Senior Investment Advisor

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Houston, TX
Job Type
Direct Hire
Oct 10, 2018
Job ID
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.