Senior Financial Planner

JCW Group; Houston (TX); On-site; USD 150,000 - 225,000; Full time

Job summary

JCW Group in the Houston area seeks a senior, client-facing wealth professional to join its expanding advisory team. This newly created role offers the opportunity to inherit an established book of high-net-worth clients and to lead a small group of advisers in a collaborative, relationship-driven environment.

You will manage growth, deliver sophisticated financial planning, and deepen client relationships while coordinating with support staff to maintain a high level of service.

Qualifications

• 10+ years of wealth management / financial advisory experience with high-net-worth clients.
• CFP designation required (CPA with Series 65 may also be considered).
• Proven experience in relationship management and client-facing advisory roles within a mid-sized wealth management firm, RIA, private bank, or similar environment.

Responsibilities

• Manage and grow an inherited portfolio of high-net-worth family relationships
• Serve as the lead advisor within a structured client-facing team, overseeing junior advisory and client service support staff
• Deliver sophisticated financial planning and wealth management advice tailored to client goals
• Build long-term trusted client relationships while supporting the continued expansion of the advisory platform

Skills

Interpersonal skills

Team collaboration

Wealth planning

Education

CFP designation

Job description

A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join its expanding advisory team. This is a newly created opportunity due to continued growth, offering the chance to inherit an established book of high-net-worth client relationships while leading a small advisory team in a collaborative, relationship-driven environment.

About the Role

This role involves managing and growing an inherited portfolio of high-net-worth family relationships while serving as the lead advisor within a structured client-facing team.

Responsibilities

• Manage and grow an inherited portfolio of high-net-worth family relationships
• Serve as the lead advisor within a structured client-facing team, overseeing junior advisory and client service support staff
• Deliver sophisticated financial planning and wealth management advice tailored to client goals
• Build long-term trusted client relationships while supporting the continued expansion of the advisory platform

Qualifications

• 10+ years of wealth management / financial advisory experience working with high-net-worth clients
• CFP designation required (CPA with Series 65 may also be considered)
• Proven experience in relationship management and client-facing advisory roles within a mid-sized wealth management firm, RIA, private bank, or similar environment

Required Skills

• Strong interpersonal and communication skills
• Ability to work collaboratively in a team environment
• Expertise in financial planning and wealth management

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices and encourage applicants from all backgrounds to apply.