Position Title: Associate Wealth Advisor. Summary. Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Client Responsibilities. Draft, deliver financial plans (subject to review), answer questions, follow-up, and ensure action items are completed. Implement financial plans and recommenda...
Position Title. Operations Associate III (Sr.). Reports To: Operations Manager - Data & Reporting. FLSA Status. Exempt. Department. OPSDPT. Summary. The Operations Associate III works closely with the Director of Operations and Operations Manager to assist with day-to-day operations of the firm. This role is responsible for daily management of the entire operational life-cycle of the following processes: opening new account registrations, facilit...
Position Title. Portfolio Manager III. Reports To. Chief Investment Officer. FLSA Status. Exempt. Department. Investments. Summary. The Portfolio Manager III collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing portfolios, leading project level reviews, and participating in the firm’s Investment Committee. The re...
Position Title: Wealth Advisor III. Location: 1333 West Loop South, Ste 1500, Houston, TX 77027. Eligibility for Remote: No. Grade: Commission. Job Posting. What The Role Is. A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of an Linscomb Wealth, Wealth Advisor, and they have done so over a long period of ...
Position Title: Wealth Advisor II. Location: Houston, TX or The Woodlands, TX. What The Role Is. A Linscomb & Williams Wealth Advisor II (WA II) is in the beginning stages of the client book building process, working closely with others from the firm’s Wealth Advisory team to engage with existing and prospective clients. A WA I’s primary focus is client book development, and they should demonstrate a baseline ability to manage and lead client rel...
