Associate Financial Advisor — Path to Lead Advisor & Equity
Main Line Search
A financial services firm is seeking an Associate Financial Advisor in Houston, Texas. This client-facing position is designed for professionals aiming for a long-term career in wealth management. Responsibilities include supporting senior advisors, preparing financial analyses, and developing client relationships. Ideal candidates will have a relevant Bachelor's degree, 2-5 years of experience, and be on track for the CFP® and Series 65 designations. The firm offers mentorship and clear pathways to becoming a Lead Advisor. #J-18808-Ljbffr Main Line Search
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor — Path to Lead Advisor & Equity in Houston, TX vacancy
- ...Position Overview The Associate Financial Advisor plays a critical role in supporting... ..., and developing into a lead advisory role over time. This... ...who wants a long‑term career path within a rapidly scaling firm... ...Clear path to Lead Advisor and equity opportunities Exposure to...Employment Equity
Main Line Search
Houston, TX4 days ago $80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads Monthly) Location: Houston, TX (Galleria / Memorial City area) |... ...calling - 90+ warm leads per month provided). Deliver holistic financial and estate planning guidance to HNW clients. Coordinate...SuggestedFull timeWork at officeFlexible hours- S Piper Staffing LLC in Houston, TX seeks a seasoned Financial Advisor (CFP®, CPA, CFA, or JD) for a full-time on-site role. You will work with high-net-worth clients, delivering comprehensive financial planning, investment strategies, and long-term guidance. Join a collaborative...Employment EquityFull time
- Junior Financial Advisor Strategic Financial Group (SFG) is seeking a driven, entrepreneurial individual... ...with SFG. The Opportunity Structured Path to Growth: Our Junior Financial Advisor... ...of business and establish long-term equity in your work. Comprehensive Support: Our...Employment Equity
- Title: Financial Advisor (CFP®, CPA, CFA, or JD Required) Type: Full-time |... ...+ Bonus Potential Restricted Equity Unit (REU) grant at hire 4-year... ...schedule with potential path to partnership Year-end discretionary... ...of approved strategies Lead and participate in client meetings...Employment EquityPermanent employmentFull timeWork at office
$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee... ...What makes us different? We provide the leads, support, and market access while you... ...presentations based on your availability • Build equity in your practice while receiving...Employment EquityFull timePart timeWork at officeTeacher's Pension and Insurance Services
Houston, TX3 days ago- About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment... ...committed to providing exceptional financial advice and investment management services... ...Position Overview The Financial Advisor Associate supports a Financial Advisor in...Work at office
- ...Financial Advisor Strategic Financial Group (SFG) is seeking a motivated, relationship... ...Opportunity * Entrepreneurial Career Path: This is a business-building opportunity... ...book of business and establish long-term equity in your work. * Comprehensive Support:...Employment EquityFull time
- ...Job Description Strategic Financial Group (SFG), a MassMutual firm... ...professional to join us as a Financial Advisor. This role is built for people... ...Entrepreneurial Career Path: Grow your own client base and... ..., establishing real long-term equity in the business they build....Employment EquityImmediate start
- ...Description Job Description Junior Financial Advisor Strategic Financial Group (SFG), a MassMutual... ...talk. The Opportunity Structured Path to Growth: Our Junior Financial Advisor... ...the start, establishing real long-term equity in the business you build....Employment EquityImmediate start
- Summary Allworth Financial, one of the fastest growing RIAs... ...experienced Financial Advisor to join our Houston, TX... ...comfortable taking the lead in client relationships... ...Planning Resources Associate Advisor Support Insurance... ...to participate in our Equity Purchase Program (Contract...Employment EquityFull timeContract workPart timeInternshipWork at officeWork from homeFlexible hours
- ...of IFRS and/or US GAAP based financial statements, reporting packages... ...7+yearsof accounting for tax equity partnerships preferred. Internal... ...Zero-Carbon Transition, we’re leading it! Join us as we develop energy... ...challenges and build a career path that reflects who you are....Employment EquityWork at officeLocal areaWork visa
- ...also in their ability to lead balanced, integrated... ...Profile Weaver Capital Advisors, LLC is seeking talented... ...delivering personalized financial solutions that provide... ...COI relationships as a path to build effective sales... ...our firm. People and Equity People are our formula!...Employment EquityFlexible hours
$100k - $130k
CAPTRUST in Houston, Texas is looking for a Retirement Plan Financial Advisor to manage a diverse portfolio of retirement plan clients. This role requires building new client relationships and providing fiduciary advice while presenting engagingly to individuals and committees...Employment Equity$55 - $80 per hour
...of IFRS and/or US GAAP based financial statements, reporting packages... ...5) yearsof accounting for tax equity partnerships preferred. Internal... ...external auditors, including leading audit meetings, responding to... ...challenges and build a career path that reflects who you are. Join...Employment EquityHourly payContract workWork at officeLocal areaWork visa- RBC Wealth Management is offering a Wealth Planning Associate program in Houston designed to train you for a career as a Financial Advisor. The first year focuses on MoneyGuidePro and RBC planning processes, supporting local Advisors and licensing milestones. The second...Local area
- RBC Wealth Management invites applications for a Wealth Planning Associate program—a structured 24‑month development track designed to prepare you for a future as a Financial Advisor. You’ll work as a paraplanner under seasoned wealth advisors, building deep technical expertise...
