Wealth Advisor – Associate / Lead / Senior (90 Warm Leads Monthly)

Sage Search Partners; Houston (TX); On-site; USD 80,000 - 400,000; Full time

Benefits offered by this job

Vision insurance

Medical insurance

401(k)

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Wealth management

Financial planning

Strong communication skills

Education

Bachelor’s degree in Finance, Business, or related

Tools

Series 65/66 license

Job description

Wealth Advisor – Associate / Lead / Senior (Houston Expansion – 90 Warm Leads Monthly)

Location: Houston, TX (Galleria / Memorial City area) | On-site (5 days/week, flexible hours)

Target Compensation Range: $80,000 – $400,000+ total OTE, depending on level and structure.

Start Date: Flexible – Q4 2025 or Q1 2026

Apply via: Sage Search Partners | [e-mail]

About the Firm

We’ve partnered with a rapidly growing fiduciary RIA that’s expanding its footprint into Houston after years of exceptional success in Texas. Led by a Managing Director repeatedly recognized on Forbes’ “Best-in-State Wealth Advisors” list, the firm is known for its collaborative culture, free lead generation, and flexible compensation models tailored to each advisor’s style.

What You’ll Do

• Manage and deepen relationships with new and existing clients (no cold calling – 90+ warm leads per month provided).
• Deliver holistic financial and estate planning guidance to HNW clients.
• Coordinate with portfolio managers and legal specialists to ensure fiduciary and estate planning standards are met.
• Grow and maintain your personal book of business with full operations, marketing, and compliance support.

Is This You? (Independence / Fit Signals)

You’ll love this role if you’re:

• Tired of a product-pushing / quota-heavy environment and want a truly fiduciary, planning-first model.
• Looking for more independence in how you build and serve your book, but still want structure, mentorship, and leads.
• In a bank / wirehouse / brokerage now and feel capped on upside or constrained by platform limitations.
• Excited by the idea of helping build out a growing Houston office with long-term leadership opportunities.

What You Bring

• 1–10+ years of wealth management, financial planning, fiduciary advising, or private banking experience.
• Bachelor’s degree required (Finance, Business, or related).
• Series 65/66 license (or ability to obtain within 90 days).
• Strong communication skills and a genuine passion for client relationships.
• Experience in banking, wealth management, or financial planning preferred – entrepreneurial mindset a plus.
• Client relationship management, investment strategy, portfolio review, and estate/retirement planning experience preferred.

Why Join?

• 90+ inbound leads every month (no traditional prospecting grind).
• Forbes-recognized leadership with a mentorship mindset.
• Supportive, team-based culture – success is collaborative, not cutthroat.
• Unlimited growth potential as the Houston office scales (and the platform continues to expand).

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance, Sales, and Business Development • Financial Services and Investment Management

Benefits

• Vision insurance
• Medical insurance
• 401(k)