Industry: Financial Planning Consultants,Financial Planners,Real Estate Agents

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Join Our Team at Houstonian!

Financial Planning Consultant

Are you passionate about helping others secure their financial future? Do you have a strong background in finance and investment planning? If so, we are looking for a Financial Planning Consultant to join our team at Houstonian. As a Financial Planning Consultant, you will work closely with clients to develop personalized financial plans and provide expert advice on achieving their financial goals.

Responsibilities:

• Conduct thorough financial assessments to understand clients’ current financial situations
• Develop customized financial plans based on clients’ goals and risk tolerance
• Provide ongoing financial advice and support to help clients stay on track
• Monitor and evaluate investment portfolios to ensure alignment with clients’ objectives
• Stay up-to-date on industry trends and changes in tax laws that may impact clients’ financial plans

Requirements:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• 5+ years of experience in financial planning or wealth management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities

Financial Planners

Do you have a knack for crunching numbers and a passion for helping others achieve their financial goals? If so, we want you to join our team as a Financial Planner at Houstonian. As a Financial Planner, you will work closely with clients to create comprehensive financial plans that align with their long-term objectives.

Responsibilities:

• Assess clients’ financial situations and goals to develop personalized financial plans
• Recommend investment strategies and products that are suitable for clients’ risk tolerance
• Monitor market trends and provide clients with timely updates on their portfolios
• Conduct annual reviews of financial plans to adjust for changes in clients’ circumstances
• Provide ongoing support and guidance to help clients achieve their financial objectives

Requirements:

• Bachelor’s degree in Finance, Accounting, or related field
• Certified Financial Planner (CFP) designation preferred
• 2+ years of experience in financial planning or investment advisory
• Strong knowledge of investment products and financial markets
• Excellent communication and customer service skills

Real Estate Agents

Are you a motivated self-starter with a passion for real estate? Do you thrive in a fast-paced, competitive environment? If so, we are looking for Real Estate Agents to join our expanding team at Houstonian. As a Real Estate Agent, you will help clients buy, sell, and rent properties while providing exceptional customer service throughout the process.

Responsibilities:

• Generate leads through networking, marketing, and referrals to build a client base
• Guide clients through the buying, selling, or renting process from start to finish
• Negotiate prices and terms of sales or leases on behalf of clients
• Stay current on real estate market trends and property values in the local area
• Provide exceptional customer service to create a positive experience for clients

Requirements:

• Real Estate license in the state of Texas
• Proven track record of success in real estate sales or rentals
• Excellent communication and negotiation skills
• Strong knowledge of local market trends and property values
• Ability to work independently and manage a flexible schedule

If you are interested in joining our team at Houstonian as a Financial Planning Consultant, Financial Planner, or Real Estate Agent, please apply on this page. We look forward to reviewing your application and potentially welcoming you to our team!