Investment Advisor / Business Development Manager

A well-established RIA with over $6.5 billion AUM is seeking an experienced Investment Advisor/Business Development Manager to help grow its presence in the Houston market. This opportunity is focused on building strategic partnerships via the SAN and WAS CRP program, developing new client relationships, and driving net new asset growth.

DUTIES & RESPONSIBILITIES

• Drive new business development and achieve targeted net new asset growth.
• Develop and maintain relationships with financial consultants at Schwab and Fidelity branches in the Houston area.
• Leverage national referral programs and community connections to generate new opportunities
• Support marketing efforts by presenting at client/prospect events and implementing firm initiatives
• Collaborate with internal teams across marketing, client service, and regional leadership
• Transition closed business to internal Relationship Wealth Advisors
• Track and report on client acquisition and business development KPIs

QUALIFICATIONS

• Bachelor’s degree in financial services or related field
• FINRA Series 65/66 OR other industry designation (CFP, CFA, etc)
• Minimum 10 years of experience in wealth management or financial services business development
• Proven success with Schwab and Fidelity referral platforms
• Established relationships in the Houston financial community
• Strong sales, presentation, and relationship-building skills
• High integrity, collaborative mindset, and professional drive