Senior Wealth Advisor

4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
Dec 08, 2020
Feb 06, 2021
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification


As a Sr. Wealth Advisor, you will be responsible for:

  • Meeting with high net worth referrals to bring in new business
  • Introducing the firm’s comprehensive retirement planning process (financial planning, tax planning, estate planning) to prospective clients
  • Serving as point of contact for 150 clients
  • Actively communicating with clients on a daily basis, providing advice on cash flows, tax planning strategies, estate/insurance inquiries, investment goals and retirement planning needs
  • Implementing recommendations and strategies with assistance from our support staff
  • Assisting in updating and maintaining clients’ financial plans
  • Growing the business by meeting with prospective clients in the Houston market 
  • Continually reinforcing the firm’s value proposition with clients and encouraging referrals


The ideal candidate will possess the following qualifications and attributes:

  • 5+ years of professional experience with track record of building and maintaining client relationships
  • Bachelor’s degree required, preferably with concentration in Finance, Accounting, Financial Planning or Business
  • Certified Financial Planner (CFP) designation required
  • Graduate degree or professional designations (ChFC, CFA, or CPA) a plus
  • If not currently held, must obtain mandatory industry licensure (Series 65) within six months of employment
  • Strong track record of achievement and meeting/exceeding ambitious targets
  • Excellent verbal and written communication skills
  • A motivated, self-starter looking for a place to grow your career

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