Financial Advisor

Full Time
Houston, TX 77008
Posted
Job description

Do you have great listening skills and are you a great networker? We are seeking an entrepreneur who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in helping people make a difference in their community, estate planning, mutual funds, and more. If you have great communication skills and want to join a lucrative career, apply today!

Compensation:

$70,000 - $100,000

Responsibilities:
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

  • A great networker, a business-focused mind, and an independent person who can drive their career and build it through referrals and has the ability to work a flexible schedule

About Company


When you work for Western & Southern Life Insurance, you will learn how to talk to clients and receive some of the best training in the industry. You also will teach your clients about how to minimize the tax impact while accumulating enough wealth for retirement. You will make a difference in your community and help people prepare for their retirement years. It's a great place to learn and build your career in financial services and you will receive great benefits, including a pension, a matching 401K, and comprehensive health benefits.

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