About this role
Private Wealth Consultant I at Hines. Location: Houston, Texas, United States. Role: developing strategy, advising advisors, analyzing data Requirements: Bachelor's degree required; SIE, Series 7 and Series 63 required or to be obtained; 1+ years financial services or distribution experience preferred; strong communication, presentation, and analytical skills. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM systems, virtual meeting tools, investment analytics resources Certifications: sie, series 7, series 63 Commitment: Full Time Workplace: Hybrid Languages: English