Financial Advisor at Hudnall Capital Advisors – Houston, Texas

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!