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Wealth Management Financial Consultant

Senior UHNW Wealth Planner & Family Office Lead

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Houston is seeking an experienced Senior Wealth Planner to serve ultra-high-net-worth clients. This role requires crafting bespoke wealth plans and advising on tax optimization, estate planning, and overall financial strategy. The ideal candidate will have over 10 years of experience in financial planning, excellent communication skills, and proficiency in wealth planning software. This position offers a unique chance to work with sophisticated clients and a collaborative team of experts.
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Position Requirements
10+ Years work experience
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