Advisor

CivicMinds, Inc; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Full medical coverage

Dental and vision coverage

401(k) with company match up to 3%

Paid time off (3+ weeks) and holidays

Long-term incentive programs

Job summary

CivicMinds, Inc. is seeking a Wealth Management professional in Houston to manage complex client relationships, analyze portfolios, and develop strategic recommendations across investments, tax, estate, and risk management.

You will prepare CNA, SAA, and VFA analyses, review trades, and lead client meetings with internal teams. The role requires strong analytical abilities, excellent communication, and a proactive ownership mindset.

Qualifications

• Experience in financial planning, wealth management, or a related field preferred.
• Strong analytical, organizational, communication, and interpersonal skills.
• Ability to manage multiple client relationships and competing priorities.
• High integrity, attention to detail, professionalism, and ownership.

Responsibilities

• Serve as a key client contact and partner with Lead Advisors on client communication and strategy.
• Analyze portfolios and develop recommendations across investments, financial planning, tax, estate, and risk management.
• Prepare and present Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA).
• Review and approve trades, portfolio rebalances, wires, journals, and other implementation activities.
• Lead and participate in client meetings and own post-meeting follow-up.
• Collaborate with Tax, Investments, and Estate Planning teams on complex client needs.
• Perform advanced analysis involving tax-loss harvesting, equity compensation, wealth transfer, and risk management.
• Mentor team members and contribute to firm-wide leadership initiatives.
• Maintain accurate Wealth Management Scorecard (WMS) information.

Skills

Wealth management

Financial analysis

Client relationship management

Communication skills

MS Excel

Integrity

Tools

Microsoft Office

Job description

• Serve as a key client contact and partner with Lead Advisors on client communication and strategy.
• Analyze portfolios and develop recommendations across investments, financial planning, tax, estate, and risk management.
• Prepare and present Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA).
• Review and approve trades, portfolio rebalances, wires, journals, and other implementation activities.
• Lead and participate in client meetings and own post-meeting follow-up.
• Collaborate with Tax, Investments, and Estate Planning teams on complex client needs.
• Perform advanced analysis involving tax-loss harvesting, equity compensation, wealth transfer, and risk management.
• Mentor team members and contribute to firm-wide leadership initiatives.
• Maintain accurate Wealth Management Scorecard (WMS) information.

Qualifications

• Experience in financial planning, wealth management, or a related field preferred.
• Strong analytical, organizational, communication, and interpersonal skills.
• Ability to manage multiple client relationships and competing priorities.
• High integrity, attention to detail, professionalism, and ownership.
• Proficiency with Microsoft Office, particularly Excel.
• Competitive base compensation.
• Discretionary year-end profit sharing.
• Restricted Equity Units at hire with an expedited path to Partner status.
• Equity ownership opportunities for every employee.
• New Business Incentive Program and employee referral bonus.
• Fully paid medical, dental, and vision coverage.
• 401(k) with 100% match up to 3% of annual compensation.
• 3+ weeks PTO starting Day 1, 10 paid holidays, Winter Break, and Summer Friday flex-days.
• Unlimited Volunteer Time Off plus company grant matching.
• Heavily subsidized transit and cell phone data reimbursement.
• 100% reimbursement for required training, certifications, licensing, and dues.
• Career development plans, coaching, and wellbeing stipend.
• Paid parental leave and adoption benefits.
• Anniversary celebrations, including a 3-month paid sabbatical at 10 years.
• Employee financial planning discounts and regular team building/social events.