Remote Investment Consultant in Sugar Land

Location: Texas

Compensation: To Be Discussed

Staff Reviewed: Mon, Sep 27, 2021

This job expires in: 1 days

Job Category: Information Technology

Remote Level: 100% Remote

Employer Type: Employer

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

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