Finance - Banking Attorney in Houston, TX

In-House

Houston, TX

Finance - Banking Attorney in Houston, TX

Attorney

Min 10 yrs required

No

Salary: $100,000 - $150,000

Private Client Advisor - Houston, Texas

At **Members Only**, we are dedicated to helping individuals and businesses achieve financial success and security. As a Private Client Advisor, you will be a key player in driving Responsible Growth by acquiring new clients, deepening existing client relationships, and providing a Branded Client Experience. With over 10 years of experience in private banking or complex financial services, you will act as a trusted advisor to clients, offering integrated recommendations and solutions to meet their specific needs.

Key Responsibilities:

• Lead the Client Management Process within the client team to identify new business development opportunities
• Source new clients in alignment with the bank's established risk appetite
• Deliver a Branded Client Experience by providing meaningful interactions and understanding clients’ needs and preferences
• Advocate for clients and prospects as their trusted advisor, offering a holistic approach to wealth management
• Encourage the use of digital capabilities to enhance the client and client team experience
• Build relationships with internal and external partners and centers of influence

Qualifications:

• 10+ years of private banking or complex financial services experience OR equivalent financial services/business experience
• Proven track record of driving new business development for target client segment ($3MM++ investable assets)
• Ability to present a holistic approach, leveraging the entire Private Bank platform to clients
• High touch, client-focused individual with exceptional interpersonal skills
• Ability to influence and close business, with strong sales and financial aptitude
• Skilled negotiator and team player, able to collaborate closely with other team members
• Holds Series 7, 63, and 65 (or Series 7 and 66) licenses (unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
• MBA or Post-Graduate Degree preferred, with additional certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a significant plus

Skills:
• Business Development
• Client Management
• Client Solutions Advisory
• Prospecting
• Wealth Planning
• Analytical Thinking
• Oral Communications
• Referral Management
• Relationship Building
• Risk Management
• Active Listening
• Attention to Detail
• Collaboration
• Decision Making
• Loan Structuring

This full-time position offers a competitive salary of $100,000 - $150,000, along with a comprehensive benefits package to support the physical, emotional, and financial well-being of our employees and their families. We also offer flexibility in the workplace and a commitment to diversity and inclusion for all our employees. Join us at **Members Only** and make a difference in the lives of our clients and communities. Apply now!

H1: Private Client Advisor - Join **Members Only**'s Houston Team!
H2: Drive Responsible Growth and Make an Impact as a Private Client Advisor
H2: Build Relationships, Advocate for Clients, and Deliver a Branded Client Experience