Senior Holistic Wealth Advisor & Relationship Architect

The Anderson Search Group; Houston (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

The Anderson Search Group has been engaged by a well-established regional financial institution to recruit an experienced Wealth Advisor for its Houston, Texas Wealth Management team. This role focuses on serving affluent and high-net-worth clients, coordinating internal specialists to deliver comprehensive wealth planning.

As the quarterback of client relationships, you will integrate financial planning, investment management, trust and fiduciary services, and estate and tax planning to deliver

Qualifications

• Comprehensive financial planning
• High-net-worth client relationship management
• Estate and trust planning concepts
• Retirement income planning
• Tax-efficient wealth strategies
• Multi-generational wealth planning
• Business development and asset gathering
• Team-based collaboration in wealth management

Responsibilities

• Serve as the primary advisor for affluent and high-net-worth individuals, families, business owners, and executives.
• Investment Management
• Retirement Planning
• Trust & Fiduciary Solutions
• Tax-Aware Planning
• Business Succession Planning
• Charitable Giving Strategies
• Lead complex client meetings with internal specialists across Wealth Management, Private Banking, Portfolio Management, Trust, and Commercial Banking.
• Identify held-away assets and opportunities to deepen client relationships.
• Build long-term referral relationships with CPAs, attorneys, business owners, and centers of influence.
• Partner with Private Bankers to deliver holistic wealth solutions.
• Develop new client relationships through referrals and networking.
• Maintain fiduciary standards and exceptional client service.

Skills

Financial planning

Wealth management

Estate planning

Retirement planning

Tax planning

Asset growth

Business development

Team collaboration

Education

Bachelor's degree

Job description

The Anderson Search Group has been engaged by a well-established regional financial institution to recruit an experienced Wealth Advisor for its Houston, Texas Wealth Management team. This role focuses on serving affluent and high-net-worth clients, coordinating internal specialists to deliver comprehensive wealth planning.

As the quarterback of client relationships, you will integrate financial planning, investment management, trust and fiduciary services, and estate and tax planning to deliver