Financial Advisor
Financial Advisor - Houston, Dallas, Austin, and San Antonio
As a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support.
The firm is a wholly-owned subsidiary of a publicly traded, diversified financial services company with 2,000 employees across 200 locations globally.
Through collaboration with affiliated entities, their advisors gain access to unique investment offerings and unparalleled financial capabilities and expertise.
Opportunities to join their team as a financial advisor are available across their growing national footprint.
How Their Advisors Are Supported
- As a financial advisor, you maintain a sense of autonomy and innovation to act in the best interests of your clients.
- Insiders describe the firm as having a boutique culture backed by a powerful infrastructure. A spirit of collaboration exists across the firm, and you’ll have direct access to their senior leadership team, industry-leading research analysts, investment bankers and other professional peers.
- Advisors enjoy full access to a sophisticated, broadly diversified platform of financial services supported by in-house expertise and wirehouse-level technology systems.
- The firm’s core philosophy revolves around providing growth and value for advisors and their clients.
- One of the most competitive compensation structures in the industry.
- Dedicated transition support to orchestrate a smooth transition for you and your clients.
Skills and Requirements
Financial advisor candidates must possess a track record of success in designing and implementing financial solutions and developing long-standing relationships with their clients.
You must have a deep knowledge of the financial markets, complex financial concepts, investment products and financial services and understand how to implement these in a cohesive approach to help your clients achieve their long-term financial goals.
You should be adept at collaborating with other professionals to expand the level of service and solutions you offer to existing and new clients.
- Experience and understanding of investments, wealth planning, complex financial solutions, and financial markets.
- Minimum 5 years of financial industry experience.
- Security Industry Essentials (SIE) Series 7, Series 63, and Series 65 or 66 licenses are required.
- Bachelor’s degree in finance or related field. MBA preferred.
- Commitment to providing financial solutions that are in the best interest of your clients and that address their individual financial needs and objectives.
- Strong performance and track record of maintaining long-term client relationships.
- Demonstrated ability to expand your practice through new client acquisition and growth in assets under management.
- Excellent verbal and written communication skills are required.
- Proficient in required technology, including Microsoft Word, Excel, and Outlook.
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