Texas Licensed Financial Advisor

To support a growing financial advisory practice, the remote Texas Licensed Financial Advisor will establish and maintain long-term client relationships, deliver financial advice, and provide complex portfolio management guidance while collaborating with experienced advisors. Key responsibilitiesEstablish, grow, and maintain long-term relationships with clients Partner with investors to help them plan for their financial goals Provide disciplined investment approaches and additional financial planning supportRequired qualificationsCertified Financial Planner (CFP) designation required Series 7, 63, or 66 licenses (or ability to acquire within 3 months) Three to five years of advisory experience in financial planning and relationship management Demonstrated experience managing a book of business with client satisfaction In-depth knowledge of financial planning, investment strategies, and industry regulations