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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 2 days ago
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