Senior Wealth Manager - On-Site

Confidential; Houston (TX); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Confidential is seeking a Senior Wealth Manager for Executive Advisory on-site in Houston, TX. Lead complex client relationships, review financial plans, and deliver investment and wealth guidance without cold calling.

Role requires a Bachelor’s in Finance/Business/Accounting/Financial Planning, 5+ years of experience, and a Series 65 license (held or within 90 days). Competitive base salary, bonuses, and excellent benefits are offered.

Qualifications

• Experience managing high-net-worth client relationships.
• Strong presentation and communication skills.
• Deep knowledge of wealth, tax, and investment strategies.
• Licensing in Series 65 or eligibility within 90 days.

Responsabilités

• Client Relationship Management: oversee complex client relationships and review financial plans.
• New Business Closing: present proposals and close new accounts with BD team.
• Team Leadership: mentor analysts and associates.
• Financial Planning: use software to create and present comprehensive reports.
• Thought Leadership: contribute to firm initiatives.

Connaissances

High-net-worth relationships

Public speaking

Investment strategies

Tax planning

Wealth management

Formation

Bachelor’s degree in Finance/Business/Accounting/Financial Planning

Description du poste

Senior Wealth Manager – Executive Advisory ON-SITE Houston TX

Our client is a fast-growing, multiple award-winning, fee-only wealth management firm specializing in serving corporate executives. They pride themselves on delivering holistic, customized financial strategies and providing a highly collaborative, supportive work environment. They are seeking a long-term Senior Wealth Manager who wants to lead, innovate, and be a core part of their highly successful team.

In this role, you will focus on what you do best: advising clients and closing warm leads. No cold calling or active lead generation is required. They provide pre-qualified, warm leads so you can focus on building relationships and presenting tailored wealth strategies. In return, they offer a highly competitive base salary, robust performance bonuses, excellent benefits, and a clear path for long-term career growth.

Responsibilities:

Client Relationship Management: Quarterback complex client relationships, oversee the review of comprehensive financial plans, and deliver ongoing investment and wealth management advice.

New Business Closing: Meet with pre-qualified prospective clients, present customized proposals, and close new accounts in collaboration with the business development team.

Team Leadership: Oversee and mentor a team of analysts and associates.

Financial Planning: Utilize advanced financial planning software to create, analyze, and present comprehensive client reports (encompassing tax, estate, retirement, and investment planning,

Thought Leadership: Contribute to the firm’s thought leadership initiatives.

Qualifications:

Education: Bachelor’s degree in Finance, Business, Accounting, or Financial Planning.

Experience: 5+ years of relevant experience in the financial services or wealth management industry.

Licensing: Series 65 license (held currently or obtained within 90 days of hire).

Skills: Demonstrated ability to manage high-net-worth client relationships, strong public-speaking/presentation skills, and deep technical knowledge of wealth, tax, and investment strategies.