Texas Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor in Houston.

Key Responsibilities

• Engage clients by leveraging relationship-building skills and providing tailored financial guidance
• Meet with clients virtually to create and maintain their financial plans aligned with the company's mission and values
• Utilize existing client base while also reaching out to personal networks for client engagement

Required Qualifications

• Bachelor's degree or equivalent experience; military veterans encouraged to apply
• FINRA Series 7, 63/65 or 66 required or must be obtained within 90 days
• State insurance licensed in life, health, and variable lines of authority or must be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)