Wealth Advisor
2 weeks ago
Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the success of the client relationship.What We Can Offer YouComerica Funded Retirement Plan and 401(K) MatchingPaid Time Off (PTO)Employee Stock Purchase PlanPaid Holidays, Floating Cultural HolidayMedical, Dental, Vision, Life InsuranceFlexible SchedulesParental Leave and Adoption Assistance ProgramsCommunity Volunteer Opportunities2025 Newsweek's America's Most Responsible Companies and America's Greenest CompaniesPosition Competencies Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.Position Responsibilities: Sales ManagementAchieve annual new business fee goals by formulating and coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects for services.Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule.Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads and calls.Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function.Be viewed as an advisor by serving as a resource speaker for related activities.Client ManagementDetermine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs, biases and objectives.Assess opportunities and determine alternatives and solutions to meet client needs.Obtain client commitment and collect assets.Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully cemented.Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities.Account ManagementOversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough.Effectively manage issue by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where appropriate.
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Associate Wealth Advisor
3 days ago
Houston, United States Focus Partners Wealth Full timeASSOCIATE WEALTH ADVISOR Houston, TX Position Summary TheAssociate Wealth Advisor role is an exciting opportunity to work with aplanning-centric advisory team dedicated to designing, building, and protectingthe financial dreams of individuals and families. This position involvespartnering with Wealth Advisors to maintain and enhance client...
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Associate Wealth Advisor
1 week ago
Houston, TX, United States Focus Partners Wealth Full timeASSOCIATE WEALTH ADVISOR Houston, TX Position Summary TheAssociate Wealth Advisor role is an exciting opportunity to work with aplanning-centric advisory team dedicated to designing, building, and protectingthe financial dreams of individuals and families. This position involvespartnering with Wealth Advisors to maintain and enhance client...
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Associate Wealth Advisor
5 days ago
Houston, Texas, United States Mariner Wealth Advisors Full time $63,000 - $108,000 per yearAs associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful...
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Wealth Advisor III
2 weeks ago
Houston, United States Cadence Bank Full timeDescription Position Title: Wealth Advisor III Location: 1333 West Loop South, Ste 1500, Houston, TX 77027 Eligibility for Remote: No Grade: Commission Job Posting: What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and...
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Wealth Advisor III
15 minutes ago
Houston, TX, United States Cadence Bank Full timeDescription Position Title: Wealth Advisor III Location: 1333 West Loop South, Ste 1500, Houston, TX 77027 Eligibility for Remote: No Grade: Commission Job Posting: What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and...
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Wealth Advisor
5 days ago
Houston, Texas, United States Claire Myers Consulting Full time $120,000 - $140,000 per yearAbout the Firm:Our client is a well-established, family-founded wealth management firm that has been serving clients for over 30 years. With $200M in assets under management, the firm is focused on providing deep, personalized service to a select number of high-net-worth families. Their vision is to grow thoughtfully toward $300–400M AUM while maintaining...
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Financial Advisor
2 weeks ago
Houston, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
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Wealth Advisor
2 weeks ago
Houston, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:...
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Wealth Advisor
1 week ago
Houston, United States BankTalent HQ Full timeAt Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division...
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Wealth Manager
4 weeks ago
Houston, United States Rhame & Gorrell Wealth Management Full timeWealth Managers at Rhame & Gorrell Wealth Management are entrusted with serving as the outsourced Chief Financial Officer for our clients families. This role includes leading client relationships, developing and presenting complex financial plans, and ensuring all aspects of financial planning, investment management, and tax strategy are coordinated...
