor
First Command Financial Services, Inc. —Houston, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Management Advisor
Strategic Financial Group —Houston, TX
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Professional - Retirement Benefits Group
Equitable Advisors —Houston, TX
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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
Registered Wealth Management Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
8d
Private Banker
Sunflower Bank NA —Houston, TX
- Online Application
- 7 years
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
14d
Wealth Advisor II
Frost Bank —Friendswood, TX
- $350,000 - $750,000 a year
- Full-time
- CPA
- Mid-level
- Finance
- Paid holidays
- Disability insurance
11d
Advisor - Houston
Brighton Jones —Houston, TX
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave
Financial Advisor
CORDA Investment Management —Houston, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- 2 years
Quick Apply
Private Wealth Advisor I/II/III
Trustmark Bank —Houston, TX
- Full-time
- Remote
- CPA
- Mid-level
- Office
Financial Advisor/Wealth Manager - Houston, TX
Florida Financial Advisors —Houston, TX
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
Wealth Management Advisor II
Fifth Third Bank —Houston, TX
- Full-time
- CPA
- Mid-level
- Office

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wealth manager jobs near houston tx

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

Goldman Sachs -
Houston, TX

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Job Details

Benefits

Disability insurance
Health insurance
Dental insurance
Adoption assistance
Parental leave
Employee assistance program
Life insurance
Childcare

Qualifications

Customer relationship building
Series 7
Experience practicing in the securities industry
Series 3
Series 63

Full Job Description

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Private Wealth Advisor, you will:

Leverage your unique background and experiences to build a business within Goldman Sachs
Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
Provide exceptional client service while maintaining the highest ethical standard in execution
Curate a network of intermediaries to help best serve clients across complimentary services
Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Required qualifications, skills and experience:

Record of academic and professional achievement
Four plus years of private wealth management, financial services, or related professional experience
- Prior sales, fundraising, business development or investing experience preferred
Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
Demonstrated strong connectivity within an established network
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Exceptional client focus, business development, and relationship management skills
Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
Creative approach to problem solving and developing innovative solutions for clients
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLEVice President

OFFICE LOCATION(S)Houston

DIVISIONAsset & Wealth Management

Apply Now

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wealth manager jobs in houston tx

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

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

Private Wealth Management Wealth Advisor

Wealth Advisor I

Client Experience Associate SAFE ACT - AVP - HOUSTON

Junior Financial Advisor

Relationship Manager - Private Wealth

Wealth Planning Associate

Financial Advisor

Wealth Management Advisor

Financial Professional - Retirement Benefits Group

Associate Financial Representative

Registered Wealth Management Client Associate

Private Banker

Wealth Advisor II

Advisor - Houston

Financial Advisor

Private Wealth Advisor I/II/III

Financial Advisor/Wealth Manager - Houston, TX

Wealth Management Advisor II

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