Lead Wealth Advisor

$275,000 – $625,000 | Houston office or fully remote

Wealth Advisor – Houston

Houston wealth is complex. The advisors winning it have the right platform behind them.

Oil and gas executives with layered compensation. Physicians from the Texas Medical Center. Owners planning a sale or succession. These clients need more than a portfolio, and they are increasingly choosing advisors who can bring real planning firepower. Our client, a nationally recognized and fast-growing wealth management firm, is adding experienced advisors across Houston and the Gulf Coast and is actively interviewing.

What you'll handle:

• Lead relationships with energy executives, physicians, and business owners across greater Houston.
• Plan around restricted stock, performance shares, deferred compensation, and concentrated energy positions.
• Advise physicians on practice economics, retirement plan design, asset protection, and liability planning.
• Support owners through succession, recapitalization, or sale, coordinating with in-house specialists and outside advisors.
• Construct portfolios using open-architecture managers, tax-managed equity, alternatives, and income strategies.
• Transition your existing book with dedicated operational support, consistent with your agreements and the Broker Protocol where applicable.
• Grow through medical, energy-sector, and professional referral networks.

Highlights of the platform:

• Full control of your client relationships under a respected national brand.
• Houston office or remote work from any U.S. city.
• Specialist support for executive comp, concentrated stock, and business exits.
• Transition staff coordinating operations, compliance, and marketing.
• Latitude to expand your team and deepen your niche.

Pay and transition terms:

• A transparent, production-based revenue share.
• A transition deal shaped around trailing-12 revenue and the size and profile of your book, which may include upfront and asset-based components.

Requirements:

• 7 or more years serving clients as a financial advisor, wealth manager, or planner.
• Ideally $50M+ in AUM or $400K+ in trailing-12 revenue; all experienced advisors will be considered.
• Experience with energy executives, medical professionals, or business owners.
• Series 7/66 or 65 preferred; CFP®, CPWA®, or CIMA® a plus.
• Clean regulatory record and strong networking skills.

The right platform can change the trajectory of your practice. Find out how yours would fit in a strictly confidential conversation.