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Senior Wealth Advisor – Equity Opportunity for HNW
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-08
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Windward Recruiting is seeking a seasoned Wealth Advisor to develop and manage high-net-worth client relationships in Houston. The role emphasizes referrals, COI partnerships, and entrepreneurship, with equity participation potential.
The ideal candidate has a strong market reputation, extensive COI connections, and a proven track record in wealth management, financial planning, and investment management. A bachelor’s degree and relevant credentials are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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