wealth crossing jobs in Houston

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings,...

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax...

 Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.    While we are rooted in core financial products, we are differentiated by...

Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World...

  Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the...

 Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.    While we are rooted in core financial products, we are differentiated by...

As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private...

Hancock Whitney Corp. seeks a Regional Wealth Manager to oversee wealth teams across markets, drive growth, and ensure exceptional client service. The role requires extensive leadership and regulatory expertise within a large bank framework. The position focuses on strategy execution, profitability, and cross-team collaboration to meet regional goals and...

Senior Private Wealth Client Executive I/II Location: US-MS-Ridgeland | US-MS-Alabama; Houston, TX; Memphis, TN; Panhandle of FL; Atlanta, GA Job ID: 2026-19953 Category: Trust/Wealth Type: Regular Full-Time Job Grade: 14 FLSA Status: Exempt Working Hours: 8-5 Job Location: Company: Private Wealth Admin A - 10175 Overview This position may be filled as a...

Hancock Whitney Corp. seeks a Regional Wealth Manager to oversee wealth teams across markets, drive growth, and ensure exceptional client service. The role requires extensive leadership and regulatory expertise within a large bank framework.The position focuses on strategy execution, profitability, and cross-team collaboration to meet regional goals and...

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and...

Hancock Whitney Corp. seeks a Regional Wealth Manager to oversee wealth teams across markets, drive growth, and ensure exceptional client service. The role requires extensive leadership and regulatory expertise within a large bank framework. The position focuses on strategy execution, profitability, and cross-team collaboration to meet regional goals and...

JPMorgan Chase & Co. is seeking a Private Client Investment Associate Team Leader within Wealth Management to guide recruiting, training, and development of advisors and associates. You will lead cross-functional initiatives and drive excellence in client service and operations. As a senior leader, you will collaborate with regional leadership, steer...

Who We Are Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment...

POSITION TITLE: Vice President, Field Sales (E1)For more than three decades, Crown Castle has led the way in shared communications infrastructure, delivering profitable solutions by connecting communities, businesses, and people, and enabling each to thrive with reliable access to voice and data in more places, faster than ever before. When you join Crown...

Director, Senior Compliance Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimizedintegrated, intentional, and aligned with each client's vision of success....

About Us For over 30 years, Shepherd Controls has been a leading company providing high-quality service, products, and solutions to our customers. We specialize in automation and industrial controls, delivering technically oriented solutions with the expertise and reliability that our customers have come to depend on. Visit our Website:...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional...

Req ID: 78544Location: Houston -HOUSAreas of Interest: Treasury ServicesPay Transparency Salary Range: Not AvailableApplication Deadline: 10/11/2026BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...