Salaried Wealth Advisor

3 weeks ago


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 implementation of sophisticated financial plans with ongoing operational, client service, and financial planning support from internal team members. This role client prospecting, onboarding, and service, responsible for new client acquisition, identifying and closing new AUM/NAUA, cross-selling, and bringing in referrals. The ideal candidate is energetic and personable with an inherit ability to connect with others, building relationships with various COIs as trustworthy advocate in the community.

Key Responsibilities:

  • Executes on firm level new client acquisition marketing strategy
  • Develops referrals from clients, COIs, and personal networking efforts
  • Leads seminars and webinars as appropriate
  • Distributes firm level digital marketing content
  • Leads meetings and client interaction as Wealth Advisor.
  • Identifies, tracks, and closes new opportunities within the firms 3 core competencies.
  • Owns his/her data inside marketing CRM and ensures accurate and timely updates are made to company pipeline.
  • Accountable for the client relationship and the client experience when serving as Wealth Advisor.
  • Mentors and develops other Wealth Advisors.

Qualifications:

  • Impeccable communication and people skills
  • Minimum of 3 years of experience in the financial services industry
  • Demonstrated ability to successfully engage, close, and onboard clients
  • Series 63/65 or Equivalent
  • Life/Health General Lines Agent
  • CFP Certificate, or other SME designation
  • Experience with SEC Compliance requirements
  • Background and understanding of terminology associated with Insurance highly preferred
  • Experience working with SmartOffice, Orion and eMoney or similar platforms
  • Proficient in Microsoft Office 365
  • Continued business education, workshops, and seminars
  • Excellent organizational skills

  • 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 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...

  • 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 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


  • 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, 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...


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

    Managing Private Wealth 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...


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

    Managing Private Wealth 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...


  • 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...

  • 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...


  • Houston, United States Rethink Wealth Full time

    Join Our Journey: Elevate Your Career with Purpose at Rethink Wealth Rethink Wealth embodies a vision far beyond the conventional financial planning firm. We’re not just about managing assets; we’re about empowering lives through insightful financial guidance. Here, your work intertwines with your life’s true purpose, enabling you to make significant...

  • 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 Advisor

    2 weeks ago


    Houston, United States The Judson Group Full time

    Reference Number: MH7356Location: Houston, TexasJudson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for approximately 130 of the firm’s clients as well as managing the day-to-day...

  • Wealth Advisor

    1 month ago


    Houston, United States The Judson Group Full time

    Reference Number: MH7356 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for approximately 130 of the firm’s clients as well as managing the day-to-day...


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

    A Fee-Only, Comprehensive Wealth Management Firm is hiring an experienced Salaried Wealth Manager with a passion for building relationships and providing the highest level of service to clients. The Wealth Manager is an essential addition to their team to support their ongoing growth and long-term succession plan solution. They believe clients should always...