Wealth Advisor - CFP, CFA or CPA Professional

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

Join a team of growth-oriented advisors dedicated to serving the clients' best interest. As a Wealth Advisor, you will connect directly with clients in person, offering individualized guidance and planning. You’ll have access to some of the best resources in the industry, enabling you to focus on nurturing relationships with our growing client base.

In this role, you’ll deliver comprehensive investment and retirement planning solutions tailored to each client’s unique needs and goals. Your integrity, expertise, and attention to detail will enable you to guide and support clients as they work toward their financial goals. You’ll play a vital role in helping the company build strong, long-term client relationships through effective personal interactions and communication.

What We’re Looking For:

• Strong work ethic and a high standard of integrity, fostering trust among clients and colleagues.
• A proven track record of building relationships, identifying client needs, and providing tailored solutions.
• Strong skills in presenting complex financial solutions to informed clients while establishing trust and credibility.
• Exceptional communication abilities, with a talent for explaining complex concepts in a client-friendly manner.
• Outstanding client service skills, with a proactive approach to anticipating and independently resolving issues.
• A strong sense of initiative to help continually improve the company’s value proposition and operational efficiency.
• Quick to adapt to new technologies, leveraging various data sources and systems to proactively address our clients’ financial requirements.
• Excellent analytical abilities and meticulous attention to detail, ensuring compliance with all policies, procedures, and guidelines.
• Team-oriented, with a proven track record of success in collaborative, relationship-driven environments.
• Receptive to continuous coaching and professional development to deliver positive client outcomes and advance career goals.

Qualifications:

• At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial Planning
• Bachelor’s degree is a prerequisite

Compensation:

• We offer a highly competitive base salary and are filling this position as a direct hire (i.e., without recruiting costs (e.g., 20% of compensation), we can offer a higher base salary for a direct hire).
• Comprehensive employee benefits programs including:
• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Paid time off

Our Commitment to You

At The Goff Financial Group, our people are our greatest strength, and we believe in supporting you both professionally and personally. We offer a comprehensive benefits package, including a stable base salary, to recognize your achievements. You’ll be well prepared for success with access to training and support for every aspect of your career.

The Goff Financial Group’s work model is an onsite role with some travel opportunities for client meetings and industry conferences.