Job Description
We are growing our Houston-based financial services team and looking for driven, people-focused individuals who are interested in building a lasting professional career. This role is a great fit for those seeking clear advancement opportunities, meaningful client engagement, and the chance to gain practical financial knowledge.
In this position, you will work one-on-one with clients to help them understand core financial concepts, assess their goals, and make well-informed decisions. Previous experience in the industry is not required—we offer comprehensive training, mentorship, and support for individuals committed to professional growth.
Key Responsibilities
• Consult with clients to identify financial goals, needs, and priorities
• Educate clients on basic financial principles and available options
• Develop and maintain strong, professional client relationships
• Provide ongoing guidance and follow-up as client situations change
• Engage in training programs, licensing preparation (if applicable), and skill development
• Support a collaborative, growth-oriented team culture
Training & Professional Development
• Comprehensive onboarding program
• Assistance with life and investment licensing (if applicable)
• Mentorship from experienced industry professionals
• Continuous learning through coaching and training sessions
• Opportunities for advancement based on performance and progress
Ideal Candidate
• Reliable, professional, and open to coaching
• Effective communicator with a client-first approach
• Self-driven and goal-focused
• Interested in long-term career growth
• Background in sales, customer service, education, leadership, or business is helpful but not required
Job Types: Full-time, Part-time
Work Location: Hybrid remote in Houston, TX 77082
If you’re seeking more than just employment and want to build meaningful professional skills in a supportive and structured setting, we encourage you to apply.
Pay: $4,500.00 - $6,000.00 per month
Benefits:
• Flexible schedule
• Life insurance
• Paid training
• Retirement plan
• Work from home
Work Location: Hybrid remote in Houston, TX 77082
In this position, you will work one-on-one with clients to help them understand core financial concepts, assess their goals, and make well-informed decisions. Previous experience in the industry is not required—we offer comprehensive training, mentorship, and support for individuals committed to professional growth.
Key Responsibilities
• Consult with clients to identify financial goals, needs, and priorities
• Educate clients on basic financial principles and available options
• Develop and maintain strong, professional client relationships
• Provide ongoing guidance and follow-up as client situations change
• Engage in training programs, licensing preparation (if applicable), and skill development
• Support a collaborative, growth-oriented team culture
Training & Professional Development
• Comprehensive onboarding program
• Assistance with life and investment licensing (if applicable)
• Mentorship from experienced industry professionals
• Continuous learning through coaching and training sessions
• Opportunities for advancement based on performance and progress
Ideal Candidate
• Reliable, professional, and open to coaching
• Effective communicator with a client-first approach
• Self-driven and goal-focused
• Interested in long-term career growth
• Background in sales, customer service, education, leadership, or business is helpful but not required
Job Types: Full-time, Part-time
Work Location: Hybrid remote in Houston, TX 77082
If you’re seeking more than just employment and want to build meaningful professional skills in a supportive and structured setting, we encourage you to apply.
Pay: $4,500.00 - $6,000.00 per month
Benefits:
• Flexible schedule
• Life insurance
• Paid training
• Retirement plan
• Work from home
Work Location: Hybrid remote in Houston, TX 77082
💡 Quick Summary
Seeking a career-building opportunity? The Customer Care Associate- Financial Services (Training Provided) position is now open for candidates interested in the Customer Care Executive sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care Executive is a plus.
