Wealth Advisor & Personal Financial Planner

United Capital Financial Advisors, LLC; The Woodlands (TX); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Incentive pay tied to performance

Professional development support

Job summary

A financial advisory firm is looking for a Wealth Manager in The Woodlands, Texas. This role involves providing personalized financial advice and developing comprehensive planning solutions for clients. Candidates should possess or be pursuing a Certified Financial Planner designation and have 3–5 years of experience in financial planning. Strong analytical and communication skills are essential for success in this client-focused position, along with proficiency in Salesforce and Microsoft Office Suite.

Qualifications

• Minimum of 3–5 years of experience in financial planning or wealth management.
• Strong analytical and problem-solving skills are essential.
• Must reside or be willing to relocate to The Woodlands / Houston, Texas.

Responsibilities

• Conduct comprehensive client assessments to identify financial goals.
• Advise clients on investment and estate planning.
• Implement financial planning recommendations.

Skills

Analytical skills

Interpersonal communication

Problem-solving

Client-first mindset

Organizational skills

Education

Bachelor’s degree in Business, Finance, Accounting, Economics, or related field

Certified Financial Planner (CFP)

Tools

Salesforce

Microsoft Office Suite

Job description

A financial advisory firm is looking for a Wealth Manager in The Woodlands, Texas. This role involves providing personalized financial advice and developing comprehensive planning solutions for clients. Candidates should possess or be pursuing a Certified Financial Planner designation and have 3–5 years of experience in financial planning. Strong analytical and communication skills are essential for success in this client-focused position, along with proficiency in Salesforce and Microsoft Office Suite.