Job Summary
A financial services company. has an open position for a Remote Investment Consultant in Houston Highland Village.
Must be able to:
- Provide needs-based mentorship to mass affluent customers
- Effectively engage clients through personal interactions
- Develop financial plans
Skills and Requirements Include:
- In a team-based, sales environment you take initiative and exceed expectations
- You have a deep understanding of various investment products
- Incomparable consultative selling and organizational skills
