Senior Financial Planner

A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join its expanding advisory team. This is a newly created opportunity due to continued growth, offering the chance to inherit an established book of high-net-worth client relationships while leading a small advisory team in a collaborative, relationship-driven environment. About the Role This role involves managing and growing an inherited portfolio of high-net-worth family relationships while serving as the lead advisor within a structured client-facing team. Responsibilities Manage and grow an inherited portfolio of high-net-worth family relationships Serve as the lead advisor within a structured client-facing team, overseeing junior advisory and client service support staff Deliver sophisticated financial planning and wealth management advice tailored to client goals Build long-term trusted client relationships while supporting the continued expansion of the advisory platform Qualifications 10+ years of wealth management / financial advisory experience working with high-net-worth clients CFP designation required (CPA with Series 65 may also be considered) Proven experience in relationship management and client-facing advisory roles within a mid-sized wealth management firm, RIA, private bank, or similar environment Required Skills Strong interpersonal and communication skills Ability to work collaboratively in a team environment Expertise in financial planning and wealth management Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices and encourage applicants from all backgrounds to apply. #J-18808-Ljbffr JCW Group