Job Description
Join Houston's premier wealth management firm and transform clients' financial futures. As a Financial Advisor, you'll build lasting relationships while delivering personalized investment strategies, retirement planning, and comprehensive wealth solutions. Our award-winning team combines cutting-edge technology with personalized service to drive exceptional client outcomes. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative, growth-oriented environment.
Responsibilities
- Develop and execute customized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends and economic data to optimize investment portfolios
- Provide expert guidance on retirement planning, tax strategies, and estate planning
- Utilize CRM systems to track client interactions and pipeline management
- Collaborate with internal specialists (tax, legal, insurance) for holistic solutions
- Comply with FINRA regulations and maintain industry certifications
Qualifications
- Series 7, 66 (or 63 & 65) licenses required with active FINRA membership
- 3+ years of financial advisory experience with proven track record
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Strong demonstrated ability to develop new client relationships
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication, presentation, and negotiation skills
- Valid Texas State Securities License
- CFP designation highly desirable