Job Description
We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money to help them achieve their goals. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to meet sales quotas
- Stay up-to-date of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
Ideal Skills
- Working experience as a financial adviser, controller, planner, specialist or relevant experience
- Ability to analyze market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Bachelor's degree recommended
Job Types: Full-time, Contract
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Physical setting:
- Office
Schedule:
- Day shift
- Monday to Friday
- On call
- Weekend availability
Ability to commute/relocate:
- Houston, TX 77079: Reliably commute or willing to relocate with an employer-provided relocation package (Preferred)
Education:
- Bachelor's (Required)
- Master’s (Preferred)
Work Location: One location