Hybrid Financial Advisor — Build Wealth & Retirement

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

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