Job Description
Join Houston's premier wealth management firm as a Financial Advisor and transform your career trajectory. We're seeking ambitious professionals to build client portfolios while leveraging our industry-leading technology and comprehensive training programs. Enjoy uncapped earning potential in a dynamic market with a supportive team culture that values growth and innovation.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Drive business development through networking and referral generation
- Stay current with SEC/FINRA regulations and compliance standards
- Collaborate with portfolio managers on complex financial planning cases
- Utilize CRM systems to track client interactions and opportunities
Qualifications
- Bachelor's degree in Finance, Business, or related field
- FINRA Series 7, 66, and Texas state insurance licenses
- 3+ years of financial services or client-facing sales experience
- Proven track record in meeting/exceeding sales targets
- Strong analytical skills and market knowledge
- Exceptional communication and presentation abilities
- CFP designation preferred
- Ability to thrive in a commission-driven environment