Wealth Advisor – Houston, Texas

Based in Houston, this individual will serve as the primary relationship advisor for affluent and high-net-worth clients, delivering comprehensive wealth planning while coordinating a full suite of internal specialists.

This is not a traditional investment sales role. The Wealth Advisor serves as the quarterback of the client relationship, bringing together expertise across financial planning, investment management, trust and fiduciary services, estate planning, tax planning, private banking, and commercial banking to deliver customized solutions that help clients achieve their long-term financial goals.

The ideal candidate is a trusted advisor with exceptional relationship management skills, a planning-first mindset, and a proven ability to grow wealth relationships through referrals, centers of influence, and outstanding client service.

Responsibilities

• Serve as the primary advisor for affluent and high-net-worth individuals, families, business owners, and executives.
• Develop comprehensive wealth strategies encompassing:
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Trust & Fiduciary Solutions
  • Tax-Aware Planning
  • Business Succession Planning
  • Charitable Giving Strategies
• Lead complex client meetings while coordinating internal specialists across Wealth Management, Private Banking, Portfolio Management, Trust, and Commercial Banking.
• Identify held-away assets and opportunities to deepen existing client relationships.
• Build long-term referral relationships with CPAs, attorneys, business owners, and other centers of influence.
• Partner closely with Private Bankers to deliver holistic wealth solutions.
• Develop new client relationships through referrals, networking, and community involvement.
• Maintain exceptional fiduciary standards while delivering an outstanding client experience.

Ideal Candidate

We're looking for a relationship-oriented Wealth Advisor who combines technical planning expertise with strong business development skills.

Successful candidates will have experience in:

• Comprehensive financial planning
• High-net-worth client relationship management
• Investment advisory
• Estate and trust planning concepts
• Retirement income planning
• Tax-efficient wealth strategies
• Multi-generational wealth planning
• Business development and asset gathering
• Working collaboratively within a team-based wealth management platform

Preferred Qualifications

• 7+ years of Wealth Management, Private Wealth, or Financial Planning experience.
• Experience serving affluent and high-net-worth clients.
• Demonstrated success growing assets under management and expanding client relationships.
• Strong financial planning and investment management background.
• Experience partnering with Private Bankers, Commercial Bankers, Trust Officers, Portfolio Managers, and other specialists.
• Established relationships with CPAs, attorneys, business owners, and other centers of influence preferred.
• Bachelor's degree required.
• CFP®, CPWA®, CTFA, CFA, CWS, JD, or similar professional designation strongly preferred.
• Series 7, Series 66 (or equivalent), and Life & Health licenses preferred.

Compensation

• Base salary depending on experience.
• Annual incentive opportunity.
• Comprehensive benefits package.
• Long-term career growth within a highly respected regional banking organization.

Why This Opportunity?

This opportunity offers the chance to join an integrated wealth platform where advisors focus on building trusted client relationships rather than operating as product salespeople. You'll work alongside an experienced team of Private Bankers, Portfolio Managers, Financial Planners, Trust Officers, and Commercial Bankers to deliver sophisticated wealth solutions for affluent and high-net-worth clients.

If you're passionate about holistic financial planning, relationship management, and growing a wealth practice through exceptional advice and collaboration, this is an outstanding opportunity to make a meaningful impact in one of the country's strongest banking markets.