Associate Financial Advisor
The Associate Financial Advisor role at Confidential Client involves helping clients identify and achieve their financial goals through comprehensive planning services including risk management, estate planning, and investment management. This entry-level position focuses on client acquisition, delivering strategic financial recommendations, and customizing plans based on individual client needs, with opportunities for professional growth and training.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services (Accounting & Finance).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is hiring an Associate Financial Advisor to join their team in Trammells, TX. This entry-level financial advisor role is ideal for someone eager to build a career in wealth management and financial planning. You will work directly with clients to assess needs and recommend strategies across investments, retirement, insurance, and estate planning.
What You’ll Do
- Look for, identify, and secure new clients and build trusting advisor relationships
- Deliver strategic recommendations for financial products, investment options, and planning solutions
- Analyze clients’ cash flow, income, assets, liabilities, and financial goals to develop tailored plans
- Support risk management, retirement planning, estate planning, and investment strategies
- Maintain accurate records in CRM and financial planning tools; prepare client presentations
- Participate in ongoing training and development; be a coachable, organized team member
Qualifications
- Bachelor’s degree in business administration, finance, or a related field (required)
- Basic understanding of financial advice, investment products, and wealth-management concepts
- Strong communication, interpersonal, and quantitative skills with a client-service orientation
- Proficiency with Microsoft Office; experience with CRM systems, Google Suite, or financial planning software preferred
- FINRA Series 7 and 63/66 licenses are a plus but are not required
- Must be based out of the greater Houston area / able to work from Trammells, TX region
Compensation
- $65,000 - $106,000 (commission based, range provided by the source posting)
- Opportunity for growth tied to production and client-base development
- Training and licensing support may be available (confirm during interview)
Location & Schedule
- On-site / hybrid possibilities to be discussed; position requires being based in the Trammells / greater Houston area
- Full-time employment (typical business hours, with client meetings that may fall outside 9–5)
About Confidential Client
Confidential Client is a well-established firm in the financial services space focused on long-term client outcomes. As part of their team you’ll build a career helping individuals and families pursue financial security through personalized planning and advisory services.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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