Houston Wealth Advisor: Client Relationships

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

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.