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Financial Consultant Financial Advisor

Wealth Planning Associate – CFP Eligible

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Forvis Mazars US
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Houston is seeking a Wealth Management Advisor to support affluent families in their wealth management journeys. Responsibilities include creating personalized financial strategies, assisting with retirement and estate planning, and actively engaging in business development. The ideal candidate holds a Bachelor’s Degree, has over a year of relevant professional experience, and possesses a CFP designation or is eligible for certification.
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Position Requirements
10+ Years work experience
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