Associate Financial Planner. Houston LilyLifestyle

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

• Serve as a collaborative team player willing to further development through continued training opportunities
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A Bachelor's degree in finance, business administration, or an alternate related analytical field is required
• Must be based out of the greater Houston area

$65,000 - $106,000 commission based