Senior Wealth Manager - On-Site

Senior Wealth Manager – Executive Advisory ON‑SITE Houston TX Our client is a fast‑growing, multiple award‑winning, fee‑only wealth management firm specializing in serving corporate executives. They pride themselves on delivering holistic, customized financial strategies and providing a highly collaborative, supportive work environment. They are seeking a long‑term Senior Wealth Manager who wants to lead, innovate, and be a core part of their highly successful team. In this role, you will focus on what you do best: advising clients and closing warm leads. No cold calling or active lead generation is required. They provide pre‑qualified, warm leads so you can focus on building relationships and presenting tailored wealth strategies. In return, they offer a highly competitive base salary, robust performance bonuses, excellent benefits, and a clear path for long‑term career growth. Responsibilities esClient Relationship Managemen t: Quarterback complex client relationships, oversee the review of comprehensive financial plans, and deliver ongoing investment and wealth management advic e.New Business & Closin g: Meet with pre‑qualified prospective clients, present customized proposals, and close new accounts in collaboration with their business development tea m.Team Leadershi p: Oversee and mentor a team of analysts and associates, reviewing their outputs to ensure the highest standard of client deliverable s.Financial Plannin g: Utilize advanced financial planning software to create, analyze, and present comprehensive client reports (encompassing tax, estate, retirement, and investment planning ).Thought Leadershi p: Contribute to the firm’s thought leadership initiatives through internal collaboration and external market commentar Qualifications nsEducatio n: Bachelor’s degree in Finance, Business, Accounting, or Financial Plannin g.Experienc e: 5+ years of relevant experience in the financial services or wealth management industr y.Licensin g: Series 65 license (held currently or obtained within 90 days of hire n.Skill s: Demonstrated ability to manage high‑net‑worth client relationships, strong public‑speaking/presentation skills, and deep technical knowledge of wealth, tax, and investment strategi #J-18808-Ljbffr Confidential