Senior Wealth Advisor

What you’d do

Wealth Advisors manage a book of business for high-net-worth clients and families, giving investment advice and financial planning on portfolios of $5 to 15M. Full time in Houston, working with internal teams on tax, estate, philanthropic and trust needs. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• CFP designation required
• Series 7, 63 or 66 license and/or registration
• SIE or ability to acquire in role
• Experience advising $5-15M portfolios
• CFA, CTFA or CPA preferred