Senior Wealth Advisor

We are one of the largest and fastest-growing independent wealth management firms in Houston, TX, serving high-net-worth and ultra-net-worth clients. Our firm is built on a foundation of excellence, thought leadership, and a commitment to personalized service. Our firm provides an unmatched opportunity for experienced advisors seeking to elevate their careers through equity ownership, a differentiated platform, and a strong growth trajectory.

We are seeking a seasoned Senior Wealth Advisor with a proven ability to develop and manage high-net-worth client relationships. This role requires an established book of business that will transition to the firm, as well as a demonstrated ability to attract new clients through referrals, networking, and strategic partnerships. A successful candidate will have a strong reputation in the market, deep COI relationships, and an entrepreneurial mindset.

• Business Development & Client Acquisition
  • Bring an established book of business and transition existing client relationships to the firm.
  • Proactively identify and cultivate new high-net-worth client relationships through personal networks, referrals, and professional partnerships.
  • Strengthen relationships with attorneys, CPAs, private equity professionals, and other COIs to generate a consistent pipeline of new clients.
  • Lead business development initiatives, including speaking engagements, client events, and firm-sponsored marketing efforts.
• Client Relationship Management & Advisory Services
  • Serve as a trusted advisor, delivering sophisticated wealth management solutions, including estate planning, tax-efficient strategies, and investment management.
  • Oversee the implementation of customized financial plans and ensure exceptional client service.
  • Actively monitor market trends, regulatory changes, and economic developments to provide proactive advice.
• Leadership & Firm Growth
  • Mentor junior advisors and support firm-wide initiatives to strengthen the team’s expertise and effectiveness.
  • Contribute to strategic growth initiatives, including firm leadership discussions and operational improvements.
  • Represent the firm as a thought leader at industry conferences, client engagements, and networking events.

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• CPWA, CFA, or similar designation preferred, or a willingness to pursue.
• 7+ years of experience in wealth management, financial planning, or a related field.
• Established book of business with a proven track record of successfully developing and retaining high-net-worth clients.
• Strong business development skills, with the ability to generate new client relationships through referrals and professional partnerships.
• Excellent leadership, mentoring, and interpersonal skills.
• FINRA Series 65, or ability to obtain within 6 months of hire.
• Entrepreneurial mindset with a commitment to firm growth and long-term equity participation.

This role presents an exceptional opportunity for experienced advisors looking to take their practice to the next level. By joining our firm, you will benefit from a high-growth environment, extensive resources, and the opportunity for equity ownership in one of Houston’s leading independent wealth management firms.

• Mid-Senior level

• Full-time

• Finance and Sales
• Industries:
  Financial Services, Investment Management, and Investment Advice

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