Managing Private Wealth Advisor

2 weeks ago


Houston, United States Richard, Wayne & Roberts Full time

Managing Private Wealth Advisor

Houston TX


Assisting our Client, a focused investment management group offering equity solutions.

Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership. It is a large enough firm to be innovative.

Able to get answers quickly and very client-focused.


Our investment services can address a wide range of investment objectives for private clients. Unique investment capabilities in the U.S. and growing markets.


Managing Private Wealth Advisor a person who will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships. Manage key client relationships ensuring accounts are properly serviced. This person will play a key role in growing and retaining assets under management. The transition of client relationships. Lead mid to senior-level Wealth Advisors.


Responsibilities of the Managing Private Wealth Advisor


Senior Private Wealth Advisor will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships. Manager-level strategic role leading office Mid to Senior level Wealth Advisors


Requirements of the Managing Private Wealth Advisor


15 Plus years of proven experience managing investment relationships

Manager-level experience leading office and Mid to Senior level Wealth Advisors


Our Job Seeker Coaching includes:


Our dedicated team can help you find the kind of rewarding, challenging career opportunities that you are looking for


If interested in learning more, send an updated resume to ckennedy@rwr.com


#LI-CK1



  • Houston, United States Richard, Wayne & Roberts Full time

    Managing Private Wealth Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...

  • Wealth Advisor III

    1 week ago


    Houston, United States Linscomb Wealth Full time

    Position Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob Posting:What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of...

  • Wealth Advisor

    4 days ago


    Houston, United States Tanglewood Total Wealth Management Full time

    Tanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth.  Position Summary Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth...


  • Houston, United States CareerBuilder Full time

    Wealth Management Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...


  • Houston, United States Richard, Wayne & Roberts Full time

    Wealth Management AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....


  • Houston, United States Richard, Wayne & Roberts Full time

    Wealth Management AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....


  • Houston, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Houston, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Houston, United States Sunflower Bank, N.A. Full time

    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...


  • Houston, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...


  • Houston, United States CareerBuilder Full time

    Job Summary: The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects. Responsibilities: Develop strategies with Senior Wealth Advisors and Regional Directors for local and out of town events. Oversee the coordination of Analysts on all prospect...


  • Houston, United States Westwood Holdings Group Full time

    WHO WE ARE Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct...

  • Wealth Advisor

    1 month ago


    Houston, United States BankTalent HQ Full time

    At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division...

  • Wealth Advisor II

    1 week ago


    Houston, United States Cadence Bank Full time

    A Linscomb Wealth, Wealth Advisor II (WA II) is in the beginning stages of the client book building process, working closely with others from the firm's Wealth Advisory team to engage with existing and prospective clients. A WA I's primary focus is c Wealth Advisor, Wealth, Advisor, Client Relations, Financial Planning, Banking, Development

  • Wealth Advisor

    1 month ago


    Houston, United States Zions Bancorporation Full time

    At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division...

  • Wealth Management

    1 week ago


    Houston, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...


  • Houston, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...