Wealth Manager

Rhame & Gorrell Wealth Management; Houston (TX); On-site; USD 140,000 - 220,000; Full time

Benefits offered by this job

Generous salary

401(k) with company match

Generous PTO

Firm-paid health, dental, vision

Professional development

Job summary

Rhame & Gorrell Wealth Management in Houston seeks a Wealth Manager to lead client relationships, present complex financial plans, and coordinate from investment, tax, estate planning teams. You will be supported by tax, estate planning, and operations staff, while remaining the primary contact and accountable for an exceptional client experience.

In addition to managing current relationships, you will meet with prospective clients, design tailored strategies, and clearly communicate the value

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or related field.
• Minimum five years of experience in financial services or wealth management.
• CFP or similar designations strongly preferred; CFA, CPA and others considered a plus.
• Strong analytical skills with the ability to clearly communicate complex financial strategies.
• Professional presence and client-facing experience essential.
• Ability to collaborate in a team environment while maintaining independence in decision-making.

Responsibilities

• Serve as the lead advisor on client relationships, with an unparalleled focus on advanced planning and exceptional service.
• Conduct client meetings, present financial plans and performance updates, and oversee follow-up activities.
• Meet with prospective clients introduced through the firm’s business development pipeline, collect data, design recommendations, and onboard new business.
• Develop and deliver customized financial plans and investment strategies.
• Oversee work prepared by associates and analysts, ensuring accuracy and consistency.
• Counsel clients on both the technical and personal aspects of financial decision-making.
• Implement plans and strategies, coordinating across the advisory and tax teams.
• Respond to client communications promptly and professionally.
• Contribute to thought leadership initiatives including articles, webinars, or presentations.
• Participate in regular internal planning and investment meetings.

Skills

Client relationships

Financial planning

Analytical skills

Communication

Team collaboration

Independence in decision-making

Education

Bachelor’s degree in Finance/Business

MBA / JD / Master’s in Finance preferred

CFP designation preferred

CFA / CPA considered a plus

Job description

Wealth Managers at Rhame & Gorrell Wealth Management are entrusted with serving as the outsourced Chief Financial Officer for our clients’ families. This role includes leading client relationships, developing and presenting complex financial plans, and ensuring all aspects of financial planning, investment management, and tax strategy are coordinated effectively. While supported by the investment, tax, estate planning, and operations teams as well as junior advisory staff, the Wealth Manager remains the primary point of contact and is accountable for delivering an exceptional client experience.

In addition to managing current relationships, Wealth Managers meet with prospective client opportunities generated through the firm’s proactive marketing efforts. They gather data, design strategies tailored to each new potential client, and communicate the unique value of Rhame & Gorrell’s full-spectrum services. The focus is on fostering relationships with firm-provided leads, so you can focus on your core expertise – building relationships while delivering high value planning and advice.

Why Rhame & Gorrell Wealth Management?

Rhame & Gorrell Wealth Management is an independent, fee-only fiduciary RIA that serves high-income professionals and executives. With deep expertise in the energy and technology industries, our advisors integrate investment management, tax planning, retirement strategies, and benefit optimization into a seamless client experience.

Our structure is designed to put clients first—no commissions, no product sales, only comprehensive advice. With an in-house team of CPAs and a Board Certified Estate Planning attorney working directly with CERTIFIED FINANCIAL PLANNER® professionals, clients receive strategies that align every part of their financial lives.

We apply that same philosophy to our team. We provide an attractive base salary, generous production-oriented payouts, firm-paid healthcare, robust retirement plans, and ongoing opportunities for growth. From professional certifications to industry leadership, we encourage and support advancement at every stage of a Wealth Manager’s career.

Award-Winning Culture: Join a firm recently named one of the "Best RIAs to Work For" by Financial-Planning.com.

• Serve as the lead advisor on client relationships, with an unparalleled focus on advanced planning and exceptional service.
• Conduct client meetings, present financial plans and performance updates, and oversee follow-up activities.
• Meet with prospective clients introduced through the firm’s business development pipeline, collect data, design recommendations, and onboard new business.
• Develop and deliver customized financial plans and investment strategies.
• Oversee work prepared by associates and analysts, ensuring accuracy and consistency.
• Counsel clients on both the technical and personal aspects of financial decision-making.
• Implement plans and strategies, coordinating across the advisory and tax teams.
• Respond to client communications promptly and professionally.
• Contribute to thought leadership initiatives including articles, webinars, or presentations.
• Participate in regular internal planning and investment meetings.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or related field required; advanced degree (MBA, JD, Master’s in Finance) preferred.
• Minimum five years of experience in financial services or wealth management.
• CFP® or similar designations strongly preferred; CFA®, CPA, and other advanced designations considered a plus.
• Strong analytical skills with the ability to clearly communicate complex financial strategies.
• Professional presence and client-facing experience essential.
• Ability to collaborate in a team environment while maintaining independence in decision-making.

What We Offer

• A collaborative culture with highly credentialed peers.
• The ability to provide all aspects of financial planning including in-house tax filing and in-house drafting of estate documents.
• Autonomy in managing relationships while benefiting from a strong support team.
• Investment in professional development, including certifications, conferences, and continuing education.
• A consistent flow of qualified potential new clients through the firm’s centralized marketing and business development functions.
• The opportunity to do meaningful work that makes a lasting impact on clients’ lives.
• Generous salary plus uncapped performance potential.
• 401(k) program with firm matching contributions
• Generous PTO.
• Firm-paid health, dental, and vision insurance for employees and families.
• Short and long-term disability