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Wealth Management

Senior Portfolio Analyst: Wealth Strategy & Client Care

Job in Houston, Harris County, Texas, 77246, USA
Listing for: NACBA
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Houston seeks a motivated individual to join as part of the succession plan. Responsibilities include managing customer care culture, portfolio strategy, and high net worth client services including estate planning. The ideal candidate should be conscientious, reliable, and willing to learn. A Series 7 license is preferable. This role presents unlimited income potential over time.
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Position Requirements
10+ Years work experience
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