Wealth Advisor — Lead Client Relationships & Growth

RHP Wealth Management; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

RHP Wealth Management, a Houston-based fiduciary wealth management firm, is seeking an experienced Wealth Advisor who thinks like an advisor and not just someone who executes tasks. You will assess client situations, ask thoughtful questions, and work with the team to craft practical solutions aligned with clients' goals.

The ideal candidate is a CFP® professional with a Series 65 license and at least three years of relevant experience, with leadership aspirations to become a Lead Wealth Advisor

Qualifications

• Bachelor's degree from an accredited college or university.
• Minimum of 3 years of relevant wealth management, financial planning, or advisory experience.
• Strong working knowledge of comprehensive financial planning, investment management, retirement planning, and tax-aware planning strategies.
• Ability and readiness to lead client conversations with appropriate supervision.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare for and participate in client review, planning, and strategy meetings.
• Lead client meetings and portions of client meetings with appropriate supervision.
• Present financial planning recommendations, portfolio information, and planning strategies clearly and confidently.
• Identify planning needs and opportunities within existing client relationships.
• Develop appropriate solutions and recommendations in collaboration with Senior Wealth Advisors.
• Coordinate meeting preparation, follow-up, and implementation of agreed-upon strategies.
• Maintain a strong understanding of each client's financial circumstances, goals, priorities, and planning needs.
• Maintain, service, and grow existing client relationships and their families.
• Serve as a reliable and responsive point of contact between clients and the RHP team.
• Proactively communicate with clients regarding planning needs, service matters, and opportunities.
• Identify opportunities to expand services and deepen relationships with existing clients.
• Develop relationship management skills necessary to ultimately lead client relationships independently.
• Contribute to the firm's broader organic growth initiatives through outstanding client service.
• Delegate appropriate client-service and administrative tasks to team members and ensure their successful completion.
• Coordinate with internal team members to execute client service and operational processes.
• Serve as a liaison between clients, Wealth Advisors, operations, and other members of the RHP team.
• Lead firmwide projects and initiatives as assigned.
• Identify opportunities to improve workflows, client experience, and team efficiency.
• Demonstrate leadership, accountability, and a willingness to contribute beyond individual responsibilities.
• This position is intentionally designed as part of RHP Wealth Management's advisor career path.

Skills

Client communication

Relationship management

Leadership

Organization

Education

Bachelor's degree

Job description

RHP Wealth Management, a Houston-based fiduciary wealth management firm, is seeking an experienced Wealth Advisor who thinks like an advisor and not just someone who executes tasks. You will assess client situations, ask thoughtful questions, and work with the team to craft practical solutions aligned with clients' goals.

The ideal candidate is a CFP® professional with a Series 65 license and at least three years of relevant experience, with leadership aspirations to become a Lead Wealth Advisor