Top 57 Wealth management advisor Jobs in Spring Tx

Relationship Manager (Wealth Manager Track)
Avion Wealth —The Woodlands, TX
- $75,000 - $120,000 a year
- Full-time
- English
- Mid-level
- Office
- Disability insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (TX)
Bankers Life —Spring, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
New York Life- Sugar Land —Houston, TX
- $65,000 - $106,000 a year
- Hybrid work
- Microsoft Excel
- Finance
- Analysis skills
Quick Apply
Associate Financial Advisor
Wealth Enhancement Group —The Woodlands, TX
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Private Banker
Sunflower Bank NA —Houston, TX
- Online Application
- 7 years
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
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
2027 | Americas | Houston | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Houston, TX
- Full-time
- Mid-level
- 2 years
9d
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
First Command Financial Services, Inc. —Houston, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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 Consultant
NYL - West Houston Office —Houston, TX
- $75,000 - $135,000 a year
- Basic math
- Finance
- Analysis skills
- Life insurance
Quick Apply
Senior Wealth Associate
Westwood Management Corp —Houston, TX
- Hybrid work
- 18 years or older
- 11+ years
- Office
- Paid time off
- Parental leave
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Wealth Advisor I
Frost Bank —Houston, TX
- $150,000 - $350,000 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
Family Office Analyst
Brown Brothers Harriman —Houston, TX
- Full-time
- Mid-level
- Office
- Microsoft Office
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston
Goldman Sachs —Houston, TX
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Wealth Management Associate
Equitable Advisors —Houston, TX
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Advisor/ Wealth Planner
Signature Estate & Investment Advisors, LLC —Houston, TX
- Full-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
Financial Advisor, Everyday Steward
Blue Trust Inc —Houston, TX
- Full-time
- CPA
- Computer literacy
- Mid-level
Wealth Financial Advisor - Houston, TX
Corebridge —Houston, TX
- Choose your own hours
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health insurance

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Relationship Manager (Wealth Manager Track)

Avion Wealth -
The Woodlands, TX

Quick Apply

Job Details

Full-time
$75,000 - $120,000 a year

Benefits

Disability insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Gym membership
Life insurance

Qualifications

Finance advising
Investment advisory support
Tax planning
Investment management software
English
Mid-level
Estate planning advisory services
Salesforce Cloud
Task prioritization
Investment client management
Relationship management
Meeting facilitation
CRM system proficiency
Series 65
Experience practicing in the securities industry
Standard operating procedures (SOPs)
Estate planning

Full Job Description

Location: The Woodlands, TX (Hybrid) Schedule: MF, 8-5 CST

Why Avion Wealth

Avion is an established, independent RIA managing nearly $1 billion in assets, with a 20-year history of serving high-net-worth individuals and families. The firm has built its reputation on disciplined investment management, comprehensive financial planning, and long-term client relationships grounded in trust and continuity.

The firm serves an exclusively high-net-worth client base that includes senior executives, successful business owners, and professionals with complex financial needs. Client relationships are national in scope, with a strong presence in Texas and established client bases across major U.S. markets. Relationships are intentionally limited to preserve service quality and depth, allowing advisors to deliver thoughtful, personalized guidance rather than transactional or volume-driven advice. Avion operates under a team-based advisory model designed to provide consistency, continuity, and scalability. Each client relationship is supported by a dedicated advisory team, enabling advisors to focus on strategic planning and informed decision-making while maintaining a consistently high standard of service.

Avion has been recognized as a Best Place to Work, reflecting the firm's continued investment in its people, culture, and workplace experience. The firm's culture is professional, collaborative, and grounded in accountability. Advisors work within a clearly defined framework that values preparation, discretion, and sound judgment. Leadership places a strong emphasis on coaching, development, and long-term alignment, prioritizing sustainable careers and development.

What You'll Do (Year One)

Own the client experience: prep agendas, co-lead meetings, translate complex topics into plain English, and drive next steps.
Deliver white-glove follow-through: same-day to 48-hour turnaround depending on the task; under-promise/over-deliver.
Keep the engine tight: document cleanly, update plans/IPS, coordinate with attorneys/CPAs, and manage tasks in CRM.
Spot opportunities: surface planning and portfolio recommendations; support Wealth Managers on sophisticated cases (estate, tax, charitable, legacy/wealth transfer).

What Success Looks Like

First 90 days (in-office training): Work onsite 5 days a week, master our standards, tools, and SOPs, and ensure consistent, proactive follow-through.
By 180 days: Series 65 in hand (if not already); begin co-leading select meetings; manage ~30-40 households.
By 12-18 months: manage ~60-80 households, independently drive action items, maintain white-glove responsiveness, reliably lead or co-lead most meetings, and demonstrate readiness for the WM track.

Must-Have Soft Skills

Executive presence with confidence, not ego
EQ & active listening; reads the room and adapts
Clear, concise communication (complex simple)
Influence & persuasion to move decisions forward
Prioritization & sense of urgency; bias toward action

Day-One Qualifications

2+ years in comprehensive planning and/or RIA experience (HNW preferred).
Licensing: Series 65 (or CFP in progress); must obtain Series 65 by day 180.
Tools: Experience with Tamarac, Salesforce, MoneyGuide, Nitrogen/Riskalyze is a plus (not required).
Polished, professional demeanor and dress.

Culture Fit

Team player
Ownership mindset
Coachable
High-accountability
Proactive follow-through
Sense of urgency
Attention to detail
Kind candor.

Work Model

Training (~90 days): 5 days/week in the office (The Woodlands).
Post-training hybrid: Up to 2 days WFH weekly.
Hours: Typically 8am-5pm CST; occasional events outside office hours.
Travel: minimal and voluntary.

Compensation & Benefits

Base: $75,000-$90,000 (experience-based).
Quarterly override on revenue serviced.
Additional Bonus Opportunities also available.
Profit share: eligible immediately (~10% of total comp, historically).
OTE: ~$100k in year one, $120k+ in following years for strong performers.
Comprehensive benefits, PTO, hybrid flexibility, continuing education, 401(k), and gym membership. 100% employee coverage of health, dental, vision, short-term disability, long-term disability, and life insurance available on first day of employment. For a more comprehensive list of benefits offered, please visit: https://www.avionwealth.com/career-opportunities/

Growth Path & Hiring Process

Clear WM track in 18-36 months based on demonstrated client leadership and results.
Assessment & interviews include a short detail assessment, initial interest Zoom call, reference check, personality/cognitive ability assessment, and an in-person interview.

Quick Apply

Refine Your Search

wealth management advisor jobs in spring tx

Relationship Manager (Wealth Manager Track)

Wealth Management Trainee (TX)

Financial Advisor

Associate Financial Advisor

Private Banker

Willis Johnson Wealth Residency Program

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

Associate Financial Representative

Financial Advisor

Financial Advisor Management Trainee

Financial Consultant

Senior Wealth Associate

Registered Wealth Management Client Associate

Wealth Advisor I

Family Office Analyst

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

Wealth Management Associate

Associate Advisor/ Wealth Planner

Financial Advisor, Everyday Steward

Wealth Financial Advisor - Houston, TX

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

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