Wealth Advisor

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, thought leadership, and a commitment to personalized service. Our firm provides an unmatched opportunity for experienced advisors seeking to elevate their careers through equity ownership, a differentiated platform, and a strong growth trajectory.

Position Overview

We are seeking a seasoned Wealth Advisor with a proven ability to develop and manage high-net-worth client relationships. This role requires an established book of business that will transition to the firm, as well as a demonstrated ability to attract new clients through referrals, networking, and strategic partnerships. A successful candidate will have a strong reputation in the market, deep COI relationships, and an entrepreneurial mindset.

Key Responsibilities

  • Business Development & Client Acquisition:
    • Bring an established book of business and transition existing client relationships to the firm.
    • Proactively identify and cultivate new high-net-worth client relationships through personal networks, referrals, and professional partnerships.
    • Strengthen relationships with attorneys, CPAs, private equity professionals, and other COIs to generate a consistent pipeline of new clients.
    • Lead business development initiatives, including speaking engagements, client events, and firm-sponsored marketing efforts.
  • Client Relationship Management & Advisory Services:
    • Serve as a trusted advisor, delivering sophisticated wealth management solutions, including estate planning, tax-efficient strategies, and investment management.
    • Oversee the implementation of customized financial plans and ensure exceptional client service.
    • Actively monitor market trends, regulatory changes, and economic developments to provide proactive advice.
  • Leadership & Firm Growth:
    • Mentor junior advisors and support firm-wide initiatives to strengthen the team’s expertise and effectiveness.
    • Contribute to strategic growth initiatives, including firm leadership discussions and operational improvements.
    • Represent the firm as a thought leader at industry conferences, client engagements, and networking events.

Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field
  • CPWA, CFA, CFP, or similar designation preferred, or a willingness to pursue.
  • 5+ years of experience in wealth management, financial planning, investment management or a related field.
  • Established book of business with a proven track record of successfully developing   and retaining high-net-worth clients.
  • Strong business development skills, with the ability to generate new client relationships through referrals and professional partnerships.
  • Excellent leadership, mentoring, and interpersonal skills.
  • FINRA Series 65, or ability to obtain within 6 months of hire.
  • Entrepreneurial mindset with a commitment to firm growth and long-term equity participation.

Why Join Us?

This role presents an exceptional opportunity for experienced advisors looking to take their practice to the next level. By joining our firm, you will benefit from a high-growth environment, extensive resources, and the opportunity for equity ownership in one of Houston’s leading independent wealth management firms.

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.