Job Description

Financial Advisor Location: The Woodlands, TX (Market Street Area) & Houston Metropolitan Areas | Work Environment: Modern Office + Hybrid Flexibility Life is short. Work somewhere AWESOME! At Allied Wealth , we believe in doing things differently — for our clients and our team members. We’re one of the premier financial advisory firms in Texas, providing advanced wealth management and financial planning services to successful individuals, families, and business owners. We offer more than just a job — we offer a career path full of growth , support , warm leads , and real opportunity to change lives (including your own). Due to explosive growth, we are seeking a highly motivated and skilled Financial Advisor to join our dynamic team! What You’ll Do: Meet with a steady flow of prospects (no cold calling!) generated through TV, radio, YouTube, workshops, referral programs, and more. Present compelling investment and retirement solutions to prospects. Educate clients about investing, taxes, retirement income strategies, wealth transfer, and estate planning concepts. Overcome objections skillfully and guide prospects to decisive action. Develop customized financial plans — including investment management, tax strategies, retirement income planning, legacy planning, and risk management. Act as a fiduciary at all times, always putting the client’s interests first. Nurture strong client relationships with regular communication, education, and proactive service. Continuously grow your personal book through internal leads, marketing events, centers of influence, and strategic partnerships. What Sets Allied Wealth Apart: No cold prospecting — a full marketing funnel supports your growth. Top-tier investment options — SMAs, structured notes, private placements, tax-advantaged strategies, and more. Modern work environment — prestigious office at Market Street in The Woodlands + WFH flexibility. Culture of collaboration and fun — wellness programs, team lunches, personal and professional development events. Proven advisor success — many of our team members have achieved career-defining growth and tenure with Allied. Production-based bonus opportunities — your success is recognized and rewarded! What We’re Looking For: Proven ability to win business — you are a closer who can educate, present, and persuade. Expert communication skills — you simplify complex concepts for clients at all knowledge levels. Commitment to the fiduciary standard — doing the right thing is non-negotiable here. Desire to build and deepen client relationships — service doesn't stop after the sale. Experience delivering comprehensive financial plans — investment, retirement income, tax, estate, and risk management planning. Bachelor’s degree in Finance, Business, or a related field. Advanced designations (CFP®, CFA®, ChFC®, CPA) are a plus. Licenses : Series 65 required (or willingness to obtain quickly); insurance license a plus. Sound Like You? If you’re a driven, client-focused advisor looking for a better way to grow — with true marketing support, incredible culture, and cutting-edge resources — we invite you to join Allied Wealth. ~ Apply today and take your career (and your clients’ lives) to the next level.

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