Financial Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-08
Listing for:
CHOSEN INSURANCE AGENCY
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
This is a full-time, on-site role for a Financial Advisor, located in Houston, TX. The Financial Advisor will be responsible for working closely with clients to develop personalized financial strategies to achieve their goals. Daily responsibilities include creating financial plans, providing investment and retirement planning recommendations, advising on financial management, and assisting clients in making informed financial decisions. The position also involves staying updated on market trends and regulatory requirements.
Qualifications- Experience in Financial Planning and Finance
- Strong knowledge of Retirement Planning and Investments
- Skills in Financial Advisory to provide tailored advice to clients
- Excellent communication and interpersonal skills to build and maintain client relationships
- Ability to stay updated on financial markets and regulatory changes
- Certified Financial Planner (CFP) designation or similar certification is preferred
- Bachelor’s degree in Finance, Economics, Accounting, or a related field is highly desirable
- Demonstrated experience in client relationship management and financial strategy development
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