Financial Advisor

DFW Wealth Strategies; Humble (TX); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Collaborative team environment

Job summary

DFW Wealth Strategies in Houston, TX, is seeking a full-time Financial Advisor in a hybrid role with some work-from-home flexibility. You will meet clients to assess financial goals, analyze current situations, and design personalized plans for wealth accumulation, retirement, and risk management.

You will present investment strategies, review portfolios, educate clients, and implement solutions through the firm’s platforms, maintaining ongoing relationships through regular reviews and

Qualifications

• Experience designing comprehensive client strategies in finance and investments.
• Ability to analyze portfolios and recommend suitable solutions.
• Proven track record in retirement planning and risk management.
• Excellent communication and presentation skills with clients.
• Candidate should be licensed or willing to obtain FINRA/state licenses within defined timeframe.

Responsibilities

• Meet with clients to assess financial goals and current situations.
• Analyze client portfolios and develop personalized wealth plans.
• Recommend investment strategies aligned with client objectives.
• Educate clients on financial concepts and product options.
• Maintain ongoing client relationships with regular reviews and follow-ups.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Interpersonal Skills

Client Relationships

Presentations

Education

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

Job description

Company Description

DFW Wealth Strategies is a partnership-focused firm dedicated to helping financial professionals build and grow independent practices on their own terms. Founded by an advisor and supported by Guardian Life, Park Avenue Securities, and Living Balance Sheet, the firm offers access to reliable products, proven planning tools, and an experienced support team. Advisors benefit from competitive compensation, comprehensive benefits, and collaborative teaming designed to expand their reach and impact. The firm emphasizes advisor control, transparent products and systems, and a planning lab environment to test and refine strategies. DFW Wealth Strategies is committed to investing in each advisor’s long-term success while maintaining regulatory affiliations with Park Avenue Securities and Guardian.

Role Description

This full-time Financial Advisor role is a hybrid position based in Houston, TX, with flexibility for some work from home. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop personalized plans for wealth accumulation, retirement, and risk management. Daily responsibilities include recommending investment strategies, reviewing existing portfolios, and adjusting plans in response to life changes and market conditions. The role involves educating clients on financial concepts, implementing products and solutions through the firm’s platforms, and maintaining ongoing relationships through regular reviews and follow-ups. The Financial Advisor will collaborate with the DFW Wealth Strategies team to leverage firm resources, tools, and planning processes to support client outcomes and practice growth.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to design and deliver comprehensive client strategies.
• Solid foundation in Finance and Investments to analyze portfolios and recommend appropriate solutions.
• Experience with Retirement Planning to help clients prepare for long-term income and security needs.
• Relevant licenses (e.g., FINRA registrations, state insurance licenses) or willingness to obtain them within a defined timeframe.
• Excellent interpersonal, communication, and presentation skills, with the ability to explain complex concepts clearly.
• Proven ability to build and maintain client relationships, with a high level of integrity and client-first mindset.
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred; advanced designations (e.g., CFP®) are a plus.
• Self-motivated, goal-oriented, and comfortable working both independently and in a collaborative team environment.