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Independent Financial Advisor - AUM & Planning
Job in
Cypress, Harris County, Texas, 77410, USA
Listed on 2026-07-08
Listing for:
Redfish Capital
Contract
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Redfish Capital is looking for two highly qualified Financial Advisors in Cypress, TX. Join a firm focused on comprehensive financial planning and client relationships, where you can bill on AUM or Financial Planning Fees. We value independence, teamwork, and integrity.
As a Financial Advisor, you will help clients achieve their financial goals through customized plans, monitor portfolios, and foster long-term relationships. A FINRA Series 65 and at least five years of experience are required.
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