Work with high-net worth individuals identifying needs and developing relationships
Review financial goals
Deliver comprehensive recommendations that align with client goals
Develop a book of business to meet and exceed performance hurdles
Source prospective clients and capitalize on referrals
Assess customer needs
Refer customers to internal specialists
Execute customized solutions to meet client needs
Recommend suitable investment products and services
Organize and manage resources to run a productive practice
Complete mandated training, assessments, performance goals, and continuing education requirements

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Financial Advisor – Greater Houston Market

Key skills