Job Description

Multi-Family Office

Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele.

No portable book of business required. Not a commissioned sales role.

The Opportunity

• Serve as a Wealth Advisor in an ensemble practice with collaborative approach to relationship management and a true Multi-Family Office service model
• Advise high net worth and ultra high net worth families (25M+ net worth’s) on holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
• Promote teamwork in the office, developing and mentoring associate advisors.
• Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent benefits.

Requirements

• 10+ years of experience in wealth management
• Demonstrated success managing UHNW relationships