Job Summary
We are seeking a dynamic and detail-oriented Financial Services Associate to join our team and contribute to delivering exceptional financial solutions to our clients. In this role, you will be instrumental in providing comprehensive financial services, including investment management, estate planning, and banking support. Your expertise will help clients achieve their financial goals through personalized advice, meticulous analysis, and adherence to industry regulations. This position offers an exciting opportunity to grow within a fast-paced environment dedicated to excellence in financial services.
Responsibility
- Educate clients with investment management advisory services, ensuring tailored strategies align with their financial objectives
- Support estate planning processes by helping prepare wills, trusts, and estate documents in compliance with legal standards
- Conduct financial analysis and research to inform investment recommendations and portfolio management decisions
- Manage client relationships through effective communication, understanding their needs, and delivering exceptional service
Requirements
- 18 years of age or older
- Legally authorized to work in the United States
- Background check required
- Relevant certifications or licenses such as SIE, Series 6 or Series 63 are preferred but not mandatory; willingness to obtain necessary licenses is essential
Compensation (Commissions)
Join us if you’re passionate about empowering clients through expert financial guidance! We value energetic professionals eager to make a meaningful impact in the world of finance while developing their career in a supportive environment committed to your growth.
Pay: $25,000.00 - $120,000.00 per year
Benefits:
- Flexible schedule
- Paid training
- Professional development assistance
Work Location: Hybrid remote in Houston, TX 77084
