Wealth Advisor
On-site · Houston, Texas, United States
Job Summary
Wealth Advisor serving as the primary relationship manager for high net worth and ultra high net worth families within a Multi-Family Office in Houston. Advise on holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs. Promote teamwork in the office, and mentor associate advisors within an ensemble practice and Multi-Family Office service model. Houston-based role with a competitive compensation package including base salary and performance-based bonuses; comprehensive benefits.
Required Qualifications
- 10+ years of experience in wealth management
- Demonstrated success managing UHNW relationships
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