Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Houston

63 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Texas
  4. Houston
  5. Wealth Management

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Sep 08, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Job Title: Wealth Strategist II Job... Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subject areas. - Partner in acquiring new clients...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time Experience : 7-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work collaboratively... present content on various wealth management topics. - Serve as... trust & estate planning strategies, concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and Practice Managemen...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 6 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 28, 26
Full-time
Job Tags:
wealth management
Job Tags:
wealth management

Summer Associate - Private Wealth Management Job Responsibilities: - Participate in... Program within the Private Wealth Management Group at a... law firm. - Gain comprehensive insights into the firm and the legal profession, bridging the gap between academic studies and practical legal work. -...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 13, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
creditors Estate Planning estates family fiduciary litigation Financial Institutions Probate Software title
Practice Area:
Probate Trusts and Estates - General
Job Tags:
creditors Estate Planning estates family fiduciary litigation Financial Institutions Probate Software title

Title: Estate Administration & Probate Paralegal Job Responsibilities: - Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions. - Submit and track court filings and deadlines with the Clerk of Court. - Coordinate with financial institutions, title companies,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 17, 26
Full-time 23 views Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Bankruptcy civil litigation Estate Planning estates Family Law Probate trials trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Bankruptcy civil litigation Estate Planning estates Family Law Probate trials trusts Wills

Title: Senior Probate/Wills/Trusts Paralegal Job Responsibilities: As a Senior Probate/Wills/Trusts Paralegal at the law firm, you will engage in a variety of tasks aimed at supporting families through probate administration and estate planning with a focus on compassion, efficiency, and excellence. Key...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time 35 views Experience : 7-18 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

Job Title: Wealth Strategist Job Responsibilities: - Develop wealth... transfer strategies for ultra-high... net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 07, 26
Full-time 12 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
Estate Planning health insurance LLC Probate
Practice Area:
Probate Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
Estate Planning health insurance LLC Probate

Title: Paralegal Job Responsibilities: - Draft legal documents relevant to probate, estate planning, and real property matters. - Perform administrative tasks, such as e-filing and data entry. - Calendar court, discovery, and other deadlines, ensuring all relevant deadlines are met. - Organize and maintain electronic...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: The... Private Wealth Senior Counsel is responsible... and business clients with wealth management, asset protection, and... addressing gift and estate tax issues. The candidate must demonstrate strong attention to detail and deliver high-quality,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 25, 26
Full-time 7 views Experience : Min 1 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs Litigation - Financial Services - Plaintiffs Litigation - Consumer Finance - Plaintiffs Probate Trusts and Estates - General
Job Tags:
agreements contracts Creditor Collections Estate Planning Litigation Probate trusts Wills
Practice Area:
Litigation - Trusts & Estates - Plaintiffs Litigation - Financial Services - Plaintiffs Litigation - Consumer Finance - Plaintiffs Probate Trusts and Estates - General
Job Tags:
agreements contracts Creditor Collections Estate Planning Litigation Probate trusts Wills

estate planning matters. This role involves a variety of tasks, including case management, document preparation, client communication,... and court filings. The position requires strong organizational skills, attention to detail, and the ability to manage deadlines in a fast-paced legal environmen...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 03, 26
Full-time 3 views Experience : 1-2 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
advertising Civil Rights Estate Planning Harassment licensing Litigation marketing Probate Software title trials
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
advertising Civil Rights Estate Planning Harassment licensing Litigation marketing Probate Software title trials

Title Paralegal Job Responsibilities The Paralegal at a reputed firm will be responsible for supporting the legal team with a variety of tasks that include preparing and maintaining legal documents, filing motions and legal briefs, interviewing clients and witnesses, and conducting legal research....

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 07, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts

Title: Senior Trusts & Estates Tax Professional Job Responsibilities: The Senior Trusts & Estates Tax Professional is responsible for handling a comprehensive range of estate administration tasks. This includes assisting the firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing various...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time Experience : 2-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders

Title: Specialized Fiduciary Administrator II (SFA II), Estate Settlement Job Responsibilities: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, and National Executive. - Works independently but closely with Officers and Team Leaders to ensure accurate and efficient delivery of...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

In-House Law Firm Academic Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend