Wealth Advisor

Houston, TX

Independent RIA


Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth).

This role is ideal for an independent or captive IAR focused on asset management and comprehensive financial planning looking for a place to grow in a team-based, collaborative culture.

This role is also ideal for a professional from captive insurance companies seeking more robust investment and insurance solutions for their high-net worth clientele, with an above market, highly competitive payout.


  • Advise high net worth and ultra-high net worth families on strategic asset management, estate, tax and financial planning, insurance, retirement planning, cash flow analysis and philanthropic advisory
  • Sophisticated investment platform with access to public and private investments including direct real estate and other sophisticated alternatives
  • High touch insurance design inclusive of private placement insurance solutions for UHNW clientele
  • Extensive mentorship and training in a forward thinking and planning driven culture
  • Significant base compensation, long-term payouts in perpetuity, no cap on upside
  • Path towards equity partnership


  • Track record of successful business development with high net worth clientele

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.