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Financial Services Financial Consultant

Regional Retirement Plan Advisor — Strategic Client Planner

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Empower
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is looking for a Retirement Plan Advisor in Houston, Texas to assist clients in achieving their financial retirement goals. The role requires a Bachelor's degree or equivalent experience along with 3-5 years in financial services. Key responsibilities include conducting meetings, developing partnerships, and meeting regulatory compliance. Proficiency in Microsoft Office Suite and Salesforce is necessary, along with strong relationship-building skills.

Registration with FINRA is a preferred requirement.
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