Current jobs related to Senior Wealth Management Advisor - Houston, Texas - Northern Trust
-
Wealth Advisor Associate
2 weeks ago
Houston, Texas, United States Linscomb Wealth Full timeJob Title: Associate Wealth AdvisorAt Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As an Associate Wealth Advisor, you will play a key role in advancing your career in the Wealth Advisor career path.Key Responsibilities:Client Responsibilities:Draft and deliver comprehensive financial...
-
Wealth Advisor Associate
1 week ago
Houston, Texas, United States Linscomb Wealth Full timeJob Title: Associate Wealth AdvisorAt Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As an Associate Wealth Advisor, you will play a key role in advancing in the Wealth Advisor career path and developing your expertise and skills necessary to begin building your book.Key...
-
Senior Wealth Management Advisor
6 days ago
Houston, Texas, United States Cube Management Full timeJob DescriptionWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Cube Management. As a key member of our financial services team, you will be responsible for providing exceptional wealth management services to our high net worth clients.Key Responsibilities:Develop and implement customized wealth management strategies for...
-
Senior Wealth Planning Associate
1 day ago
Houston, Texas, United States Linscomb Wealth Full timeWe are seeking a talented and driven Senior Wealth Planning Associate to join our team at Linscomb Wealth. As a key member of our Wealth Management team, you will play a critical role in advancing the careers of our Wealth Advisors while gaining exposure in all areas of wealth management.This exciting opportunity will see you participate in client meetings...
-
Wealth Management Professional
3 days ago
Houston, Texas, United States MAI Wealth Management, Inc. Full timeJob Title: Wealth AdvisorMAI Wealth Management, Inc. is seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for supporting and implementing our full-service approach to working with clients in our Advisor Referral Program (ARP).Key Responsibilities:Manage and assist in managing client relationships from...
-
Financial Advisor
1 month ago
Houston, Texas, United States Cube Management Full timeJob Opportunity: Financial Advisor - Global Wealth ManagementWe are seeking a highly skilled and experienced Financial Advisor to join our team at a top global wealth management firm. As a Financial Advisor, you will be responsible for helping clients manage their wealth and achieve their financial goals.About the RoleThis is a unique opportunity to work...
-
Financial Advisor
4 weeks ago
Houston, Texas, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial...
-
Financial Advisor Associate
1 week ago
Houston, Texas, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a team-based approach and a passion for perfection, we strive to deliver exceptional client experiences and help our clients...
-
Senior Client Relations Coordinator
2 months ago
Houston, Texas, United States Linscomb Wealth Full timePosition Title: Senior Client Relations Coordinator Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV Overview The Senior Client Relations Coordinator (Senior CRC) exhibits a superior level of expertise in all Client Relations Coordinator responsibilities, collaborating with both new and established client partnerships, as well as...
-
International Wealth Management Advisor
2 days ago
Houston, Texas, United States Truist Financial Full timeJob Summary:The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment, including PEPs, PICS, and select professional firms. This role manages a portfolio of approximately 25-50 clients, developing and maintaining important revenue-generating client relationships within the defined Reserve/GenSpring...
-
Wealth Management Specialist
2 days ago
Houston, Texas, United States Linscomb Wealth Full timeJob Title: Wealth Management SpecialistAt Linscomb Wealth, we are seeking a highly skilled Wealth Management Specialist to join our team. This role will be responsible for providing strategic and tactical leadership to our clients, working closely with them to identify and refine their goals and objectives.Key Responsibilities:Develop and implement client...
-
Tax Advisor
1 week ago
Houston, Texas, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement is a leading wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized and tailored solutions.We are seeking a...
-
Wealth Management Advisor
3 days ago
Houston, Texas, United States Sunflower Bank Full timeJob SummarySunflower Bank is seeking a seasoned Wealth Management Advisor to join our growing team in Houston, TX. As a key member of our Wealth Management team, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.Key...
