Financial Planning Consultant - Client Relationship Builder

A financial services firm located in The Woodlands, TX is seeking an experienced Planning Consultant. The role involves conducting financial planning consultations, building client relationships, and using tools like Salesforce to enhance client experience. Candidates should possess FINRA Series 7 & 66 licenses and ideally have a CFP® Certification. The position offers a hybrid work model requiring onsite presence every other week. #J-18808-Ljbffr