Financial Client Advisor with Athletic Background

1 week ago

Spring, TX, United States Frugé Financial Group Full time

Benefits:

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the Winning Team

Are you passionate about teamwork, competition, and helping others succeed? Bring your athletic experiences to a rewarding career as a Financial Client Advisor with Frugé Financial Group

Why Athletic Backgrounds Excel Here:

We value the unique strengths that athletes bring to our team. Here's why your sports background can set you up for success in the financial services industry:

  • Teamwork and Collaboration: Like in sports, our triumph relies on teamwork. Athletes thrive in cooperative settings, driving both personal and team success.
  • Resilience and Determination: Facing challenges is second nature to athletes. This resilience empowers you to overcome obstacles and concentrate on long-term goals.
  • Goal-Oriented Mindset: Athletes are trained to set and achieve goals, keeping motivation high as you assist clients in reaching their financial aspirations.
  • Discipline and Time Management: The rigor of athletic training cultivates exceptional discipline and time management, two crucial skills for managing client portfolios effectively.
  • Competitive Spirit: Your drive to excel and improve constantly enables you to exceed expectations and offer outstanding service to clients.

Meet Our Team:

Stewart Keltner - Wealth Management Advisor: 13 years with the company. Passionate about guiding clients through robust financial strategies.

Andrew Thibodeaux - Financial Representative: 4 years with the company. Enjoys staying active and following sports, while committed to helping others.

Seth Russell - Financial Advisor: 5 years with the company. Dedicated family man passionate about entrepreneurship and sports.

Key Responsibilities: As a Financial Client Advisor, you will:

  1. Engage with clients to identify their comprehensive financial needs.
  2. Provide personalized guidance for achieving financial protection and planning goals.
  3. Design and implement strategies to safeguard clients' assets and financial well-being.
  4. Regularly review and update financial plans to reflect changing circumstances.
  5. Cultivate a strong network of clients through referrals and community involvement.

Qualifications: We prefer candidates with a bachelor's degree in finance or related fields. Experience in insurance or financial services is a plus, but not required. Ideal candidates exhibit strong interpersonal skills, analytical abilities, and a talent for building lasting relationships. We welcome individuals from diverse backgrounds in business development. State insurance licenses will be required, with training provided and sponsorship available.

Why Work with Us? Enjoy continuous training opportunities, competitive compensation including performance incentives, and the flexibility to design a work schedule that works for you. Make a significant impact in the lives of individuals and families as you help them secure their financial future.

Flexible work-from-home options available.

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