Wealth Strategist

Mosaic; Houston (TX); On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

401(k) with 6.0% company match &immedi

Health, Dental, Vision, Disability &  

Job summary

Mosaic, a private single-family office, seeks a role akin to a general contractor for a family's financial life. You’ll own the consolidated balance sheet and income statement, ensuring assets, structures, taxes, and costs are current and understood by family members and advisors alike.

You will work in small teams serving 5–15 families, translating complex information into clear visuals and actionable steps, identifying risks, and collaborating with specialists to execute the plan.

Qualifications

• JD/CPA/LLM/CFP/CFA/CPWA or equivalent professional designations
• Minimum of three years of relevant professional experience
• Ability to pass criminal & financial background check
• Able to pass FINRA Series 65 exam within 90 days

Responsibilities

• Own the god's eye view of each family's world.
• Ensure everything connects and nothing falls through the cracks.
• Carry the institutional memory and flag emerging risks.
• Navigate internal resources and external professionals.
• Translate complex information into clear visuals and actionable steps.

Skills

Obnoxiously curious

Relentlessly resourceful

Ask great questions

High standards

Translate complexity into clarity

G.A.S. mindset (Give A $#!%)

Comfortable with AI

Collaborative teamwork

Education

JD

CPA

LLM

CFP

CFA

CPWA

Job description

Mosaic is a shared single-family office serving ~40 entrepreneurial families with significant illiquid holdings & complex needs that transcend what most private banks, multi-family offices, trust companies, & wealth managers are structurally built - or incentivized - to address.

Our client families are typically first-generation founders. Builders who prefer boots & blue jeans with net worths of at least $100MM & a chronic allergy to liquidity. They already have deep benches of specialists. The talent is there. The coordination is not.

100% of our revenue comes from flat quarterly retainers. We don't charge hourly, manage money for a fee, sell products, draft legal documents, or prepare tax returns. We are agnostic about a family's net worth, insurability, & investable assets. That independence lets us do what most firms can't: serve as a proactive, comprehensive, & objective guide at the intersection of Financial Capital & Family Capital.

About the Role

Think of this role as the general contractor for a family's financial life. The family has plenty of specialists - the CPAs, attorneys, investment managers, insurance agents, bankers, & consultants. What they don't have is someone standing in the middle of all of it, making sure everything connects, nothing falls through the cracks, & every specialist is building toward the same blueprint.

You’ll own the god's eye view of each family's world: what they own, where they own it, how it's structured, what it’s worth, how it's taxed, & what it costs. You’ll own the consolidated balance sheet & income statement, & make sure the full picture is always current, always accurate, & always understood - by the family & by every advisor touching it.

You’ll work in small, tight-knit teams that typically serve 5 - 15 families at any given time. That means you know your families deeply - their goals, their quirks, their history, their blind spots. You’re not just a second brain, a second set of eyes, a second set of ears, & most importantly, a second set of hands. You don't just spot what needs to happen - you help make it happen. You carry the institutional memory, flag emerging risks, identify opportunities other advisors aren't incentivized to see, & roll up your sleeves to do the actual work alongside the family & their specialists.

Day to day, you're playing air traffic controller - navigating internal resources across Mosaic & external professionals to keep complex, multistakeholder projects moving in the right direction at the right pace.

Dense financial, legal, & tax information doesn't intimidate you - it energizes you. You can decipher a K-1, read a trust document, & whip up a financial model before lunch. But you don't hoard the complexity - you dissolve it. You translate what you find into plain-English deliverables, clear visuals, & actionable next steps that a family can actually use to make decisions.

You’re also the kind of person who embraces technology & AI as force multipliers - not threats. You look for ways to work smarter, automate the repetitive, & spend more of your time on what actually moves the needle.

Responsibilities

• Own the god's eye view of each family's world.
• Ensure everything connects and nothing falls through the cracks.
• Carry the institutional memory and flag emerging risks.
• Navigate internal resources and external professionals.
• Translate complex information into clear visuals and actionable steps.

Qualifications

• At least one of the following required: JD, CPA, LLM, CFP, CFA, or CPWA.
• Minimum of three years of relevant professional experience.
• Ability to pass criminal & financial background check.
• Currently possess or able to pass FINRA Series 65 exam within 90 days.

Required Skills

• Obnoxiously curious & relentlessly resourceful.
• Ability to ask great questions.
• High standards and ability to help others rise to them.
• Comfortable building the plane & flying it at the same time.
• Experience in a founder-led or entrepreneurial environment.
• Detail-oriented and able to spot inconsistencies.
• Ability to translate complexity into clarity.
• G.A.S. (Give A $#!%) about the mission & the people.
• Comfortable with AI and technology as force multipliers.

Preferred Skills

• Experience in a collaborative team environment.
• Ability to thrive in a fast-paced, dynamic setting.

Pay range and compensation package

• Base Salary Range: From $100,000- $165,000
• Annual Bonus: Up to 20% of salary.
• 401(k) with 6.0% company match & immediate vesting.
• Health, Dental, Vision, Disability & Life insurance.
• Paid Time Off (vacation, sick leave, & 12 holidays).

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.