Houston Wealth Advisor for HNW Families

Claire Myers Consulting; Houston (TX); On-site; USD 100,000 - 120,000; Full time

Job summary

A reputable wealth management firm in Houston, TX is seeking a skilled Wealth Advisor to deliver exceptional service to legacy clients while supporting new client acquisition. The ideal candidate has a CFP designation, 5–10 years of experience in wealth management, and excels in building client relationships. This full-time role offers a competitive salary of $100,000 to $120,000 with revenue share opportunities.

Qualifications

• CFP designation required; strong tax background or CPA/EA designation preferred.
• 5–10 years of experience in wealth management serving HNW clients.
• Proven ability to build and sustain deep client relationships.

Responsibilities

• Serve as the primary advisor for an assigned group of clients.
• Deliver comprehensive financial planning and investment management.
• Collaborate with CPAs and attorneys for client outcomes.

Skills

CFP designation

Client relationship management

Tax planning

Investment management

Resourcefulness

Job description

A reputable wealth management firm in Houston, TX is seeking a skilled Wealth Advisor to deliver exceptional service to legacy clients while supporting new client acquisition. The ideal candidate has a CFP designation, 5–10 years of experience in wealth management, and excels in building client relationships. This full-time role offers a competitive salary of $100,000 to $120,000 with revenue share opportunities.