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LH
LiveWell Homecare Agency
Financial Advisor
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
Job Description
Financial Advisor LiveWell Homecare Agency Houston, TX Job Details Part-time 8 hours ago Qualifications Business development management Financial sales Series 7 Business development Bachelor's degree Business development within finance Community relationship building Life & Health Insurance License Experience practicing in the securities industry Solution selling approach
Full Job Description Role:
Financial Advisor responsible for developing client relationships, providing advice, and supporting financial and estate planning needs.Responsibilities:
Drive market growth, revenue, and profitability goals. Communicate the firm's value proposition and advice-based services. Develop client relationships through internal and external referral sources. Coordinate with teams in Financial Planning, Brokerage, Trust, Insurance, and Family Office. Conduct client meetings, annual reviews, and evaluate financial objectives. Stay informed on market trends and investment solutions. Engage community networks for business development.Qualifications:
4+ years of experience in Financial Services. Bachelor's Degree from an accredited institution.Licenses:
Series 7, and either 66 or 63/65; Life & Health certifications; additional certifications encouraged. Strong consultative sales, business development, and communication skills.Benefits
- Health Insurance