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Associate Wealth Advisor: UHNW Planning & Client
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2025-12-15
Listing for:
Boutique Recruiting
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A boutique wealth-advisory firm is seeking an Associate Wealth Advisor in Houston to assist CEO Kevin Roth. The advisor will engage with high-net-worth families, focusing on financial planning, tax strategy, and client relations. Ideal candidates have 2-3 years of experience, a Bachelor's degree, and must hold or pursue a Series 65 license. Competitive salary and benefits including a discretionary bonus, health insurance, and unlimited PTO are offered in a high-growth environment focused on professional development.
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Position Requirements
10+ Years
work experience
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