Our client, an Independent Fee-Only RIA seeks a Lead Advisor to join the Houston team in servicing an existing book of clientele (150M AUM). This is an opportunity to play a key role in the succession plan for the Lead Wealth Advisor as well as new strategic initiatives focused on growing the local market. The Firm offers in-house investment management as well as comprehensive financial, estate, tax, and retirement planning for high-net-worth clientele with a solid track record of building outpe
Our client, an Independent Fee-Only RIA seeks a Lead Advisor to join the Houston team in servicing an existing book of clientele (200M+ AUM). This is an opportunity to play a key role in the succession plan for the Lead Wealth Advisor as well as new strategic initiatives focused on growing the local market. Currently, the office is comprised of the current Lead Advisor who is nearing retirement, and 1 Client Services Associate. For the right person, the Houston office represents a tremendous opp
