Entry-Level - Experienced Financial Representative

WizeHire, Inc; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

State Licensing Sponsorship

Marketing Support

Practice Branding

Upside Earning Potential

Comprehensive Benefits

Retirement Plans

Ongoing Professional Development

Flexibility

Community Engagement

401(k) & Defined Benefit Program

Job summary

WizeHire, Inc in the Cypress/Houston area seeks a Financial Representative or Advisor to provide personalized financial strategies and broad planning services for clients, including insurance solutions.

You will guide clients through the planning process, build lasting relationships, and benefit from a Fortune 500 brand alignment, marketing support, and ongoing professional development.

Responsibilities

• Provide personalized financial strategies to clients, and guide the full financial planning process, including insurance services.

Job description

Full-Time Opportunity - Cypress/Houston Area

We are a premier Wealth Advisory firm committed to helping clients achieve their financial goals. Join our dynamic team where you will experience a great work-life balance, comprehensive benefits, professional training, mentorship, advancement opportunities, and the chance to make a real impact on clients' lives.

About the Role:

As a Financial Representative or Advisor, your primary responsibility will be to provide personalized financial strategies, helping clients plan for long-term success while also offering insurance services. You’ll be involved in the entire financial planning process, ensuring that clients receive the most accurate and comprehensive solutions tailored to their needs.

Benefits:

(Discussed upon offer and may vary depending on experience level)

• State Licensing Sponsorship: We’ll cover the cost of required licensing.
• Marketing Support: Collaborate with our Marketing Department to build your practice through social media, networking, and more.
• Practice Branding: Receive customized marketing materials (business cards, stationery) and align with a Fortune 500 brand.
• Upside Earning Potential: Income based on commissions and performance incentives.
• Comprehensive Benefits: Medical, dental, vision, disability, accidental death, and dismemberment insurance.
• Retirement Plans: Access to pension, 401(k), and retiree medical plans.
• Ongoing Professional Development: Continued training and opportunities for career growth.
• Flexibility: Control your schedule to maintain a healthy work-life balance.
• Community Engagement: Access to exclusive membership programs and award-winning workshops to engage with clients and create meaningful connections.

Additional Benefits:

• 401(k) & Defined Benefit Program
• Dental, Health, Vision