Senior Wealth Advisor: UHNW & Succession; Hybrid
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-12
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager, Financial Consultant
Job Description & How to Apply Below
A boutique investment firm in Houston is seeking an experienced Senior Wealth Advisor to manage and grow a high-net-worth client base. This role includes inheriting a substantial portfolio, with no portable book required. The firm offers a competitive base salary starting at $150,000 plus additional bonuses based on performance. Candidates should have experience with portfolio management and investment strategies. A flexible hybrid work culture is also provided.
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Position Requirements
10+ Years
work experience
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