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Wealth Management Jobs in Spring, TX (NOW HIRING)

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Ci

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 ...

Weaver

Senior Wealth Advisor

Houston, TX · On-site

Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will be responsible for developing ...

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$200K/yr

If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a Tax ...

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$180 - $230/hr

If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a Tax ...

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$200K/yr

If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a Tax ...

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All JobsWealth Management JobsWealth Management Jobs in Spring, TX

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 8, 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 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 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 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.
More about Wealth Management jobs
What are the most commonly searched types of Wealth Management jobs in Spring, TX? The most popular types of Wealth Management jobs in Spring, TX are:
What are popular job titles related to Wealth Management jobs in Spring, TX? For Wealth Management jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Wealth Management jobs in Spring, TX look for? The top searched job categories for Wealth Management jobs in Spring, TX are:
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 July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $86,966 per year, or $41.8 per hour.

Regional Wealth Manager

Hancock Whitney Corp.

Houston, TX • On-site

Full-time

Re-posted 14 days ago

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service. Responsible for the growth and development of assigned markets, improving line of business profitability, providing accurate and superior client service and for cultivating and coordinating referral business with other lines of business within the bank. Serves as liaison between segments of Wealth Management to ensure the company's strategic goals and initiatives are met and/or exceeded.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Manages multidisciplinary wealth teams across multiple markets and geographies throughout the bank's footprint. Wealth teams may include Private Bankers, Trust Relationship Managers, Wealth Advisors, Senior Investment Consultants and Administrators.
  • Establishes sales goals and strategies, and assesses unit's performance against set goals. Develops systems and tools to monitor actual results against goals.
  • Responsible for modeling, promoting and implementing One Wealth model within assigned Wealth Teams across multiple markets.
  • Accountable for maintaining corporate standards for regulatory compliance, risk management policies and internal financial and operational controls for all activities related to the Wealth Management
  • Establishes financial controls and assists with the development of market and regional financial forecasts and budgets accordingly
  • Implements competitive benchmarking standards and bank's wealth management target operating model.
  • Develops centers of influence, and participates in community and civic organizations to promote goodwill and generate new business.
  • Compiles and reports financial data as required by organization and government regulations.
  • Provides advice and guidance to team members and ensures that the actions of all team members adhere to organizational policy.
  • Meets with Wealth Management clients and potential clients as needed for new business development and to help region achieve goals.
  • May have supervisory responsibilities over other Regional Wealth Managers.
  • May have supervisory responsibilities of staff positions within Asset Management, assist in establishing an appropriate investment strategy for clients and evaluate and effectively communicates current economic and market conditions.

SUPERVISORY RESPONSIBILITIES:
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree preferably with a concentration in business, finance or related field required.
  • Graduate degree, Certified Financial Planner (CFP), and/or Certified Wealth Strategist (CWS) preferred.
  • 10 years of related experience in Private Banking or Wealth Management and 7 years of management experience required. 10 years' management experience preferred.
  • Series 24; Series 7; Series 66 or Series 65 and Series 63; as well as Life and Health licenses for the state(s) where business is conducted strongly preferred.
  • Advanced communication, presentation and training skills.
  • Advanced client service, analytical, and organizational skills.
  • Ability to work effectively with all levels of personnel.
  • Experience with Microsoft Office products including Microsoft Word, Excel, Access and PowerPoint.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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