About this role
Shell Wealth Services Advisor at Shell Federal Credit Union. Location: Pasadena, Texas, United States. Role: Meet clients, Develop financial plans, Maintain licenses Requirements: 3+ years financial sales experience; FINRA licenses; college degree; strong communication; self-motivated; coaching mindset. Category: Finance and Accounting Seniority: Mid Level Tools: MS Office, CRM software, Brokerage platforms Certifications: finra series 7, state securities series 63 or series 66, state iar series 65 or series 66, state life, health insurance and variable products lines Commitment: Full Time Workplace: Onsite Languages: English