Financial Advisor

ABOUT THE NOBLE GROUP

Sugar Land, Texas (in office or in Houston/Dallas area remote)

The Noble Group is a premier wealth management and retirement consulting firm managing ~$2.35B in AUM. As part of the LPL Financial network, we combine boutique, high-touch service with national-scale technology and resources.

Ranked #10 globally by revenue within LPL’s Independent Advisory platform (out of ~32,000 firms), we are on a strong upward trajectory.

We foster a collaborative, growth-oriented environment where professionals are empowered to perform at a high level while maintaining balance.

ROLE MISSION

Originate, grow, and manage client relationships while contributing to the firm’s long-term success. Serve as a trusted advisor helping clients navigate complex financial decisions, while supporting firm growth through business development and collaboration.

Success is defined by:

• Growth of client relationships and revenue

• Strong client retention and trust

• Effective team collaboration

• Alignment with firm standards and long-term vision

OPPORTUNITY STRUCTURE – TWO PATHWAYS

1. Firm-Building Path (House Book | Partnership Track)

For advisors seeking long-term partnership and enterprise growth within a team-based model.

• Client Ownership: Transitions to firm (“house book”)

• Transition: Ability to monetize and move existing book

• Compensation: Salary incentives tied to growth

• Focus: Relationship leadership and firm growth

• Support: Full access to planning, service, and ops teams

• Upside: Path to partnership and equity

2. Independent Advisor Path (Revenue Split | Book Ownership)

For advisors who want to maintain ownership while leveraging firm infrastructure.

• Client Ownership: Retained by advisor

• Compensation: 60/40 revenue split

• Focus: Business development and relationship management

• Support: Firm provides operations, compliance, and service

• Growth: Build and scale personal book

• Flexibility: Autonomy with option to transition to firm model over time

KEY RESPONSIBILITIES

Client Leadership & Advice

• Serve as lead advisor delivering tailored wealth strategies

• Build long-term client relationships through proactive communication

• Lead client reviews and provide clear, actionable guidance

Business Development

• Generate new clients through networks and firm channels

• Expand existing relationships through planning and engagement

• Build a high-quality, sustainable book of business

Wealth Management Execution

• Collaborate with internal specialists to deliver integrated advice

• Provide guidance across investments, retirement, tax, and estate planning

• Leverage firm resources to enhance outcomes and efficiency

Team Collaboration

• Operate within a team-based model focused on shared success

• Partner across the firm to deliver a consistent client experience

Client Experience & Growth Discipline

• Balance new business development with high-quality service

• Deliver a proactive, high-touch client experience

• Scale relationships effectively using team support

Technology & Compliance

• Utilize CRM, planning tools, and firm systems effectively

• Maintain accurate documentation and communication

• Adhere to all regulatory, licensing, and fiduciary standards

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree preferred

• 5–15 years in wealth management or financial advisory

• Existing book of business strongly preferred

• Proven relationship management and business development skills

• Series 7 and 65/66 (or ability to obtain)

• CFP®, CFA, or similar designation preferred

COMPENSATION & GROWTH

• Competitive compensation based on experience

• Benefits: 401(k) match, health insurance, professional development support

• Clear growth and advancement pathways

• Direct exposure to senior leadership and advisors

• Executive coaching for onboarding and development

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.