Entry-Level Financial Representative

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.

Responsibilities

• Offer personalized, one-on-one financial guidance and connect clients to the right products and services.
• Build and nurture long-term relationships based on shared values and financial goals.
• Grow your market base and expand a client portfolio.
• Complete extensive training and receive ongoing career support and professional development from Centric.
• Obtain necessary state insurance licenses for Texas (Life, Health & Accident) and Series 7 and 66 (Sponsorship available).
• Develop your own client base by identifying and connecting with prospective clients (training provided).

Qualifications

• Bachelor's degree in Finance, Business, or related field, or a High School diploma.
• Willingness to obtain required state licenses.
• Intent to obtain FINRA Registration (Series 6 or 7).
• Passion for positively impacting the lives of others.
• Strong interpersonal and communication skills.
• Must pass background checks, fingerprinting, and verification of securities registration and/or insurance licensing (if applicable).