Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor for ultra high net worth individuals and families, foundations and endowments. Partner with internal and external experts to develop bespoke advice for clients. Provide exceptional client service while maintaining high ethical standards.

Requirements

• Record of academic and professional achievement
• Four plus years of private wealth management, financial services, or related professional experience
• Prior sales, fundraising, business development or investing experience preferred
• Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
• Demonstrated strong connectivity within an established network
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
• Exceptional client focus, business development, and relationship management skills
• Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
• Creative approach to problem solving and developing innovative solutions for clients
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Commitment to excellence and a high level of integrity