Senior Wealth Advisor — Build a High-Net-Worth Practice

Allied Wealth; The Woodlands (TX); On-site; USD 250,000 - 1,000,000; Full time

Job summary

Allied Wealth in the Greater Houston area is actively seeking three experienced Senior Wealth Advisors to join our expanding team. We provide a platform that supports marketing, lead-generation, and client service so advisors can focus on advising clients and growing relationships.

This role rewards proven producers who can develop new clients, manage affluent accounts, and present retirement strategies. A portable book is not required; compensation includes base salary plus production-based

Qualifications

• 5+ years of financial advisory or wealth-management experience preferred.
• Demonstrated ability to develop new client relationships.
• Strong presentation and communication skills.
• Experience working with affluent and high-net-worth clients.
• Comfort presenting financial and retirement concepts to individuals and groups.
• Strong relationship-building and follow-up skills.
• Retirement planning, insurance and annuity experience is valuable.
• A portable book of business is not required.

Responsibilities

• Client referrals and introductions
• CPA and attorney relationships
• Centers of Influence
• Corporate and employer relationships
• Business and professional relationships
• Community organizations and networking

Job description

Allied Wealth in the Greater Houston area is actively seeking three experienced Senior Wealth Advisors to join our expanding team. We provide a platform that supports marketing, lead-generation, and client service so advisors can focus on advising clients and growing relationships.

This role rewards proven producers who can develop new clients, manage affluent accounts, and present retirement strategies. A portable book is not required; compensation includes base salary plus production-based