Wealth Advisor Associate — Inbound Leads, Fiduciary Growth

Sage Search Partners; Houston (TX); In loco; USD 80.000 - 400.000; Tempo pieno

Vantaggi offerti da questo lavoro

Vision insurance

Medical insurance

401(k)

Descrizione del lavoro

A financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance. You will benefit from 90+ warm leads monthly and a supportive team culture. Candidates should have a bachelor's degree, 1–10+ years of relevant experience, and strong communication skills. This is a full-time position with excellent growth potential as the Houston office expands.

Competenze

• 1–10+ years of wealth management, financial planning, fiduciary advising, or private banking experience.
• Strong communication skills and a genuine passion for client relationships.
• Experience in banking, wealth management, or financial planning preferred.

Mansioni

• Manage and deepen relationships with new and existing clients with provided leads.
• Deliver holistic financial and estate planning guidance to HNW clients.
• Coordinate with portfolio managers and legal specialists.

Conoscenze

Client relationship management

Wealth management

Financial planning

Strong communication skills

Formazione

Bachelor’s degree in Finance, Business, or related

Strumenti

Series 65/66 license

Descrizione del lavoro

A financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance. You will benefit from 90+ warm leads monthly and a supportive team culture. Candidates should have a bachelor's degree, 1–10+ years of relevant experience, and strong communication skills. This is a full-time position with excellent growth potential as the Houston office expands.