Executive Wealth Manager — Lead for Corporate Executives

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

Job summary

Confidential is seeking a Senior Wealth Manager for Executive Advisory on-site in Houston, TX. Lead complex client relationships, review financial plans, and deliver investment and wealth guidance without cold calling.

Role requires a Bachelor’s in Finance/Business/Accounting/Financial Planning, 5+ years of experience, and a Series 65 license (held or within 90 days). Competitive base salary, bonuses, and excellent benefits are offered.

Qualifications

• Experience managing high-net-worth client relationships.
• Strong presentation and communication skills.
• Deep knowledge of wealth, tax, and investment strategies.
• Licensing in Series 65 or eligibility within 90 days.

Responsibilities

• Client Relationship Management: oversee complex client relationships and review financial plans.
• New Business Closing: present proposals and close new accounts with BD team.
• Team Leadership: mentor analysts and associates.
• Financial Planning: use software to create and present comprehensive reports.
• Thought Leadership: contribute to firm initiatives.

Skills

High-net-worth relationships

Public speaking

Investment strategies

Tax planning

Wealth management

Education

Bachelor’s degree in Finance/Business/Accounting/Financial Planning

Job description

Confidential is seeking a Senior Wealth Manager for Executive Advisory on-site in Houston, TX. Lead complex client relationships, review financial plans, and deliver investment and wealth guidance without cold calling.

Role requires a Bachelor’s in Finance/Business/Accounting/Financial Planning, 5+ years of experience, and a Series 65 license (held or within 90 days). Competitive base salary, bonuses, and excellent benefits are offered.