Financial Advisor - Greater Houston

Only for registered members Greater Houston, United States

14 hours ago

Default job background
$65,000 - $130,000 (USD) per year *
* This salary range is an estimation made by beBee
Lead Advisor | Retirement-Focused | Houston, TX · $75K–$120K Base + Bonus + Long-Term Profit Participation · We're hiring a · Lead Advisor · on behalf of a growing independent wealth management firm in Houston. This is a planning-first, relationship-driven firm serving engineers, ...
Job description

Lead Advisor | Retirement-Focused | Houston, TX

$75K–$120K Base + Bonus + Long-Term Profit Participation

We're hiring a
Lead Advisor
on behalf of a growing independent wealth management firm in Houston. This is a planning-first, relationship-driven firm serving engineers, energy professionals, and retirees with ~$3–4M average household net worth.

No cold calling.

No product pushing.

No "eat what you kill" chaos.

Why this role stands out:

  • Warm inbound lead flow
  • Strong internal support team
  • Clear path to Senior Advisor
  • Profit participation opportunity
  • Houston priority hire (Dallas expansion coming)

What you'll do:

  • Lead retirement & income planning conversations
  • Convert inbound prospects into long-term clients
  • Deepen relationships and grow within a structured system
  • Operate inside a collaborative team model

What matters most:

  • Retirement planning depth
  • High EQ + strong communicator
  • Growth mindset
  • Relationship builder, not transactional
  • Series 65/66 required. CFP strongly preferred.

If you want structure, support, and real upside — let's connect.



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