Wealth Advisor (CFP/CFA/CPA) - Client-Focused Planning

The Goff Financial Group; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Health savings account

Paid time off

Job summary

The Goff Financial Group in Houston, TX is seeking a Wealth Advisor who will meet with clients in person to provide customized investment and retirement planning.

You will build lasting client relationships, present complex financial solutions with clarity, and maintain the highest standards of integrity and compliance. This onsite role includes travel to client meetings and industry conferences.

Qualifications

• 5+ years in financial services, with at least 3 years in Financial Planning.
• Bachelor’s degree required.

Responsibilities

• Deliver investment and retirement planning solutions tailored to each client’s needs and goals.
• Build long-term client relationships through personal interactions and communication.
• Maintain integrity, accuracy, and compliance with policies and procedures.
• Leverage data sources and systems to address clients’ financial requirements proactively.

Skills

Relationship building

Client communication

Financial planning

Analytical abilities

Attention to detail

Initiative

Proactive problem solving

Coachable

Team oriented

Adaptability to technology

Education

Bachelor’s degree

Job description

The Goff Financial Group in Houston, TX is seeking a Wealth Advisor who will meet with clients in person to provide customized investment and retirement planning.

You will build lasting client relationships, present complex financial solutions with clarity, and maintain the highest standards of integrity and compliance. This onsite role includes travel to client meetings and industry conferences.