Wealth Management Advisor

S+H Search; Houston (TX); On-site; USD 100,000 - 225,000; Full time

Benefits offered by this job

Performance bonuses

Expanded healthcare benefits

Retirement contribution matching

Generous paid time-off policy

Job summary

A wealth management firm in Houston is seeking a Sr Executive Recruiter to attract, hire, and support Wealth Advisors at varying levels. This position offers competitive compensation ranging from $100,000 to $225,000 per year, along with performance bonuses and substantial benefits. The role emphasizes independence and collaboration, empowering advisors to thrive in a consultative and client-centric advisory role within a supportive, entrepreneurial environment.

Qualifications

• Experience in a consultative, sales-focused advisory role.
• Strong track record of client relationship management.
• Interest in working within a collaborative environment.

Responsibilities

• Build and protect a book of business in a supportive environment.
• Drive client-centric planning without corporate red tape.
• Collaborate with leadership to optimize growth opportunities.

Skills

Client-facing

Relationship-driven

Consultative sales skills

Education

Licensed Wealth Advisor (Series 7/6 + 63/65/66)

Job description

Sr Executive Recruiter – S+H Search (Dallas, TX / Denver, CO)

S+H Search is partnering with a fast‑growing, independent wealth management firm backed by seasoned leadership and a strong fiduciary philosophy. The firm is in active expansion mode and building out its presence in Houston and Dallas, creating multiple opportunities for Wealth Advisors at varying levels of seniority.

This role is ideal for advisors who value independence, collaboration, and true client‑centric planning—without corporate red tape. The firm offers meaningful flexibility, strong infrastructure, and a leadership team focused on helping advisors grow and protect their book.

Why advisors are drawn to this opportunity

• Open roles ranging from Associate Advisor to Senior Advisor / RIA
• Compensation and title aligned to the size of book brought over
• Consistent lead generation (real leads)
• Entrepreneurial environment with flexible fee structures
• Leadership with deep industry credibility and a coaching mindset
• Licensed Wealth Advisor (Series 7/6 + 63/65/66; CFP or CFA a plus)
• Client‑facing, relationship‑driven, and growth‑oriented
• Comfortable in a consultative, sales‑focused advisory role
• Interested in joining a firm where collaboration actually means something

Compensation and Benefits

Base pay range: $100,000 – $225,000 per year.

Additional compensation includes performance bonuses, expanded healthcare benefits, retirement contribution matching, and a generous paid time‑off policy.

Employment Details

• Seniority level: Mid‑Senior
• Employment type: Full‑time
• Job function: Consulting and Finance
• Industries: Financial Services and Investment Banking

To learn more about this opportunity, please contact the recruiter directly through S+H Search.