Associate Financial Advisor jobs in United States
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Bogart Wealth · 10 hours ago

Associate Financial Advisor

positionHouston, TX
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Bogart Wealth is seeking an Associate Financial Advisor to support the Financial Advisor in enhancing client relationships. The role involves assisting with client meetings, financial planning discussions, and promoting firm growth through business development activities.

AdviceFinancial ServicesRetirementTax Preparation

Responsibilities

Identify and own the client onboarding process
Assist the Financial Advisor with client’s review schedule
Document client interactions and provide team with time sensitive updates
Execute on team service model
Engage team to address client’s needs
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations

Qualification

Series 65CFP designationFinancial services experienceFinancial planningClient relationship managementResearch skillsCommunication skillsOrganizational skillsCollaboration skillsSelf-starter

Required

Bachelor's Degree in Business, Economics or Financial Planning
Minimum three-five years financial services industry experience
Series 65
Obtain and/or maintain CFP designation
Possess and demonstrate strong written and verbal communication skills
Detail oriented with strong organizational skills, and ability to manage multiple tasks with accuracy and priorities at once
Personable with the ability to connect with clients
Capability to lead through collaboration and influence with direct authority
Thorough knowledge and understanding of the suite of firm services
Ability to research escalated client issues for response/resolution
Self-starter and aptitude to work with a sense of urgency

Benefits

Competitive compensation
Health benefits
Bonus programs
A 401(k)-retirement plan with company match
A fun and friendly team of colleagues

Company

Bogart Wealth

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Bogart Wealth offers financial, retirement and real estate planning, cash flow, investment advice and tax preparation services.
dateFounded in 2016
location
Houston, Texas, USA
people-size11-50 employees
web-link
https://bogartwealth.com/

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Constellation Wealth Capital
2025-01-22Private Equity

Leadership Team

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James Bogart
CEO & Founder
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Allen Eickelberg
Chief Operating Officer
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Recent News

Business Wire
Bogart Wealth Positions Itself for Next Stage of Growth with Appointment of New Chief Operating Officer
2025-11-19
Business Wire
Bogart Wealth Upgrades Houston Office to Support Firm’s Ongoing Expansion
2025-10-29
citybiz
Impact Communications Clients Shine as Finalists for 2025 WealthManagement.com Industry Awards
2025-08-20
Company data provided by crunchbase