-
Senior Wealth Planning Advisor
2 weeks ago
Houston, Texas, United States NPAworldwide Full timeSenior Relationship ManagerWe are seeking a seasoned Senior Relationship Manager to join our team at NPAworldwide. As a key member of our Multi-Family Office, you will provide counsel to Ultra High Net Worth (UHNW) clients on sophisticated trust, estate, and wealth planning strategies, as well as various family office services.Key Responsibilities:Work...
-
Senior Wealth Planning Advisor
2 weeks ago
Houston, Texas, United States NPAworldwide Full timeSenior Relationship ManagerWe are seeking a seasoned Senior Relationship Manager to join our team at NPAworldwide. As a key member of our Multi-Family Office, you will provide counsel to Ultra High Net Worth (UHNW) clients on sophisticated trust, estate, and wealth planning strategies, as well as various family office services.Key Responsibilities:Work...
-
Senior Client Service Associate
2 days ago
Houston, Texas, United States Linscomb Wealth Full timeJob Title: Senior Client Service AssociateAt Linscomb Wealth, we are seeking a highly skilled Senior Client Service Associate to join our team. This role is responsible for providing exceptional client service, working closely with our Wealth Advisors and Operations teams to ensure seamless client experiences.Key Responsibilities:Work with clients to open...
-
Senior Client Service Associate
1 month ago
Houston, Texas, United States Linscomb Wealth Full time{"Job Title": "Senior Client Service Associate", "Job Summary": "We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, working closely with our Wealth Advisors and Operations...
-
Private Wealth Advisor
2 days ago
Houston, Texas, United States Ronald Blue & Co Full timeJob SummaryThis role is responsible for providing world-class service to clients and continually striving to effectively bring new clients into the Company to serve. The Private Wealth Advisor will provide leadership, direction, and accountability for team members, ensuring their on-going growth and development.Key ResponsibilitiesBusiness Development:...
-
Tax Advisor
7 days ago
Houston, Texas, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner for individuals and families seeking to...
-
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...
Senior Wealth Management Advisor
2 months ago
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 enduring principles of service, expertise, and integrity.
With over 130 years of financial experience and a workforce exceeding 22,000 partners, we cater to the world's most sophisticated clients utilizing leading technology and exceptional service.
Key Responsibilities:
1. Develop a thorough personal and financial wealth profile for clients and their families, identifying wealth-related life goals in collaboration with the Lead Relationship Manager, if applicable.
2. Design and implement a comprehensive wealth plan in partnership with the client's professional advisors and Northern Trust colleagues, focusing on wealth management, wealth transfer, and tax efficiency objectives.
3. Collaborate with the Regional Wealth Advisor to design and model wealth plans for ultra-high net worth clients when a Regional Wealth Advisor is involved.
4. Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to execute the client's wealth plan.
5. Monitor and periodically update the client wealth plan.
6. Actively assist in the sales process and identify opportunities to enhance client relationships through the introduction of new Northern Trust products and services.
7. Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.
8. Engage in the cultivation of professional advisor relationships, including participation in professional conferences and networks.
9. Operate independently, possessing in-depth knowledge of the business unit/function.
10. As a subject matter expert, provide comprehensive, high-level consulting and leadership to team members and partners.
11. Carry out activities that are large in scope, cross-functional, and technically challenging.
12. Balance high-level operational execution with the development and execution of strategic business function activities.
13. Conduct preliminary analyses and interact directly with various committees and management.
14. Strategically develop, implement, and administer programs within functional areas.
Required Knowledge:
Strong expertise in wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, typically acquired through extensive experience with high/ultra-high net worth clients in financial services, law, or consulting.
Broad technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location, and preservation.
Exceptional interpersonal skills and a proactive consultative approach.
Experience: 5-7 years of wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations such as CFP, JD, MBA, or similar qualifications are highly desirable.
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 empower 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. Experience a workplace with a greater purpose.
We look forward to learning more about how your interests and experience align with one of the world's most admired and sustainable companies. Build your career with us.
Reasonable Accommodation:
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you require a reasonable accommodation for any part of the employment process, please reach out to our HR Service Center.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand that flexibility means different things to different people.Explore your flexible working requirements with us, and together we can achieve greater.
#J-18808-Ljbffr
