Wealth Management Advisor

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 :