Job Description
Join Houston's premier wealth management firm as a Financial Advisor and transform your career trajectory. We're seeking dynamic professionals to build client portfolios, deliver strategic financial planning, and drive sustainable growth in one of America's most vibrant financial markets. Our hybrid work model combines office collaboration with client flexibility while providing industry-leading resources, mentorship, and technology platforms. Enjoy competitive compensation, comprehensive benefits, and a culture that rewards innovation and client success.
Responsibilities
- Develop and execute personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication and trust-building
- Analyze market trends to optimize investment portfolios across equities, bonds, and alternative assets
- Lead client acquisition efforts through networking, referrals, and digital marketing
- Comply with FINRA regulations and maintain all required certifications
- Mentor junior advisors while collaborating with cross-functional teams
- Leverage CRM systems to track client goals and portfolio performance
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and 66/65/63 licenses with clean compliance record
- Minimum 3 years experience in financial services or wealth management
- Proven track record of meeting/exceeding sales targets ($1M+ AUM)
- Exceptional presentation skills and financial acumen
- Texas state insurance license (Life & Health) or ability to obtain immediately
- Proficiency in financial planning software (e.g., MoneyGuidePro)