Financial Advisor

CFP Board of Standards Inc.; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k) profit-sharing contribution

Open PTO

Professional development and mentoring

Job summary

CFP Board of Standards Inc. in Houston, TX is seeking a relationship-oriented Financial Advisor to join our growing team.

You will service an existing client base, lead meetings, and deliver tailored financial planning and wealth guidance within a collaborative, growth-focused environment. This salaried advisory role emphasizes client service and relationship management, with open potential for business development but no requirement to source new clients.

Qualifications

• Bachelor’s degree highly preferred
• FINRA Series 7 and Series 66 licenses required
• CFP® certification highly preferred, or actively pursuing/willing to obtain the designation
• 2–5+ years of experience in wealth management, financial planning, or advisory services preferred
• Experience with Redtail, eMoney, Holistiplan, Nitrogen, Orion or ClientWorks preferred
• Experience servicing high-net-worth or affluent client relationships strongly preferred
• Strong financial planning and relationship management skills

Responsibilities

• Serve as a primary relationship manager for an established book of clients
• Lead and participate in client meetings, including meeting preparation, financial plan presentations, and follow-up
• Deliver comprehensive financial planning and wealth management guidance tailored to each client’s goals and circumstances
• Build strong, long-term relationships through proactive communication and high-touch service
• Collaborate with advisors and support staff to ensure seamless execution of client recommendations and service requests
• Assist clients with investment, retirement, tax, estate, insurance, and cash flow planning discussions
• Maintain accurate and detailed client records while ensuring regulatory compliance
• Stay current on industry trends, market developments, and financial planning strategies
• Contribute to continuous improvement of client service processes and workflows
• Participate in business development opportunities if desired, though new client acquisition is not required

Skills

Relationship management

Financial planning

Client meetings

Communication

Regulatory compliance

Detail-oriented

Team collaboration

Education

Bachelor’s degree

FINRA Series 7

FINRA Series 66

CFP Certification

Tools

Redtail

eMoney

Holistiplan

Nitrogen

Orion

ClientWorks

Job description

Our firm believes financial planning is about more than investments - it’s about helping clients confidently navigate every aspect of their financial lives. Our team delivers comprehensive wealth strategies through thoughtful planning, personalized guidance, and long-term relationships built on trust. We are a multi-location firm managing about $1.5B with nearly 20 employees total.

We are seeking a relationship-oriented Financial Advisor to join our growing team in Houston, Texas. We’ve had a long history in this market and currently support about 150 households and $240M from this location. This role is ideal for an advisor who enjoys deepening client relationships, delivering comprehensive financial planning, and serving as a trusted resource for an established book of clients. You service an existing client base and will play a key role in ongoing planning, relationship management, and financial guidance. Our advisors are empowered to focus on building meaningful client relationships and delivering thoughtful financial guidance. Our collaborative culture, strong support infrastructure, and commitment to professional growth create an environment where advisors can thrive long term. This is a salaried advisory role focused primarily on client service and relationship management. While business development opportunities are welcome, there is no requirement to source new clients.

Key Responsibilities

• Serve as a primary relationship manager for an established book of clients
• Lead and participate in client meetings, including meeting preparation, financial plan presentations, and follow-up
• Deliver comprehensive financial planning and wealth management guidance tailored to each client’s goals and circumstances
• Build strong, long-term relationships through proactive communication and high-touch service
• Collaborate with advisors and support staff to ensure seamless execution of client recommendations and service requests
• Assist clients with investment, retirement, tax, estate, insurance, and cash flow planning discussions
• Maintain accurate and detailed client records while ensuring regulatory compliance
• Stay current on industry trends, market developments, and financial planning strategies
• Contribute to continuous improvement of client service processes and workflows
• Participate in business development opportunities if desired, though new client acquisition is not required

Qualifications

• Bachelor’s degree highly preferred
• FINRA Series 7 and Series 66 licenses required
• CFP® certification highly preferred, or actively pursuing/willing to obtain the designation
• 2–5+ years of experience in wealth management, financial planning, or advisory services preferred
• Experience with Redtail, eMoney, Holistiplan, Nitrogen, Orion or LPL’s ClientWorks preferred
• Experience servicing high-net-worth or affluent client relationships strongly preferred
• Strong financial planning and relationship management skills
• Excellent communication and presentation abilities
• Detail-oriented with strong organizational and follow-through skills
• Ability to work collaboratively in a fast-paced, client-focused environment

Benefits

• 100% employer-paid health insurance premiums for families
• Employer-paid dental and vision insurance
• 10% 401(k) profit-sharing contribution
• Open PTO
• Professional development and mentorship opportunities