Financial Advisor

📋 Description

• Primary advisor to clients, lead discovery and planning conversations
• Build long-term client relationships with trust and delivery
• Guide clients through complex financial decisions with sound judgment
• Deliver comprehensive financial planning using a fiduciary approach
• Collaborate with Wealth Planning Team to craft customized plans
• Lead in-office in Houston context while flexing to work from home

🎯 Requirements

• CFP® or ChFC® designation required
• Must have or obtain Series 65 or 66; Series 7/Insurance licenses not required
• Minimum five years of client-facing wealth management experience
• Independent yet collaborative with strong leadership
• Proficiency with MoneyGuidePro and Salesforce

🎁 Benefits

• Competitive base salary plus variable compensation
• Medical, dental, vision insurance
• Flexible spending accounts and HSA contributions
• Generous 401K contributions
• Equity Purchase Program (some eligibility limits)
• Hybrid in-office with work-from-home flexibility