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The Woodlands Financial Office

Financial Advisor

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Planner / Investment Consultant

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Based on Texas data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$102,684 / year median in Texas

+8% projected growth

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Job Description

Financial Consultant - Entry Level Part-Time / Full-Time | Training & Mentorship Provided | Career Growth Opportunities We are growing our financial services team and seeking motivated, ambitious individuals who are interested in developing a career in the financial industry. No previous financial experience is necessary. We provide training, mentorship, and support throughout the licensing process to help you get started. About the Position As an Entry-Level Financial Consultant, you will learn how to assist individuals and families in understanding financial protection and long-term financial planning strategies.
Responsibilities may include:
Meeting with clients virtually or face-to-face Explaining financial concepts and available solutions to individuals and families Helping clients identify financial protection strategies that align with their needs Establishing and maintaining professional relationships with clients Taking part in ongoing training, mentorship, and professional development Completing all required state licensing and training before performing licensed activities Qualifications Must be 18 years of age or older Authorized to work in the United States Strong communication and interpersonal abilities Professional, driven, and willing to learn Comfortable interacting with people and developing relationships Willing to complete required licensing requirements and background screening No prior experience in financial services required What We Offer Comprehensive training and mentorship Assistance and guidance throughout the licensing process Flexible part-time and full-time opportunities Ongoing professional development Opportunities for leadership and career advancement A supportive and collaborative team environment Getting Started Applicants who are selected will be contacted for a brief introductory conversation to discuss the opportunity, job responsibilities, training process, and potential next steps. Apply today to learn more about beginning your career in financial services.
Pay:
$70,000.00 - $150,000.00 per day
Work Location:
Hybrid remote in The Woodlands, TX 77380