Wealth Advisor

We are seeking a seasoned Wealth Advisor with a proven ability to develop and manage high-net-worth client relationships. This role requires a demonstrated ability to attract new clients through referrals, networking, and strategic partnerships. A successful candidate will have a strong reputation in the market, deep COI relationships, and an entrepreneurial mindset. Our client is one of the largest and fastest-growing independent wealth management firms in Houston, TX, serving high-net-worth and ultra-high-net-worth clients. Built on a foundation of excellence, thought leadership, and personalized service, the firm offers an unmatched opportunity for experienced advisors to elevate their careers through equity ownership, a differentiated platform, and a strong growth trajectory.

DUTIES & RESPONSIBILITIES

Proactively identify and cultivate new high-net-worth client relationships through personal networks, referrals, and professional partnerships. Strengthen relationships with attorneys, CPAs, private equity professionals, and other centers of influence (COIs) to generate a consistent pipeline of new clients. Lead business development initiatives, including speaking engagements, client events, and firm-sponsored marketing efforts. Serve as a trusted advisor, delivering sophisticated wealth management solutions, including estate planning, tax-efficient strategies, and investment management. Oversee the implementation of customized financial plans and ensure exceptional client service. Actively monitor market trends, regulatory changes, and economic developments to provide proactive advice. Mentor junior advisors and support firm-wide initiatives to strengthen the team's expertise and effectiveness. Contribute to strategic growth initiatives, including firm leadership discussions and operational improvements. Represent the firm as a thought leader at industry conferences, client engagements, and networking events.

QUALIFICATIONS

Bachelor's degree in Finance, Economics, Accounting, or a related field. CPWA, CFA, CFP, or similar designation preferred, or a willingness to pursue. 5+ years of experience in wealth management, financial planning, investment management, or a related field. Established book of business with a proven track record of successfully developing and retaining high-net-worth clients. Strong business development skills, with the ability to generate new client relationships through referrals and professional partnerships. Excellent leadership, mentoring, and interpersonal skills. FINRA Series 65, or ability to obtain within six months of hire. Entrepreneurial mindset with a commitment to firm growth and long-term equity participation.

COMPENSATION

Competitive compensation with the opportunity for equity ownership in one of Houston's leading independent wealth management firms. #J-18808-Ljbffr Windward Recruiting