FiStaff
Financial Advisor
- directions_car 77598 Webster
- work Full-time
About the position
Take the Next Step in Your Career With Us!
Are you a driven and experienced Financial Advisor looking to grow your book of business with the support of a dynamic and expanding firm? This is your chance to join a forward-thinking team that empowers you to build long-lasting client relationships, deliver strategic financial planning, and thrive in a collaborative, flexible environment. If you're passionate about helping individuals and families achieve financial freedom, we want to hear from you!
Financial Advisor
? Webster, TX |? Full-time |? Financial Services / Wealth Management
Why Work With Us:
• Hybrid work model with a flexible, supportive culture
• Leadership that values mentorship, autonomy, and innovation
• Competitive compensation with bonuses, benefits, and growth opportunities
What You'll Do:
• Build and nurture long-term relationships with clients, offering personalized financial guidance
• Create comprehensive plans for retirement, investments, estate, and tax strategy
• Monitor market trends and adjust strategies to deliver top-tier advice
• Grow your client base through referrals, networking, and proactive outreach
• Operate with integrity and a deep commitment to service excellence
What We’re Looking For:
• CFP®, CFA, or equivalent certifications strongly preferred
• Active Series 7 and Series 66 licenses required
• 3+ years of experience in financial advising or wealth management
• Proven track record with $250K–$750K in annual production
• A transferable book of business with at least $25M in AUM (preferably fee-based)
• Must be based in or willing to relocate to Webster, TX
• Excellent communication, relationship-building, and problem-solving skills
Ready to Land Your Next Great Role?
Apply now and let our recruiting team help you take the next step in your career!
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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Place of work
77598 Webster
United States of America
About the company
FiStaff was founded in 1992 to provide Texas’s most respected financial services companies with custom staffing solutions with our talented people. We began in Houston, where the company is still headquartered, but quickly expanded to service the entire Dallas/Fort Worth Metroplex as well as Austin. It wasn’t long before FiStaff was serving clients and job seekers state-wide.
For the past three decades, we’ve remained laser-focused on our mission to connect the best financial talent with the organizations that need them most. Whether it’s banking, accounting, mortgage, or administrative roles, including financial services staffing, we’ve been dedicated to serving the great state of Texas, and we look forward to the next 30 years of making those connections.
Similar job titles
- Wealth Management Consultant
- Investment Strategist
- Financial Consultant
- Asset Management Specialist
- Financial Planning Expert
- Portfolio Advisor
- Investment Consultant
- Retirement Planning Advisor
- Wealth Advisor
- Personal Finance Counselor
Relevant places near
- Southbridge
- Auburn
- Millbury
- Charlton
- Dudley
- Thompson
- Sutton
- Putnam
- Douglas
- Whitinsville
Job ID: 9789442
/ Ref: b5eb9c5df7bdb5f42adbe859d80c2023