Posted 01/14/2026
Job Number: 15269
Wealth Manager
Houston, TX • Onsite
Industry: Insurance
Job Category: Finance
Job Type: Direct Hire
Salary: $100,000 - $120,000/Annually
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Job Description
A Houston-based fiduciary wealth management and financial advisory firm
Wealth Manager Responsibilities:
- Serve as lead advisor and subject-matter expert for high-net-worth and ultra-high-net-worth clients
- Cultivate new client relationships and develop Centers of Influence
- Create, present, and execute comprehensive financial plans and long-term strategies
- Perform independent analysis of client financial situations and generate written recommendations
- Develop proposals including advisory accounts, life insurance, long-term care, and complex planning strategies
- Maintain and update client portals, data, and financial planning platforms
- Provide ongoing monitoring, reviews, and strategic updates as the client needs evolve
- Coordinate with Client Service Advisors to ensure seamless onboarding and implementation
- Deliver due diligence and product expertise across asset management, insurance, and annuities
- Mentor and train Client Service Advisors into future Wealth Managers
- Contribute thought leadership across the firm’s three pillars: holistic planning, asset management, and insurance
Wealth Manager Requirements:
- 7-10+ years advising clients with $10M–$250M net worth or $500K+ annual income
- Bachelor’s degree
- CFP®, CFA®, or completed coursework toward designation
- Strong understanding of asset management, risk management, and insurance strategies
- Salesforce experience
- Financial planning software experience
- High technical fluency across planning tools, Excel, and reporting systems
- Clean BrokerCheck record (Series 65 or equivalent 7/66)
- Highly collaborative, polished, and client-facing professional
- CPA preferred
- Tax planning expertise preferred
- Experience advising UHNW families and business owners preferred
- Background in both public and private market investments preferred
Benefits:
- Competitive base salary with tiered quarterly commissions
- Typical total compensation $180K–$200K+, with upside for strong producers
- 100% employer-paid medical insurance for employees
- Dental and vision coverage
- 401(k) with safe harbor match
- Unlimited PTO and generous holiday schedule
- Exceptional mentorship from senior advisors
- Exposure to private funds, advanced insurance strategies, and high-profile investment initiatives
- Strong work-life balance within a collaborative, high-performance culture
This role is ideal for a relationship-driven advisor with deep expertise and zero ego, someone who wants to sharpen their craft, serve sophisticated clients, and grow inside a firm known for excellence, innovation, and integrity. Apply now! #LI-MB1
Job ID: a0CUm00003dtNk0MAE
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