Broker assistant Jobs in Houston tx

Job Summary We are seeking a knowledgeable and driven Financial Consultant to join our team. The ideal candidate will possess a strong background in financial planning and analysis, with the ability to provide expert advice to clients on various financial matters. This role involves developing tailored financial strategies, managing client relationships, and ensuring compliance with financial regulations. The Financial Consultant will play a crucial role in helping clients achieve their financial goals through effective planning and management. Responsibilities Conduct comprehensive assessments of clients' financial situations, including income, expenses, and investment portfolios. Develop personalized financial plans that align with clients' objectives, including tax strategies, estate planning, and cash management. Provide ongoing support and guidance to clients regarding their financial decisions and investment opportunities. Maintain strong customer relationship management practices to foster trust and long-term partnerships with clients. Stay updated on industry trends, tax laws, and regulatory changes to provide informed advice. Collaborate with other financial professionals to ensure a holistic approach to client service. Conduct research on market trends and investment options to enhance client portfolios. Assist in the preparation of reports and presentations for clients regarding their financial status. Experience No Experience Required. We offer training options. Demonstrated ability in sales and customer relationship management within the finance sector. Excellent analytical skills with a focus on cash management and financial sales strategies. Strong communication skills to effectively convey complex financial concepts to clients. Join our team as a Financial Consultant where you can make a significant impact on clients' financial well-being while advancing your career in a supportive environment! Job Type : Contract Benefits : Flexible schedule Compensation Package : 1099 contract Bonus opportunities 100% un-capped Commission pay Employee stock purchase plan Work Location : Remote Powered by JazzHR