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Wealth Manager Jobs in Spring, TX (NOW HIRING)

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 ...

Wealth Strategist

Houston, TX

$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 ...

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 ...

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver ... Internal management of accounts to include the maintenance of investment policy statements and ...

Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver ... Internal management of accounts to include the maintenance of investment policy statements and ...

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Wealth Manager information

See Spring, TX salary details

$21.8K

$53K

$103.2K

How much do wealth manager jobs pay per year?

As of Jul 17, 2026, the average yearly pay for wealth manager in Spring, TX is $52,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $61,000.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is 200,000 enough to work with a financial advisor?

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
What are the most commonly searched types of Wealth jobs in Spring, TX? The most popular types of Wealth jobs in Spring, TX are:
What are popular job titles related to Wealth Manager jobs in Spring, TX? For Wealth Manager jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Spring, TX look for? The top searched job categories for Wealth Manager jobs in Spring, TX are:
What cities near Spring, TX are hiring for Wealth Manager jobs? Cities near Spring, TX with the most Wealth Manager job openings:

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 23 days ago


Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities
  • Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
  • Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
  • Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
  • Provide exceptional value-added service, advice, and deliverables to assigned client families.
  • Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
  • 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 business independently.

Qualifications & Requirements

  • Bachelor's degree in Finance, Economics, or a related field.
  • Proven experience in Wealth Management or similar role.
  • CFP, CFA, CPA, JD, or MBA required.
  • Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
  • Strong analytical mindset, attention to detail, and problem-solving abilities.
  • Collaborative team player with a proactive approach to work.
  • Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

Competencies

  • Strong analytical and problem-solving skills
  • Communicate effectively, both orally and in writing
  • High emotional intelligence and situational awareness

Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

  • This position may require the ability to lift up to 15 pounds.

  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

  • Must be 18 years of age or older.

  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • 401(k) Plan with Employer Matching

  • Four Medical Plan options that is generously subsidized by Corient

  • Employer paid Dental, Vision & Life and AD&D Insurance

  • Employer paid Short-term & Long-term Disability

  • Paid Maternity & Parental Leave

  • Flexible Spending Accounts& Health Savings Accounts

  • Dependent Care FSA

  • Commuter & Transit FSA

  • Corporate Discount Program - Perkspot

  • Training Reimbursement

  • Paid Professional Designations

  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.