Job Description
Are you a driven financial professional looking to make a tangible impact on the lives of clients in Houston? Meridian Financial Partners is seeking a talented Financial Advisor to join our elite team.
We are a forward-thinking firm dedicated to providing holistic wealth management solutions. We value autonomy, innovation, and work-life balance. This is a remote-friendly position, allowing you to serve clients from our Houston headquarters or a hybrid model that suits your lifestyle.
Why Join Us?
- Competitive base salary with uncapped commission and bonus structures.
- Full access to our proprietary investment platforms and marketing support.
- Comprehensive training programs for Series exams and advanced financial planning.
- Collaborative environment with a focus on mentorship and professional growth.
Responsibilities
- Build and maintain strong, long-term relationships with high-net-worth individuals and families in the Houston area.
- Develop comprehensive financial plans including retirement, estate, tax, and insurance strategies.
- Manage investment portfolios and execute trades in strict accordance with client objectives and risk tolerance.
- Conduct regular portfolio reviews and quarterly financial check-ins to monitor progress.
- Market services and expand the client base through networking, referrals, and community engagement.
- Ensure full compliance with FINRA, SEC, and state regulations at all times.
- Collaborate with internal teams to provide a seamless client experience.
Qualifications
- Certified: Series 7, Series 66 (or Series 63/65) licenses required.
- Experience: Minimum of 3 years of experience in financial services or wealth management.
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Skills: Strong analytical abilities with a focus on wealth management and investment strategies.
- Communication: Exceptional verbal and written communication skills with the ability to explain complex concepts simply.
- Drive: Self-motivated individual with a proven track record of meeting and exceeding sales targets.