Wealth Advisor

Tanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth. Position

Summary Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth Advisor’s primary role is to serve the needs of Tanglewood clients by fostering authentic, deep, and long-lasting relationships. This is accomplished by providing in-depth wealth planning advice based on a full and complete understanding of each client’s unique financial goals, needs and resources. The Wealth Advisor also works with clients to initiate and oversee plan implementation and updates.

Responsibilities Function as the primary trusted Wealth Advisor to firm clients. Lead the ongoing implementation, review, and maintenance of client’s wealth planning needs in all areas of planning. Collaborate with other Wealth Advisors at the firm as well as outside professionals (CPA, Estate Planning Attorney, etc). Keep current on financial planning topics including wealth transfer strategies, retirement needs, Social Security, and tax planning.

Qualifications Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus Minimum of 5 years of

experience in a client facing role engaging in the financial services, accounting, or estate planning field. CERTIFIED FINANCIAL PLANNER® (CFP®) designation Proven client relationship

skills to develop client trust for deeper insight and understanding of client needs and family dynamics. Ability to explain complex financial concepts and application in an easy-to-understand way. Must possess integrity, empathy, accuracy, and excellent problem-solving and time management

skills. Exceptional oral and written communication

skills are critical. Proficiency with Microsoft Office software suite. Familiarity with industry tech like Vanilla, Holistiplan, RightCapital. eMoney, and Salesforce is advantageous, but not required.

Compensation &

Benefits

Competitive

salaryBonus opportunity 401(k) with employer match, and profit sharingCompany-paid employee Health InsuranceEmployer HSA contribution Long-term disabilityLife insurance PTO and paid holidays Why Tanglewood?

A “clients first” cultureA fiduciary duty of care for all client relationships Modern workspace and a leading tech stackA rewarding place to work and growIndividual annual charitable giving allowanceFamily-friendly work environment Refreshments and weekly team lunches providedFree onsite parking