Wealth Advisor - High-Touch Planning & Client Relationships

TalentLink Solutions; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance (employer-paid for 1+

Dental and vision insurance (employer‑

401(k) profit sharing

Open PTO

Mentorship and professionaldevelopment

Job summary

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.

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 servicing high-net-worth or affluent client relationships strongly preferred.

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.

Skills

Client relationship management

Financial planning

Communication

Team collaboration

Detail-oriented

Education

Bachelor’s degree

CFP certification

FINRA Series 7 & 66 licenses

Tools

Redtail

eMoney

Holistiplan

Nitrogen

Orion

LPL ClientWorks

Job description

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.