Financial Advisor
RIA Advisors, Houston, TX, United States
Now’s your chance to join one of the fastest-growing Registered Investment Advisory firms in the country! RIA Advisors is looking for a Financial Advisor to join their team!
If you love meaningful client conversations but aren’t itching to jump straight into a Lead Advisor seat, keep reading — this one’s been waiting for you.
Why this role exists:
Because we’re looking for that sweet spot:
someone experienced and confident in front of clients, but not ready (or not interested yet) in taking on a full Lead Advisor role. If you want to do real advisory work without being pushed into the spotlight too soon — this is it.
What you’ll actually do:
Engage with clients and prospects daily and build trusted, holistic relationships.
Clearly articulate financial strategies and help clients move confidently toward their goals.
Do
fiduciary-first work
that prioritizes people over products (wirehouse escapees welcome).
Collaborate with a supportive, team-oriented group focused on long-term client success.
Leverage technology and planning tools to deliver a polished, modern client experience.
Who we’re looking for
4+ years of experience in financial services, insurance, or a related field.
A clean U4 license.
Strong verbal communication, writing, and time-management skills.
Tech confidence, including Salesforce CRM (or similar).
Experience with financial planning tools like MoneyGuidePro® is a plus.
Client‑facing advisory experience and comfort leading financial conversations.
Willingness to complete a drug test and background check
Learning never stops here
We value curiosity. You should genuinely enjoy expanding your knowledge around financial planning, Social Security, Medicare, insurance strategies, and applying it directly to client needs.
Where this role can go
This is initially a
supporting advisor role , but it’s not a dead end.
There is a clear path to becoming a
Lead Advisor after ~5 years
for those who want it.
Logistics:
Full‑time
position
Hybrid setup :
3 days in‑office
Bonus:
20%, paid annually
Benefits:
Health 100% covered for employees, 50% for family
401(k):
3% employer match
If you want to do meaningful advisory work, grow at a sustainable pace, and be part of a firm that actually practices what “fiduciary” means — this role was built for you.
#J-18808-Ljbffr
If you love meaningful client conversations but aren’t itching to jump straight into a Lead Advisor seat, keep reading — this one’s been waiting for you.
Why this role exists:
Because we’re looking for that sweet spot:
someone experienced and confident in front of clients, but not ready (or not interested yet) in taking on a full Lead Advisor role. If you want to do real advisory work without being pushed into the spotlight too soon — this is it.
What you’ll actually do:
Engage with clients and prospects daily and build trusted, holistic relationships.
Clearly articulate financial strategies and help clients move confidently toward their goals.
Do
fiduciary-first work
that prioritizes people over products (wirehouse escapees welcome).
Collaborate with a supportive, team-oriented group focused on long-term client success.
Leverage technology and planning tools to deliver a polished, modern client experience.
Who we’re looking for
4+ years of experience in financial services, insurance, or a related field.
A clean U4 license.
Strong verbal communication, writing, and time-management skills.
Tech confidence, including Salesforce CRM (or similar).
Experience with financial planning tools like MoneyGuidePro® is a plus.
Client‑facing advisory experience and comfort leading financial conversations.
Willingness to complete a drug test and background check
Learning never stops here
We value curiosity. You should genuinely enjoy expanding your knowledge around financial planning, Social Security, Medicare, insurance strategies, and applying it directly to client needs.
Where this role can go
This is initially a
supporting advisor role , but it’s not a dead end.
There is a clear path to becoming a
Lead Advisor after ~5 years
for those who want it.
Logistics:
Full‑time
position
Hybrid setup :
3 days in‑office
Bonus:
20%, paid annually
Benefits:
Health 100% covered for employees, 50% for family
401(k):
3% employer match
If you want to do meaningful advisory work, grow at a sustainable pace, and be part of a firm that actually practices what “fiduciary” means — this role was built for you.
#J-18808-Ljbffr