Financial Advisor

Humans Being Resources, Inc
Published
February 20, 2021
Location
Sugar Land, TX
Category
Job Type

Description

Financial Advisor

Financial Consultant

(Financial Services Firm)

Our Client’s Financial Firm located in the Sugar Land, TX area is looking to add a key employee to the Team. They are seeking a professional Financial Advisor / Financial Consultant who is ready to help their already thriving company continue to grow. They are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a “team player” mentality. If you want to join a Financial Advisor Team that has experience in the industry, is dedicated to their clients, staff and has created a culture of success, this may be a good fit for you!

MINIMUM QUALIFICATIONS:

  • 2+ years of Financial Services Industry experience as an Associate Financial Advisor / Consultant and/or Financial Advisor / Consultant
  • FINRA Series 65 or Series 7/66 Securities License or CFP or ChFC
  • Advanced Technology Skills and use of Microsoft Office (Word, Power Point, Excel, Etc.)
  • Financial Planning Software experience (Example: Morning Star, Money Guide Pro, Etc.)
  • CRM Software / Database Experience (Example: Salesforce, Redtail, Etc.)

PREFERRED QUALIFICATIONS:

  • Other Industry Specific Designation ex: RICP, CLU, CFA

REQUIRED SKILLS:

  • Energetic, motivated and outgoing
  • Ability to prioritize projects and manage time
  • Organization skills & attention to detail
  • Self-directed initiative and follow through
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Excellent interpersonal, written, and verbal communications
  • Ability to speak publicly & present financial products in various settings
  • Comfortable showcasing and selling to new and established clientele
  • Ability to closely follow office processes & policies related to office operations & client privacy
  • Desire to be part of a Team Environment and to learn through a mentoring relationship
  • Ability to adhere to complex Regulatory and Compliance requirements

COMPENSATION:

  • $80,000 - $160,000 (Base Salary + Bonus/Incentive/Payout)
    *Based on applicable Experience, Certifications and/or Qualifications*
  • Health/Vision/Dental Coverage
  • Retirement Plan w-Employer Contribution
  • Monday-Friday Schedule, Generous PTO Policy & Paid Holidays
  • Professional, Fun, Motivating Atmosphere

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for customer care and who truly enjoy helping make a difference in their people’s lives!

Presented by Humans Being Resources, Inc.

Thank you for your interest in our client’s Financial Advisor / Financial Consultant in the Sugar Land, TX area . Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!

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