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    Senior Wealth Advisor - Houston, United States - Larson Maddox

    Larson Maddox
    Larson Maddox Houston, United States

    3 weeks ago

    Default job background
    Description
    A leading private Wealth Management Firm in Houston is seeking a Sr. Wealth Advisor to join their growing team.

    The group is privately owned and has over $1 billion AUM under management currently and is seeking to continue its growth with this position.

    They pride themselves on their culture and access to senior leadership.


    In this seat, you will be working with HNW and UHNW individuals and families by fostering authentic, deep, and long-lasting relationships by providing in-depth wealth planning advice based on a full and complete understanding of each client's unique financial goals, needs, and resources.


    Key Responsibilities :
    Function as the primary trusted Wealth Advisor to firm clients.
    Lead the ongoing implementation, review, and maintenance of client's wealth planning needs in all areas of planning.

    Collaborate with other Wealth Advisors at the firm as well as outside professionals (CPA, Estate Planning Attorney, etc.).Keep current on financial planning topics including wealth transfer strategies, retirement needs, Social Security, and tax planning.


    Qualifications :

    Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plusMinimum of 5 years of experience in a client facing role engaging in the financial services, accounting, or estate planning field.

    CERTIFIED FINANCIAL PLANNER (CFP) designationProven client relationship skills to develop client trust for deeper insight and understanding of client needs and family dynamics.

    Ability to explain complex financial concepts and application in an easy-to-understand way.
    Must possess integrity, empathy, accuracy, and excellent problem-solving and time management skills.
    Exceptional oral and written communication skills are critical.
    Proficiency with Microsoft Office software suite.

    Please don't hesitate to apply at the link below or reach out to:
    #J-18808-Ljbffr
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