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

OGpBVml5Tk9UYWlPbzJmUzhQcVpCRi9J
  • 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

Fidelity National Financial

Agency Account Manager/Rep Job at Fidelity National Financial

Seeking an account manager to work with the #1 Title Insurer in the country to prospect and sign new customers as well as manage an existing agency customer. Location is flexible in Nebraska. Has a sense of urgency to increase revenues and grow the market Utilize...

360WOWINC

Sales / Driver Job at 360WOWINC

 ...lift up to 80 pounds to shoulder height throughout your shift. Weekend Availability: At least one weekend day (Saturday or Sunday)...  ...improvement. Minimum Requirements: Must be 18+, have a valid drivers license, and a great attitude. Why Wait? Start Your... 

CHS Inc

Seasonal CDL Driver Job at CHS Inc

 ...promptly and efficiently. Responsibilities may include: Prepare trucks for loading/unloading, which may require sampling, loosening...  ...regular housekeeping duties such as sweeping, shoveling, power washing, scraping and cleaning up spills. Complete appropriate record keeping... 

Jobot

Fully Remote Senior Tax Associate, CPA - Award-winning public accounting firm (Hiring Immediately) Job at Jobot

 ...Do you have an Active CPA and years of experience at a public accounting firm? If so, Please apply today! This Jobot Job is hosted by: Gary Morgan Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $70,000 - $100,00... 

Intuit

Senior Accountant-Revenue Recognition Job at Intuit

 ...that address financial risk and support business growth. Intuits Finance team drives business growth and profitability through strategic,...  .../Accounting with minimum of 4 years experience preferred; CPA/MBA highly desirable. A combination of Public and Industry Accounting...