Senior Wealth Manager (Houston)

Senior Wealth Manager Location: Houston, TX Firm Type: Fee only Independent RIA with in-house tax preparation and filing The Opportunity: Are you an elite advisor who loves closing business and serving clients but hates cold calling? Our client—an award-winning, Investment News Best Place to Work —is looking for a Senior Wealth Manager to lead client relationships in their expanding office. This is a pure fee-only fiduciary environment (no product sales, no commissions) with a path to partnership for top performance leaders .

You will specialize in serving a sophisticated niche of corporate executives and professionals , supported by a thriving in-house tax business and a dedicated business development team that provides a consistent stream of prospective client meetings. The Value Proposition Built-In Lead Flow: You are not responsible for finding new business leads. Business Development sets the meetings; you gather data, present the value, and close.

Holistic Infrastructure: Collaborate with our in-house CPA team for tax preparation and mitigation. Use our full back-office support so you can focus on advice, not ops. Executive Focus: Become an expert in complex compensation, benefit strategies, and tax-efficient retirement planning for high-level professionals.

Essential Responsibilities Lead Relationship Management: Take full ownership of client cases, quarterbacking all tasks with support from Analysts and Associates. Lead Prospect Meetings: Meet with warm leads identified by BD, deepen relationships, and onboard new accounts. Comprehensive Planning: Oversee the preparation and implementation of financial plans, investment strategies, and annual reviews.

Thought Leadership: Contribute content targeted toward our niche executive clientele to further establish the firm's authority. Continuous Planning: Utilize financial planning software to provide ongoing, dynamic guidance throughout the year. Qualifications Credentials: CFP®, CFA®, or CPA designation required.

Experience: 5+ years in financial services, ideally with a focus on high-net-worth or executive clients. Education: Bachelor’s in Finance/Accounting required Mindset: A client-first fiduciary approach with the ability to manage complex cases independently. Compensation & Benefits Competitive salary + bonus structure.

Full benefits: Medical, dental, vision, disability, and life insurance. 401(k) with company match and generous PTO. Incentivized continuing education and support for industry conferences.