Financial Advisor

PFS Investments; Houston (TX); Hybrid; USD 70,000 - 120,000; Full time

Job summary

PFS Investments in Houston, TX is seeking a full-time Financial Advisor to meet with clients, assess financial goals, and analyze their current financial situation to develop tailored plans. You will provide investment recommendations and retirement planning strategies while maintaining accurate client records.

Daily activities include monitoring market trends, staying compliant with regulations, and building long-term client relationships through clear communication and ethical advice.

Qualifications

• Strong knowledge in financial planning and retirement planning to build goal-based strategies.
• Ability to analyze investments, explain risk/return, and tailor solutions.
• Proven financial advisory experience with ongoing client guidance.
• Strong numerical skills and attention to detail.
• Excellent written and verbal communication to explain complex concepts.

Responsibilities

• Meet with clients to assess financial goals and current financial situation.
• Develop tailored financial plans and investment recommendations.
• Provide ongoing financial advisory services and retirement planning strategies.
• Maintain accurate client records and monitor market trends.
• Participate in team meetings and training to stay current on products and regulations.
• Build long-term client relationships through regular follow-ups and ethical practices.

Skills

Financial Planning

Retirement Planning

Finance and Investments

Financial Advisory

Analytical thinking

Communication

Job description

Company Description PFS Investments is a financial services company focused on helping individuals and families build long-term financial security through accessible, personalized guidance. The organization offers a range of investment and financial planning solutions designed to support clients at various life stages. Team members collaborate to provide clear, education-oriented advice that empowers clients to make informed financial decisions. PFS Investments values integrity, client-centric service, and ongoing professional development for its financial professionals.

Role Description This full-time, Hybrid Financial Advisor role is based in Houston, TX. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and develop tailored financial plans. Daily responsibilities include providing investment recommendations, supporting retirement planning strategies, and offering ongoing financial advisory services to help clients stay on track with their objectives. The role also involves maintaining accurate client records, monitoring market trends, and participating in team meetings and training sessions to stay current on products, regulations, and best practices. Advisors are expected to build long-term client relationships through regular follow-ups, clear communication, and a strong focus on ethical, compliant practices.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients.
• Candidates should possess skills in Finance and Investments to analyze options, explain risk and return, and recommend appropriate solutions.
• Candidates should possess skills in Financial Advisory to provide ongoing guidance, evaluate changing client needs, and adjust plans accordingly.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail.
• Clear, professional communication skills and the ability to explain complex concepts in accessible terms.