Financial Advisor with Experience
$50,000–$125,000 year
Remote · Houston, Texas, United States or United States
Houston, Texas, United States or United StatesRemoteFull Time$50,000–$125,000 yearMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Financial Advisor position requiring CRIA license and relevant qualifications, focusing on providing innovative financial solutions to clients through a broad portfolio of products.
Required Qualifications
- CRIA licensed (Corporate Registered Investment Advisor)
- Series 65 or Series 7 and Series 66
- Current and in good standing CFP, ChFC, PFS, CFA, CIC
Desired Qualifications
- Strong interpersonal skills and customer service focus
- Experience working with clients virtually
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
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