Current jobs related to Sr Wealth Advisor - Houston - Northern Trust

  • Associate Wealth Advisor

    3 days ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Associate Wealth AdvisorReports To:Wealth Advisor - Team LeadFLSA Status: ExemptSummary Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Client Responsibilities Draft, deliver...

  • Associate Wealth Advisor

    1 week ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Associate Wealth Advisor Reports To:Wealth Advisor - Team LeadFLSA Status: ExemptSummary Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Client Responsibilities Draft, deliver...

  • Wealth Advisor III

    3 months ago

    Houston, United States Linscomb Wealth Full time

    Position Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob 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 responsibilities of...

  • Sr. Wealth Associate

    1 week ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Wealth Advisor Residency Program Chair Reports To:LW Wealth AdvisorFLSA Status: ExemptSummary In this entry-level position, wealth associates will gain exposure in many areas of the firm with the expectation that their career may advance towards that of a wealth advisor with a book of business or other LW internal team. Client Responsibilities...

  • Wealth Management Associate

    3 days ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Linscomb Wealth. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors and contributing to the growth and success of our clients.Key ResponsibilitiesAssist Wealth Advisors in drafting and...

  • Wealth Associate

    3 days ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at Linscomb Wealth. As a Wealth Associate, you will play a critical role in supporting our wealth advisory team in developing financial plans and recommendations for our clients.Key ResponsibilitiesParticipate in client meetings and provide support to wealth...

  • Senior Wealth Management Advisor

    2 weeks ago

    Houston, Texas, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 organization, is a globally esteemed, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is dedicated to delivering innovative financial services and expert guidance to the world's most successful individuals, families, and institutions by adhering to our...

  • Senior Wealth Management Advisor

    2 weeks ago

    Houston, Texas, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and guidance to the world's most affluent individuals, families, and institutions, grounded in our core principles of service, expertise, and...

  • Wealth Advisor

    4 weeks ago

    Houston, United States Support.com Full time

    Welcome! We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. Position Qualifications Bachelor's degree from an accredited university 10 years of sales experience in personal trust, investment or financial products 5 years of experience...

  • Wealth Management Advisor

    1 month ago

    Houston, United States The Ladders Full time

    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...

  • Wealth Management Advisor

    3 months ago

    Houston, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...

  • Financial Advisor

    2 months ago

    Houston, United States Cetera Advisor Networks LLC Full time

    Join a dynamic team at Cetera Wealth Management Group!If you are driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals!Cetera Wealth Management Group is a nationwide network of independent financial services firms seeking motivated...

  • Wealth Advisor

    1 month ago

    Houston, United States BankTalent HQ Full time

    At 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...

  • International Wealth Management Advisor

    3 days ago

    Houston, Texas, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our International Wealth Management team at Truist. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to high net worth individuals and families from around the world.Key ResponsibilitiesDevelop and maintain a portfolio of high net...

  • Wealth Advisor

    2 months ago

    Houston, United States The Ladders Full time

    GENERAL JOB DESCRIPTION The Wealth Advisor - Advisor Referral Program will be responsible for supporting and implementing MAI's full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications...

  • Wealth Advisor

    2 months ago

    Houston, United States Judson Group Full time

    Judson Group has partnered with a highly regarded, fast-growing, fee-only RIA with a national presence in the search for a Wealth Advisor - CFP. This individual will be handling financial planning, retirement planning, and investment management, as well as managing the day-to-day relationships and participating in/conducting client meetings for current and...

  • Wealth Advisor

    2 months ago

    Houston, United States Judson Group Full time

    Judson Group has partnered with a highly regarded, fast-growing, fee-only RIA with a national presence in the search for a Wealth Advisor - CFP. This individual will be handling financial planning, retirement planning, and investment management, as well as managing the day-to-day relationships and participating in/conducting client meetings for current and...

  • Financial & Wealth Advisors

    3 weeks ago

    Houston, United States CCG Business Solutions, LLC Full time

    Job DescriptionJob DescriptionCompany DescriptionCCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors.Job DescriptionOverview:We are...

  • Financial & Wealth Advisors

    3 weeks ago

    Houston, United States CCG Business Solutions, LLC Full time

    Company Description CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors. Job DescriptionOverview: We are seeking a highly motivated and...

  • Wealth Management Advisor

    1 week ago

    Houston, Texas, United States MKP Price & Co, PC Full time

    Job OverviewComprehensive Wealth ManagementAt MKP Price & Co, PC, we are dedicated to providing thorough and all-encompassing wealth management services. Our firm prides itself on offering fiduciary-level support to our clientele, ensuring that we meticulously assess every facet of financial planning to align with client aspirations.We also excel in...

Sr Wealth Advisor

2 months ago

Houston, United States Northern Trust Full time

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with Lead Relationship Manager, if any.

2. Design and implement, in collaboration with the client’s professional advisors and Northern partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals. Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Regional Wealth Advisor is engaged.

3. Work in close collaboration with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client’s wealth plan.

4. Monitor and periodically update client wealth plan.

5. Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new Northern Trust products and services.

6. Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.

7. Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

8. Operates independently; has in-depth knowledge of business unit / function

9. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

10. Carries out activities that are large in scope, cross-functional and technically difficult

11. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

12. Conducts preliminary analysis

13. Responsible for direct interaction with different committees and/or management

14. Strategic in developing, implementing and administering programs within functional areas

Knowledge :Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.

Experience :5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

MyHRHelp@ntrs.com . We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

#J-18808-Ljbffr