UHNW Family Wealth Advisor — Lead Relationship
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Portfolio & Asset Management
SNFout in Houston seeks a Senior Relationship Manager to lead a portfolio of ultra‑high‑net‑worth families, coordinating investments, estate and tax planning, and fiduciary administration. This is a fully in‑office role in Houston with relocation considered.
The ideal candidate has a JD or CPA and 10+ years in client‑facing fiduciary, estate and wealth planning matters; boutique firm experience is preferred; strong Microsoft Office and Adobe Acrobat skills are required.
The UHNW Family Wealth Advisor — Lead Relationship position in the Legal field is open for applications.
The position is based in Bellaire, TX, United States.
This opportunity is part of our work in Legal.
The advertised compensation is 300..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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