Entry-Level Financial Representative

Job Description

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 : (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, and Vision Insurance
• Flexible Schedule
• Define Benefit Program

Transition Package :

Available if you hold any of the following licenses:

• Texas State Insurance Licenses (Life, Health & Accident), Series 7, or Series 66
• 3-5 years of experience with your own book of business

Occasional in-office presence is required, so candidates must be local to the Cypress/Houston area. We do not offer visa sponsorship for this position. Please apply only if you are currently authorized to work in the United States without the need for employer sponsorship, now or in the future.

Compensation:

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

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.

About Company

At Texas National Financial Group , we’re more than a financial services firm. We’re a community built on gratitude, communication, and transparency. Our mission is to empower agents to build meaningful, purpose-driven careers while helping families protect what matters most. We combine personalized mentorship, innovative tools, and industry-leading training to give our professionals the support they need to grow successful, sustainable businesses.