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Associate Financial Advisor

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The Goff Financial Group

2021-12-03 07:32:06

Job location Houston, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Summary

The Goff Financial Group offers a comprehensive training program with a solid career path. Our Advisor Training Program will provide you with a variety of advancement opportunities within our company. Our ideal candidate is a CFP candidate or CFP interested in joining a team of highly qualified financial professionals. This position includes a base salary (not a draw), comprehensive training and a generous incentive program with full benefits.

The compensation philosophy reflects the belief that the client relationship always comes first and should not be compromised.

Additional Information:

We will be working closely with the new hire through structured training program (if needed). The ideal candidate should possess an open minded and optimistic attitude towards challenges and learning in general. This position is perfect for someone who is:

  • Detail oriented;
  • Highly organized;
  • Friendly/charismatic;
  • Looking to grow with a company;
  • Looking for opportunity for advancement;
  • Hard working;
  • Able to balance multiple tasks and projects at once;
  • Goal Oriented

Requirements: **

  • Must have a high degree of self-motivation and the ability to work with little supervision
  • Ability to make critical decisions independently
  • Excellent relationship management, networking and business development skills
  • Intermediate computer skills including MS Word, Excel and PowerPoint or better * Proficiency in Microsoft Office is a must.
  • Working knowledge with Portfolio Center, Morningstar, Quicken, and any other financial software a plus

Benefits/Compensation

  • Salary plus generous bonus program * Retirement plan match
  • Health Insurance * Paid Parking
  • Office is centrally located in Greenway Plaza
  • Advisor will have own office
  • Fast paced work environment
  • Team based, friendly work environment
  • Support staff

Job Type: Full-time

Job Type: Full-time

Experience:

  • Sales: 5 years (Required)
  • Client Services: 5 years (Preferred)

Location:

  • Houston, TX 77046 (Preferred)

License:

  • Series 65 (Preferred)
  • Series 66 (Preferred)
  • Series 7 (Preferred)
  • CPA (Preferred)
  • Series 63 (Required)
  • CFP (Preferred)

Language:

  • English (Required)

Work authorization:

  • United States (Required)

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