Wealth Advisor - CFP or CPA Professional (Houston)
Role Overview: As a Wealth Advisor, youll connect directly with clients in person, offering individualized guidance and planning while helping to strengthen the firms reputation. Youll have access to some of the best resources in the industry, enabling you to focus on nurturing relationships with an existing client base. In this role, youll deliver comprehensive investment and retirement planning solutions tailored to each clients unique needs and goals. Your integrity, expertise, and attention to detail will enable you to guide and support clients as they work toward their financial goals. Youll play a vital role in helping the company build strong, long-term client relationships through effective personal interactions and communication. What Were Looking For: • Strong work ethic and a high standard of integrity, fostering trust among clients and colleagues. • A proven track record of building relationships, identifying client needs, and providing tailored solutions. • Strong skills in presenting complex financial solutions to informed clients while establishing trust and credibility. • Exceptional communication abilities, with a talent for explaining complex concepts in a client-friendly manner. • Outstanding client service skills, with a proactive approach to anticipating and independently resolving issues. • A strong sense of initiative to help continually improve the companys value proposition and operational efficiency. • Quick to adapt to new technologies, leveraging various data sources and systems to proactively address our clients financial requirements. • Excellent analytical abilities and meticulous attention to detail, ensuring compliance with all policies, procedures, and guidelines. • Team-oriented, with a proven track record of success in collaborative, relationship-driven environments. • Receptive to continuous coaching and professional development to deliver positive client outcomes and advance career goals. Qualifications: • At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial Planning • CFP, CPA or CFA certification • Bachelors degree is a prerequisite Compensation: • Highly competitive base salary with incentive options • Comprehensive employee benefits programs Our Commitment to You At The Goff Financial Group, our people are our greatest strength, and we believe in supporting you both professionally and personally. We offer a comprehensive benefits package, including a stable base salary, to recognize your achievements. Youll be well prepared for success with access to training and support for every aspect of your career. The Goff Financial Groups work model is primarily onsite with occasional remote work and some travel opportunities for client meetings and industry conferences. Job Type: Full-time Benefits: 401(k) 401(k) matching Health insurance Health savings account Paid time off Professional development assistance Retirement plan Tuition reimbursement Application Question: Do you live in Houston or any of the surrounding suburbs? Education: Bachelor's (Required) Experience: Financial services: 5 years (Required) License/Certification: CFP or CPA or CFA (Required) Work Location:The Goff Financial Group, 11 Greenway Plz Ste. 1425, Houston, TX 77046 (In person) Apply tot his job