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Senior Wealth Manager

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Leah Yosef International
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele.

No portable book of business required. Not a commissioned sales role.

Opportunity
  • Serve as a Wealth Advisor in an ensemble practice with collaborative approach to relationship management and a true Multi-Family Office service model
  • Advise high net worth and ultra high net worth families (25M+ net worth’s) on holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
  • Promote teamwork in the office, developing and mentoring associate advisors.
  • Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent benefits.
Requirements
  • 10+ years of experience in wealth management
  • Demonstrated success managing UHNW relationships
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Position Requirements
10+ Years work experience
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