Wealth Management AdvisorAugustine Talent Group • Houston, TX, United States
Wealth Management Advisor
Augustine Talent Group • Houston, TX, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor’s degree in Finance, Economics, Business, or related field. 10+ years of experience in wealth management, investment advisory, or financial planning, preferably for high-net-worth clients. CFP®, CFA®, or similar professional certification strongly preferred. FINRA Series 65 license (or ability to obtain promptly). Deep understanding of financial markets, investment products, and portfolio strategy. Exceptional interpersonal, analytical, and presentation skills. Proven ability to build trust and rapport with sophisticated clients. Houston-based network and knowledge of the local market. Focus on advising a niche market of value creators is a plus. Be part of a firm that values integrity, innovation, and evidence-based investing. Play a key role in shaping the firm’s expansion into one of the fastest-growing financial markets in the country. Access to robust tools, support, and investment frameworks to help you succeed and grow your practice. Join a collaborative culture that puts clients first and empowers advisors.
About our Client :
Our client is an independent registered investment adviser that helps high-net-worth individuals navigate major transitions. They combine a highly personalized client approach with rigorous, quantitative portfolio strategies that emphasize global diversification and tax efficiency. Their team is dedicated to delivering objective, intelligent solutions that help their clients achieve long-term financial success.
Position Summary :
As our client expands their presence in Houston, TX, they are seeking an experienced Financial Advisor to join their growing team and drive deep relationships. This individual will serve as a trusted advisor, providing tailored investment strategies and financial guidance rooted in the firm’s quantitatively driven, research-based methodology.
Key Responsibilities :
- Client Relationship Management : Cultivate and manage long-term relationships with clients across the Houston market, understanding their financial goals, risk tolerance, and individual circumstances.
- Custom Investment Planning : Develop and implement personalized investment strategies aligned with the firm’s globally diversified, tax-optimized approach.
- Portfolio Oversight : Monitor client portfolios, rebalance as needed, and provide proactive guidance based on market trends and client updates.
- Comprehensive Financial Advice : Offer strategic guidance on retirement planning, estate planning, tax strategy, and wealth preservation.
- Client Communication : Deliver regular performance updates, host strategy meetings, and educate clients to support confidence and informed decision-making.
- Business Development : Help grow the firm’s Houston footprint by identifying and engaging prospective clients through referrals, networking, and local partnerships.
Qualifications :
Why Join our Clients' Team in Houston :
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