Financial Advisor Wealth Management
About The Position
Grow your career with a nationally recognized RIA while serving members of one of Houston’s premier credit unions. Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice. This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you’ll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance. You’ll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business. This is a true growth opportunity. You’ll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.
Requirements
- Licensed Financial Advisor (Series 7 and 66 required)
- 2+ years of client-facing advisory experience preferred
- Strong communication and relationship-building skills
- Passion for delivering client-first, fiduciary advice
Nice To Haves
- CFP® designation is a plus, but not required
Benefits
- Competitive base salary plus commissions and inherited book
- Comprehensive benefits package and W-2 employment structure
- Active referral pipeline from engaged Credit Union membership
- Office space and marketing resources provided by PFG and the Credit Union
- Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full FinTech suite
- Training, compliance, and succession planning support from PFG’s leadership team
- A collaborative environment focused on member relationships—not sales quotas
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
