Apply on Employer Site

Insight Wealth Strategies, LLC · 3 days ago

Associate Financial Advisor

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Insight Wealth Strategies is a boutique fee-only RIA firm dedicated to serving high-net-worth clients. They are seeking an Associate Advisor who will work closely with Lead and Senior Advisors to manage client relationships and ensure high-quality service delivery.

AdviceAsset ManagementFinancial Services

Responsibilities

Working closely with our Lead and Senior Advisors, you will be involved in all aspects of wealth management

Managing and enhancing client relationships and other duties

Qualification

EmpathyCollaborationDetail-orientedProblem-solvingIntegrity

Required

Is naturally empathetic and loves connecting with people

Thrives in a collaborative team setting and genuinely enjoys working alongside others

Is detail-oriented and takes pride in delivering precise and high-quality work

Is a proactive problem-solver and takes initiative

Shares our commitment to integrity and ethical practices

Benefits

Health, dental, and vision insurance

401(k) plan with a company match

Paid time off to recharge and enjoy life outside of work

Educational assistance and professional development opportunities

Company

Insight Wealth Strategies, LLC

Insight Wealth Strategies is dedicated to helping our San Ramon and Bay Area, CA and Houston, TX clients define and create a plan to reach their financial goals.

Founded in 2002