Financial Professional

3 weeks ago

Houston, United States CareerBuilder Full time

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49 Financial is a financial planning firm founded in Austin, TX. We currently have 8 offices in Austin, Dallas, Houston, Atlanta, Charlotte, Los Angeles, Jacksonville and NW Arkansas.
If you are interested in applying, kindly visit our Handshake company page and locate the job posting for the specific office location in that city. Proceed with the application process accordingly.
At 49 Financial, we implement "Two are Better than One" in everything we do. Our firm strives to provide you the support that you need when getting started in this challenging industry and career. Through our training, mentoring, and leadership development programs, we accelerate your learning experience so you're well-equipped to create substantial impact. We believe in the power that comes from planning for finances together, rather than alone, for both our clients and our associates.
Our mission is Creating Community, Simplifying Lives. We are dedicated to improving the lives of others by bringing clarity to their financial future. Together we are committed to helping clients achieve their financial goals, so they can do what they love with those that matter most to them.
Job Description
Build and maintain relationships with clients through our unique meeting process and periodic reviews
Analyze financial information from clients to determine strategies to help meet their financial objectives
Provide knowledgeable, objective financial guidance and customized strategies to individuals, families, andbusiness owners
Advance the firms mission of revolutionizing the industry by embodying the firms core values: conviction, gratitude, loyalty, integrity, and teamwork
Qualifications

Highly motivated, self-starter who possesses our core values, a strong work ethic, and the desire to always put others before themselves, all with the end goal of making an impact on lives, primarily through financial services
Has the respect of family, friends, and peers
Team player who possesses excellent interpersonal skills and communication abilities
Must be authorized to work in the United States
A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus.
If you do not have the following, you will be required to attain them, under the sponsorship 49 Financial: state life and health licenses, FINRA Series 6 and 63/66 registrations.
MBA, JD, CFP, CPA or ChFC are all a plus
Individuals who excel at 49 Financial come from many different professional backgrounds besides Finance, including but not limited to: Law Banking Management Marketing Communication Economics

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