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Wealth 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 ...

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 ...

Huntington

Wealth Planner

Houston, TX · On-site

$49K - $68K/yr

The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...

Huntington

Wealth Planner

Houston, TX · On-site

$51K - $70K/yr

The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...

Ci

Wealth Strategist

Houston, TX · On-site

$125K - $200K/yr

Estate planning and wealth transfer techniques * Trust structures and trust optimization * Generational wealth transfer and family legacy planning * Charitable and philanthropic planning * Asset ...

Fifth Third

Senior Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.

Hines

Private Wealth Consultant

Houston, TX · On-site

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer ...

Hines

Private Wealth Consultant

Houston, TX · Remote

As a Private Wealth Consultant with Hines, you will serve as a consultative distribution professional responsible for developing and executing territory-level business strategy in partnership with ...

Hines

Private Wealth Consultant

Houston, TX · Remote

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer ...

HSBC

Wealth Relationship Manager

Houston, TX · On-site

The Opportunity As a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses ...

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Showing results 41-60

All JobsWealth JobsWealth Jobs in Spring, TX

Wealth information

See Spring, TX salary details

$41.8K

$91.7K

$132.1K

How much do wealth jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth in Spring, TX is $91,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,300.00 and $109,900.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth manager?

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

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 cities near Spring, TX are hiring for Wealth jobs?

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

Wealth jobs near you
Infographic showing various Wealth job openings in Spring, TX as of August 2026, with employment types broken down into 74% Full Time, 25% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $91,730 per year, or $44.1 per hour.

Wealth Strategist

Bank of America

Houston, TX • On-site

$116K - $149K/yr

Full-time

Re-posted 19 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 530 frontline employees who took The Breakroom Quiz

50th of 171 rated banks

Job description

Job Description:
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 of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
Core responsibilities
  • Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals).
  • Design, create and effectively deliver presentation pieces for client meetings and national events
  • Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
  • Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
  • May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
  • Assist with the retention of UHNW relationships.

Skills:
  • Business Development
  • Critical Thinking
  • Oral Communications
  • Presentation Skills
  • Wealth Planning
  • Active Listening
  • Collaboration
  • Customer and Client Focus
  • Pipeline Management
  • Written Communications
  • Adaptability
  • Attention to Detail
  • Issue Management
  • Prioritization

Desired Skills:
  • 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals
  • Strong Tax, legal research and writing skills
  • Series 7 & 66 or the ability to obtain these within 120 days
  • Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)

Minimum Education Requirement: Law degree required
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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