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Houston In-Person Wealth Advisor & Client Planner
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-01
Listing for:
The Goff Financial Group
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The Goff Financial Group is seeking a Wealth Advisor in Houston, TX, to provide individualized guidance and planning to clients. In this role, you will deliver investment and retirement solutions tailored to client needs and foster long-term relationships.
You should have over 5 years in financial services, including 3 years in financial planning, and hold a bachelor’s degree along with CFP, CPA, or CFA certification. Join us to advance your career while helping clients achieve their financial objectives.
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