Lead Wealth Advisor | Independent Fiduciary

Rhame & Gorrell Wealth Management; Houston (TX); On-site; USD 140,000 - 220,000; Full time

Benefits offered by this job

Generous salary

401(k) with company match

Generous PTO

Firm-paid health, dental, vision

Professional development

Job summary

Rhame & Gorrell Wealth Management in Houston seeks a Wealth Manager to lead client relationships, present complex financial plans, and coordinate from investment, tax, estate planning teams. You will be supported by tax, estate planning, and operations staff, while remaining the primary contact and accountable for an exceptional client experience.

In addition to managing current relationships, you will meet with prospective clients, design tailored strategies, and clearly communicate the value

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or related field.
• Minimum five years of experience in financial services or wealth management.
• CFP or similar designations strongly preferred; CFA, CPA and others considered a plus.
• Strong analytical skills with the ability to clearly communicate complex financial strategies.
• Professional presence and client-facing experience essential.
• Ability to collaborate in a team environment while maintaining independence in decision-making.

Responsibilities

• Serve as the lead advisor on client relationships, with an unparalleled focus on advanced planning and exceptional service.
• Conduct client meetings, present financial plans and performance updates, and oversee follow-up activities.
• Meet with prospective clients introduced through the firm’s business development pipeline, collect data, design recommendations, and onboard new business.
• Develop and deliver customized financial plans and investment strategies.
• Oversee work prepared by associates and analysts, ensuring accuracy and consistency.
• Counsel clients on both the technical and personal aspects of financial decision-making.
• Implement plans and strategies, coordinating across the advisory and tax teams.
• Respond to client communications promptly and professionally.
• Contribute to thought leadership initiatives including articles, webinars, or presentations.
• Participate in regular internal planning and investment meetings.

Skills

Client relationships

Financial planning

Analytical skills

Communication

Team collaboration

Independence in decision-making

Education

Bachelor’s degree in Finance/Business

MBA / JD / Master’s in Finance preferred

CFP designation preferred

CFA / CPA considered a plus

Job description

Rhame & Gorrell Wealth Management in Houston seeks a Wealth Manager to lead client relationships, present complex financial plans, and coordinate from investment, tax, estate planning teams. You will be supported by tax, estate planning, and operations staff, while remaining the primary contact and accountable for an exceptional client experience.

In addition to managing current relationships, you will meet with prospective clients, design tailored strategies, and clearly communicate the value