Hybrid Wealth Advisor - Client-Focused Growth Path

Colonial Group

Houston (TX)

Hybrid

USD 105,000 - 125,000

Full time

7 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid work schedule

Job summary

Hightower in Houston is seeking a Wealth Advisor to work with experienced advisors to serve high-net-worth individuals, families, executives, and business owners. You will help deliver personalized wealth management solutions, participate in financial planning, and support client relationships.

Ideal candidates have a Finance-related degree, 5+ years in wealth management, CFP in progress or completed, and fluency with planning and CRM tools.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
5+ years in wealth management, financial planning, or related advisory experience; portable book a plus.
CFP designation completed, in progress, or willingness to pursue.
Knowledge of financial planning concepts, investment management, and retirement planning.
Strong analytical and problem-solving skills.
Excellent verbal and written communication with a client-service mindset.
Experience with financial planning and CRM tools such as eMoney, MoneyGuidePro, Salesforce.
FINRA Series 7 & 66 license or ability to obtain within 6 months.

Responsibilities

Assist Lead Wealth Advisors in client relationships and wealth management services.
Prepare financial plans, retirement projections, cash flow analyses, and estate summaries.
Participate in client meetings: agendas, documentation, notes, and follow-up.
Analyze client data and provide recommendations on investment and retirement strategies.
Monitor portfolios and assist with reviews, rebalancing, and implementation.