Top 1304 Client advisor 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
Control Systems Specialist (SIS)
CONTECH CONTROL SERVICES —Houston, TX
- $45 - $85 an hour
- Overtime
- Background check
- 5 years
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
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
Client Advisor, Houston
Prada —Houston, TX
- Communication skills
- Entry level
Part-Time Client Advisor, Houston Galleria
Louis Vuitton —Houston, TX
- $23 - $25 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
14d
Client Advisor, Houston Galleria
Louis Vuitton —Houston, TX
- $23 - $25 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
14d
Client Success Representative (Remote)
Demand.com —Houston, TX
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Client Advisor, Full Time
FERRAGAMO USA INC —Houston, TX
- $22 - $23 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
12d
Retail Associate - Houston Galleria
Aritzia —Houston, TX
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor - Houston Galleria
Tiffany & Co. —Houston, TX
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Fashion Advisor, Neiman Marcus Houston
Chanel —Houston, TX
- $28 - $31 an hour
- Weekends as needed
- Mid-level
- 3 years
- High school diploma or GED
- Health savings account
- AD&D insurance
12d
Account Executive, Assisted Sell - Houston
l'Oréal —Houston, TX
- $82,000 - $116,800 a year
- Full-time
- Hybrid work
- Microsoft Word
- Merchandising
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Senior Client Advisor - Houston Galleria
Dolce & Gabbana —Houston, TX
- Senior level
Customer Care Advisor
NCD —Houston, TX
- $17.50 - $18.50 an hour
- Full-time
- Remote
- Spanish
- Microsoft Outlook
- Typing
- Paid training
- Disability insurance
Quick Apply
Client Advisor - Pasadena
Tiffany & Co. —Pasadena, TX
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Beauty Advisor - Part Time
Sephora —Houston, TX
- $19.80 - $22.90 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Style Advisor, Houston
Equinox —Houston, TX
- Part-time
- Inventory management
- Merchandising
- Mid-level
Quick Apply
12h
Customer Success Manager
3E —Houston, TX
- $74,000 - $84,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
6d
Client Advisor
Biologique Recherche —Houston, TX
- $20 an hour
- Merchandising
- Administrative experience
- High school diploma or GED
Quick Apply
Client Relationship Manager
Nova 401(k) Associates —Houston, TX
- $70,000 - $95,000 a year
- Remote
- Background check
- 5 years
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply

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client advisor 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

client advisor jobs in houston tx

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

Control Systems Specialist (SIS)

Financial Services Professional - Hybrid Remote (TX)

Client Advisor, Houston

Part-Time Client Advisor, Houston Galleria

Client Advisor, Houston Galleria

Client Success Representative (Remote)

Client Advisor, Full Time

Retail Associate - Houston Galleria

Client Advisor - Houston Galleria

Fashion Advisor, Neiman Marcus Houston

Account Executive, Assisted Sell - Houston

Senior Client Advisor - Houston Galleria

Customer Care Advisor

Client Advisor - Pasadena

Beauty Advisor - Part Time

Style Advisor, Houston

Customer Success Manager

Client Advisor

Client Relationship Manager

I want to receive the latest job alert for client advisor in houston tx

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