Entry-Level Financial Professional

This is a fully remote position, open to applicants in Texas.

📋 Description

• Evaluate personal financial information to deliver insights and recommendations tailored to clients' financial planning requirements.

• Create and execute customized investment strategies aligned with clients' objectives and risk appetites.

• Support clients with estate planning services, including the establishment of wills and trusts, ensuring adherence to relevant legal standards.

• Foster strong client relationships through effective communication and outstanding service.

• Keep abreast of financial regulations and market developments to offer well-informed guidance.

• Assist clients in wealth management, retirement planning, financial planning, business planning, and corporate group strategies.

⛳️ Requirements

• Must be 18 years of age or older.

• A background check is mandatory.

• Must have no criminal record of any kind.

• Willingness to obtain a state license if not already possessed.

• Excellent interpersonal skills are essential.

• Self-driven, responsible, and a collaborative team member.

• Capability to accept coaching and constructive feedback.

• Strong integrity, ethics, and a solid moral compass.

• Entrepreneurial aspirations are encouraged.

• A commitment to making a positive impact and assisting others.

• Enjoyment of working in a dynamic, high-achieving, value-oriented environment.

🏝️ Benefits

• A competitive training program to help you launch your career.

• Ongoing mentorship and professional development training throughout your career.

• A workplace culture that values diversity, teamwork, work/life balance, recognition, and rewards.

• Opportunities for advancement into leadership and specialized roles.

• Access to comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management resources.

• Compensation may include residuals, renewals, commissions, Assets Under Management (AUM), and monthly–quarterly bonuses.