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Wealth Management Financial Consultant

Strategic Wealth Manager — Holistic Financial Planning Leader

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Granite Harbor Advisors
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Wealth Manager to enhance the client journey through personalized financial planning. The ideal candidate will maintain the firm's financial planning platform, develop comprehensive proposals, and ensure successful client onboarding. Key qualifications include 3-7 years in financial services, impeccable communication skills, and CFP or equivalent certification. This position offers the opportunity to drive impact and mentor future Wealth Managers within a dynamic team.
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