Private Wealth Partner

Skybound Wealth Management

. Cultivate and maintain long-lasting relationships with high-net-worth individuals, business owners, and expatriates .

Posted 10/21/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management, financial advisory, and portfolio management, with a strong focus on tax optimization and estate planning. Proven ability to cultivate relationships with high-net-worth individuals and ensure compliance with SEC regulations and international standards.

Highest-signal resume keywords

Wealth ManagementPortfolio ManagementTax OptimizationEstate PlanningSeries 65

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment KnowledgeRisk ManagementAsset AllocationFinancial Planning

Soft Skills

CommunicationInterpersonal SkillsIndependent WorkRelationship Management

Tools & Technologies

Financial Planning Software

Certifications & Qualifications

Series 65Series 66

Industry Keywords

High-Net-Worth IndividualsSEC RegulationsInternational Financial Landscape401(k)IRAHSA529 Plans

About the role

Key responsibilities & impact

Cultivate and maintain long-lasting relationships with high-net-worth individuals, business owners, and expatriates
Provide personalized investment advice and holistic wealth management services
Deliver goal-based planning, tax optimization, estate planning, and portfolio management
Develop and implement strategies integrating clients’ international assets into cohesive, tax-compliant financial plans
Understand and align model portfolio strategies from firms such as JP Morgan with clients’ time horizons, tax positions, risk tolerances, and needs
Monitor global and local financial markets, economic trends, and investment opportunities
Collaborate with tax advisors, estate planners, portfolio managers, and internal teams
Ensure advice and actions comply with SEC regulations and international standards
Independently develop and manage long-term client relationships and multiple client portfolios

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, or a related field
Minimum of 3–5 years of experience in wealth management, financial advisory, or private banking
Series 65, Series 66, or other equivalent FINRA qualifications
In-depth knowledge of financial products, investments, tax laws, and estate planning
Proficiency in portfolio management, asset allocation, and risk management strategies
Excellent communication and interpersonal skills
Familiarity with financial planning software and tools
Ability to work independently and manage multiple client portfolios effectively
Understanding of U.S. accounts, including 401(k)s, IRAs, HSAs, and 529 plans
Understanding of domestic and international financial landscapes
Ability to ensure financial advice and actions adhere to SEC regulations and other international standards

Benefits

Comp & perks

Comprehensive remuneration package with benefits
Cutting-edge technology, including the proprietary Plume platform
Marketing support
Dedicated training
Operational assistance
Career development opportunities
Continuous learning
Professional certifications
Collaborative team environment
Supportive team setting
Diverse and inclusive workplace