Job Description
Join Houston's premier wealth management firm as a Senior Financial Advisor. We're seeking dynamic professionals to build client portfolios and drive financial growth in America's 4th largest metro. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture focused on client success. Our advisors average 25% YoY revenue growth with industry-leading support systems.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Houston's thriving business community
- Manage investment portfolios exceeding $50M in total assets under management
- Conduct retirement planning, tax optimization, and estate strategy consultations
- Build and maintain referral network with local CPAs, attorneys, and business leaders
- Leverage proprietary CRM system for client relationship management and pipeline growth
- Stay current on SEC/FINRA regulations and maintain Series 65/66 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years of direct client-facing financial advisory experience
- Series 65/66 licenses and active FINRA registrations
- Proven track record exceeding $2M annual production
- Strong analytical skills with proficiency in financial planning software
- Exceptional communication abilities for complex financial discussions
- Network of established professional contacts in Houston business community