Financial Advisor

1 month ago

houston, United States Augustine Talent Group Full time

Financial Advisor - Houston

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.

  • Financial Advisor

    1 month ago

    houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    1 month ago

    Houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    1 month ago

    houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Associate Financial Advisor

    1 month ago

    Houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    1 month ago

    houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    1 month ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Advisor

    1 month ago

    Houston, United States Augustine Talent Group Full time

    Financial Advisor - HoustonAs 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...

  • Financial Aid Advisor

    5 months ago

    Houston, United States Universal Technical Institute Full time

    Financial Aid Advisor Job Locations US-TX-Houston ID 2024-6120 Type Regular Employee Overview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students,...

  • Financial Advisor Senior

    2 months ago

    Houston, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...

  • Personal Financial Advisor

    1 month ago

    houston, United States Clouds Talent Group Full time

    Clouds Talent Group is thrilled to be partnering with Wellby Financial to find a top performing personal finance advisor to support their continued growth efforts.The Personal Financial Advisor will provide financial advice to clients based on knowledge of investment and tax strategies, securities, insurance, pension plans, and real estate. The Wellby...

  • Personal Financial Advisor

    1 month ago

    Houston, United States Clouds Talent Group Full time

    Clouds Talent Group is thrilled to be partnering with Wellby Financial to find a top performing personal finance advisor to support their continued growth efforts.The Personal Financial Advisor will provide financial advice to clients based on knowledge of investment and tax strategies, securities, insurance, pension plans, and real estate. The Wellby...

  • Financial Advisor Trainee

    3 weeks ago

    Houston, United States Raymond James Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Application Fulfillment Specialist

    1 week ago

    Houston, Texas, United States Covr Financial Technologies Full time

    Job Title:Application Fulfillment Specialist - Covr Financial TechnologiesAbout the Role:We are seeking a skilled Application Fulfillment Specialist to join our team at Covr Financial Technologies. In this role, you will be responsible for facilitating insurance applications for clients through their financial advisors.Key Responsibilities:Communicate with...

  • Financial Services Professional: Career Launchpad

    1 week ago

    Houston, Texas, United States Strategic Financial Group Full time

    Transforming Financial FuturesAt Strategic Financial Group, we're on a mission to empower individuals and families to achieve their financial aspirations. As a Financial Services Professional, you'll play a pivotal role in shaping the futures of our clients.We're seeking a dynamic and results-driven individual to join our team. If you're passionate about...

  • Financial Advisor

    3 days ago

    Houston, United States Fidelity Investments Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Success Consultant

    1 week ago

    Houston, Texas, United States Meron Financial Agency Full time

    Empower Your Financial FutureWe are a leading firm dedicated to helping individuals and businesses achieve their financial goals. As a Life Insurance Advisor at Meron Financial Agency, you will have the opportunity to make a meaningful impact on people's lives while enjoying work-life balance.About UsMeron Financial Agency is a client-centric organization...

  • Life Insurance Case Manager

    1 week ago

    Houston, Texas, United States Covr Financial Technologies Full time

    Job Overview:Covr Financial Technologies is seeking a highly skilled Life Insurance Case Manager to join our team. This role will be responsible for providing exceptional customer service, managing case progress, and ensuring a seamless experience for our clients.Key Responsibilities:Monitor term case progress, track down requirements, and provide ongoing...

  • Strategic Financial Advisor

    1 week ago

    Houston, Texas, United States Willis Johnson & Associates Full time

    At Willis Johnson & Associates, we are seeking a highly skilled and experienced Wealth Management Professional to lead our team of financial advisors. This is a fantastic opportunity for a seasoned professional to join our dynamic team and contribute to the success of our clients.About UsWe are a fast-growing, award-winning wealth management firm...

  • Senior Wealth Advisor

    2 weeks ago

    Houston, United States Mercer Advisors Inc Full time

    For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an...

  • Senior Wealth Advisor

    2 weeks ago

    Houston, United States Mercer Advisors Inc Full time

    For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an...