Senior Investment Advisor

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Location
Houston, TX
Job Type
Direct Hire
Date
Oct 10, 2018
Job ID
2632152
Wealth Management Firm seeks Senior Investment Advisor to take on an existing book of UHNW relationships including individuals and families. 
  • Serve as the primary point of contact for UHNW clients on all investment-related matters
  • Work in a collaborative team environment to design and implement sophisticated investment and asset allocation strategies. Reports to the President of the firm.
  • Counsel clients in a fee-based, fiduciary capacity with regards to best in class strategic and tactical investment advice and performance
  • Focus is on client advisory, education, and broad investment overview versus extensive new business development
  • This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses
  • Excellent benefits package
  • No portable book of business required
  • Candidates must have a CFA and 10+ years' experience
Relocation assistance available.