Financial Advisor - Greater Houston
14 hours ago

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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