Executive Assistant-Wealth Advisory

Oak Harvest Insurance Services. LLC; Houston (TX); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid time off

Job summary

Oak Harvest Financial Group in Houston, TX is seeking an experienced Executive Assistant to partner with the CEO. This in-office role blends executive support, operations, and project coordination with hands-on use of AI and emerging technology.

You will manage the CEO's calendar and communications, prepare materials for meetings, and connect with staff, clients, and partners while safeguarding confidential information. A proven track record in senior support and financial services is preferred.

Qualifications

• 10+ years of progressively responsible experience in executive support, business operations, or business ownership, including at least 5 years directly supporting a CEO.
• Strong business judgment, initiative, and follow-through, with the ability to anticipate needs and manage competing priorities independently.
• Hands-on experience using AI platforms and automation tools in daily work, plus proficiency with Outlook, PowerPoint, Word, Excel, and task-management tools.
• Clear communication, proven discretion, and the composure to navigate changing priorities and respond constructively to direct feedback.
• Financial services, wealth management, or registered investment adviser (RIA) experience preferred; business ownership or operational leadership experience is a strong plus.

Responsibilities

• Own the CEO’s calendar, inbox, and scheduling; coordinate travel, itineraries, expenses, and reimbursements.
• Prepare agendas, briefings, presentations, and materials for meetings and speaking engagements.
• Connect the CEO with employees, clients, and professional partners; track decisions, deadlines, and action items to keep projects moving.
• Use AI and productivity tools to research, draft communications, organize information, and improve workflows while protecting confidential information.
• Handle sensitive business, employee, and personal information with discretion; support personal scheduling, projects, and occasional errands.

Skills

Executive support

Business operations

Project coordination

AI tools

Communication

Tools

Outlook

PowerPoint

Word

Excel

Task management

Job description

Executive Assistant – Wealth Management

Oak Harvest Financial Group | Houston, TX | In Office

Full-Time (Salaried Exempt) | $70,000–$85,000 annually, based on experience

Build your next chapter with Oak Harvest

Oak Harvest Financial Group helps individuals and families prepare for retirement through coordinated investment, income, tax, health care, and estate planning. Based in Houston, our work centers on helping clients make informed decisions about their financial future.

We’re looking for an experienced Executive Assistant to be the CEO’s trusted partner. You’ll work directly with the CEO, bring structure to competing priorities, and turn ideas into action. This dedicated role combines executive support, business operations, and project coordination, with hands‑on use of AI and emerging technology.

What you’ll do

• Own the CEO’s calendar, inbox, and scheduling; coordinate travel, itineraries, expenses, and reimbursements.
• Prepare agendas, briefings, presentations, and materials for meetings and speaking engagements.
• Connect the CEO with employees, clients, and professional partners; track decisions, deadlines, and action items to keep projects moving.
• Use AI and productivity tools to research, draft communications, organize information, and improve workflows while protecting confidential information.
• Handle sensitive business, employee, and personal information with discretion; support personal scheduling, projects, and occasional errands.

What you bring

• 10+ years of progressively responsible experience in executive support, business operations, or business ownership, including at least 5 years directly supporting a CEO.
• Strong business judgment, initiative, and follow-through, with the ability to anticipate needs and manage competing priorities independently.
• Hands‑on experience using AI platforms and automation tools in daily work, plus proficiency with Outlook, PowerPoint, Word, Excel, and task‑management tools.
• Clear communication, proven discretion, and the composure to navigate changing priorities and respond constructively to direct feedback.
• Financial services, wealth management, or registered investment adviser (RIA) experience preferred; business ownership or operational leadership experience is a strong plus.

Why join Oak Harvest

Work directly with the CEO and see how your contributions move business priorities forward. You’ll collaborate across teams, take ownership of meaningful projects, and put technology to practical use, with opportunities for professional development and long‑term career growth.

Benefits

• Medical, dental, and vision coverage, plus ancillary benefit offerings
• 401(k) with company match
• Generous paid time off and holiday schedule
• Professional development opportunities

Work environment and requirements

This is an in‑office position in Houston, Texas. Some evening availability and local travel to venues and event sites are required, along with occasional out‑of‑town travel for work events. Physical requirements include standing for extended periods during events and lifting or transporting materials weighing up to 25 pounds, with or without reasonable accommodation.

We operate in a regulated environment and follow established compliance, privacy, and record‑retention procedures. Employment is contingent upon successful completion of applicable pre‑employment screenings, which may include background checks and employment verification/reference checks.

Equal Employment Opportunity

Oak Harvest is an Equal Opportunity Employer committed to creating an inclusive and diverse workplace. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other protected status under applicable law.

Oak Harvest provides reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact Human Resources.