Job Description
Join Houston's premier wealth management team where all equipment is provided to accelerate your success! We're seeking ambitious Financial Advisors to build client portfolios while leveraging our state-of-the-art technology suite. Enjoy competitive base salary, uncapped commissions, and comprehensive benefits in a dynamic growth environment. Our Houston office offers mentorship from industry veterans and exclusive access to high-net-worth client networks.
Responsibilities
- Develop personalized financial plans for high-net-worth clients using proprietary software
- Execute investment strategies using provided CRM and portfolio analysis tools
- Build client relationships through digital outreach and networking events
- Analyze market trends using real-time data platforms provided by the firm
- Meet revenue targets while maintaining compliance with FINRA regulations
- Collaborate with in-house legal and tax specialists
- Present portfolio performance reports using provided presentation software
Qualifications
- Series 7 & Series 66/63 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial services sales or advisory experience
- Proven track record of meeting/exceeding revenue targets
- Strong proficiency in financial modeling software (tools provided)
- Exceptional presentation and communication skills
- Texas SBL certification (or ability to obtain)
- Experience with CRM platforms (Salesforce experience preferred)