Unknown Company

Entry-Level Financial Representative

houston, tx • Posted 4 days ago
Onsite Full Time General

Full-Time Opportunity - Cypress/Houston AreaCentric Wealth Advisory Firm a proud partner of Texas National Financial GroupAt Centric, we are a premier Wealth Advisory firm committed to helping clients achieve their financial goals. Join our dynamic team where you will experience a great work-life balance, comprehensive benefits, professional training, mentorship, advancement opportunities, and the chance to make a real impact on clients' lives.About the RoleAs a Financial Representative or Advisor, your primary responsibility will be to provide personalized financial strategies, helping clients plan for long-term success while also offering insurance services. You'll be involved in the entire financial planning process, ensuring that clients receive the most accurate and comprehensive solutions tailored to their needs.BenefitsState Licensing Sponsorship: We'll cover the cost of required licensing.Marketing Support: Collaborate with our Marketing Department to build your practice through social media, networking, and more.Practice Branding: Receive customized marketing materials (business cards, stationery) and align with a Fortune 500 brand.Upside Earning Potential: Income based on commissions and performance incentives.Comprehensive Benefits: Medical, dental, vision, disability, accidental death, and dismemberment insurance.Retirement Plans: Access to pension, 401(k), and retiree medical plans.Ongoing Professional Development: Continued training and opportunities for career growth.Flexibility: Control your schedule to maintain a healthy work-life balance.Community Engagement: Access to exclusive membership programs and award-winning workshops to engage with clients and create meaningful connections.Additional Benefits401(k) & Defined Benefit ProgramDental, Health, and Vision InsuranceFlexible ScheduleDefine Benefit ProgramTransition PackageAvailable if you hold any of the following licenses:Texas State Insurance Licenses (Life, Health & Accident), Series 7, or Series 663-5 years of experience with your own book of businessOccasional in-office presence is required, so candidates must be local to the Cypress/Houston area.

We do not offer visa sponsorship for this position. Please apply only if you are currently authorized to work in the United States without the need for employer sponsorship, now or in the future.

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