Energy Sales Advisor

Navigate Power; League City (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Flexible work culture

Leadership mentorship

Competitive compensation and bonuses

Job summary

A dynamic financial services firm in Webster, TX is seeking a Financial Advisor to build long-lasting client relationships and deliver comprehensive financial guidance. The ideal candidate has 3+ years of experience, holds CFP® or CFA credentials, and possesses an active Series 7 and Series 66 licenses. This role offers competitive compensation, a hybrid work model, and a supportive culture focused on mentorship and growth opportunities.

Qualifications

• 3+ years of experience in financial advising or wealth management.
• Proven track record with $250K–$750K in annual production.
• Must be based in or willing to relocate to Webster, TX.

Responsibilities

• Build and nurture long‐term relationships with clients by offering personalized guidance.
• Create comprehensive financial plans including retirement and tax strategies.
• Monitor market trends and adjust strategies accordingly.

Skills

Customer relationship building

Financial planning

Problem solving

Networking

Market trend analysis

Education

CFP® or CFA certification

Active Series 7 and Series 66 licenses

Job description

Take the Next Step in Your Career With Us!

Are you a driven and experienced Financial Advisor looking to grow your book of business with the support of a dynamic and expanding firm? This is your chance to join a forward‑thinking team that empowers you to build long‑lasting client relationships, deliver strategic financial planning, and thrive in a collaborative, flexible environment. If you're passionate about helping individuals and families achieve financial freedom, we want to hear from you!

Financial Advisor

Webster, TX | Full‑time | Financial Services / Wealth Management

Why Work With Us

• Hybrid work model with a flexible, supportive culture
• Leadership that values mentorship, autonomy, and innovation
• Competitive compensation with bonuses, benefits, and growth opportunities

What You'll Do

• Build and nurture long‑term relationships with clients, offering personalized financial guidance
• Create comprehensive plans for retirement, investments, estate, and tax strategy
• Monitor market trends and adjust strategies to deliver top‑tier advice
• Grow your client base through referrals, networking, and proactive outreach
• Operate with integrity and a deep commitment to service excellence

What We’re Looking For

• CFP®, CFA, or equivalent certifications strongly preferred
• Active Series 7 and Series 66 licenses required
• 3+ years of experience in financial advising or wealth management
• Proven track record with $250K–$750K in annual production
• A transferable book of business with at least $25M in AUM (preferably fee‑based)
• Must be based in or willing to relocate to Webster, TX
• Excellent communication, relationship‑building, and problem‑solving skills

Ready to Land Your Next Great Role?

Apply now and let our recruiting team help you take the next step in your career!

Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.