• Tax Manager - Private Wealth

    Deloitte (Houston, TX)
    …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What ... You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
    Deloitte (10/25/25)
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  • Tax Senior - Private Wealth

    Deloitte (Fort Worth, TX)
    …of transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
    Deloitte (10/25/25)
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  • Chief Compliance Officer, Retirement…

    HUB International (Austin, TX)
    …company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5… more
    HUB International (11/12/25)
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  • Wealth Management Relationship Team…

    Regions Bank (Houston, TX)
    …people is strongly preferred. This position is a part of Regions Bank's Private Wealth Management team. **Position Type** Full time **Compensation Details** Pay ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
    Regions Bank (10/04/25)
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  • UHNW Private Banker, Director

    Citigroup (Dallas, TX)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
    Citigroup (12/06/25)
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  • Citi Private Bank - UHNW Private…

    Citigroup (Dallas, TX)
    …Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time ... ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ... situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able… more
    Citigroup (10/07/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (Houston, TX)
    …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
    JPMorgan Chase (11/22/25)
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  • Sales Executive - Personal Lines/ High Net Worth

    World Insurance Associates, LLC. (Houston, TX)
    …new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key ... & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client...including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and… more
    World Insurance Associates, LLC. (12/29/25)
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  • Relationship Banker

    First Horizon Bank (Dallas, TX)
    …and services and make referrals to bank partners, including but not limited to mortgage, wealth , private client , and business banking. + Proactive Client ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
    First Horizon Bank (12/25/25)
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  • Commercial Relationship Manager

    First Horizon Bank (Houston, TX)
    …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing ...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
    First Horizon Bank (11/20/25)
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