Client-First Wealth Advisor: Planning, Relationships, Growth

TalentLink Solutions; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Dental & vision coverage

401(k) matching

Open PTO

Professional development

Job summary

TalentLink Solutions in Houston is seeking a relationship-oriented Financial Advisor to join our growing wealth management team. This salaried role focuses on client service and ongoing planning for an established book.

You will manage an existing client base, lead meetings, present financial plans, and collaborate with support staff to deliver comprehensive guidance while maintaining compliance.

Qualifications

• Bachelor’s degree is highly preferred.
• CFP certification is highly preferred or actively pursuing.
• FINRA Series 7 and Series 66 licenses required.
• 2–5+ years experience in wealth management or advisory services preferred.
• Experience with Redtail, eMoney, Holistiplan, Nitrogen, Orion or LPL’s ClientWorks preferred.

Responsibilities

• Serve as a primary relationship manager for an established book of clients.
• Lead client meetings, including preparation, plan presentations, and follow-up.
• Deliver comprehensive financial planning and wealth management guidance.
• Maintain proactive, high-touch client service and strong relationships.
• Collaborate with advisors and staff to ensure seamless execution of recommendations.

Skills

Client relationship management

Communication skills

Presentation skills

Attention to detail

Collaborative

Education

Bachelor’s degree

CFP certification

FINRA Series 7 license

FINRA Series 66 license

Tools

Redtail

eMoney

Holistiplan

Nitrogen

Orion

LPL ClientWorks

Job description

TalentLink Solutions in Houston is seeking a relationship-oriented Financial Advisor to join our growing wealth management team. This salaried role focuses on client service and ongoing planning for an established book.

You will manage an existing client base, lead meetings, present financial plans, and collaborate with support staff to deliver comprehensive guidance while maintaining compliance.