- ...position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services. This... ...exceptional services to clients, with the potential to lead less complex client relationships.* Advanced capability...Permanent employmentTemporary workWork at officeFlexible hours
Corient Private Wealth LLC.
Houston, TX4 days ago - ...position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services. This... ...exceptional services to clients, with the potential to lead less complex client relationships. Advanced capability...Permanent employmentTemporary workWork at officeFlexible hours
Corient Capital Partners
Houston, TX1 day ago - ...AssociateAs an OneStream Sr. Associate, you’ll perform advisory and... ...services by offering a career path with more: more opportunity,... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA firm)... ...taking action for diversity, equity & inclusion at what you can...Employment EquityWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$155k - $175k
...to support the most exciting missions in the world! As a Lead Cyber Risk Advisor, you will be a vital member of the Qualys Cyber Risk Experts... ...salary and does not include incentive compensation or potential equity grants. We also offer a comprehensive and highly...Employment Equity$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Houston, TX1 day ago- ...our national footprint in the United States. Executive Wealth Advisors are the most experienced advisors in the firm, working with top... ...clients and developing new client relationships. The role includes leading client relationships, overseeing top-tier clients, contributing...Employment Equity
$60k - $100k
...Oak Harvest Financial Group is seeking an in-office Financial Planner in Houston, TX, to support advisors through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, participating in client meetings, and ensuring...Work at officeAdvisor Talent Solutions
Houston, TX4 days ago- A financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance. You will benefit from 90+ warm leads monthly and a supportive team culture. Candidates should have a bachelor's degree, 1...Full timeWork at office
- LPL Financial in Houston is seeking a Wealth Advisor Group professional to provide investment guidance to mass affluent clients over the phone and through inbound/outbound calls from our Houston office. You will review client needs, design solutions, and help grow our...Work at office
- Allworth Financial in Houston, TX seeks an experienced Financial Advisor to lead client relationships and deliver fiduciary financial planning. The role is in-person with the flexibility to work from home, supporting a high-performing office culture and integrated planning...Work at officeWork from home
- ...footprint. Executive Wealth Advisors are the most experienced advisors... ..., and potential equity participation. Primary Duties... ...experience. Manage & develop Lead and Associate Advisors. Collaborate on new... ...Certification such as Certified Financial Planner (CFP) is a plus. 10...Employment Equity
- Edward Jones is seeking a committed financial advisor to partner with clients and build a personal practice. The role offers comprehensive training, licensing support, and a long‑term career path within a large, client‑focused advisory network. You’ll work with a branch...Home office
- Strategic Financial Group is looking for a motivated Junior Financial Advisor in Houston, Texas. You will benefit from a structured growth path, income support during your training, and the ability to build your client base from day one. This role requires a Bachelor's...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor — Path to Lead Advisor & Equity. Be the first to apply!
Related searches
- eye care associates Houston, TX
- community outreach associate Houston, TX
- utility associate Houston, TX
- part time associate Houston, TX
- portfolio associate Houston, TX
- associates degree in criminal justice Houston, TX
- task associate Houston, TX
- associates degree business Houston, TX
- remote associate Houston, TX
- publishing associate Houston, TX