Wealth Management Specialist
4 days ago
At BankTalent HQ, we're committed to fostering a culture of excellence and growth. Our Wealth Management Team is dedicated to delivering exceptional client experiences and helping our clients achieve their long-term financial objectives.
About the Role:We're seeking a skilled and experienced Wealth Advisor to join our team in the Houston market. As a Wealth Advisor, you will be responsible for building and managing high-net-worth client relationships, delivering tailored financial solutions, and providing expert guidance on investment strategies, financial planning, and risk management.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients
- Provide expert advice on investment strategies, insurance, and trust services
- Build and maintain strong relationships with clients and internal banking professionals
- Collaborate with the Wealth Management Team to deliver exceptional client experiences
- Stay up-to-date with industry trends and regulatory requirements
- Bachelor's degree in a related field
- Minimum 5 years of directly related experience, 10+ years preferred
- FINRA Series 7 & 63 licenses, life and health insurance
- CFP certification highly preferred
- Excellent verbal and written communication skills
- Strong analytical and presentation skills
- Experience with financial planning software and complex financial modeling
At BankTalent HQ, we offer a competitive compensation package, opportunities for professional growth and development, and a collaborative and dynamic work environment.
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Wealth Advisor Associate
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Wealth Advisor Associate
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Account Specialist
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Account Specialist
4 weeks ago
Houston, Texas, United States Atria Wealth Solutions Full timeAccount SpecialistAtria Wealth Solutions, Inc. is a leading wealth management solutions provider seeking a skilled Account Specialist to join our team. As an Account Specialist, you will play a critical role in ensuring the smooth operation of our financial services.Key Responsibilities:Review and process new account information to ensure accuracy and...
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Financial Advisor
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Wealth Management Specialist
4 days ago
Houston, Texas, United States Sunflower Bank, N.A. Full timeJob Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.About the Role:The Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families,...
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Wealth Management Specialist
4 weeks ago
Houston, Texas, United States Zions Bancorporation Full timeWealth Advisor OpportunityAt Zions Bancorporation, we prioritize people and culture, living by the motto "everyone counts." Our diverse team recognizes the unique values and experiences each employee brings, fostering a supportive environment where everyone thrives. We help our employees grow and transform their careers.Our Wealth Management division offers...
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Wealth Management Specialist
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Wealth Management Specialist
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Houston, Texas, United States Zions Bancorporation Full timeWealth Advisor Opportunity at Amegy BankAt Amegy Bank, we prioritize people and culture in everything we do. Our motto, "everyone counts," reflects our commitment to recognizing and valuing the diverse experiences and perspectives of our employees.We believe that when our employees thrive, our bank grows. That's why we're dedicated to supporting our team...
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Wealth Management Specialist
5 days ago
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Wealth Management Specialist
3 weeks ago
Houston, Texas, United States BankTalent HQ Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at BankTalent HQ. As a Wealth Advisor, you will play a critical role in building and managing high net worth client relationships, providing expert financial planning and investment advice to help our clients achieve their long-term financial...
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Financial Operations Specialist
3 days ago
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Private Wealth Management Associate
4 days ago
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Wealth Management Specialist
1 day ago
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Wealth Management Advisor
4 weeks ago
Houston, Texas, United States The Bank of America Corporation Full timeMerrill Wealth Management: A Leader in Comprehensive Wealth SolutionsMerrill Wealth Management is a renowned provider of sophisticated wealth management and investment products and services for individuals, businesses, and institutions.Expertise and ExperienceComprehensive wealth management solutionsInvestment products and servicesFinancial planning and...
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Wealth Management Specialist
4 weeks ago
Houston, Texas, United States Corient Full timeUnlock Your Potential as a Wealth Advisor at CorientAt Corient, we're dedicated to empowering high-net-worth individuals and families to achieve their financial goals. As a Wealth Advisor, you'll play a vital role in helping our clients preserve their wealth for future generations and make a lasting impact on their lives.Key Responsibilities:Develop and...
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Regional Wealth Director
4 weeks ago
Houston, Texas, United States Truist Financial Full timeJob SummaryThe Specialty Wealth Regional Managing Director is a key leadership role responsible for driving business growth and revenue expansion in the Legal and Medical Specialty Groups. This position requires a seasoned professional with a strong track record in sales, relationship management, and team leadership.Key ResponsibilitiesLead and manage a team...
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Financial Services Specialist
4 weeks ago
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Wealth Management Professional
5 days ago
Houston, Texas, United States BankTalent HQ Full timeJob Title: Wealth AdvisorAt BankTalent HQ, we're committed to fostering a culture of excellence and growth. Our Wealth Management Team is dedicated to delivering exceptional client experiences and building long-term relationships with our clients.About the Role:We're seeking a skilled and experienced Wealth Advisor to join our team in the Dallas or Houston...
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Wealth Management Professional
2 weeks ago
Houston, Texas, United States Sunflower Bank, N.A. Full timeJob Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Job Summary:We are looking for a highly motivated individual to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families,...