Senior Wealth Manager — Lead Client Strategy & Planning

Murray Resources - Best Staffing Agency; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with up to 7% match

Potential to earn 10% with tenure

Quarterly bonuses

Job summary

Wealth Management Firm in Houston, TX is seeking a Wealth Manager to lead client financial strategies and analyses. You will manage client cases, present plans, and drive new business while coordinating with the team.

Requires 5+ years of experience, relevant degrees, and certifications (CFP/CFA/CPA). Relocation to Houston is expected; direct hire position with strong compensation and quarterly bonuses.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or Financial Planning required.
• Master’s or Graduate degree preferred (Masters in Finance, JD, MBA).
• Five or more years working experience in similar role.
• CFP, CFA, or CPA designation.
• Currently possess or pursuing the Series 65 securities licenses.
• Strong technical and interpersonal skills.
• Willing to relocate to Houston, TX.

Responsibilities

• Lead the management of client cases, taking full ownership and responsibility for all client contact.
• Lead client meetings, present plans and investment performance, and assign actions.
• Lead meetings with prospective clients, gather data, and close new business.
• Prepare comprehensive financial plans, reports and client presentations.
• Oversee preparation of materials for client meetings.
• Input data, analyze, and present output from financial planning software.
• Understand emotional aspects of finances and counsel clients appropriately.
• Implement financial plans and investment strategies.
• Respond to client communications and requests.
• Attend weekly Wealth Management prep meetings and bi-weekly Department meetings.
• Contribute to Thought Leadership through content creation and webinars.

Education

Bachelor's degree in Finance, Business, Accounting, or Financial Planning

Master's or Graduate degree

CFP designation

CFA designation

CPA designation

Series 65 securities licenses

Strong technical skills

Strong interpersonal skills

Job description

Wealth Management Firm in Houston, TX is seeking a Wealth Manager to lead client financial strategies and analyses. You will manage client cases, present plans, and drive new business while coordinating with the team.

Requires 5+ years of experience, relevant degrees, and certifications (CFP/CFA/CPA). Relocation to Houston is expected; direct hire position with strong compensation and quarterly bonuses.