Associate Financial Advisor — Path to Lead Advisor & Equity

Main Line Search; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Direct mentorship from senior advisors

Clear path to Lead Advisor

Collaborative, team-based culture

Job summary

A financial services firm is seeking an Associate Financial Advisor in Houston, Texas. This client-facing position is designed for professionals aiming for a long-term career in wealth management. Responsibilities include supporting senior advisors, preparing financial analyses, and developing client relationships. Ideal candidates will have a relevant Bachelor's degree, 2-5 years of experience, and be on track for the CFP® and Series 65 designations. The firm offers mentorship and clear pathways to becoming a Lead Advisor.

Qualifications

• 2–5 years of experience in financial planning or wealth management.
• CFP® designation (completed or ability to obtain).
• Series 65 (or ability to obtain).

Responsibilities

• Participate in client meetings alongside senior advisors.
• Prepare and present financial planning analyses.
• Assist in portfolio reviews and investment recommendations.
• Proactively respond to client inquiries and service requests.
• Maintain accurate client records and documentation.

Skills

Strong analytical and planning skills

High attention to detail

Growth-oriented mindset

Professional presence with high-net-worth clients

Interest in becoming a Lead Advisor

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

A financial services firm is seeking an Associate Financial Advisor in Houston, Texas. This client-facing position is designed for professionals aiming for a long-term career in wealth management. Responsibilities include supporting senior advisors, preparing financial analyses, and developing client relationships. Ideal candidates will have a relevant Bachelor's degree, 2-5 years of experience, and be on track for the CFP® and Series 65 designations. The firm offers mentorship and clear pathways to becoming a Lead Advisor.