Financial Representative – Entry-Level and Experienced

Job overview

The Financial Representative – Entry-Level and Experienced role is onsite in Cypress, TX, in the Cypress/Houston area. Compensation is listed as $125,000 per year in the feed; the posting describes compensation of $78,000–$125,000 at plan commission. Texas National Financial Group is a wealth advisory firm focused on helping clients reach financial goals and helping families protect what matters most. The representative develops personalized financial strategies, guides clients through planning, and recommends insurance services based on client needs. The role builds long-term client relationships, maintains knowledge of financial products and market trends, and works with marketing support to grow a practice.

What you'll do

• Develop personalized financial strategies
• guide clients through financial planning
• assess client needs and recommend insurance services
• maintain knowledge of financial products and market trends
• build client relationships
• collaborate with marketing to grow a practice
• participate in professional development.

What we're looking for

Skills & competencies

financial representative

cypress tx

texas national financial group

financial planning

wealth advisory

insurance services

client relationships

commission-based

$125k/year

licensing sponsorship

mentorship

professional training

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, disability, accidental death and dismemberment insurance, pension, 401(k), retiree medical plans, licensing sponsorship, marketing support, training, mentorship, and advancement opportunities.

Why this role

State licensing sponsorship covers the cost of required licensing; income is based on commissions and performance incentives.

About the employer

Texas National Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.