Associate Wealth Advisor - Client Relations & Growth

Naviga Recruiting & Executive Search; Houston (TX); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Naviga Recruiting & Executive Search is assisting an established multi-family office in Houston with hiring an Associate Wealth Advisor / Client Relationship Associate. This role provides hands-on mentorship alongside a senior advisor to manage complex family relationships and transition into a lead advisor over time.

The focus is high-net-worth client service, coordination of strategy meetings, and collaboration with CPAs, trust officers, and attorneys.

Qualifications

• 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
• Excellent written and verbal communication skills with high discretion handling sensitive financial information.

Responsibilities

• Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
• Coordinate prep work and drive execution for client strategy meetings.
• Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers—on tax, estate, and business decisions.
• Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
• Assist with credit, cash flow execution, and treasury management across client balance sheets.
• Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
• Oversee action-item tracking and operational compliance across the practice.

Skills

Private wealth management

Client relationship management

Analytical thinking

Written and verbal communication

Discretion with sensitive information

Education

Bachelor’s degree in Finance/Business/Economics

Tools

CRM systems

Financial reporting software

Job description

Naviga Recruiting & Executive Search is assisting an established multi-family office in Houston with hiring an Associate Wealth Advisor / Client Relationship Associate. This role provides hands-on mentorship alongside a senior advisor to manage complex family relationships and transition into a lead advisor over time.

The focus is high-net-worth client service, coordination of strategy meetings, and collaboration with CPAs, trust officers, and attorneys.