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Licensed Financial Consultant
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-08
Listing for:
DestinyOne Financial Group
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Join our team as a licensed financial consultant and help shape the financial futures of young athletes, coaches, educators, andentrepreneurs.
Key RequirementsSeries 65 License Required
2+ Years Experience
Client Relations Skills
Position OverviewWe are seeking a passionate and experienced Licensed Financial Consultant to join our growing team. You will work directly withyoung athletes, coaches, educators, and entrepreneurs to provide comprehensive 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 through regular communication
- Stay current with market trends and financialregulations
- Collaborate with team members to deliver exceptional client service
- 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 related field
- Competitive salary plus performance-based bonuses
- Comprehensive health and wellness benefits
- Professional development and continuing education support
- Opportunity to work with diverse, exciting client base
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