Licensed Financial Consultant

DestinyOne Financial Group; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary with bonuses

Comprehensive health benefits

Professional development

Job summary

DestinyOne Financial Group is seeking a licensed financial consultant to help young athletes, coaches, educators, and entrepreneurs build secure financial futures. You will design comprehensive financial plans and provide guidance across investments and risk management.

Join a collaborative team and benefit from competitive pay with performance-based bonuses, health benefits, and ongoing professional development as you expand your client base in a dynamic sports and education community.

Qualifications

• Minimum 2 years of financial consulting experience.
• Series 65 license required.
• Bachelor’s degree in Finance, Economics, or related field.
• Strong communication and interpersonal skills.

Responsibilities

• Develop comprehensive financial plans for clients in sports, education, and entrepreneurship
• Conduct investment analysis and provide portfolio management recommendations
• Build and maintain strong client relationships through regular communication
• Stay current with market trends and financial regulations
• Collaborate with team members to deliver exceptional client service

Skills

Series 65 License

Client Relations

Financial Planning

Communication

Education

Bachelor's degree in Finance/Economics

Job description

Join our team as a licensed financial consultant and help shape thefinancial futures of young athletes, coaches, educators, andentrepreneurs.

Key Requirements

Series 65 License Required

2+ Years Experience

Client Relations Skills

Position Overview

We are seeking a passionate and experienced Licensed FinancialConsultant to join our growing team. You will work directly withyoung athletes, coaches, educators, and entrepreneurs to providecomprehensive financial planning services that help them buildsecure financial futures.

Responsibilities:

• Develop comprehensive financial plans for clients in sports,education, and entrepreneurship
• Conduct investment analysis and provide portfolio managementrecommendations
• Build and maintain strong client relationships throughregular communication
• Stay current with market trends and financialregulations
• Collaborate with team members to deliver exceptional clientservice

Qualifications:

• Minimum 2 years of financial consulting experience
• Strong communication and interpersonal skills
• Experience working with young professionals preferred
• Bachelor's degree in Finance, Economics, or relatedfield

What We Offer:

• Competitive salary plus performance-based bonuses
• Comprehensive health and wellness benefits
• Professional development and continuing educationsupport
• Opportunity to work with diverse, exciting client base