Houston, TX | $140k–$170k

Are you a strategic financial visionary ready to lead, inspire, and deliver transformative results? Our client, a prestigious financial services organization in Houston, TX, is seeking an experienced SVP, Financial Planner to join their executive team. This is a unique opportunity to drive wealth strategies at the highest level while influencing business growth and client success.

What You’ll Do:

As the SVP, Financial Planner, you will be the cornerstone of our clients’ financial futures, leveraging your expertise to craft innovative, tailored financial strategies. Your responsibilities will include:

• Lead and mentor a high-performing team of financial planners, ensuring top-tier client service and adherence to best practices.

• Develop comprehensive wealth management strategies, including retirement planning, estate planning, tax optimization, and investment advisory.

• Build and nurture relationships with high-net-worth clients, delivering customized solutions that align with their financial goals.

• Collaborate with internal teams, including investment, trust, and tax specialists, to create integrated solutions for complex financial scenarios.

• Analyze market trends and regulatory changes, translating them into actionable strategies that protect and grow client assets.

• Serve as a trusted advisor to executive leadership, contributing to strategic business planning and organizational growth.

What You Bring:

• 10+ years of progressive experience in financial planning or wealth management, with a track record of success leading teams.

• CFP®, CFA®, CPA, or equivalent professional certifications preferred.

• Strong knowledge of investment products, retirement plans, estate planning, and tax strategies.

• Exceptional leadership, communication, and client relationship skills.

• Proven ability to think strategically, solve complex financial challenges, and influence key stakeholders.

Why This Role:

• Competitive salary range of $140k–$170k, with performance-based incentives.

• Opportunity to shape and lead a high-impact team within a respected financial organization.

• Houston-based position with dynamic growth potential and exposure to high-net-worth clientele.

• Collaborative, high-energy culture that values innovation, expertise, and client-first thinking.

This is more than a financial planning role—it’s a chance to lead, innovate, and make a measurable impact on the wealth and success of our clients while advancing your executive career.