A.M. Guidance & Financial Services (AMGF) · 3 hours ago
Financial Advisor (W-2) – Houston, TX
Houston, TX
Full-time
Onsite
Entry, Mid Level
$60K/yr - $60K/yr
2+ years expA.M. Guidance & Financial Services is a national fiduciary wealth management firm that partners with financial institutions to create comprehensive advisory platforms. They are seeking an experienced W-2 Financial Advisor to help build and expand an advisory platform within a $1.2B financial institution in the Houston market, focusing on delivering fiduciary financial planning and managing existing client relationships.
Financial Services
Hiring Manager
Adam Mosbach CFP
Responsibilities
Deliver comprehensive, fiduciary financial planning
Transition and deepen existing brokerage relationships
Implement investment, retirement, and risk strategies
Serve mass affluent and higher-net-worth households
Collaborate with branch teams on education and referrals
Qualification
Required
2+ years of client-facing advisory experience
Strong planning mindset with implementation expertise
Comfortable working with referrals and existing relationships
Series 7 & 66 required
Preferred
CFP® preferred (financial support provided if not yet obtained)
Bilingual advisor strongly preferred
Benefits
Full benefits
Company
A.M. Guidance & Financial Services (AMGF)
The Financial Matchmaker for Advisors & RIAs. If you're an advisor ready to grow, scale, or exit — I’m the guy you want in your corner.
Founded in 2019
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase