Financial Associate Consultant

2 weeks ago


Conroe, Texas, United States Wootton Financial Group Full time

Financial Associate Consultant Position

We are seeking a Financial Associate Consultant to become a vital part of our esteemed financial organization. If you possess a client-centric approach, excel in fostering connections, and are dedicated to delivering exceptional service, we invite you to explore this opportunity.

Essential Attributes:

  • Proactive mindset
  • Optimistic demeanor
  • Determination
  • Innovative thinking
  • Influential communication

Qualifications:

  • Minimum of 2 years in the finance sector
  • Bachelor's degree is preferred
  • Possession of Series 65 and Life and Health licenses
  • Excellent organizational and interpersonal skills
  • Proficient in Microsoft Office Suite
  • Understanding of financial principles

Key Responsibilities:

  • Formulate and execute financial strategies
  • Advise clients on investment opportunities, insurance options, and retirement planning
  • Establish and nurture client relationships
  • Assist the lead Advisor in achieving objectives

Compensation:

  • Annual salary range of $50,000-$60,000 based on experience

Perks:

  • Comprehensive paid time off

Work Schedule:

  • Monday to Friday
  • 8:30 AM to 5:00 PM
  • Occasional evening engagements

About Our Firm:

Wootton Financial Group, Inc. is a reputable firm committed to delivering outstanding financial services. Join our team and contribute to our mission of excellence in client service.



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