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Wealth Advisor

Houston Office Fulltime


As a Wealth Advisor, you have the opportunity to create a significant impact on your clients' lives. Your top priority is cultivating new client relationships and developing strong connections with Centers of Influence while delivering a platinum-level experience to your existing clients. As a Wealth Advisor, you are responsible for providing high-level financial planning, vision, and relationship management. With your skills and expertise, you can assist your clients in achieving their financial goals and help build a brighter future for them.


  • Conduct comprehensive financial analysis and develop personalized strategies to address clients' financial objectives.
  • Provide advice on a wide range of financial products and services, including but not limited to life insurance, annuities, retirement plans, and tax planning strategies.
  • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
  • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
  • Actively pursue new client and COI relationships through networking, referrals, and community involvement.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.
  • Collaborate with Wealth Managers and other team members to execute the Firm’s team-based approach to the client experience.
  • As a subject matter expert, accurately and effectively communicate complex strategies to clients, professionals, and team members.
  • Provides mentorship and development opportunities for other interested team members, as appropriate.
  • Complies with the Firm’s written supervisory procedures, and state and federal regulations.


  • Impeccable communication and people skills.
  • 5-10 years of experience in the financial services industry
  • Series 63/65 or Equivalent
  • Life/Health General Lines Agent
  • Professional designations including CFP®, CFA, MBA, or similar
  • Experience with the EOS® Model, Process, and Toolbox (preferred)
  • Familiarity with SEC Compliance requirements
  • Background and understanding of terminology associated with Insurance, highly preferred
  • Experience working with HubSpot, Orion, and eMoney or similar platforms
  • Proficient in Microsoft Office 365
  • Continued business education, workshops, and seminars
  • Excellent organizational skills

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