Job Description
Join Houston's premier wealth management firm as a Financial Advisor and build your dream career. We're seeking driven professionals to serve high-net-worth clients in Texas' thriving energy and business sectors. Enjoy uncapped commission potential, comprehensive training, and a supportive culture that prioritizes your growth. Our modern downtown office offers exceptional resources and a collaborative environment where top advisors earn $250K+ annually. If you're passionate about transforming financial futures, this is your moment to excel.
Responsibilities
- Develop personalized financial plans covering investments, retirement, and estate planning
- Build and maintain relationships with high-net-worth individuals and families
- Analyze market trends to optimize client portfolios
- Ensure compliance with FINRA and SEC regulations
- Collaborate with legal/tax professionals for holistic solutions
- Lead educational workshops on financial wellness
- Drive business development through strategic networking
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63/65) licenses required
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Texas SIE or equivalent securities certification
- Ability to work independently and in team settings
- Knowledge of Houston's economic landscape preferred