"One of our top financial clients is seeking to hire a Financial Consultant for one of their Houston, Texas branch locations. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base."
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Must obtain a series 7 license & 66 license ( 63/65 can override 66)
3-5 years of book management experience as an advisor
Experience working with at least 200 clients or more and $100 million in AUM or more
Experience with a variety of investment products and investment solutions
Being able to explain how they were able to build successful previous relationships, uncovering needs, and recommending solutions
experience with being client focused and seeing themselves progressing in this specific role for more than 2-3+years. Potentially seeking leadership roles in the future.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.