Financial Advisor for a growing, thriving, and fun Financial Planning Firm -- Starting ASAP! Strong sales and financial industry experience is a must! Growth opportunities available. Leads are provided to the advisors.... NO COLD CALLING! Full training provided on sales & appointment process. Firm also provides client service team to assist Advisory team. This role's main focus is closing new prospective clients, which requires sales knowledge, financial planning experience & a desire to grow!
While the day-to-day business of a financial advisory firm may sound mundane, we can assure you, that’s not the case at our firm. We have a simple mission: To have a dramatic & lasting impact on the life of our clients, their loved ones and anyone we come into contact with.
Some companies have a mission statement that is just something they hang on the wall – it doesn’t have a lot to do with their day-to-day operations. That’s not the case here. We wear our mission like a suit of armor, because living it every day is the only way we’re going to be successful.
Like everything at our firm, we went BOLD in establishing our vision:
WE WILL BE THE MOST DOMINANT AND SUCCESSFUL INDEPENDENT FINANCIAL ADVISORY FIRM EVER IN THE HOUSTON METRO AREA. NOT TODAY, NOT IN HISTORY – EVER.
While that vision may sound pretty lofty to an outsider, our team knows we can get there if we remain rooted in the principles that founded this company and remain its guiding force daily.
BE BOLD or italic never regular…
We weren’t satisfied with the standard financial advisor mold; we thought our clients deserved more. That’s why we started this business with four principles that remain the bedrock of our business to this day.
We’re not your average, cookie-cutter company, and we don’t expect our employees to be, either. Our team members are like xxx – no two are the same. But, there are some things that all of our team members have in common:
1.) Integrity - Our team members always do the right thing. We all learned right from wrong while we were growing up, and our employees act on what they learned. When they say they’re going to do something, they do it; if they make a mistake, they own it and do what it takes to make it right; if they see something that needs doing or fixing, they do it or fix it.
2.) Team Player – we all know how to be a good teammate. Our employees understand that it doesn’t matter how good you are at your job if you’re not a good teammate. At IPF, we rely on collaboration and supporting each other to get the job done.
3.) Excellence – our employees work hard – really hard. Here, every day is game day, and our employees come ready to play every single day. Our company has zero tolerance for mediocrity.
4.) Focused - our employees strive to have a good work/life balance. Our team is focused during the work day, but when work is done, they set it aside and focus on the other things in their lives.
5.) Driven & Impactful - our employees always keep the client the priority. Our team knows we’re in business to improve the lives of our clients. They understand we only succeed if our clients succeed, so the clients’ needs always come first. They are passionate about making a truly dramatic impact on the lives of our clients and that drives them daily.
6.) Pride – we take pride in our work. Each team member knows and understands their impact on our firm, our vision and mostly our clients. They take pride in all tasks no matter how big or small, because they know their work matters. Whatever they do, they do it with all they’ve got!
7.) Think outside the Box – the box is boring. Our team understands that creating an extraordinary experience at all times for our clients and guests by going outside the norm, outside of protocol and outside the box leaves a remarkable and lasting impression. It’s much more fun, anyway!
At our firm, our world quickly & persistently changes, and we’re looking for people who are prepared to keep pace. We expect every team member to play an integral part in moving our business forward, so we’re constantly on the hunt for positive people who thrive on hard work and are comfortable with innovation.
But we don’t expect a one-way relationship. We ask our employees to deliver every day, and we’re prepared to do the same for them. It’s one of the reasons we consider ourselves one of the most positive work atmospheres in Houston.
Our business was started by one family, but it’s been built by everyone who has been a part of the organization since that first day. If you’re prepared to help take us into the future, join our A-Team by applying to a position below.
- Financial Advisor (Investment Advisor Rep.)
- Client Account Specialist
- Administrative Assistant
- Scheduler/Communications Coordinator
Job Type: Full-time
Pay: $65,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
Compensation package:
Weekly schedule:
Work setting:
Ability to commute/relocate:
- Clear Lake, TX: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial planning: 2 years (Required)
License/Certification:
- Series 65 (Preferred)
- FINRA License (Preferred)
- Series 66 (Preferred)
- Life Insurance License (Preferred)
Work Location: In person