Succession Planning & Growth

Overview  

Dynamic, and growing multi-billion AUM, fiduciary RIA in Houston is seeking a Senior Wealth Advisor to help with ongoing succession planning for 3 advisors with significant books. Additionally, there is the opportunity to close high net worth and ultra high net worth business sourced through marketing and internal referral pipelines.

Highlights  

• Serve as primary advisor to high net worth and ultra high net worth families (10M+) providing comprehensive financial planning, asset allocation, estate and tax planning, risk management, and philanthropic advisory services
• Work within wealth advisory team to grow client book, help with veteran advisor succession planning, and referral opportunities sourced from inbound marketing and internal business referrals.
• Competitive base compensation level while building client book and revenue base to support compensation. Long-run 7 figure income potential for highly entrepreneurial advisors that can serve clients at a high level while also developing business from internal and external sources.

Requirements  

• 10+ years’ experience in Wealth Management serving as the trusted advisor to high net worth clients
• Track record of success sourcing and closing business from client referrals and internal channels