Family Wealth Architect

Mosaic; Houston (TX); On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

401(k) with 6.0% company match &immedi

Health, Dental, Vision, Disability &  

Job summary

Mosaic, a private single-family office, seeks a role akin to a general contractor for a family's financial life. You’ll own the consolidated balance sheet and income statement, ensuring assets, structures, taxes, and costs are current and understood by family members and advisors alike.

You will work in small teams serving 5–15 families, translating complex information into clear visuals and actionable steps, identifying risks, and collaborating with specialists to execute the plan.

Qualifications

• JD/CPA/LLM/CFP/CFA/CPWA or equivalent professional designations
• Minimum of three years of relevant professional experience
• Ability to pass criminal & financial background check
• Able to pass FINRA Series 65 exam within 90 days

Responsibilities

• Own the god's eye view of each family's world.
• Ensure everything connects and nothing falls through the cracks.
• Carry the institutional memory and flag emerging risks.
• Navigate internal resources and external professionals.
• Translate complex information into clear visuals and actionable steps.

Skills

Obnoxiously curious

Relentlessly resourceful

Ask great questions

High standards

Translate complexity into clarity

G.A.S. mindset (Give A $#!%)

Comfortable with AI

Collaborative teamwork

Education

JD

CPA

LLM

CFP

CFA

CPWA

Job description

Mosaic, a private single-family office, seeks a role akin to a general contractor for a family's financial life. You’ll own the consolidated balance sheet and income statement, ensuring assets, structures, taxes, and costs are current and understood by family members and advisors alike.

You will work in small teams serving 5–15 families, translating complex information into clear visuals and actionable steps, identifying risks, and collaborating with specialists to execute the plan.