Summary:

We are seeking a strong Wealth Advisor with an Ultra High Net Worth clientele background to join our award-winning (for culture and performance) investment bank in Houston.

Ideal candidates are skilled with building rapport with all types of partners and clients, internally and externally, bringing in new business. This role reports into the Investment Strategies team, primarily leading the ongoing Partner and Client service and advisory efforts for many of the firm’s longest-tenured and deepest Partner relationships.

Responsibilities:

• Develop new business with Ultra High Net Worth clientele
• Advise investment strategy
• Build a network with the professional community i.e. CPA’s, attorneys, to generate sales referrals
• Stay in contact with clients to gain additional business
• Manage communications and relationships with key Partners and Clients
• Monitor investments and successfully provide periodic reviews

Required Skills and Experience:

• 8+ years of proven business development experience with Ultra High Net Worth clientele
• Ability to build and maintain strong relationships
• Exceptional organizational and written communication skills and exacting attention to detail
• High-level functional knowledge of modern portfolio theory and asset allocation tools
• High-level functional knowledge of estate and tax planning techniques and structures
• Proficient in Microsoft Office Suite
• Basic competencies in CRM software with an ability to expand
• Bachelor’s degree required
• CTFA, CFP, AIF, JD, CWS etc. are a plus
• FINRA licenses are a plus