Wealth Advisor - Financial Services

TalentLink Solutions; Houston (TX); Presencial; USD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance (employer-paid for 1+

Dental and vision insurance (employer‑

401(k) profit sharing

Open PTO

Mentorship and professionaldevelopment

Descripción de la vacante

TalentLink Solutions in Houston, TX seeks a relationship‑oriented Wealth Advisor to service an established book of clients and deliver comprehensive financial planning and wealth management guidance. The role emphasizes client relationships, planning, and thoughtful financial guidance within a collaborative, supportive environment.

The position offers a salaried advisory role with opportunities for professional growth, mentorship, and ongoing development.

Formación

• Bachelor’s degree highly preferred.
• FINRA Series 7 and Series 66 licenses required.
• CFP certification highly preferred, or actively pursuing/willing to obtain the designation.
• 2-5+ years of experience in wealth management, financial planning, or advisory services preferred.
• Experience servicing high-net-worth or affluent client relationships strongly preferred.

Responsabilidades

• Serve as a primary relationship manager for an established book of clients.
• Lead and participate in client meetings, including meeting preparation, financial plan presentations, and follow-up.
• Deliver comprehensive financial planning and wealth management guidance tailored to each client’s goals and circumstances.
• Build strong, long-term relationships through proactive communication and high-touch service.
• Collaborate with advisors and support staff to ensure seamless execution of client recommendations and service requests.
• Assist clients with investment, retirement, tax, estate, insurance, and cash flow planning discussions.
• Maintain accurate and detailed client records while ensuring regulatory compliance.
• Stay current on industry trends, market developments, and financial planning strategies.
• Contribute to continuous improvement of client service processes and workflows.
• Participate in business development opportunities if desired, though new client acquisition is not required.

Conocimientos

Client relationship management

Financial planning

Communication

Team collaboration

Detail-oriented

Educación

Bachelor’s degree

CFP certification

FINRA Series 7 & 66 licenses

Herramientas

Redtail

eMoney

Holistiplan

Nitrogen

Orion

LPL ClientWorks

Descripción del empleo

Our firm believes financial planning is about more than investments - it’s about helping clients confidently navigate every aspect of their financial lives. Our team delivers comprehensive wealth strategies through thoughtful planning, personalized guidance, and long-term relationships built on trust. We are a multi-location firm managing about $1.5B with nearly 20 employees total.

We are seeking a relationship-oriented Wealth Advisor to join our growing team in Houston, Texas. We’ve had a long history in this market and currently support about 150 households and $240M from this location. This role is ideal for an advisor who enjoys deepening client relationships, delivering comprehensive financial planning, and serving as a trusted resource for an established book of clients. You service an existing client base and will play a key role in ongoing planning, relationship management, and financial guidance. Our advisors are empowered to focus on building meaningful client relationships and delivering thoughtful financial guidance. Our collaborative culture, strong support infrastructure, and commitment to professional growth create an environment where advisors can thrive long term. This is a salaried advisory role focused primarily on client service and relationship management. While business development opportunities are welcome, there is no requirement to source new clients.

Key Responsibilities

• Serve as a primary relationship manager for an established book of clients
• Lead and participate in client meetings, including meeting preparation, financial plan presentations, and follow-up
• Deliver comprehensive financial planning and wealth management guidance tailored to each client’s goals and circumstances
• Build strong, long-term relationships through proactive communication and high-touch service
• Collaborate with advisors and support staff to ensure seamless execution of client recommendations and service requests
• Assist clients with investment, retirement, tax, estate, insurance, and cash flow planning discussions
• Maintain accurate and detailed client records while ensuring regulatory compliance
• Stay current on industry trends, market developments, and financial planning strategies
• Contribute to continuous improvement of client service processes and workflows
• Participate in business development opportunities if desired, though new client acquisition is not required

Qualifications

• Bachelor’s degree highly preferred
• FINRA Series 7 and Series 66 licenses required
• CFP certification highly preferred, or actively pursuing/willing to obtain the designation
• 2-5+ years of experience in wealth management, financial planning, or advisory services preferred
• Experience with Redtail, eMoney, Holistiplan, Nitrogen, Orion or LPL’s ClientWorks preferred
• Experience servicing high-net-worth or affluent client relationships strongly preferred
• Strong financial planning and relationship management skills
• Excellent communication and presentation abilities
• Detail-oriented with strong organizational and follow-through skills
• Ability to work collaboratively in a fast-paced, client-focused environment
• 100% employer-paid health insurance premiums for families
• Employer-paid dental and vision insurance
• 10% 401(k) profit-sharing contribution
• Open PTO
• Professional development and mentorship opportunities