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© All Rights Reserved. ApplyBlast.com
Finsyn
Financial Synergies Wealth Advisors, based in Houston, Texas, is seeking an Associate Financial Advisor to provide holistic financial planning, retirement planning, and investment management services. The role involves working closely with a team of professionals to deliver tailored wealth management solutions to clients.
Financial Synergies Wealth Advisors (FinSyn) is a Houston-based, fee-only fiduciary wealth management firm offering comprehensive financial planning and investment management. Their team of CFP® professionals brings 35–40+ years of experience serving families, business owners, and executives with wealth, retirement, and tax-aware planning. As a fiduciary they emphasize personalized, tax-efficient strategies and transparent, fee-only compensation. Clients work with FinSyn for long-term, objective advice and experienced portfolio management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Finsyn.
27% below the average for this role