Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual 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 financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a collaborative team player willing to further development through continued training opportunities • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Up-to-date FINRA Series 7 & 63/66 documents are a bonus Must be based out of the greater Houston area Compensation: $65,000 - $106,000 commission based

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