About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Do you have strong listening skills and an interest in financial services? In this entry-level Financial Consultant role you'll work directly with clients to assess financial situations and recommend tailored plans that support their goals.

• Make strategic product, plan, and investment recommendations to help clients reach monetary goals
• Seek, identify, and secure relationships with new clients as a trusted financial advisor
• Gather and analyze client financial data (cash flow, assets, liabilities, retirement plans, goals) to inform recommendations
• Create customized financial plans based on life stage and changing needs
• Collaborate with teammates and participate in ongoing training to improve advising skills
• Maintain accurate records in CRM and other financial planning tools

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Qualifications

• Bachelor’s degree in finance, business administration, economics, or a related analytical field
• Basic proficiency with Microsoft Office, Google Suite, CRM systems, and financial planning software
• Strong math, communication, and relationship-building skills
• Familiarity with financial industry concepts, mutual funds, estate planning, and wealth-management fundamentals
• FINRA Series 7 and 63/66 credentials are a plus but not required
• Must be based out of the greater Houston area and able to meet clients in person as needed

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Compensation & Benefits

• Compensation: $65,000 - $106,000 (commission-based)
• Training and development opportunities to build financial planning, sales, and compliance skills
• Opportunity for career growth within a large, established organization
• Access to tools and systems (CRM, financial planning software) to support client work

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Location & Employment Type

• Location: Houston, TX (must be based in the greater Houston area)
• Employment type: Full-time
• This role requires local client engagement and in-person availability in the Houston area

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About the Confidential Client

Confidential Client is a large, long-standing financial services organization focused on long-term client success. The company emphasizes accountability to clients and invests in training and tools to help advisors build sustainable practices and relationships.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.