Senior Wealth Manager

Locations: Houston, TX

Firm Type: Fee only Independent RIA with in-house tax preparation and filing

The Opportunity

Are you an elite advisor who loves closing business and serving clients but hates cold calling?

Our client—an award-winning, Investment News "Best Place to Work"—is looking for a Senior Wealth Manager to lead client relationships in their expanding office. This is a pure fee-only fiduciary environment (no product sales, no commissions) with a  path to partnership for top performance leaders.

You will specialize in serving a sophisticated niche of corporate executives and professionals, supported by a thriving in-house tax business and a dedicated business development team that provides a consistent stream of prospective client meetings.

The Value Proposition

• Built-In Lead Flow: You are not responsible for finding new business leads. Business Development sets the meetings; you gather data, present the value, and close.
• Holistic Infrastructure: Collaborate with our in-house CPA team for tax preparation and mitigation. Use our full back-office support so you can focus on advice, not ops.
• Executive Focus: Become an expert in complex compensation, benefit strategies, and tax-efficient retirement planning for high-level professionals.

Essential Responsibilities

• Lead Relationship Management: Take full ownership of client cases, "quarterbacking" all tasks with support from Analysts and Associates.
• Lead Prospect Meetings: Meet with warm leads identified by BD, deepen relationships, and onboard new accounts.
• Comprehensive Planning: Oversee the preparation and implementation of financial plans, investment strategies, and annual reviews.
• Thought Leadership: Contribute content targeted toward our niche executive clientele to further establish the firm's authority.
• Continuous Planning: Utilize financial planning software to provide ongoing, dynamic guidance throughout the year.

Qualifications

• Credentials: CFP®, CFA®, or CPA designation required.
• Experience: 5+ years in financial services, ideally with a focus on high-net-worth or executive clients.
• Education: Bachelor’s in Finance/Accounting required; Master’s, JD, or MBA preferred.
• Mindset: A "client-first" fiduciary approach with the ability to manage complex cases independently.

Compensation & Benefits

• Competitive salary + bonus structure.
• Full benefits: Medical, dental, vision, disability, and life insurance.
• 401(k) with company match and generous PTO.
• Incentivized continuing education and support for industry conferences.