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Financial Advisor

Company: The Goff Financial Group a Fee-Only Registered Inv
Location: Houston
Posted on: November 23, 2021

Job Description:

We're looking for a highly motivated individual to join our growing firm. The candidate should have 3-5 years experience working at a Registered Investment Advisor, working on financial planning, and working directly with clients. CFP and series 65 is required for this position.

Benefits include retirement plan with company match, health insurance, paid time off, sick pay, paid holidays, paid parking, education incentives, salary plus bonus.

About The Goff Financial Group
We are a successful and growing fee-only financial advisory company based in Houston, currently looking to grow our team of advisors to address the growth in new client relationships.

Our ideal candidate is an active Registered Rep. or Investment Advisor, CPA with an existing book of business, willing to transition his or her clients to an established growing fee-only investment advisory firm in exchange for a fixed salary plus incentives and benefits.

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

This salaried position with bonus is open only for financial advisors with current assets under management. The advisor must have the required licenses/registrations to work as a financial advisor in the state of Texas (e.g. Series 7, 63, 65, 66, CFA, CPA, etc).


--- Five or more years of proactive, successful sales experience in financial services.

--- 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

--- Ideal candidates will have a Bachelor's degree.

--- Required License include Series 7, 63, 65 or 66

--- Intermediate computer skills including MS Word, Excel and PowerPoint

--- Proficiency in Microsoft Office is a must.

--- Working knowledge with Portfolio Center, Morningstar, Quicken, and any other financial software a plus

Additional Information

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


--- Salary plus generous bonus program

--- Retirement plan matching

--- Health Insurance

--- Paid Parking

--- Office is centrally located in Greenway Plaza

--- Advisor will have their own office

--- Fast paced work environment

--- Team based, friendly work environment

--- Support staff

Keywords: The Goff Financial Group a Fee-Only Registered Inv, Houston , Financial Advisor, Accounting, Auditing , Houston, Texas

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