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Closed on June 30, 2026.
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Job Description
Weave Wealth Partners in Houston, TX is seeking a relationship-focused Financial Advisor to manage an established book of clients from an onsite office. The role centers on delivering tailored financial planning and high-touch service while cultivating long-term client relationships. There is an opportunity to participate in business development, but sourcing new clients is not a requirement.
Responsibilities
- Serve as the primary relationship manager for an established book of clients
- Lead and participate in client meetings, including meeting preparation, financial plan presentations, and follow-up
- Deliver comprehensive financial planning and wealth management guidance tailored to each client’s goals and circumstances
- Build strong, long-term relationships through proactive communication and high-touch service
- Collaborate with advisors and support staff to ensure seamless execution of client recommendations and service requests
- Assist clients with investment, retirement, tax, estate, insurance, and cash flow planning discussions
- Maintain accurate and detailed client records while ensuring regulatory compliance
- Stay current on industry trends, market developments, and financial planning strategies
- Contribute to continuous improvement of client service processes and workflows
- Participate in business development opportunities if desired, though new client acquisition is not required
Requirements
- FINRA Series 7 license required
- FINRA Series 66 license required
- Minimum of 2 years of related experience
Benefits
- 100% employer-paid health insurance premiums for families
- Employer-paid dental and vision insurance
- 10% 401(k) profit-sharing contribution
- Open PTO policy
- Professional development and mentorship opportunities
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Why join Weave Wealth Partners?
At Weave Wealth Partners, advisors are empowered to focus on building meaningful client relationships and delivering thoughtful financial guidance. Our collaborative culture, strong support infrastructure, and commitment to professional growth create an environment where advisors can thrive long term.
Compensation
Salary: USD 77,499 - 93,332 per year
Location
Houston, TX (onsite)
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