Houston Wealth Advisor - Relationship & Planning Lead

TalentLink Solutions; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Professional development

Job summary

TalentLink Solutions in Houston, TX seeks a relationship-oriented Financial Advisor to join a growing team. You will service an established client base, deliver comprehensive financial planning, and act as a trusted resource for ongoing guidance.

The role emphasizes client relationships, long-term planning, and high-touch service. Employment is salaried with supportive benefits and growth opportunities in a collaborative environment.

Qualifications

• BS degree preferred with relevant financial planning background.
• FINRA Series 7 and 66 licenses required by law.
• CFP certification preferred or actively pursued.
• 2–5+ years in wealth management or advisory services.
• Experience with the listed planning tools is a plus.

Responsibilities

• Manage an established client book and deepen relationships.
• Lead client meetings and prepare financial plans.
• Present wealth strategies tailored to goals.
• Maintain high-touch service with proactive communication.
• Collaborate with team to implement client recommendations.
• Discuss investments, retirement, tax, estate, and cash flow planning.
• Keep accurate client records and ensure compliance.
• Stay updated on industry trends and planning strategies.
• Participate in process improvements for client service.
• Engage in optional business development when suited.

Skills

Relationship management

Financial planning

Client communication

Regulatory compliance

Collaboration

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP certification (preferred)

Tools

Redtail

eMoney

Holistiplan

Nitrogen

Orion

ClientWorks

Job description

TalentLink Solutions in Houston, TX seeks a relationship-oriented Financial Advisor to join a growing team. You will service an established client base, deliver comprehensive financial planning, and act as a trusted resource for ongoing guidance.

The role emphasizes client relationships, long-term planning, and high-touch service. Employment is salaried with supportive benefits and growth opportunities in a collaborative environment.