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Relocation Advisor Jobs in Texas (NOW HIRING)

Vanguard

Senior Wealth Advisor

Dallas, TX · Hybrid

As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop ... Relocation is available to those who qualify. * This role follows a hybrid working model. We are in ...

Champion AC

Drain Advisor

Austin, TX · On-site

$80K/yr

As a Drain Advisor, you'll be the expert voice our customers rely on to assess their drain and ... Reliably commute or planning to relocate before starting work (Required) License/Certification:

Champion AC

Drain Advisor

Austin, TX

$80K - $120K/yr

As a Drain Advisor, you'll be the expert voice our customers rely on to assess their drain and ... Reliably commute or planning to relocate before starting work (Required) License/Certification:

Champion AC

Drain Advisor

Austin, TX · On-site

$120K/yr

As a Drain Advisor, you'll be the expert voice our customers rely on to assess their drain and ... Reliably commute or planning to relocate before starting work (Required) License/Certification:

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Relocation Advisor information

What is a relocation advisor?

Relocation Advisors are professionals who assist individuals, families, or employees in managing the process of moving to a new location, whether for work, personal, or corporate reasons. They provide guidance on housing, schools, transportation, legal paperwork, and settling-in services to ensure a smooth transition. Their expertise helps clients navigate the complexities of relocating, from finding a new home to understanding local customs and regulations.

What is the difference between Relocation Advisor vs Relocation Specialist?

AspectRelocation AdvisorRelocation Specialist
CredentialsTypically requires real estate, HR, or customer service experienceOften has similar credentials, focusing on customer service and logistics
Work EnvironmentAdvises clients on moving options, often in an office or client-facing settingHandles logistics, coordination, and support tasks, often in an office or field setting
Employer & IndustryReal estate firms, relocation companies, HR departmentsRelocation companies, corporate HR, moving service providers
Search & Comparison IntentUnderstanding advisory roles in relocation servicesLearning about logistics and support roles in relocation

Both roles involve assisting clients with moving processes, but a Relocation Advisor primarily provides guidance and advice, while a Relocation Specialist handles logistics and coordination tasks. The choice depends on whether you prefer client-facing advisory work or operational support within the relocation process.

What are some common challenges relocation advisors face when coordinating moves, and how can they effectively address them?

Relocation Advisors often encounter challenges such as navigating different housing markets, managing tight timelines, and ensuring clear communication between relocating employees, employers, and service providers. To address these issues, Advisors rely on strong organizational skills, a robust network of local contacts, and proactive communication to anticipate potential problems and provide timely solutions. Building rapport with clients and maintaining flexibility are also key to overcoming unexpected obstacles and ensuring a smooth relocation process.

What are the key skills and qualifications needed to thrive as a relocation advisor, and why are they important?

To thrive as a Relocation Advisor, you typically need strong organizational skills, knowledge of relocation processes, and experience in customer service or human resources. Familiarity with relocation management software, global mobility systems, and sometimes certifications like GMS (Global Mobility Specialist) are valuable. Excellent communication, problem-solving abilities, and cultural sensitivity help in guiding clients smoothly through complex moves. These skills ensure a seamless relocation experience for clients and efficient coordination between all stakeholders involved.
What are popular job titles related to Relocation Advisor jobs in Texas? For Relocation Advisor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Relocation Advisor jobs in Texas look for? The top searched job categories for Relocation Advisor jobs in Texas are:
Relocation Advisor jobs near you
Infographic showing various Relocation Advisor job openings in Texas as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution.

Senior Wealth Advisor

Vanguard

Dallas, TX • Hybrid

Full-time

Re-posted 29 days ago

Job description

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients.

Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry!

As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

Responsibilities

 Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families. By communicating Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology.

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators

As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers.

Why You'll Love Working Here: 

  • Work-Life Harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. 
  • Professional Growth: Benefit from a workplace that prioritizes your professional development. 
  • Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. 

Compensation and Benefits: 

  • At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. 
  • Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. 
  • Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. 
  • Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. 

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ 

Qualifications

  • CFP® designation required. Additional certifications such as the CFA, CTFA or CPA preferred.
  • This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties.
  • 7+ years of financial advice, financial planning, book of business management and relationship management.
  • Experience applying trust and estate planning knowledge to help preserve client’s wealth
  • In-depth knowledge of financial planning, investment strategies, and industry regulations.
  • Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits

Considerations

  • Occasional travel may be required to Vanguard clients, sites, or local/national professional conferences.
  • Relocation is available to those who qualify.
  • This role follows a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday & Friday.

Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you!

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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