Top 71 Investment advisor representative Jobs in Houston, Tx

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Houston, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Dean of Academic Progress (26-27)
KIPP Texas Public Schools —Houston, TX
- Full-time
- School experience
- High school
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Knowledge Engineer Specialist
Logic —Houston, TX
- $59,100 - $205,800 a year
- Full-time
- Azure
- Sales
- Mid-level
- Paid holidays
- Disability insurance
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —Houston, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor - Houston, TX
Navy Federal Credit Union —Houston, TX
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Mid-level
- Office
- Referral program
11d
VP, Head of Investor Relations
Hewlett Packard Enterprise —Spring, TX
- $224,000 - $492,500 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
9d
Financial Services Representative
United Community Credit Union —Houston, TX
- Extended hours
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Travel Team Retail Relationship Banker II
Origin Bank —Houston, TX
- Full-time
- Ability to walk for extended periods
- Research
- Mid-level
Knowledge Engineer Specialist
Accenture —Houston, TX
- $59,100 - $205,800 a year
- Full-time
- Hybrid work
- Azure
- AWS
- Supervising experience
- Paid holidays
- Disability insurance
Houston Travel Team Relationship Banker II
Origin Bank —Houston, TX
- Full-time
- Ability to walk for extended periods
- Research
- Mid-level
OEM Business Planning & Strategy Manager
Hewlett Packard Enterprise —Spring, TX
- $81,500 - $187,500 a year
- Full-time
- Marketing
- Office
- Finance
Wealth Business Advisor
Truist Bank —Houston, TX
- Full-time
- Background check
- CPA
- 5 years
- AD&D insurance
- Paid holidays
14d
Business Strategy & Partnerships Senior Director - VCO
Marathon Petroleum Company LP —Houston, TX
- Full-time
- Computer science
- Computer Science
- Writing skills
- Paid parental leave
- Dental insurance
9d
Voya Financial Advisor Houston
Voya Financial Advisors —Houston, TX
- Full-time
- Mid-level
- 403(b)
Chief Financial Officer
Fort Bend Independent School District —Sugar Land, TX
- School experience
- Classroom
- CPA
Investment Associate
ZT Corporate —Houston, TX
- Extended hours
- Hospital
- Ability to walk for extended periods
- 5 years
Quick Apply
Voya Financial Advisors Houston
Voya Financial Advisors —Houston, TX
- Full-time
- Hybrid work
- Mid-level
- 403(b)
Lead Facility Operations Consultant
Henderson Engineers —Houston, TX
- Full-time
- 7 years
- Engineering
- Analysis skills
- Profit sharing
- Paid training
Quick Apply
7d
Wealth Advisor III - Houston / Austin
Truist Bank —Houston, TX
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Shell Wealth Services Advisor
SHELL FEDERAL CREDIT UNION —Pasadena, TX
- Full-time
- Mid-level
- Office
- 3 years

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investment advisor representative jobs near houston, tx

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside

Trajan Wealth -
Houston, TX

Quick Apply

Job Details

Full-time
$100,000 - $300,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Professional ethics
Sales management systems proficiency
CRM system proficiency
Productivity software
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Houston Metro.

This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and Responsibilities

Lead Educational Seminars

Host and present retirement and financial planning seminars within the Houston area.
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market

Serve as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally
Expand a client base through seminars, referrals, and strategic community engagement
Scale a local advisory practice as part of Trajan's national growth strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations

Collaborate with Internal Teams

You're supported by a platform built to help you win.
Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities

Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications

Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
TX Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

W2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
401k with matching up to 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Quick Apply

Refine Your Search

investment advisor representative jobs in houston, tx

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside

Dean of Academic Progress (26-27)

Knowledge Engineer Specialist

Financial Services Professional - Hybrid Remote (TX)

Financial Advisor - Houston, TX

VP, Head of Investor Relations

Financial Services Representative

Travel Team Retail Relationship Banker II

Knowledge Engineer Specialist

Houston Travel Team Relationship Banker II

OEM Business Planning & Strategy Manager

Wealth Business Advisor

Business Strategy & Partnerships Senior Director - VCO

Voya Financial Advisor Houston

Chief Financial Officer

Investment Associate

Voya Financial Advisors Houston

Lead Facility Operations Consultant

Wealth Advisor III - Houston / Austin

Shell Wealth Services Advisor

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