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Financial Planning Consultant – CFP
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-15
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm located in Houston, TX seeks a Planning Consultant to enhance client relationships and provide exceptional financial planning experiences. Ideal candidates will have a strong grounding in financial planning concepts, possess necessary certifications such as the CFP and Series 7, and be committed to building long-term client relationships. This role involves joint client appointments and mentoring peers, emphasizing a holistic approach to financial planning.
Competitive salary and extensive benefits are included.
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