Job Description
Join Houston's premier wealth management firm and transform your career as a Financial Advisor. We're seeking dynamic professionals to build client portfolios and deliver personalized financial solutions in America's fourth-largest financial hub. Enjoy uncapped earning potential, comprehensive training, and a culture centered on client success and professional growth. Why Apply?
- Competitive base salary + performance-based commissions
- Industry-leading CRM and portfolio management tools
- CE reimbursement and advanced certification support
- Referral program with $50,000+ average case size
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews and market insights
- Analyze investment opportunities across equities, bonds, real estate, and alternative assets
- Comply with FINRA regulations and firm compliance protocols
- Collaborate with tax and estate planning specialists for holistic solutions
- Drive new client acquisition through networking and referral programs
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years of experience in financial services or wealth management
- FINRA Series 7 and 66/63/65 certifications required
- Proven track record in client acquisition and portfolio growth
- Strong analytical skills with market trend interpretation ability
- Excellent communication and presentation skills
- Texas Life & Health Insurance License
- CRM proficiency (Salesforce experience preferred)