RK Partners · 3 months ago
Financial Advisor - Licensed
Houston, TX, US
Full-time
Onsite
Mid LevelRK Partners is an entrepreneurial company seeking a Financial Advisor to provide innovative financial solutions for clients. The role involves prospecting for clients, developing long-term relationships, and conducting needs analyses to deliver client-centric financial solutions.
Consulting
Responsibilities
Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualification
Required
Series 65 (pre and post 2000 exams); Series 7 and Series 66
At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC
Strong interpersonal skills and customer service focus
Experience working with clients virtually
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Medical
Dental vision
Life and disability insurance
100% company funded pension plan
401K
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase