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About the Company
Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.
Location
Greater Houston Metropolitan Area, TX. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.
What You Will Do
Who You Are
Education & Qualifications
Flexibility & Work-Life Integration
Relationship Manager
The Opportunity
Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time.About the Company
Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.
Location
Greater Houston Metropolitan Area, TX. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.
What You Will Do
- Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
- Coordinate prep work and drive execution for client strategy meetings.
- Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers—on comprehensive tax, estate, and business decisions.
- Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
- Assist with credit, cash flow execution, and treasury management across client balance sheets.
- Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
- Oversee action-item tracking and operational compliance across the practice.
Who You Are
- 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
- Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
- Proficiency with CRM systems and financial reporting software.
- Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
- Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
- Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
- Excellent written and verbal communication skills with high discretion handling sensitive financial information.
Education & Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field required.
Flexibility & Work-Life Integration
- Work Structure: Onsite office environment paired with regional client meetings and occasional remote options.
- Schedule: Full-time schedule focused on client availability during market and business hours, paired with standard workplace flexibility.
- Environment: Relationship-focused firm emphasizing long-term career growth, mentorship, and structured progression.