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Burrows Financial Holdings, LLC

Financial Advisor

Burrows Financial Holdings, LLC, Houston, Texas, United States, 77246

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3 days ago Be among the first 25 applicants Direct message the job poster from Burrows Financial Holdings, LLC 5th Generation Texan | Founder & Managing Partner | Burrows Financial Holdings, LLC. Macro Advisor to Texas Families, their Organizations &…

Financial Advisor at Burrows Capital Advisors, LLC Location:

Webster, Texas Employment Type:

Full-Time Posted:

July 22, 2025 About Burrows Capital Advisors, LLC Burrows Capital Advisors, LLC is the wealth and investment management subsidiary of Burrows Financial, a diversified financial services firm providing wealth, tax, insurance, and business consulting solutions. Based in Webster, Texas, we are dedicated to helping clients achieve their financial goals through personalized, strategic planning. Our team is committed to integrity, excellence, and building lasting relationships with our clients. Visit us at www.burrowsfh.com to learn more. We are seeking a talented Financial Advisor to join our growing firm and make a meaningful impact. Job Overview We are looking for a motivated and client-focused Financial Advisor to provide comprehensive financial planning and investment management services. The ideal candidate is passionate about helping individuals and families secure their financial futures, with strong interpersonal skills and a commitment to delivering exceptional service. Key Responsibilities Develop and maintain strong client relationships, providing tailored financial advice and solutions. Create and implement comprehensive financial plans, including retirement planning, investment strategies, estate planning, and risk management. Conduct in-depth financial analyses to assess clients’ needs and recommend appropriate products and services. Stay informed on market trends, investment opportunities, and regulatory changes to provide up-to-date advice. Collaborate with team members to enhance client experiences and achieve firm goals. Actively prospect and build a client base through networking, referrals, and community engagement. Qualifications Minimum of 3 years of experience in financial planning, wealth management, or a related field. Strong knowledge of investment products, financial planning strategies, and market dynamics. Excellent communication and interpersonal skills, with a client-first mindset. Proven ability to build and maintain client relationships and generate new business. Proficiency in financial planning software and tools (e.g., MoneyGuidePro). Must be based in or willing to relocate to Webster, Texas. Why Join Burrows Capital Advisors? Opportunity to work with a dynamic, client-focused team in a supportive environment. Competitive compensation package, performance-based bonuses, and benefits. Access to cutting-edge tools and resources to support your success. Clear path for professional growth and development within a respected firm. Be part of a company that values integrity, innovation, and community involvement. How to Apply If you’re passionate about helping clients achieve financial success and ready to take your career to the next level, we’d love to hear from you! Please submit your resume and a cover letter detailing your qualifications and why you’re a great fit for Burrows Capital Advisors, LLC to Service@burrowscap.com. Application Deadline:

August 22, 2025 Burrows Capital Advisors, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

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