EntryLevel Experienced Financial Representative

Texas National Financial Group; Houston (TX); On-site; USD 78,000 - 125,000; 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

Additional Benefits

Job summary

Centric Wealth Advisory Firm, a premier partner of Texas National Financial Group in the Cypress/Houston area, seeks a Financial Representative or Advisor. You’ll develop personalized financial strategies, plan for long-term goals, and offer insurance services within a supportive team.

You’ll work with Marketing and continue professional development, enjoying a strong benefits package, flexible scheduling, and opportunities for career growth within a Fortune 500-inspired brand.

Qualifications

• Experience in developing personalized financial strategies that align with clients' long-term goals.
• Ability to guide clients through the financial planning process with a focus on tailored solutions.
• Proven track record of building and nurturing strong client relationships, fostering trust and long-term partnerships.
• Knowledge of financial products and market trends to provide informed and up-to-date advice.
• Strong collaboration skills to work effectively with the marketing team to enhance practice growth.
• Commitment to ongoing professional development to refine skills and advance career opportunities.
• Excellent communication skills to clearly convey financial concepts and strategies to clients.

Responsibilities

• Develop personalized financial strategies that empower clients to achieve their long-term goals.
• Guide clients through the financial planning process, ensuring comprehensive and tailored solutions.
• Collaborate with clients to assess their financial needs and recommend appropriate insurance services.
• Maintain up-to-date knowledge of financial products and market trends to provide informed advice.
• Build and nurture strong client relationships, fostering trust and long-term partnerships.
• Work closely with the marketing team to enhance your practice through innovative strategies.
• Participate in ongoing professional development to refine your skills and advance your career growth opportunities.

Job description

Full-Time Opportunity - Cypress/Houston Area Centric Wealth Advisory Firm, a proud partner of Texas National Financial Group At Centric, 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

• 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

Responsibilities

• Develop personalized financial strategies that empower clients to achieve their long-term goals.
• Guide clients through the financial planning process, ensuring comprehensive and tailored solutions.
• Collaborate with clients to assess their financial needs and recommend appropriate insurance services.
• Maintain up-to-date knowledge of financial products and market trends to provide informed advice.
• Build and nurture strong client relationships, fostering trust and long-term partnerships.
• Work closely with the marketing team to enhance your practice through innovative strategies.
• Participate in ongoing professional development to refine your skills and advance your career growth opportunities.

Qualifications

• Experience in developing personalized financial strategies that align with clients' long-term goals.
• Ability to guide clients through the financial planning process with a focus on tailored solutions.
• Proven track record of building and nurturing strong client relationships, fostering trust and long-term partnerships.
• Knowledge of financial products and market trends to provide informed and up-to-date advice.
• Strong collaboration skills to work effectively with the marketing team to enhance practice growth.
• Commitment to ongoing professional development to refine skills and advance career opportunities.
• Excellent communication skills to clearly convey financial concepts and strategies to clients.

Compensation

$78,000 - $125,000 at plan commission