Houston Wealth Advisor for HNW Families

Claire Myers Consulting; Houston (TX); Vor Ort; USD 100.000 - 120.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

CFP designation

Client relationship management

Tax planning

Investment management

Resourcefulness

Jobbeschreibung

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.