Wealth Manager

Murray Resources - Best Staffing Agency; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with up to 7% match

Potential to earn 10% with tenure

Quarterly bonuses

Job summary

Wealth Management Firm in Houston, TX is seeking a Wealth Manager to lead client financial strategies and analyses. You will manage client cases, present plans, and drive new business while coordinating with the team.

Requires 5+ years of experience, relevant degrees, and certifications (CFP/CFA/CPA). Relocation to Houston is expected; direct hire position with strong compensation and quarterly bonuses.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or Financial Planning required.
• Master’s or Graduate degree preferred (Masters in Finance, JD, MBA).
• Five or more years working experience in similar role.
• CFP, CFA, or CPA designation.
• Currently possess or pursuing the Series 65 securities licenses.
• Strong technical and interpersonal skills.
• Willing to relocate to Houston, TX.

Responsibilities

• Lead the management of client cases, taking full ownership and responsibility for all client contact.
• Lead client meetings, present plans and investment performance, and assign actions.
• Lead meetings with prospective clients, gather data, and close new business.
• Prepare comprehensive financial plans, reports and client presentations.
• Oversee preparation of materials for client meetings.
• Input data, analyze, and present output from financial planning software.
• Understand emotional aspects of finances and counsel clients appropriately.
• Implement financial plans and investment strategies.
• Respond to client communications and requests.
• Attend weekly Wealth Management prep meetings and bi-weekly Department meetings.
• Contribute to Thought Leadership through content creation and webinars.

Education

Bachelor's degree in Finance, Business, Accounting, or Financial Planning

Master's or Graduate degree

CFP designation

CFA designation

CPA designation

Series 65 securities licenses

Strong technical skills

Strong interpersonal skills

Job description

An award-winning wealth management firm is looking for a Wealth Manager responsible for preparing and implementing client financial strategies, plans, and analysis. The ideal candidate possesses strong technical and interpersonal skills, along with extensive knowledge in financial analysis.

Salary + Additional Benefits:

• $120,000-$150,000, plus quarterly bonuses based on company and personal performance
• Total Compensation range with bonus $180,000-$ 230,000
• 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure

Location: Houston, TX

Type of Position: Direct Hire

Responsibilities:

• Lead the management of client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
• Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
• Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and close new business
• Prepare comprehensive financial plans, reports and client presentations
• Oversee the preparation of materials from other team members in advance of client meetings
• Input data, analyze, and present output from financial planning software
• Understand the emotional aspects of finances and counsel clients appropriately
• Implement financial plans and investment strategies
• Respond directly to client communications and requests
• Attend weekly Wealth Management prep meetings and bi-weekly Department meetings
• Be involved in firm Thought Leadership which may include content creation, writing articles and webinar presentations targeted toward niche clientele.

Requirements:

• Bachelor’s degree in Finance, Business, Accounting, or Financial Planning required
• Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
• Five or more years working experience in similar role
• Have attained CFP, CFA, or CPA designation
• Currently possess or pursuing the Series 65 securities licenses
• Strong technical and interpersonal skills
• Confident, poised, and professional in appearance
• Ability to take on creative challenges and manage workload on tight deadlines
• Ability to collaborate and contribute to a team environment
• Must be willing to relocate to Houston, TX