Wealth Advisor - Associate / Lead / Senior (90 Warm Leads Monthly)

Wealth Advisor – Associate / Lead / Senior (Houston Expansion – 90 Warm Leads Monthly) Location: Houston, TX (Galleria / Memorial City area) | On-site (5 days/week, flexible hours) Target Compensation Range: $80,000 – $400,000+ total OTE, depending on level and structure. Start Date: Flexible – Q4 2025 or Q1 2026 Apply via: Sage Search Partners | View email address on click.appcast.io About the Firm We’ve partnered with a rapidly growing fiduciary RIA that’s expanding its footprint into Houston after years of exceptional success in Texas. Led by a Managing Director repeatedly recognized on Forbes’ “Best-in-State Wealth Advisors” list, the firm is known for its collaborative culture, free lead generation, and flexible compensation models tailored to each advisor’s style. What You’ll Do Manage and deepen relationships with new and existing clients (no cold calling – 90+ warm leads per month provided). Deliver holistic financial and estate planning guidance to HNW clients. Coordinate with portfolio managers and legal specialists to ensure fiduciary and estate planning standards are met. Grow and maintain your personal book of business with full operations, marketing, and compliance support. Is This You? (Independence / Fit Signals) You’ll love this role if you’re: Tired of a product-pushing / quota-heavy environment and want a truly fiduciary, planning-first model. Looking for more independence in how you build and serve your book, but still want structure, mentorship, and leads. In a bank / wirehouse / brokerage now and feel capped on upside or constrained by platform limitations. Excited by the idea of helping build out a growing Houston office with long-term leadership opportunities. What You Bring 1–10+ years of wealth management, financial planning, fiduciary advising, or private banking experience. Bachelor’s degree required (Finance, Business, or related). Series 65/66 license (or ability to obtain within 90 days). Strong communication skills and a genuine passion for client relationships. Experience in banking, wealth management, or financial planning preferred – entrepreneurial mindset a plus. Client relationship management, investment strategy, portfolio review, and estate/retirement planning experience preferred. Why Join? 90+ inbound leads every month (no traditional prospecting grind). Forbes-recognized leadership with a mentorship mindset. Supportive, team-based culture – success is collaborative, not cutthroat. Unlimited growth potential as the Houston office scales (and the platform continues to expand). Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance, Sales, and Business Development • Financial Services and Investment Management Benefits Vision insurance Medical insurance 401(k) #J-18808-Ljbffr Sage Search Partners