Financial Investment Consultant - (Katy, TX)

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build longterm, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Ability We’re Looking For FINRA Series seven & 63 required prior to hire Series 65 and/or 66 and state registrations required within three months of hire Background with High Net Worth clients A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role