Client-Focused Financial Planning Consultant

Houston Dose; Houston (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Tuition reimbursement program

Training opportunities

Job summary

Houston Dose is seeking a Financial Consultant to work in a hybrid model that requires onsite presence every other week. You will engage face-to-face with customers to provide personalized financial planning and support their investment needs.

The ideal candidate will possess FINRA Series 7 and 66 licenses, along with proven relationship-building skills. A competitive salary and comprehensive benefits are offered to ensure a balanced life for employees.

Qualifications

• Ability to build relationships and uncover needs.
• Keen ability to present complex solutions effectively.
• Committed to delivering an outstanding customer experience.

Responsibilities

• Engage face-to-face with customers offering personalized planning.
• Support clients in reaching their retirement goals.
• Mentor clients while providing comprehensive investment solutions.

Skills

Relationship building

Investment strategies

Customer experience

Communication skills

Education

FINRA Series 7 & 66 certification

Certified Financial Planner (CFP)

Job description

Houston Dose is seeking a Financial Consultant to work in a hybrid model that requires onsite presence every other week. You will engage face-to-face with customers to provide personalized financial planning and support their investment needs.

The ideal candidate will possess FINRA Series 7 and 66 licenses, along with proven relationship-building skills. A competitive salary and comprehensive benefits are offered to ensure a balanced life for employees.