Job Description
Join Houston's premier financial services firm as a Direct Hire Financial Advisor! We're seeking dynamic professionals to build thriving client portfolios in America's energy capital. Enjoy uncapped commission potential, comprehensive training, and a culture that rewards excellence. Work with high-net-worth individuals and corporate clients in one of the nation's most vibrant financial markets.
Responsibilities
- Develop and execute personalized financial strategies for affluent clients
- Build and maintain robust client relationships through proactive portfolio management
- Drive new business acquisition through strategic networking and referrals
- Stay current with market trends, regulatory changes, and investment products
- Collaborate with internal teams on complex wealth management solutions
- Present comprehensive financial plans and performance reports
- Adhere to FINRA compliance standards and ethical practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- Minimum 3 years financial advisory experience with proven track record
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Network of established high-net-worth client relationships (preferred)
- Certified Financial Planner (CFP) designation a plus