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Wealth Manager

Houston, TX 77057

Posted: 06/03/2025 Employment Type: Direct Hire Job Function: Accounting/Finance Job Number: 24028 Pay: $120,000-$150,000 Remote / Hybrid Jobs: Hybrid

Job Description

An award-winning wealth management firm is looking for a Wealth Manager responsible for preparing and implementing client financial strategies, plans, and analysis. The ideal candidate possesses strong technical and interpersonal skills, along with extensive knowledge in financial analysis. As the primary liaison for client communication, the new team member will positively impact the business by developing and maintaining client relationships while upholding adherence to the company’s established guidelines and standards.
                                               
Salary + Additional Benefits:
  • $120,000-$150,000, plus quarterly bonuses based on company and personal performance
  • Total Compensation range with bonus $180,000-$ 230,000
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
  • 10 paid holidays and 15 PTO days to use at your discretion
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

Location: Houston, TX
Type of Position: Direct Hire

Responsibilities:
  • Lead the management of client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
  • Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
  • Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and close new business
  • Prepare comprehensive financial plans, reports and client presentations
  • Oversee the preparation of materials from other team members in advance of client meetings
  • Input data, analyze, and present output from financial planning software
  • Understand the emotional aspects of finances and counsel clients appropriately
  • Implement financial plans and investment strategies
  • Respond directly to client communications and requests
  • Attend weekly Wealth Management prep meetings and bi-weekly Department meetings
  • Be involved in firm Thought Leadership which may include content creation, writing articles and webinar presentations targeted toward niche clientele.

Requirements:
  • Bachelor’s degree in Finance, Business, Accounting, or Financial Planning required
  • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
  • Five or more years working experience in similar role
  • Have attained CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised, and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Must be willing to relocate to Houston, TX

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Meet Your Recruiter

Sarah Colvill
Senior Search Director - Murray Professional

Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.

 

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