Job Summary
An financial services company is filling a position for a Remote Investment Consultant in Sugar Land.
Individual must be able to fulfill the following responsibilities:
- Educate customers on the values and differences of each investment product
- Providing needs-based mentorship to mass affluent customer
- engaging clients through personal interactions, reflecting strong relationship building skills
Skills and Requirements Include:
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
