CyberCoders · 2 days ago
Financial Advisor
Houston, TX
Full-time
Onsite
Mid, Senior LevelCyberCoders is a well-known RIA firm with $2 billion AUM, seeking a Financial Advisor to join their growing team. The role involves building strong client relationships and providing tailored financial solutions to enhance wealth management.
RecruitingSearch Engine
No H1B
Responsibilities
Meet with clients to understand their financial goals and needs
Develop personalized financial plans that align with clients' objectives
Provide investment management services, including portfolio analysis and asset allocation
Monitor financial market trends and adjust clients' investments accordingly
Educate clients on financial products, investment strategies, and risk management
Build and maintain strong client relationships through regular communication and follow-ups
Prepare detailed reports and presentations on clients' financial status and recommendations
Stay up-to-date with financial regulations and industry best practices
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Proven experience as a Financial Advisor
Series 66 or equivalent
Strong understanding of financial products and investment strategies
Excellent interpersonal and communication skills
Ability to analyze financial data and provide strategic advice
Strong organizational skills and attention to detail
Preferred
Certification as a Financial Planner (CFP) or similar designation
Company
CyberCoders
CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
Founded in 1999
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2013-12-02Acquired
Leadership Team
Nate Shuman
Lead Recruiter (Tech) CEO Club
Matt Miller
CTO
Recent News
2025-04-12
Company data provided by crunchbase