Financial Advisor Consultant

3 weeks ago


Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full time

Job Overview

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At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and dedicated Financial Advisor Consultant to join our advisory team. This exciting opportunity offers a chance to work with clients, assist them in their financial planning needs, and contribute to the growth of our organization.

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About the Role

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The successful candidate will be responsible for overseeing client planning, conducting investment reviews, responding to service issues, and maintaining accurate records. Additionally, they will independently serve and grow existing investment clients, performing other related duties as assigned by management.

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Requirements and Qualifications

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To be considered for this position, applicants must possess a Bachelor's Degree (BA) from a four-year college or university, or one to two years of related experience and/or training, or an equivalent combination of education and experience. Certificates, licenses, and registrations required include FINRA licenses Series 7 and 66, and enrollment in study courses for the Certified Financial Planning (CFP). Computer skills required include proficiency in Spreadsheet Software (Excel), Order Processing Systems, Word Processing Software (Word), Electronic Mail Software (Outlook), Presentation software (PowerPoint), and CRM software.

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Benefits and Compensation

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We offer a competitive salary of $80,000 - $110,000 per year, based on experience, plus a comprehensive benefits package, including health insurance, retirement plan, and paid time off. The estimated annual salary is around $90,000.

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Why Join Us?

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At Signature Estate & Investment Advisors, LLC, we value diversity, ethics, adaptability, analytical thinking, attendance, business acumen, cost consciousness, customer service, delegation, dependability, initiative, innovation, interpersonal skills, judgement, leadership, motivation, oral communication, problem solving, professionalism, quality, quantity, teamwork, technical skills, and written communication. If you are a motivated and results-driven individual who shares our values, we encourage you to apply for this exciting opportunity.


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