Wealth Advisor: Lead Client Relationships & Planning

RHP Wealth Management; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

RHP Wealth Management, a Houston-based fiduciary wealth management firm, seeks a seasoned Wealth Advisor to lead client relationships and growth. The role emphasizes integrity, leadership, and a commitment to delivering tailored financial planning and investment strategies with the team.

The ideal candidate will be a CFP professional with a Series 65 license and at least three years of relevant experience, aiming to grow into a Lead Wealth Advisor role over time.

Qualifications

• Bachelor's degree required.
• 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.
• Knowledge of financial markets; an interest in investment management is preferred but not required.
• Experience preparing for and participating in client meetings.
• Ability and readiness to lead client conversations with appropriate supervision.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple client priorities and deadlines.
• Comfortable delegating responsibilities and coordinating work across a team.
• Demonstrated initiative and desire for continued professional and career development.

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.

Skills

Client relationship management

Leadership

Communication skills

Financial planning knowledge

Team collaboration

Problem solving

Education

CFP® professional

Series 65 license

Bachelor's degree

Job description

RHP Wealth Management, a Houston-based fiduciary wealth management firm, seeks a seasoned Wealth Advisor to lead client relationships and growth. The role emphasizes integrity, leadership, and a commitment to delivering tailored financial planning and investment strategies with the team.

The ideal candidate will be a CFP professional with a Series 65 license and at least three years of relevant experience, aiming to grow into a Lead Wealth Advisor role over time.