Job Description
Join Houston's premier wealth management firm as a Financial Advisor! We're seeking dynamic professionals to build client portfolios and drive financial growth. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation. Our state-of-the-art downtown office offers modern amenities and networking opportunities with industry leaders. Why Apply? Competitive base salary + performance bonuses, health benefits, retirement plans, and professional development stipends. Who We Want: Self-motivated individuals with a passion for financial planning and client success. Apply Today! Your dream career in finance awaits.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain robust client relationships through personalized service
- Analyze market trends to optimize investment portfolios and risk management
- Exceed quarterly sales targets for new client acquisition and assets under management
- Stay current on SEC regulations, tax laws, and fiduciary standards
- Collaborate with internal teams to deliver seamless client experiences
- Participate in community outreach to expand firm visibility
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63/65) licenses required
- 3+ years of financial advisory or sales experience
- Proven track record of meeting/exceeding sales targets
- CFP or CFA designation preferred
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Texas State Securities license