Current jobs related to High Net Worth Financial Associate - Houston, Texas - Fidelity Investments

  • High Net Worth Financial Associate

    4 weeks ago

    Houston, Texas, United States Fidelity Investments Full time

    Job Title: High Net Worth Service AssociateWe are seeking a highly skilled and experienced High Net Worth Service Associate to join our team at Fidelity Investments. As a key member of our team, you will be responsible for providing exceptional service to our high-net-worth clients, who have complex service and investment needs.About the Role:This is a...

  • High Net Worth Risk Management Specialist

    3 weeks ago

    Houston, Texas, United States USI Insurance Services Full time

    Job Summary:The USI Insurance Services Personal Risk Practice is seeking a skilled High Net Worth Risk Management Specialist to provide comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.This is an outside sales position responsible for cultivating relationships...

  • Senior Manager, Tax

    4 weeks ago

    Houston, Texas, United States UHY LLP Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, Tax - High Net Worth to join our team at UHY LLP. As a key member of our tax team, you will be responsible for overseeing and reviewing financial information for high net worth clients, including business and individual tax returns. Your expertise will be essential in developing and implementing...

  • Tax Manager for High Net Worth Individuals

    3 weeks ago

    Houston, Texas, United States ALVAREZ & MARSAL TAX, LLC Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our Federal Tax-Private Client Services practice at Alvarez & Marsal Tax, LLC. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international...

  • Tax Manager for High Net Worth Individuals

    3 weeks ago

    Houston, Texas, United States ALVAREZ & MARSAL TAX, LLC Full time

    Job Summary:We are seeking a highly skilled Tax Manager to join our Federal Tax-Private Client Services practice. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax.Key Responsibilities:Focus on...

  • Tax Partner

    3 weeks ago

    Houston, Texas, United States RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to empower our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients.You'll find an environment that inspires and empowers...

  • Senior Tax Manager

    4 weeks ago

    Houston, Texas, United States CyberCoders Full time

    Job SummaryWe are seeking a highly experienced Senior Tax Manager to join our team. As a Senior Tax Manager, you will be responsible for reviewing and managing tax returns, extensions, and tax planning calculations for fiduciary returns. You will also review financial statements, perform accounting and adjusting entries, bank reconciliations, and client...

  • Tax Senior Manager

    3 weeks ago

    Houston, Texas, United States RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to empower our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and...

  • Private Wealth Associate

    4 weeks ago

    Houston, Texas, United States AllianceBernstein Holding L.P. Full time

    Unlock Your Potential as a Private Wealth AssociateBernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a Private Wealth Associate, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Collaborate with senior...

  • Senior Trust Officer

    4 weeks ago

    Houston, Texas, United States Financial Recruiters International Full time

    Senior Trust Officer OpportunityFinancial Recruiters International is proud to present a unique opportunity for a seasoned Senior Trust Officer to join our esteemed client, a century-old bank with a strong presence in the Houston market.Key Responsibilities:Develop and execute business development strategies to drive growth in the Houston market.Manage a...

  • Private Wealth Management Associate

    4 weeks ago

    Houston, Texas, United States AllianceBernstein Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm serving high-net-worth and ultra-high-net-worth clients. Our company prides itself on selecting and developing top talent, fostering a culture of excellence and collaboration.Job ResponsibilitiesCollaborate with senior professionals to drive career success and fuel...

  • Investor Relations Associate

    4 weeks ago

    Houston, Texas, United States Michael Page Full time

    About the RoleThis is an exciting opportunity to join a well-established commercial real estate firm specializing in the multifamily sector. As an Investor Relations Associate, you will play a key role in driving new capital opportunities and building relationships across the industry.Key ResponsibilitiesRaise common equity from high-net-worth individuals,...

  • Financial Consultant

    4 weeks ago

    Houston, Texas, United States Fidelity Investments Full time

    Job OverviewAs a Financial Consultant at Fidelity Investments, you will play a vital role in helping clients achieve their financial goals. With a strong focus on wealth management and retirement planning, you will work closely with clients to understand their needs and provide personalized investment guidance.Key ResponsibilitiesDevelop and implement...

  • Private Banking Relationship Manager II

    4 weeks ago

    Houston, Texas, United States Trustmark Full time

    Job SummaryWe are seeking a highly skilled Private Banking Relationship Manager II to join our team at Trustmark. As a key member of our Private Banking department, you will be responsible for providing exceptional service to our high net worth clients, delivering customized financial solutions, and driving business growth.Key ResponsibilitiesDevelop and...

  • Financial Strategist

    4 weeks ago

    Houston, Texas, United States Zions Bancorporation Full time

    Wealth Management OpportunityAt Zions Bancorporation, we are committed to delivering exceptional financial services to our clients. Our Wealth Management Team is a key part of this effort, providing comprehensive financial solutions to affluent individuals, families, and businesses.Job SummaryWe are seeking a dedicated Wealth Advisor to join our team in the...

  • Private Wealth Advisor

    3 weeks ago

    Houston, Texas, United States BOK Financial Full time

    Job SummaryThe Private Wealth Advisor is responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, and similar entities. This role involves managing client relationships, providing ongoing financial planning, education, and coaching to achieve long-term financial goals. The Advisor will also have access...

  • Financial Services Professional

    4 weeks ago

    Houston, Texas, United States Fidelity Investments Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive...

  • Private Banking Relationship Manager II

    3 weeks ago

    Houston, Texas, United States Trustmark Full time

    Job SummaryTrustmark is seeking a highly skilled Private Banking Relationship Manager II to provide exceptional financial services to high-income earners and high-net-worth clients. This role involves delivering customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.Key ResponsibilitiesLead and develop a team of...

  • Private Banking Relationship Manager II

    4 weeks ago

    Houston, Texas, United States Trustmark Full time

    Job Title: Private Banking Relationship Manager IITrustmark is seeking a highly skilled Private Banking Relationship Manager II to join our team. As a key member of our Private Banking team, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.Key Responsibilities:Develop and implement...

  • Estate Administration Specialist

    3 weeks ago

    Houston, Texas, United States BCI - Brokerage Consultants Inc. Full time

    As an Estate Administration Specialist at BCI - Brokerage Consultants Inc., you will play a crucial role in serving ultra-high net worth families and foundations. Your expertise in asset diversification, estate planning, and education will enable you to craft tailored strategies to meet the financial and non-financial needs of our clients.Key...

High Net Worth Financial Associate

2 months ago

Houston, Texas, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled High Net Worth Service Associate to join our team at Fidelity Investments. As a key member of our team, you will be responsible for providing exceptional service to our high-net-worth clients who have complex service and investment needs.

Key Responsibilities
  • Engage with customers through inbound calls, responding to their inquiries, and providing product and service level guidance.
  • Process customer requests, including options, equities, mutual funds, and fixed income trades, as well as other specialized monetary requests.
Requirements
  • Series 7 license required.
  • Series 63 license preferred (paid training and support provided).
  • 2-3 years of previous experience working in the financial services industry.
  • Strong technological savvy and comfort with learning new tools.
What We Offer

Fidelity Investments is committed to providing a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.