Financial Advisor

LiveWell Homecare Agency, LLC; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Financial Advisor in Houston, TX to build client relationships and provide advice for financial and estate planning needs. The role focuses on delivering advisory services, coordinating with planning teams, and driving growth through referrals and community engagement.

The ideal candidate has 4+ years in financial services, a Bachelor's degree, and appropriate licenses. Strong communication and sales skills are essential to success in this role.

Qualifications

• Bachelor's degree from an accredited institution.
• Licenses: Series 7, and either 66 or 63/65; Life & Health certifications; additional certifications encouraged.
• Strong consultative sales, business development, and communication skills.

Responsibilities

• Drive market growth, revenue, and profitability goals.
• Communicate the firm's value proposition and advice-based services.
• Develop client relationships through internal and external referral sources.
• Coordinate with teams in Financial Planning, Brokerage, Trust, Insurance, and Family Office.
• Conduct client meetings, annual reviews, and evaluate financial objectives.
• Stay informed on market trends and investment solutions.
• Engage community networks for business development.

Skills

Client relationships

Consultative sales

Communication skills

Business development

Market awareness

Education

Bachelor's Degree

Licenses: Series 7, 66/63/65; Life & Health

Job description

Financial Advisor responsible for developing client relationships, providing advice, and supporting financial and estate planning needs.

Responsibilities

• Drive market growth, revenue, and profitability goals.
• Communicate the firm's value proposition and advice-based services.
• Develop client relationships through internal and external referral sources.
• Coordinate with teams in Financial Planning, Brokerage, Trust, Insurance, and Family Office.
• Conduct client meetings, annual reviews, and evaluate financial objectives.
• Stay informed on market trends and investment solutions.
• Engage community networks for business development.

Qualifications

• 4+ years of experience in Financial Services.
• Bachelor's Degree from an accredited institution.
• Licenses: Series 7, and either 66 or 63/65; Life & Health certifications; additional certifications encouraged.
• Strong consultative sales, business development, and communication skills.