Wealth Advisor (Houston, TX)

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

Job Summary

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.

Responsibilities

• Function as the primary trusted advisor to a book of 150-250 Wealth Path clients.
• Ensure retention of the firm’s clients and bring in additional assets from existing clients to move clients from Wealth Path into Custom Wealth.
• Onboard or transition 10-50 new clients a year to obtain a client book size of 250 clients.
• Support the team’s Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and follow-up with clients’ other advisors.
• Ensure adherence to company standards of client care, one annual meeting, referrals and retention.
• Attend company workshops or lectures and speak to groups of potential clients when called upon.
• Implement company policies and procedures.
• Other duties as needed.

Qualifications

• Education: Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance related); Master’s degree a plus.
• Experience: Five to twenty-five years of job‑related experience.
• Certifications: Certified Financial Planner (CFP) designation; additional certifications (ChFC, PFS, CFA, CIC, CPA, JD, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, CLU, AIF, CPWA) are considered.
• Job Skills: Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts; core knowledge of job skills; excellent client focus; strong analytical and technical training; proficiency with MS Office, Salesforce, and financial planning software; ability to work independently, manage multiple priorities, and travel up to 50% of the time.

Competencies

• Business & Technological Knowledge: Advanced knowledge of industry, products, and economic landscape; strong understanding of core technology platforms.
• Interpersonal Effectiveness: Teamwork, collaboration, positive work environment, trustworthiness, professionalism, and communication.
• Client Focus & Accountability: Client service, resource coordination, growth mindset, and quality assurance.
• Leadership: Guiding principles, talent development, innovation, firm building, and driving results.

Work Schedule & Conditions

• Work schedule: Business hours Monday through Friday.
• Working conditions: Professional office environment; standing and sitting; assigned workspace; travel up to 50% for client needs and training.

Benefits

• Medical, dental, and vision coverage.
• Life insurance.
• 401(k) contributions with match.
• Health Savings Account (HSA).
• Short‑ and long‑term disability.
• Comprehensive paid time off, holidays, and family leave (including paternity, maternity, adoption assistance).
• Employee Assistance Program and 401(k) retirement plan.
• Pet insurance, financial planning guidance, and concierge services.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.