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Wealth Management Jobs in Spring, TX (NOW HIRING)

HSBC

Wealth Management Center Manager

Houston, TX · On-site

The Opportunity As Wealth Management Center Manager you'll be accountable for the performance of a Wealth office, bringing together Premier customer acquisition, deposit growth, wealth penetration ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects. * Leverages Corient resources and solutions. * Capable of sourcing and closing ...

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Wealth Management information

See Spring, TX salary details

$66.7K

$87K

$104.1K

How much do wealth management jobs pay per year?

As of Aug 28, 2026, the average yearly pay for wealth management in Spring, TX is $86,966.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,000.00 and $97,000.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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For Wealth Management jobs in Spring, TX, the most frequently searched job titles are:

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What cities near Spring, TX are hiring for Wealth Management jobs?

Cities near Spring, TX with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Spring, TX as of August 2026, with employment types broken down into 89% Full Time, 6% Part Time, and 5% Contract. Highlights an 83% In-person, 10% Hybrid, and 7% Remote job distribution, with an average salary of $86,966 per year, or $41.8 per hour.

Wealth Management Center Manager

Houston, TX • On-site

HSBC
Non-Profits • 51 - 200 employees
Learn more about HSBCexternal

Full-time

Posted 22 days ago

Job description

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Ready to grow Premier relationships through planning-led wealth management?
Why HSBC
HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world's most trusted bank globally, putting customers at the heart of everything we do.
The Opportunity
As Wealth Management Center Manager you'll be accountable for the performance of a Wealth office, bringing together Premier customer acquisition, deposit growth, wealth penetration, business development, coaching and the ongoing servicing of client relationships. The role shapes the sales culture and oversees operational and servicing activity alongside Wealth Office colleagues. You'll embed a wealth management planning-led strategy focused on increasing share of wallet through new-to-bank acquisition, primary banking deposit deepening, and greater investment/insurance adoption, while improving customer recommendation.
Operating in a complex regulatory and global environment you'll translate the International Wealth & Premier Banking (IWPB) plan into clear structure, sales goals and disciplined prospect management. Success looks like consistent growth in high value customer acquisition, net new money/deposit balances, and wealth product penetration, strong referral pipelines and a well-run office that meets sales goals with operational integrity. This role is based in a wealth office environment and does not include cash handling responsibilities.
What you'll be doing
  • You are directly accountable for delivering the office sales scorecard, specifically Premier acquisition, deposit growth (net new money), and wealth penetration (investments/insurance adoption) across your team
  • Drive new-to-bank and new-to-wealth outcomes through business development, community/center-of-influence engagement, and referral partnerships
  • Embed a planning-led wealth management strategy to grow Premier relationships, convert needs into solutions, and increase share of wallet
  • Lead the office to deliver against scorecard/KPIs, including (where applicable):
    • New Premier relationships acquired
    • Deposit / balance growth (net new money)
    • Wealth penetration (e.g., investment accounts, AUM flows, insurance adoption)
  • Oversee sales and servicing activity across financial services products within the wealth office, ensuring the team consistently identifies and progresses opportunities in deposits, investments, and protection
  • Implement the IWPB plan including structure, sales goals, performance management and disciplined sales prospect management, with a clear weekly/monthly sales cadence, pipeline hygiene and conversion tracking
  • Expand market opportunity beyond the local wealth office footprint and Right to Win priorities, with a focus on acquisition and deepening primary banking relationships
  • Champion robust activity management (prospecting, appointments, financial plans, referrals, follow-ups) to meet and exceed established acquisition, deposits, and wealth sales goals
  • Maintain merchandising standards, office appearance, and the delivery of wealth office services
  • Strengthen operational integrity to minimize errors and losses while supporting consistent client service

What we're looking for
  • Proven wealth management experience (or equivalent) with demonstrated results in sales growth across acquisition, deposits and wealth solutions
  • FINRA Series 7, 63, 65 or 66, 9 and 10 licensing required
  • Life and Health insurance licenses or willing to sponsor
  • Strong sales management and coaching experience supporting licensed sales professionals to deliver balanced outcomes across deposits, investments, and insurance, including pipeline discipline and conversion management
  • Strong planning and performance management skills to sustain disciplined daily sales activity and deliver measurable improvements in acquisition, deposit growth and wealth penetration
  • Established marketing and business development capability to source new high value customers and build multi-channel referral pipelines (internal and external)
  • Thorough knowledge of credit approval processes and regulations impacting consumer banking activities, delivery systems and channels
  • Strong customer service capability focused on developing, maintaining and expanding account relationships, with an ability to deepen relationships through primary banking and wealth adoption
  • Ability to communicate clearly and influence effectively across stakeholders to deliver office outcomes in a regulated environment

"Building Premier growth in your market"
This role puts you at the center of how HSBC grows Premier relationships through a planning-led wealth management approach. You'll shape how the wealth office performs day by day, driving new Premier acquisition, growing deposits (net new money), and improving wealth penetration through investments and protection solutions from prospect management and coaching through to consistent service standards and operational integrity.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

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