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Vice President of Wealth Management
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-01
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Boutique Investment & Wealth Management RIA with $3B+ AUM seeks an experienced Senior Wealth Advisor to inherit and continue to grow a high-net-worth and ultra high net worth client base.
Highlights- Serve as the succession plan for a founding partner with 1B+ AUM spread across 40 households.
- No portable book of business required. Not a commissioned sales role.
- The Firm offers access to an exceptional investment platform, integrated planning capabilities, and a flexible hybrid work culture.
- Extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s as well as a strong suite of alternatives.
- Base salary $150,000+, in addition to profit, performance and business development based bonuses.
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