Wealth Advisor: Growth, Planning & Client Experience

Houston Dose; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) contributions with match

Comprehensive paid time off

Employee Assistance Program

Job summary

Houston Dose seeks a Wealth Path Wealth Advisor in Houston, TX, to serve a client base with a focus on investment and financial planning. In this role, you will collaborate with Managing Directors to enhance client service and business development efforts.

The ideal candidate will have extensive experience in finance, proven leadership, and strong analytical skills. Benefits include medical coverage, 401(k) matching, and comprehensive paid time off.

Qualifications

• Five to twenty-five years of job-related experience.
• Certified Financial Planner (CFP) designation preferred.
• Ability to present investment and financial planning concepts.

Responsibilities

• Function as the primary advisor to a book of 150-250 Wealth Path clients.
• Ensure retention of the firm’s clients and bring in additional assets.
• Support the team as a subject matter expert in financial planning.

Skills

Investment planning

Finance

Insurance

Tax planning

Client focus

Analytical skills

MS Office

Salesforce

Education

Bachelor’s degree in Business, Economics, Accounting, or Finance

Master’s degree

Tools

Financial planning software

Job description

Houston Dose seeks a Wealth Path Wealth Advisor in Houston, TX, to serve a client base with a focus on investment and financial planning. In this role, you will collaborate with Managing Directors to enhance client service and business development efforts.

The ideal candidate will have extensive experience in finance, proven leadership, and strong analytical skills. Benefits include medical coverage, 401(k) matching, and comprehensive paid time off.