Associate Wealth Advisor

RHP Wealth Management; Houston (TX); On-site; USD 120,000 - 230,000; Full time

Job summary

A leading wealth management firm in Houston is seeking a detail-oriented Director of Operations. This role involves client meeting support, financial planning, and task delegation. Ideal candidates will have a finance degree and two years of experience in financial services, with strong interpersonal skills.

Benefits

Medical, Dental, and Vision Insurance

401(k) Retirement Plan with Company Matching

Paid Time Off (PTO)

Opportunities for Professional Development

Qualifications

• Minimum of two years’ experience in financial services.
• Strong organizational skills and attention to detail.

Responsibilities

• Prepare for and actively participate in client meetings.
• Develop and deliver financial advice independently.

Skills

Organizational Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Education

Bachelor’s degree in finance

CFP Designation

Tools

Financial Analysis Tools

Portfolio Management Software

Standard Office Applications

Job description

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from RHP Wealth Management

Director of Operations at RHP Wealth Management | Investment Management | Financial Planning | Wealth Advisor

About RHP Wealth Management

RHP Wealth Management is a boutique wealth management firm committed to delivering personalized, comprehensive financial guidance. We go beyond building investment plans—our mission is to empower individuals and families to navigate life’s most important financial decisions with clarity and confidence.

Through a holistic approach, we integrate investment management with thoughtful financial planning, helping our clients align their wealth with their goals, values, and vision for the future. At RHP Wealth Management, we take pride in offering high-touch, relationship-driven service tailored to the unique needs of each client we serve.

We are seeking a highly organized and detail-oriented Wealth Advisor with a passion for serving others and a proven ability to multitask in a fast-paced environment. The ideal candidate will have at least two years of experience in financial services, strong interpersonal skills, and a demonstrated commitment to delivering exceptional service to high-net-worth clients.

Responsibilities:

• Client Meeting Support

o Prepare for and actively participate in client meetings.

oLead specific portions of client conversations with confidence and professionalism.

oDocument meeting notes and follow-up actions with precision.

• Client Follow-up and Communication

oEnsure timely follow-up on client needs and deliverables.

oMaintain ongoing communication to support client retention and satisfaction.

• Task Delegation and Workflow Oversight

oDelegate action items to internal team members.

oMonitor progress and ensure completion of tasks aligned with client objectives.

• Financial Planning and Advice

oDevelop and deliver advice independently for clients.

oIdentify financial planning opportunities and propose strategies to enhance client outcomes.

oApply firm-specific philosophies (e.g., RHP frameworks) consistently in client work.

• Planning and Analysis

oProficiently build and update financial plans, especially for complex clients

oSupport advanced planning scenarios including tax, estate, insurance, and retirement strategies.

Requirements:

• Bachelor’s degree in finance, business administration, or a related field.
• Minimum of two years’ experience in financial services, preferably with direct client advisory responsibilities.
• CFP Designation active or currently pursuing or ability to obtain.
• Series 65 or equivalent active or currently pursuing or ability to obtain.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities efficiently.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.
• Proven ability to work both independently and collaboratively as part of a team to achieve shared goals.
• High ethical standards and a demonstrated commitment to confidentiality and integrity.
• Proficiency with financial analysis tools, portfolio management software, and standard office applications.

What We Offer:

We are committed to supporting the well-being and professional growth of our team. Our competitive compensation and benefits package includes:

• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan with Company Matching
• Paid Time Off (PTO)
• Opportunities for Professional Development and continued education support

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

Referrals increase your chances of interviewing at RHP Wealth Management by 2x

Sign in to set job alerts for “Wealth Management Advisor” roles.

Houston, TX $120,000.00-$230,000.00 5 months ago

Houston, TX $80,000.00-$125,000.00 5 months ago

J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (Central Houston)

J.P. Morgan Wealth Management - Private Client Advisor - Katy/ Houston, TX and surrounding areas

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Humble)

Houston, TX $150,000.00-$150,000.00 1 week ago

J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (West Central)

Greater Houston $75,000.00-$240,000.00 2 weeks ago

Financial Advisor - Endowments and Foundations

Houston, TX $100,000.00-$130,000.00 5 days ago

Senior Wealth Advisor (Hybrid - Houston, TX)

J.P. Morgan Wealth Management - Market Director of Wealth - Houston, TX (Greater Houston)

VP, Regional Wealth Management Consultant

Houston, TX $100,000.00-$130,000.00 3 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX and surrounding areas (South Central)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.