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. 
                                               
Salary + Additional Benefits:

• $120,000-$150,000, plus quarterly bonuses based on company and personal performance
• Hybrid work schedule
• 80% paid health insurance premiums
• 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

• 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.

• 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