Texas Licensed Wealth Advisor
Job Summary
Supporting a senior wealth practice, the full-time Texas Licensed Wealth Advisor will serve as a primary point of contact for high-net-worth clients, coordinating client strategy meetings and collaborating with external partners while working in a collaborative office environment with some remote flexibility.
Key responsibilities
- Deliver high-touch support as the daily contact for private wealth clients
- Coordinate and execute client strategy meetings and facilitate complex account maintenance
- Collaborate with external partners on tax, estate, and business decisions
Required qualifications
- 2 to 5+ years of experience in private wealth management or financial planning
- Bachelor's degree in Finance, Business, Economics, or a related field
- Proficiency with CRM systems and financial reporting software
- Series 7 and/or Series 66 preferred or willingness to obtain
- Strong knowledge of modern portfolio structures and market dynamics
Complete Job Description
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