CFP Logo.png

AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

AltruVista is credentialed by the Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for competent and ethical personal financial planning.

Follow AltruVista

  • Twitter
  • Facebook
  • LinkedIn - Grey Circle

Become an AltruVista Insider

Join our mailing list to stay current on new content and upcoming events from AltruVista.

©2016 AltruVista LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Are you an AltruVista client? Login

Join the Altruvista Team.

CAREERS

Please check below for our available positions.

Do you have an appreciation for entrepreneurs, a passion for Wealth Planning and a desire to make an impact within a growing organization?

 

We are looking for an experienced, self-motivated Associate Wealth Advisor to work on our established Wealth Planning Team. The Associate Wealth Advisor will work with a Senior Advisor and the AltruVista Wealth Planning Team to ensure a superior client experience. As the primary trusted advisor to our high net worth clients, the Associate Wealth Advisor maintains a pulse on everything that impacts our clients, and is responsible for overall client management and retention. Specifically, you will be asked to do the following:

 

Our Associate Wealth Advisor will work with a Senior Advisor and the AltruVista Wealth Planning Team to ensure a superior client experience through our planning process. As the primary trusted advisor to our clients, the Associate Wealth Advisor maintains a pulse on everything that impacts our clients and is responsible for overall client management and retention. 
Specifically, you will be asked to do the following:

 

Client Relationship Management

  • Facilitate the AltruVista wealth planning process, serving as the primary point of contact for clients, their families and their team of partners and advisors

  • Prepare for, lead and quarterback to completion all ongoing client meetings and client service activities

  • Maintain responsibility for all client contact and communication

 

Wealth Planning

  • Build comprehensive, customized financial plans designed to meet the specific needs and concerns of our entrepreneurial clients

  • Embrace the investment strategy of the organization, providing education to clients as well as answering their questions and delivering investment recommendations

  • Holistically monitor clients’ portfolios to ensure they adhere to the outlined plan

  • Continually reinforce our value proposition with clients and encourage referrals

  • Stay current on products, services and regulations that could impact our clients

  • Direct and monitor workflows required to service clients

 

Strategic Alliance Development

  • Develop strategic relationships with our partners to refer business and enrich the client experience

  • Participate in the planning and execution of strategic alliance events

 

Preferred Experience and Skills:

  • An appreciation for, and understanding of, entrepreneurs

  • Knowledge of key financial, investment and risk management concepts

  • A passion to help clients achieve their goals, and a desire to strengthen alliance partnerships to facilitate this work

  • Strong attention to detail

  • Outstanding communication and relationship building skills

  • Experience financial planning and CRM tools

  • 4+ years of financial planning, family office and/or investment advisory experience with high net worth clients

  • Registrations and credentials: CFP®, Series 65

  • Bachelor’s degree, preferably with a concentration in business, economics or financial planning

 

JOIN OUR TEAM

Upload Resume
Upload supported file (Max 15MB)

GET IN TOUCH

AltruVista

3555 Timmons Lane, Suite 915

Houston, TX 77027

713.581.2440

Broker Check logo.png
AV logo color.png