Job Description
Join Houston's premier wealth management firm as a Financial Advisor! We provide top-tier equipment including Bloomberg terminals, CRM software, and comprehensive market data tools to jumpstart your career. Enjoy a collaborative team environment with mentorship from industry veterans while serving high-net-worth clients in Texas' thriving energy and healthcare sectors.
Responsibilities
- Develop personalized financial plans for clients including retirement, investment, and estate strategies
- Leverage provided technology tools to analyze market trends and portfolio performance
- Build and maintain client relationships through regular reviews and proactive communication
- Collaborate with internal teams to deliver comprehensive wealth management solutions
- Meet/exceed sales targets while maintaining fiduciary compliance standards
- Utilize provided CRM system for client tracking and pipeline management
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- Minimum 2 years financial services experience with proven sales track record
- Proficiency in financial planning software and market analysis tools
- Exceptional communication skills with ability to translate complex concepts
- Strong networking abilities within Houston's business community
- CFA or CFP designation highly valued