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Retirement Plan Financial Advisor Equity Ownership

Job in Houston, Harris County, Texas, 77246, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 100000 - 130000 USD Yearly USD 100000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Retirement Plan Financial Advisor with Equity Ownership

CAPTRUST in Houston, Texas is looking for a Retirement Plan Financial Advisor to manage a diverse portfolio of retirement plan clients. This role requires building new client relationships and providing fiduciary advice while presenting engagingly to individuals and committees.

The ideal candidate will have at least 10 years of experience in financial sales and a Bachelor's degree. The compensation is competitive, with a salary range of $100,000 to $130,000, plus bonuses, depending on experience.

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