Financial Solutions Advisor
Job in
Spring, Harris County, Texas, 77391, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads
- Making referrals to business partners based on client needs
- Building a financial plan
- Recommending brokerage products
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
- Must build and nurture strong relationships
- Communicates effectively and confidently
- relationship building
- effective communication
- confidence
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
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