Financial Solutions Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Obtain Securities Industry licenses and participate in dedicated classes for the SIE, Series 7 and Series 66 Exams
- Build and manage client relationships, guiding them to achieve their financial goals
- Work in a financial center delivering banking, investment solutions, and client care
- Collaborate with banking and investment partners to meet clients' financial needs
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
- Securities Industry licenses
- SIE Exam
- Series 7 Exam
- Series 66 Exam
- Client relationship management
- Self-discipline
- Effective communication
- Collaboration
- Results-driven mindset
- Time management
- Adaptability
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