Executive Assistant, Wealth Management

Job overview

The Executive Assistant, Wealth Management role is onsite in Houston, TX, with an annual salary of $70,000–$85,000. Oak Harvest Financial Group helps individuals and families prepare for retirement through coordinated investment, income, tax, health care, and estate planning. Working directly with the CEO, this role brings structure to competing priorities and helps move business initiatives forward. It combines executive support, business operations, and project coordination, including practical use of AI and productivity tools while protecting confidential information.

What you'll do

• Manage the CEO's calendar, inbox, and scheduling
• coordinate travel, itineraries, expenses, and reimbursements
• prepare meeting and speaking-engagement materials
• connect the CEO with employees, clients, and professional partners
• track decisions, deadlines, and action items
• use AI and productivity tools to research, draft communications, organize information, and improve workflows
• handle sensitive information discreetly
• support personal scheduling, projects, and occasional errands.

What we're looking for

Skills & competencies

executive assistant

wealth management

ceo support

business operations

project coordination

ai tools

houston tx

oak harvest

$70k–$85k annually

medical dental vision

401(k) match

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• ancillary benefits
• 401(k) with company match
• paid time off and holidays
• professional development opportunities.

Why this role

Requires 10+ years of progressively responsible experience in executive support, business operations, or business ownership, including at least five years directly supporting a CEO. Some evening availability and local and occasional out-of-town travel for work events are required.

About the employer

Oak Harvest Insurance Services. LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.