Job Summary
A financial services company needs applicants for an opening for a Remote Financial Consultant in Houston.
Candidates will be responsible for the following:
- Educating customers on the technology and channels available to them
- Mentoring and supporting your customers as they look to reach their retirement goals
- Making an impact in the lives of your clients through deepening relationships and complex financial planning
Position Requirements Include:
- Will engage face-to-face with your customers
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- Experience with High Net Worth clients
- You demonstrate a deep understanding of financial markets
- Remarkable knowledge of investment products