We are a world class financial planning firm located in Lake Jackson TX. We are a hybrid firm dealing in both RIA (Registered Investment Advisory) and with a broker-dealer.....We are looking for a new graduate that wants a fast track to owning and running a financial planning firm.
Our firm is looking for a self-motivated go getter that can direct our marketing efforts towards referrals, business owners and business managers and executives, that need and want comprehensive financial planning and wealth management. You will be supporting two very experienced financial planners and be supported by a staff of three administrative assistants, one of which is a Registered Paraplanner from the College for Financial Planning.
While employed you will train to become a IAR (Investment Advisor Representative) and will need to be trained to get your insurance license to enable you to advise clients regarding their investments and insurance.
You do not need to be a Finance major to be eligible for this role. Our previous financial planner recently left after 5 years with us to go back to graduate school. The salary will be commensurate with your experience and drive and desire to support our firm.
Our RIA is Carson Group Partners, one of the premiere financial planning firms in the USA with headquarters in Omaha, NE. Our broker-dealer is Cetera Advisor Networks, a large independent firm that supports advisors all over the USA.
We look forward to interviewing candidates ASAP and hiring a recent graduate with a degree in preferably marketing, or finance. Please give us a call and we are in the process of interviewing candidates for this position.