Associate Wealth Advisor

Associate Wealth Advisor

Location: Houston, TX
Job Type: Full-Time

About Us

We are one of the largest and fastest-growing independent wealth management firms in Houston, TX, serving high-net-worth and ultra-net-worth clients. Our firm is built on a foundation of excellence and a commitment to personalized service. Our firm’s unique platform, built on thought leadership and deep industry expertise, provides an unmatched opportunity for advisors looking to grow their careers.

Position Overview

We are seeking an experienced, early/mid-career Associate Wealth Advisor to focus on business development, build strong client relationships, and deliver exceptional wealth management services. Success in this role will be measured by the advisor’s ability to attract and retain high-net-worth clients through referrals, networking, and professional partnerships. While an existing book of business is not required, a proven track record in developing new client relationships or business development is essential.

Key Responsibilities

  • Business Development & Client Acquisition:
    • Proactively identify, engage, and cultivate relationships with high-net-worth individuals, families, and business owners.
    • Develop and maintain referral networks with attorneys, CPAs, and other centers of influence (COIs) to generate new client opportunities.
    • Leverage firm resources, marketing initiatives, and events to expand client base and drive revenue growth.
  • Client Relationship Management & Financial Planning:
    • Serve as a trusted advisor, providing tailored financial solutions, including investment management, estate planning, and tax strategies.
    • Collaborate with internal teams to deliver exceptional client service and ensure seamless execution of financial plans.
    • Stay informed on market trends, investment opportunities, and regulatory updates to provide high-quality advice.
  • Professional Growth & Firm Contribution:
    • Engage in firm-sponsored networking and business development initiatives.
    • Contribute to thought leadership through industry events, educational seminars, and client workshops.
    • Support the firm’s long-term growth by mentoring junior team members and contributing to strategic initiatives.

Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field
  • CPWA, CFA, CFP, or similar designation preferred, or a willingness to pursue.
  • 3+ years of experience in wealth management, financial planning, investment management, or a related field.
  • Proven ability to develop new client relationships through networking, referrals, and COI partnerships.
  • Strong interpersonal, communication, and presentation skills.
  • FINRA Series 65, or ability to obtain within 6 months of hire.
  • Entrepreneurial mindset with a drive to grow within the firm and take on increasing responsibility.

Why Join Us?

This role offers an exceptional opportunity to build a successful career in wealth management, with a clear path to a Senior Wealth Advisor role. As part of our team, you will have access to a differentiated platform, extensive resources, and the mentorship needed to expand your client base and accelerate your professional growth.

If you are interested in joining Segment Wealth, please send your Resume and Cover Letter to careers@segmentwm.com. *Please specify which position you are applying for.