Financial Consultant Salaries in Texas

You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.

$80,000 - $110,000 a year

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…

Bachelor's degree in finance, accounting, business, or related field preferred. 5+ years of experience in finance, accounting, or related field.

8 days ago

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies.

Deliver Advanced Planning Analysis: Develop retirement income projections, income tax projections and estimates, risk management analyses, estate planning…

$115,000 - $140,000 a year