Financial Advisor Job in Conroe, Texas : TX
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Financial Advisor Job Description
Core Group Resources (www.coregroupresources.com) is America’s leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700. We are currently in the market for the following:
Are you tired of making a low percentage of your own revenue? It’s time to join a growing wealth management firm that can help you reach your goals.
We are seeking an experienced Financial Advisor to join a dynamic, energetic and fast-paced group of professionals! This role uses specialized knowledge and skills obtained through experience and/or formal training to helping clients achieve their financial goals.
We will help launch your own office with onsite training, legal protection, and ongoing support.
The opportunity to be part of one of the most respected groups in the wealth management industry. Many in our group have been recognized as Forbes Best-in-State Wealth Advisors, a prestigious recognition for standout wealth advisors who top the list in each state.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
- Bachelor’s Degree and a minimum of three (3) to five (5) years of Financial Advisory experience, especially working with high net worth clients.
- Series 7 (required)
- Series 63 and 65 or 66 (preferred).
- Certified Financial Planner (CFP) preferred, but not required.
- Minimum of $350k in annual production
Why join: Competitive Revenue payouts, ‘owning’ your own client relationships, and independence to do financial advising the way you want to.
The contact person for this job is Bob Sutton. Please contact him for more information at [Click Here to Email Your Resumé]
Conroe Financial Advisor Job