Investec is a boutique wealth management firm founded 35 years ago in 1984. We have grown to be one of the Top Money Management Firms & Largest Independent Wealth Management Practices as recognized by the Houston Business Journal. As we continue to grow, we are looking for an experienced and passionate Wealth Advisor to join our team.
The Senior Wealth Advisor will serve as the primary point of contact of the client relationship. This position has the responsibility of managing existing client relationships, which includes but is not limited, to communicating and implementing comprehensive financial plans for clients in coordination with their investment portfolio objectives and strategies.
Duties and Responsibilities
Service & manage relationships for a cadre of Investec’s existing clients
Ability to analyze and provide clarity around investment strategies and recommendations that are suitable for clients based on their goals.
Coordinate comprehensive financial planning and wealth management strategies for clients (retirement planning, estate planning, charitable planning, insurance planning, education planning, income tax planning and investment management)
Collaborate with the firm’s Financial Planners in creating and maintaining client’s financial plans
Implement recommendations and strategies with assistance from Senior Wealth Advisors and support staff
Lead client meetings while reinforcing the firm’s value proposition through our comprehensive planning process
Develop new clients through COI’s and personal relationships as well as from referrals from firm clients being serviced
Passionate about serving clients
10+ years of wealth management/financial services experience required
Certified Financial Planner (CFP) designation preferred or CPA, PFS, CIMA etc.
Experience helping grow a wealth management practice strongly preferred
Experience delivering comprehensive wealth management services to families
Ability to collaboratively coordinate and work on multiple, concurrent projects
Experience overseeing junior-level advisors a plus
Additional Salary Information: Salary and Benefits
•Salary will be based on experience
•Incentive bonus based on 110% effort
•Benefits include PTO, health care, profit sharing,
and 401(k) match
About Investec Wealth Strategies
Investec is a boutique wealth management firm based in Houston, TX that has been serving affluent individuals and families for more than 30 years. We help you align your financial life so you can focus on the things that matter most to you: spending time with family, enjoying a comfortable lifestyle, nurturing future generations, making a difference through charitable work, or experiencing those travel adventures you've been planning for years.The knight, featured in our logo, is a chess piece that moves in all directions. Experienced chess players know the knight's versatility is critical in implementing those forward-looking strategies essential to winning. Investec's wealth management strategies are designed to give you the flexibility and confidence to meet your financial goals. We accompany you on the journey, enabling you to spend your time and energy on the benefits of your wealth, not on the management of it.