Financial Associate (Corporate) jobs in Longview, TX

$45,000 Commission

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Requires a Bachelor’s degree in finance, business administration, or related field
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

At The Holloway Partnership, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.