Financial Advisor (W-2) – Houston, TX
A.M. Guidance & Financial Services (AMGF), Houston, Texas, United States, 77246
Salary + Benefits | Existing Clients | Open Architecture | Planning + Implementation
This opportunity is with a
national fiduciary wealth management firm
that partners with financial institutions to
design, implement, and scale comprehensive advisory platforms . The firm has a
long, proven track record of successful institutional implementations , supporting advisors with leadership, compliance, technology, and operations—so advisors can focus on delivering advice.
We are seeking an experienced
W-2 Financial Advisor
to help
build and expand an advisory platform
within a
$1.2B financial institution in the Houston market .
This role is ideal for an advisor who understands
holistic financial planning , enjoys working directly with clients, and wants
salary, benefits, and full institutional support —even if they
do not have a portable book of business .
Why This Role Is Different ✔ Base salary (~$60K) + commissions +
full benefits
✔ W-2 employee advisor role
✔
Existing ~$5MM brokerage book
already in place
✔ No requirement to bring a book
✔ Ongoing referrals from the institution
✔
Open-architecture, fiduciary environment
(not proprietary)
✔ Full administrative, compliance, and operational support
The mandate is clear:
build a modern, planning-led advisory program , including
investment management, holistic planning, and risk management implementation .
The Role You’ll be embedded within a financial institution environment and work directly with members to:
Deliver comprehensive, fiduciary financial planning Transition and deepen existing brokerage relationships Implement investment, retirement, and risk strategies Serve mass affluent and higher-net-worth households Collaborate with branch teams on education and referrals
This is a
growth role , not a cold start. Clients, infrastructure, and leadership support are already in place.
Planning + Implementation on an Open Platform Advisors operate on a
true open-architecture platform , allowing them to:
Utilize leading independent custodians Access institutional-grade portfolio management and CRM technology Deliver integrated planning, investment, and risk management solutions
The focus is fiduciary advice— what’s best for the client , not product sales.
Ideal Candidate Profile 2+ years of client-facing advisory experience Strong planning mindset with implementation expertise Comfortable working with referrals and existing relationships CFP®
preferred (financial support provided if not yet obtained) Bilingual advisor strongly preferred Series 7 & 66 required
If you’re an advisor who wants to
build something long-term , with stability, benefits, existing clients, and institutional backing—this is a confidential conversation worth having.
Strategic Partner for Advisors and RIAs #J-18808-Ljbffr
national fiduciary wealth management firm
that partners with financial institutions to
design, implement, and scale comprehensive advisory platforms . The firm has a
long, proven track record of successful institutional implementations , supporting advisors with leadership, compliance, technology, and operations—so advisors can focus on delivering advice.
We are seeking an experienced
W-2 Financial Advisor
to help
build and expand an advisory platform
within a
$1.2B financial institution in the Houston market .
This role is ideal for an advisor who understands
holistic financial planning , enjoys working directly with clients, and wants
salary, benefits, and full institutional support —even if they
do not have a portable book of business .
Why This Role Is Different ✔ Base salary (~$60K) + commissions +
full benefits
✔ W-2 employee advisor role
✔
Existing ~$5MM brokerage book
already in place
✔ No requirement to bring a book
✔ Ongoing referrals from the institution
✔
Open-architecture, fiduciary environment
(not proprietary)
✔ Full administrative, compliance, and operational support
The mandate is clear:
build a modern, planning-led advisory program , including
investment management, holistic planning, and risk management implementation .
The Role You’ll be embedded within a financial institution environment and work directly with members to:
Deliver comprehensive, fiduciary financial planning Transition and deepen existing brokerage relationships Implement investment, retirement, and risk strategies Serve mass affluent and higher-net-worth households Collaborate with branch teams on education and referrals
This is a
growth role , not a cold start. Clients, infrastructure, and leadership support are already in place.
Planning + Implementation on an Open Platform Advisors operate on a
true open-architecture platform , allowing them to:
Utilize leading independent custodians Access institutional-grade portfolio management and CRM technology Deliver integrated planning, investment, and risk management solutions
The focus is fiduciary advice— what’s best for the client , not product sales.
Ideal Candidate Profile 2+ years of client-facing advisory experience Strong planning mindset with implementation expertise Comfortable working with referrals and existing relationships CFP®
preferred (financial support provided if not yet obtained) Bilingual advisor strongly preferred Series 7 & 66 required
If you’re an advisor who wants to
build something long-term , with stability, benefits, existing clients, and institutional backing—this is a confidential conversation worth having.
Strategic Partner for Advisors and RIAs #J-18808-Ljbffr