Financial Consultant - The Woodlands, TX

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

Responsibilities

Build long-term, dedicated relationships with customers by guiding them through wealth management and retirement planning strategies; Nurture relationships with an existing client base; Provide appropriate investment solutions to existing clients and help expand acquisition of new customers; Mentor and support customers as they look to reach their retirement goals; Educate customers on technology and channels available to monitor, maintain, and handle their investments; Engage face-to-face with customers, offering mentorship and personalized planning; Help extend the reach of the firm's brand

Requirements

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; Deep understanding of financial markets and ability to simplify complex financial concepts while building rapport and credibility; Remarkable knowledge of investment products; Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets; Collaborating with multiple business partners to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

Nice to have

CFP (preferred)

Benefits

Tuition Reimbursement program for CFP classes; Top compensation package with excellent benefits; Unlimited access to some of the best resources and tools in the industry