Entry Level Financial Professional

3 weeks ago


Houston, United States New York Life Full time
Description

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

•Build strong relationships with new clients in Houston, TX by acting as their trusted financial advisor
•Tailor financial plans for each client based on their career, life stage, and changing financial needs
•Evaluate each client's financial information to determine their financial status, goals, retirement plans, and other wealth management factors accurately
•Be a structured and coachable team player open to learning from team members
•Assist clients in achieving their financial goals through strategic product, plan, and investment suggestions

Qualifications

•Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly preferred for this role
•Exceptional communication skills and strong mathematical abilities are essential, along with a proven history of cultivating enduring relationships with both existing and potential clients
•Basic understanding of financial industry principles, financial products, and the responsibilities of a financial advisor is an advantage when applying for this position

  • Houston, United States New York Life Full time

    Description 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...


  • Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionKickstart Your Journey as a Financial Services Professional at Strategic Financial GroupStep into the realm of Strategic Financial Group, a beacon of excellence in financial planning, proudly affiliated with MassMutual, a Fortune 100 luminary. Our foundation is deeply rooted in a mutual company's ethos, dedicated to...


  • Houston, United States Strategic Financial Group LLC Full time

    Job Description Job Description Kickstart Your Journey as a Financial Services Professional at Strategic Financial Group Step into the realm of Strategic Financial Group, a beacon of excellence in financial planning, proudly affiliated with MassMutual, a Fortune 100 luminary. Our foundation is deeply rooted in a mutual company's ethos, dedicated to...

  • Entry Level Auditor

    3 weeks ago


    Houston, United States Creative Financial Staffing Full time

    FRESH ACCOUNTING GRADS! About the Company and Opportunity for the Entry Level Auditor: Our client is a successful CPA Firm. Their focus is serving clients who serve others! The client is on a hybrid schedule depending upon the client's needs. They provide a work environment focused on having fun, integrity, flexibility, and mutual respect. They offer a...

  • Entry Level Auditor

    2 weeks ago


    Houston, United States Creative Financial Staffing Full time

    About the Company and Opportunity: Our client is a successful CPA Firm. Their focus is serving clients who serve others! The client is on a hybrid schedule depending upon the clients needs. They provide a work environment focused on having fun, integrity, flexibility, and mutual respect. They offer a balanced work/home lifestyle with manageable hours! Give...


  • Houston, United States Global Financial Impact Full time

    Job Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...


  • Houston, United States Global Financial Impact Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Financial Advisor

    1 month ago


    Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionFinancial Services Professional: Entry-Level OpportunityEmbark on a transformative career with Strategic Financial Group, a leading financial planning firm and esteemed General Agency of MassMutual—a Fortune 100 titan renowned for empowering communities and individuals since 1851. As a Financial Advisor, you'll play a...


  • Houston, United States Global Financial Impact - Lisa Matthews Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...


  • Houston, United States Global Financial Impact - Matthew Woodruff Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Financial Advisor

    7 days ago


    Houston, United States Primerica Financial Services Full time

    NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. This position can be fully remote. Great for the stay-at-home career seeker. All required pre-licensing courses & required state licenses are covered by the company. The desired candidate would possess the following skills: Excellent customer service skills Entrepreneurial Mindset Strong...


  • Houston, United States Creative Financial Staffing Full time

    About Our Client: Our client is a leading company in the roofing, siding, and window industry, dedicated to respect and work hard, have fun! With a solid commitment to excellence and continuous improvement, our client seeks a motivated and skilled Internal Auditor to contribute to their ongoing success. This is an incredible opportunity for someone newer in...


  • Houston, United States AMG Marketing, inc Full time

    Job DescriptionJob DescriptionIf you have been wanting to start your career in sales but have no experience, then look no further! AMG Marketing is looking to immediately bring on a new Entry Level Sales Representative. We are seeking talented individuals to be a part of our Entry Level Sales Representative team in efforts to keep up with our overwhelming...

  • Entry Level

    10 hours ago


    Houston, United States The Now Full time

    Job DescriptionJob DescriptionWe offer exceptional training opportunities and the prospect to enhance your expertise in marketing, sales, management, and customer service, fostering long-lasting benefits for your career. Our next Entry-Level Sales Representative will work with our sales and marketing team to learn each aspect of our retail sales and...


  • Houston, Texas, United States Chastang Enterprises Full time

    CHASTANG JOB AD – ENTRY-LEVEL AUTOMOTIVE TECHNICIANENTRY-LEVEL AUTOMOTIVE TECHNICIAN :Our Service Team members earn what they are worth, never run out of work, serve a rapidly growing client base and market area, and are part of a talented team with a prime focus on Commercial Fleet Repair.If you're a top-notch performer and looking to upgrade your career...


  • Houston, Texas, United States Chastang Enterprises Full time

    CHASTANG JOB AD ENTRY-LEVEL AUTOMOTIVE TECHNICIANENTRY-LEVEL AUTOMOTIVE TECHNICIAN :Our Service Team members earn what they are worth, never run out of work, serve a rapidly growing client base and market area, and are part of a talented team with a prime focus on Commercial Fleet Repair.If you're a top-notch performer and looking to upgrade your career and...


  • Houston, United States Chastang Enterprises Full time

    Job DescriptionJob DescriptionCHASTANG JOB AD – ENTRY-LEVEL AUTOMOTIVE TECHNICIANENTRY-LEVEL AUTOMOTIVE TECHNICIAN :Our Service Team members earn what they are worth, never run out of work, serve a rapidly growing client base and market area, and are part of a talented team with a prime focus on Commercial Fleet Repair.If you're a top-notch performer...


  • Houston, Texas, United States Chastang Enterprises Full time

    CHASTANG JOB AD ENTRY-LEVEL AUTOMOTIVE TECHNICIANENTRY-LEVEL AUTOMOTIVE TECHNICIAN :Our Service Team members earn what they are worth, never run out of work, serve a rapidly growing client base and market area, and are part of a talented team with a prime focus on Commercial Fleet Repair.If you're a top-notch performer and looking to upgrade your career and...


  • Houston, Texas, United States Chastang Enterprises Full time

    CHASTANG JOB AD – ENTRY-LEVEL AUTOMOTIVE TECHNICIANENTRY-LEVEL AUTOMOTIVE TECHNICIAN :Our Service Team members earn what they are worth, never run out of work, serve a rapidly growing client base and market area, and are part of a talented team with a prime focus on Commercial Fleet Repair.If you're a top-notch performer and looking to upgrade your career...


  • Houston, United States rootliquids Full time

    Job DescriptionJob DescriptionCompany DescriptionRoot liquids software’s is a web and mobile application development company. Our purpose is to help businesses and professionals excel in the technology environment through strategic, efficient and effective solutions catering to their unique needs. We provide professional development and consulting services...