Wealth Advisor | Houston, TX

Detailed Information

  • Location: Houston, TX

  • Company: Simplex

of the current Lead Advisor who is nearing retirement, and 1 Client Services Associate. For the right person, the Houston office represents a tremendous opportunity to grow both organically as well as via acquisition and to grow into a Lead Advisor role managing a larger team and book of business.

The Firm offers in-house investment 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 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 Clean U4 Compensation expectations are flexible based on expected contribution C FP, CFA or top-tier MBA are a plus

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