Senior Wealth Advisor

Employee Type: Direct Hire
Experience: Financial Planning
Location: Houston, TX
Job Reference #: 49-102267MG
Salary: $120-140K
Company Industry: Wealth Management
Job Title: Senior Wealth Advisor

Position Summary

Impact the 2018 goals of this entrepreneurial wealth management firm located in central Houston. They are seeking a Sr. Wealth Advisor to provide independent and comprehensive financial advice to their clients. Your skills will be highly instrumental in their projected growth.

Responsibilities for Senior Wealth Advisor

*	Manage and facilitate wealth planning process
*	Serve as expert on the wealth planning process, providing mentorship and education to clients, alliances and team members 
*	Facilitate Business Development and Extend the referral network for the organization
*	Maintain knowledge of key financial, investment and risk management concepts

Qualifications for Senior Wealth Advisor

•	7+ years of experience with advanced wealth planning -or- legal, tax and business planning
•	Licenses and credentials: CFP or JD

Compensation & Benefits for Senior Wealth Advisor

•	Salary : $120-140
•	Benefits : Full time, permanent employees are eligible for:
	o	Paid holidays, vacation, and personal time off
	o	Medical, dental, and vision insurance
	o	Short and Long Term Disability
	o	Life Insurance
	o	401(k) retirement plans

Position Type for Senior Wealth Advisor

Direct Hire

If you have questions concerning this position, please contact  Molly Gutierrez.
Thank you for choosing Burnett Specialists.    Equal Opportunity Employer M/F/D/V

Meet your Recruiter

Molly Gutierrez
Sr. Recruiter - Accounting, Finance & Supply Chain
Pairing great companies with great accounting, finance and supply chain professionals in Houston and around Texas!
Company Name:   Burnett Specialists