Wealth Advisor

Wealth Advisor

1B AUM Fee-Only RIA
Published
January 19, 2021
Location
Houston, TX, United States

Description

Wealth Advisor

Houston, TX

1B AUM Fee-Only RIA

 

Overview
Independent Fee Only RIA seeks a Lead Advisor to join the Houston team in servicing an existing book of clientele. Opportunity to play a key role in the succession plan for the Lead Wealth Advisor as well as new strategic initiatives focused on growing the local market.

The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth clientele with a solid track record of building outperforming portfolios from individual securities and fixed income positions.

 

Highlights

  • The Firm has been growing at a significant rate, doubling AUM every 3 years
  • Extensive technical training and mentorship provided in a collegial, growth-oriented culture.
  • Competitive base salary with profit and performance based bonuses
  • Clear track toward equity ownership

 

Requirements

  • 5+ years wealth management experience
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