Wealth Management - Financial Advisor

TalentLink Solutions; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Dental & vision coverage

401(k) matching

Open PTO

Professional development

Job summary

TalentLink Solutions in Houston is seeking a relationship-oriented Financial Advisor to join our growing wealth management team. This salaried role focuses on client service and ongoing planning for an established book.

You will manage an existing client base, lead meetings, present financial plans, and collaborate with support staff to deliver comprehensive guidance while maintaining compliance.

Qualifications

• Bachelor’s degree is highly preferred.
• CFP certification is highly preferred or actively pursuing.
• FINRA Series 7 and Series 66 licenses required.
• 2–5+ years experience in wealth management or advisory services preferred.
• Experience with Redtail, eMoney, Holistiplan, Nitrogen, Orion or LPL’s ClientWorks preferred.

Responsibilities

• Serve as a primary relationship manager for an established book of clients.
• Lead client meetings, including preparation, plan presentations, and follow-up.
• Deliver comprehensive financial planning and wealth management guidance.
• Maintain proactive, high-touch client service and strong relationships.
• Collaborate with advisors and staff to ensure seamless execution of recommendations.

Skills

Client relationship management

Communication skills

Presentation skills

Attention to detail

Collaborative

Education

Bachelor’s degree

CFP certification

FINRA Series 7 license

FINRA Series 66 license

Tools

Redtail

eMoney

Holistiplan

Nitrogen

Orion

LPL ClientWorks

Job description

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 Financial 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