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Wealth Advisor

Employer
Tanglewood Total Wealth Management
Location
Houston, Texas
Salary
Base salary plus quarterly bonus
Closing date
May 11, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Tanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth.

Position Summary

Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth Advisor’s primary role is to serve the needs of Tanglewood clients by fostering authentic, deep, and long-lasting relationships.  This is accomplished by providing in-depth wealth planning advice based on a full and complete understanding of each client’s unique financial goals, needs and resources.  The Wealth Advisor also works with clients to initiate and oversee plan implementation and updates.       

Responsibilities

  • Function as the primary trusted Wealth Advisor to firm clients.
  • Lead the ongoing implementation, review, and maintenance of client’s wealth planning needs in all areas of planning. 
  • Collaborate with other Wealth Advisors at the firm as well as outside professionals (CPA, Estate Planning Attorney, etc).
  • Keep current on financial planning topics including wealth transfer strategies, retirement needs, Social Security, and tax planning.   

Qualifications

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
  • Minimum of 5 years of experience in a client facing role engaging in the financial services, accounting, or estate planning field.      
  • CERTIFIED FINANCIAL PLANNER® (CFP®) designation
  • Proven client relationship skills to develop client trust for deeper insight and understanding of client needs and family dynamics. 
  • Ability to explain complex financial concepts and application in an easy-to-understand way.     
  • Must possess integrity, empathy, accuracy, and excellent problem-solving and time management skills.
  • Exceptional oral and written communication skills are critical. Proficiency with Microsoft Office software suite.
  • Familiarity with industry tech like Vanilla, Holistiplan, RightCapital. eMoney, and Salesforce is advantageous, but not required.  

Compensation & Benefits

  • Competitive salary Bonus opportunity 401(k) with employer match, and profit sharing Company-paid employee Health Insurance Employer HSA contribution Long-term disability Life insurance PTO and paid holidays

Why Tanglewood?

  • A “clients first” culture A fiduciary duty of care for all client relationships  Modern workspace and a leading tech stack A rewarding place to work and grow Individual annual charitable giving allowance Family-friendly work environment Refreshments and weekly team lunches provided Free onsite parking

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