Job Description
Join Houston's premier wealth management firm as a Financial Advisor and transform your career into a legacy. We're seeking dynamic professionals passionate about empowering clients to achieve financial freedom through personalized investment strategies. Our award-winning team combines cutting-edge technology with human-centric service, providing you with unmatched resources and mentorship. Enjoy competitive compensation, comprehensive benefits, and a culture that celebrates growth and innovation. Located in the heart of Houston's energy corridor, you'll collaborate with industry leaders while building your book of business. Why choose us? We offer uncapped earning potential, CE reimbursement, and exclusive access to institutional partnerships. Ready to build your future?
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients including retirement, estate, and tax strategies
- Build and maintain a robust client portfolio through proactive relationship management
- Analyze market trends and economic indicators to optimize investment portfolios
- Drive new business acquisition through networking, referrals, and digital marketing
- Ensure compliance with FINRA regulations and maintain all required certifications
- Collaborate with internal teams (legal, tax) to deliver integrated solutions
- Utilize CRM systems to track client interactions and pipeline metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and Texas state securities licenses (or ability to obtain immediately)
- 3+ years experience in financial services or wealth management
- Proven track record of meeting sales targets and client retention
- Exceptional communication skills with ability to translate complex concepts
- Certified Financial Planner (CFP) designation strongly preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid driver's license and ability to travel locally for client meetings