We are currently seeking a Financial Planner/Relationship Manager who is passionate about serving high-net-worth clients for a growing wealth management firm in The Woodlands, TX.  You will have the opportunity to make a meaningful impact on clients' lives by helping them achieve long-term financial success while working alongside credentialed professionals who value integrity, growth, and empathy.

JOB RESPONSIBILITIES:

• Partner with Wealth Managers to develop, present, and maintain customized financial plans
• Act as a trusted point of contact for clients, delivering timely and accurate support
• Analyze complex financial data to design and model wealth planning scenarios
• Participate in client meetings and liaise with external professionals such as CPAs and attorneys
• Oversee account administration, client onboarding, and ongoing service requests
• Prepare trade recommendations and contribute to investment strategy discussions

EDUCATION AND EXPERIENCE:

Required:

• Bachelor's Degree in Business, Finance, Financial Planning, or Economics
• 2+ years of related professional experience in financial services
• Series 65 license (or actively pursuing) - must be licensed by 90 days of employment
• Strong written and verbal communication skills
• High attention to detail, excellent organization, and time management

Preferred:

• CFP designation (or on growth plan)
• Experience with Tamarac (Advisor View and CRM)
• Experience working with high-net-worth clients or in a boutique advisory firm
• Comfort with investment principles and portfolio implementation

COMPENSATION AND BENEFITS:

• Salary: $70,000 $90,000 base + service-based overrides and bonus structure
• Health Coverage: Medical, Dental, Vision
• Retirement Plan: 401(k) with employer contribution + profit sharing
• Work-Life Balance: Generous PTO, supportive leadership, and a people-first culture
• Growth: Access to mentorship, continuing education, and advancement opportunities
• Schedule: Fully in office first 90 days for training. Then hybrid 2 days per week remote. 

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A P&C independent insurance agency is seeking an experienced, driven, and motivated Financial Advisor to join their team! Candidates must be dedicated to growing a current book of business while providing a very high level of service to their clients. 

Job Description:

The Financial Advisor will work closely with the Partners on a day-to-day basis, focusing on client communication, follow-up, and converting P&C clients to financial advising clients. This role requires an individual who is detail-oriented, personable, and enjoys client interaction. Key responsibilities include going through a warm leads list of current clients to add additional financial advising services to their portfolio. This will include scheduling appointments/calls with current clients mostly by phone but occasionally in person. 

Ideal candidate is someone who has demonstrated proficiency in sales. This is a great opportunity to show your sales skills as you will help drive and close new business.
The agency is looking for someone who has experience working as an advisor or broker in their previous role. This person should be passionate about helping clients plan out their best financial future.

• Speak with/meet with the agencies existing P&C clients to convert to financial advising clients
• Encourage clients to implement agencies financial advice and recommendations
• Prospect and acquire new clients 
• Bring a book of business with them, or have experience previously growing a book of business
• Strong sales background to grow sales
• Opportunity to partner with the owners on deals
• Opportunity to manage and run your own book of business as an entrepreneur

Requirements:

• 2+ years of financial planning or advisor experience
• Experience selling and building your own book of business
• Sales/upselling experience
• Series 6 or 7 & 63 or 66 licenses
• Strong communication skills phone and in person
• Attention to detail

What they offer:

A highly competitive salary based on experience, plus commission and bonus opportunity

A hybrid work schedule

Mentoring and sharing of best practices

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