Financial Consultant Partner - Houston, TX (Clear Lake)

About the role

As a Financial Consultant Partner (FCP), you'll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you'll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship. You'll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience.

Responsibilities

• Support delivery of client solutions aligned to financial goals
• Identify opportunities to deepen relationships and drive growth
• Prepare for and support client meetings, including documentation and follow-up
• Collaborate across the branch and firm to deliver seamless client experience
• Maintain accurate client information and support daily operations

Requirements

• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

Qualifications

• Theoretical knowledge and practical experience in financial planning and investment management
• Strong interpersonal and communication skills
• Ability to manage multiple tasks and prioritize effectively
• Proficiency in Microsoft Office applications

Skills

• Attention to Detail
• Building Collaborative Relationships
• Active Listening
• Coachability
• Adaptability

Pay

Competitive compensation includes base pay, bonuses, and incentive opportunities tied to performance.

Schedule

This role offers flexible scheduling to accommodate client needs and personal commitments.