Private Wealth Advisor Job at The Anderson Search Group, Houston, TX

SDNZVWwxdUt5bDRWMTFPdnBFZzdONE5GVXc9PQ==
  • The Anderson Search Group
  • Houston, TX

Job Description

Wealth Advisor - Houston, Texas

The Anderson Search Group has been engaged by a $600 million RIA in Houston to identify a Wealth Advisor. Because of this client's investments into technology and system processes and infrastructure, they are able to compete with multi-billion dollar firms while maintaining a close, family type culture. This firm is on a very aggressive growth trajectory and this is the perfect time to join them!

The Ideal Candidate Shall Possess:

  • Clean U4 and Series 7
  • 5+ years of comprehensive financial planning and investment management experience
  • Proven track record for developing their own book of business focused on the acquisition and service of HNW clients with a minimum of $10 million to invest
  • Portable book

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Tags

Local area,

Similar Jobs

BayCare Health System

Director of Physician Services Job at BayCare Health System

 ...consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy thats built on a foundation of... 

Insight Global

Senior Compliance Specialist Job at Insight Global

 ...various gaming systems and their applications. Familiarity with ERP Systems Leadership experience Day to Day: As a Senior Compliance Auditor, you will lead and conduct comprehensive audit engagements across various gaming operations, including slots, table games... 

Russell Tobin

Customer Service Representative Job at Russell Tobin

 ...Job Title: Customer Support Representative Location : 100% Remote, Time-zone Flexible (Between ET and PST) Job Type : Contract...  ...industry Qualifications : ~ Bachelors degree or equivalent work experience ~2+ years in a fast-paced customer service role (technology... 

Nanny Poppins Agency

Live-In Nanny Job at Nanny Poppins Agency

 ...Very Flexible Live-In Nanny for Twin Toddlers $62,400-$72,800 per year Compensation: $30-$32 per hour Schedule: Monday- Sunday ( Flexible Hours) Guaranteed HOURS: 40 Hours Per Week/ Very Flexible Travel With Family-Domestic & International/All Expenses Paid... 

ProMedica Toledo Hospital (TH)

Activities assistant - care Job at ProMedica Toledo Hospital (TH)

 ...Arden Courts ProMedica Memory Care Warminster (located in Hatboro) is hiring a part-time Activities Assistant As an Activities Assistant (Lifestyle Enrichment Assistant), you provide daily activity programs for the residents and assist the Activities Coordinator...