Westlake, Texas, United States · On-site
Company Overview At Stansberry Asset Management (SAM), we believe great work starts with a great workplace. As a certified Great Place to Work®, we are proud to foster a collaborative, supportive, and purpose-driven …
Skills: Financial Planning, Investment Management, Tax Planning, Estate Planning, Risk Management
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The Wealth Manager will develop tailored financial strategies and manage investment portfolios for high-net-worth individuals and families. They are responsible for conducting comprehensive financial assessments and maintaining long-term client relationships through proactive guidance.
Candidates must have a Bachelor's degree in Finance or Business, a Series 65 license, and either a CFP certification or be actively pursuing one. A minimum of 3 years of experience in wealth management or a related advisory role is required.
At Stansberry Asset Management (SAM), we believe great work starts with a great workplace. As a certified Great Place to Work®, we are proud to foster a collaborative, supportive, and purpose-driven culture where employees feel valued, empowered, and connected to meaningful work every day.
At SAM, our team plays a direct role in helping clients achieve their financial goals and build lasting financial confidence. That sense of impact drives both personal fulfillment and professional excellence across our organization.
Our culture is built on collaboration, transparency, inclusion, and mutual respect. We maintain an open-door leadership approach that encourages communication, values diverse perspectives, and creates a genuine sense of belonging.
While technical expertise is important, we believe long-term success starts with the right mindset and cultural fit. We seek individuals who are committed to excellence, integrity, teamwork, and continuous growth. Skills can be developed, but a strong work ethic, positive attitude, and client-first mentality are essential to thriving at SAM.
Joining SAM means more than starting a new job, it means becoming part of a team and community that is invested in your success and growth.
Stansberry Asset Management is a boutique wealth management firm dedicated to delivering personalized financial planning and advisory services to high-net-worth individuals and families.
As a Wealth Manager, you will partner closely with clients to understand their financial goals, develop tailored strategies, and provide comprehensive guidance to support their long-term financial success. This role requires strong relationship management skills, technical expertise, and a proactive, client-centered approach to wealth planning.
This job description is intended to provide a general overview of the responsibilities and expectations for this role. It is not exhaustive and may be subject to change based on the needs of the company. Employees may be required to perform additional duties as assigned.
At SAM, we pride ourselves on independent thinking. We focus on putting the clients’ needs above our own and avoid the one-size-fits-all package by creating tailored portfolios that cater to your individual goals. SAM believes in multi-asset class investing focusing on stocks and bonds, but also in less traditional assets such as merger arbitrage, commodities and real estate. Our approach to investment management is sophisticated, active and informed with a focus on managing risk and preserving capital. Whether you’re just starting out in the world of investment or want to work with an advisor who understands your needs, SAM’s team of Wealth Managers will work with you to understand your investment goals and how SAM may be the solution for you. Stansberry Asset Management (“SAM”) is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training.
Offices: 1600 Solana Blvd., Suite 8100, Westlake, Texas 76262, US
At SAM, we pride ourselves on independent thinking. We focus on putting the clients’ needs above our own and avoid the one-size-fits-all package by creating tailored portfolios that cater to your individual goals. SAM believes in multi-asset class investing focusing on stocks and bonds, but also in less traditional assets such as merger arbitrage, commodities and real estate. Our approach to investment management is sophisticated, active and informed with a focus on managing risk and preserving capital. Whether you’re just starting out in the world of investment or want to work with an advisor who understands your needs, SAM’s team of Wealth Managers will work with you to understand your investment goals and how SAM may be the solution for you. Stansberry Asset Management (“SAM”) is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training.
Offices: 1600 Solana Blvd., Suite 8100, Westlake, Texas 76262, US
