Lead Wealth Advisor | Houston, TX

Detailed Information

  • Location: Houston, TX

  • Company: Simplex

management as well as comprehensive financial, estate, tax, and retirement planning for high-net-worth clientele with a solid track record of building outperforming portfolios from individual securities and fixed-income positions. The Firm also has a meaningful offering for institutions.

Required Qualifications 5-10+ years of wealth management experience as a lead advisor with a strong financial planning or investment management background Excellent interpersonal skills with the ability to inspire trust and confidence in high-net-worth clientele through active listening and quality questions Local to Houston Experience developing business from external channels Desire to spend time developing

new business opportunities through COI’s, strategic initiatives, M&A, marketing etc. Clean U4 Compensation expectations are flexible based on expected contribution Preferred Qualifications (Not Required) CFP, CFA or top tier MBA are a plus Portable book of business 100m+ AUM

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