Entry-Level - Experienced Financial Representative

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

• 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