Associate Advisor

Brownlee Wealth Management; Houston (TX); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Retirement plan with match

Unlimited vacation

Company MacBook

Company-paid professional development

Job summary

Brownlee Wealth Management is seeking an Associate Advisor to support the firm’s wealth advisors in serving clients. The ideal candidate will work directly with clients and help build financial plans.

The role starts in a second chair capacity with growth toward managing client relationships. We value service-minded advisors who deliver high-quality work for clients.

Qualifications

• Located in Houston or willing to relocate to Houston area.
• Active Series 65 required or in process.
• 1-5 years of experience as a financial planner or investment advisor.
• Active CFP certification or progress toward obtaining it.
• Excellent communication skills, comfortable with clients via email and in person.

Responsibilities

• Move new clients through onboarding.
• Assist in meeting preparation, client meetings, and follow-up.
• Run financial planning analyses and prepare deliverables.
• Coordinate with team and platforms to answer client questions.

Skills

Series 65

CFP certification

1-5 years experience

Excellent communication

Tools

Orion Advisor Services

Fidelity

Schwab

Wealthbox

Hubly

eMoney

Advicepay

Job description

Brownlee Wealth Management is seeking an Associate Advisor to support the firm’s wealth advisors in supporting clients. The ideal candidate is comfortable working directly with clients and constructing financial plans.

You will start by supporting the firm's existing clients in a “second chair capacity,” but we hope the advisor will grow into a role managing client relationships. There is no expectation of business development. We get excited about hiring service-minded advisors who love doing great work for clients.

As an associate advisor, your primary responsibilities will be:

• Moving new clients through the onboarding process
• Assisting in meeting preparation, client meetings, and meeting follow-up
• Running financial planning analysis and preparing financial planning deliverables
• Working with the team and tech platforms to ensure ad hoc client questions are promptly answered

Additional tasks may include:

• Supporting the service team with preparing and processing client paperwork and preparing onboarding documents
• Generating investment proposals and conducting investment research
• Meeting with prospective clients sourced by the firm

Preferred Qualifications and Skills:

• Located in Houston
• Series 65
• 1 - 5 years of experience working as a financial planner or investment advisor
• Active CFP ® c ertification or progress toward obtaining it
• Excellent communication skills and comfortable communicating with clients primarily via email, as well as in person
• Experience with industry-specific tools (ex., Orion Advisor Services, Fidelity, Schwab, Wealthbox, Hubly, eMoney, Advicepay)
• A team player with a “no job is beneath me” attitude
• Intellectually curious and comfortable with working independently

About the Role

• Full-Time W2 Position in Houston, Texas (Memorial) with remote flexibility
• Compensation : $80,000 - $120,000 annual salary depending on experience
• retirement plan with match
• unlimited vacation
• company MacBook
• company-paid professional development

About Us:

Brownlee Wealth Management is a fee-only financial planning firm with offices in Houston, The Woodlands, and Fort Worth. We exist to provide exceptional advice, specializing in serving Oil, Gas, and Petrochemical professionals with income or balance-sheet complexity. We help families simplify their investments, lower their taxes, and grow their wealth. We're a young company founded in 2019, but growing rapidly due to our laser focus on our niche. We believe in acting as fiduciaries and operating in the best interests of our clients at all times.