Job Description
Join Houston's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking a driven professional to build lasting client relationships while delivering comprehensive financial planning solutions. Our award-winning team combines cutting-edge technology with personalized service to drive exceptional results. Enjoy uncapped earning potential, ongoing industry certifications, and a collaborative culture that values innovation and client success.
Responsibilities
- Develop customized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand high-net-worth client portfolio through targeted networking and referrals
- Analyze market trends and economic indicators to optimize client portfolio performance
- Comply with SEC/FINRA regulations while maintaining fiduciary responsibility
- Utilize CRM systems for client relationship management and pipeline development
- Mentor junior advisors while contributing to firm-wide growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 5+ years experience in financial services with proven track record in client acquisition
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities for diverse audiences
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)