Wealth Manager

Brief Description Under the general supervision of the Managing Director, the Wealth Manager provides personalized financial advice, investment recommendations, and comprehensive planning solutions to help clients achieve their financial goals. Leveraging expertise across tax and investment strategies, insurance, retirement plans, and alternative investment vehicles, the Wealth Advisor assesses each client’s unique financial situation and objectives to develop a tailored course of action. Summary We are looking for a dynamic and passionate individual who understands that wealth management is not solely about increasing dollar figures, but about building strong, lasting relationships and serving as a key driver in the overall well‑being of individuals and families. This person should hold a Certified Financial Planner (CFP) designation or be actively working toward obtaining it in the near future. This is a service‑focused role centered on deepening client relationships and delivering high‑quality planning support. The Wealth Advisor partners closely with senior advisors and leadership to ensure clients receive the highest level of care. By managing day‑to‑day relationships and planning execution for an assigned client segment, this role enables the senior team to focus on complex cases and new business development. Essential Duties & Responsibilities Conduct comprehensive client assessments to identify income, expenses, insurance coverage, tax status, risk tolerance, and overall financial goals. Advise clients on investment, tax, retirement, education, insurance, and estate planning. Prepare, interpret, and present financial information such as investment performance reports, financial summaries, and income projections. Analyze financial information obtained from clients to determine appropriate strategies for meeting financial objectives. Implement financial planning recommendations or coordinate with internal/external professionals for plan execution. Actively monitor financial markets and specific client holdings to ensure strategies remain aligned with client objectives. Maintain consistent communication with clients regarding service expectations, portfolio performance, and planning milestones. Document all client interactions, notes, and follow‑up tasks in Salesforce and ensure timely completion of commitments. Review client accounts regularly to identify the need for plan reassessment based on life changes, market conditions, or performance. Collaborate with attorneys, accountants, and other professionals to fully understand and support clients’ financial needs. Identify opportunities to expand client relationships and refer new business aligned with firm goals. Participate in client and prospecting events as needed, occasionally outside of standard business hours. Experience & Education Bachelor’s degree in Business, Finance, Accounting, Economics, or related field (required). Certified Financial Planner (CFP) required or in process. Series 65, 66, CFA, ChFC, CIC, or PFS credentials preferred. Minimum of 3–5 years of experience in financial planning, wealth management, or a related field. Must reside in or be willing to relocate to The Woodlands / Houston, Texas area; hybrid role. Skills & Knowledge Strong analytical, quantitative, and problem‑solving skills. Excellent interpersonal and communication abilities with a client‑first mindset. Demonstrated integrity, discretion, and professionalism in handling confidential client information. Ability to manage multiple priorities efficiently and meet deadlines in a dynamic environment. Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel). Experience with Salesforce or similar CRM, Envestnet or similar portfolio accounting system, and financial planning software. Highly organized, self‑motivated, and collaborative, with a strong sense of ownership and accountability. Compensation & Benefits Base Salary: Competitive and commensurate with experience. Incentive Pay: Eligible for firm‑wide bonus pool, with compensation tied to individual and firm performance. Comprehensive benefits package including health, retirement, and professional development support. Additional Information This position requires occasional travel and participation in client events outside of standard business hours. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. #J-18808-Ljbffr