We’re growing our Houston-based financial services team and are seeking motivated, people-focused individuals who are ready to build a rewarding long-term career. Whether you’re entering the financial industry for the first time or looking for a new professional opportunity, we provide the training, mentorship, and support needed to help you succeed.
As a Client Services Associate, you’ll work with individuals and families to better understand their financial goals, educate them on financial fundamentals, and help connect them with solutions designed to support their long-term financial well-being. No previous experience in financial services is required—our team provides comprehensive training and ongoing guidance.
Responsibilities
- Meet with individuals and families to discuss their financial goals and objectives.
- Educate clients on financial concepts, protection strategies, and available solutions.
- Build and maintain strong, long-term client relationships through excellent service.
- Provide continued support as clients’ financial needs change over time.
- Participate in company training, licensing preparation (where applicable), and ongoing professional development.
- Collaborate with a positive, team-oriented environment focused on growth and client success.
Training & Career Development
- Comprehensive onboarding and paid training.
- Assistance with obtaining life insurance and investment licenses (where applicable).
- Personalized mentorship from experienced financial professionals.
- Ongoing coaching, leadership development, and educational resources.
- Performance-based advancement opportunities with a defined path for growth.
Qualifications
- Professional, dependable, and eager to learn.
- Excellent communication and interpersonal skills.
- Self-motivated with a positive, team-first attitude.
- Passion for helping others and developing professionally.
- Previous experience in customer service, sales, education, leadership, business, or related fields is preferred but not required.
Job Types: Full-time, Part-time
Location: Hybrid remote in Houston, TX 77063
Benefits
- Flexible scheduling
- Paid training
- Hybrid remote/work-from-home flexibility
- Retirement plan
- Life insurance
- Performance-based promotions and career advancement
If you’re looking for a career that offers professional development, meaningful client relationships, and opportunities for long-term growth, we’d love to hear from you. Apply today and take the next step toward a rewarding career in financial services.
Pay: $4,000.00 - $6,000.00 per month
Work Location: Hybrid remote in Houston, TX 77063
