The Anderson Search Group
April 22, 2024
Houston, Texas
Job Type


The Anderson Search Group has been engaged by a repeat client, a 150+ year old financial institution and one of the most stable banks in the country, to identify a Wealth Advisor for their growing Houston wealth management market.  This award winning bank offers the ideal candidate an opportunity to partner with over 25 commercial bankers in Houston to take advantage of referral opportunities while developing new business externally with their own centers of influence.  This role offers competitive base salary, quarterly incentive and annual discretionary bonus.

The Ideal Candidate Shall Possess:

  • 7+ years wealth management experience focused on new business development in Houston in the HNW/UHNW space
  • CFP preferred but not required
  • Must be hold series 7 and 66 and Texas Life and Health Insurance with clean U4
  • Client prefers a candidate with a portable book over the first 2-4 years

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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