Job Description
Join Houston's premier wealth management firm as a Remote-Friendly Financial Advisor and transform lives through strategic financial planning. We're seeking a driven professional to build client portfolios while enjoying Houston's vibrant culture from anywhere in the US. Our hybrid model combines prestigious office presence with flexible remote work, backed by cutting-edge tech resources and a supportive team environment. Enjoy uncapped earning potential, comprehensive benefits, and ongoing CE support.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, and estate planning
- Build and maintain client relationships through regular portfolio reviews and proactive communication
- Conduct market research and analysis to optimize investment strategies
- Collaborate with internal teams on compliance and regulatory requirements
- Drive business growth through targeted networking and referral generation
- Maintain CRM records and report on key performance metrics
Qualifications
- 5+ years of financial advisory experience with Series 65/66 and CFPĀ® preferred
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication skills for presenting recommendations to diverse clients
- Tech-savvy with proficiency in financial planning software
- Self-motivated with ability to thrive in remote/hybrid environments
- Texas SBI license in good standing