Wealth Advisor: Strategic Financial Planner

TIAA; Houston (TX); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Comprehensive retirement program

Health and wellness offerings

Job summary

A leading financial services company is seeking a Wealth Advisor in Houston, Texas. The role involves developing tailored investment strategies, managing client relationships, and achieving sales targets. Candidates should have over 3 years of financial services experience and be equipped with the necessary FINRA registrations. The position offers a competitive salary range of $80,000 - $95,000, alongside a comprehensive rewards package. This is a unique opportunity to join a reputable firm committed to clients’ financial wellbeing.

Qualifications

• 3+ years financial services experience required.
• Series 7, 63 and 65 (or 66) completed within first 120 days.

Responsibilities

• Manages time and resources efficiently.
• Tailors investment strategies to meet client objectives.
• Performs investment research and provides financial guidance.
• Maintains book of business and meets annual sales targets.

Skills

Business Development

Client Relationship Management

Consultative Communication

Retirement Planning Selling

Education

University Degree Preferred

Job description

A leading financial services company is seeking a Wealth Advisor in Houston, Texas. The role involves developing tailored investment strategies, managing client relationships, and achieving sales targets. Candidates should have over 3 years of financial services experience and be equipped with the necessary FINRA registrations. The position offers a competitive salary range of $80,000 - $95,000, alongside a comprehensive rewards package. This is a unique opportunity to join a reputable firm committed to clients’ financial wellbeing.