• Home
  • About Us
    • Our Approach
  • Who We Help
    • Individuals
    • Couples
    • Energy Sector Employees & Retirees
      • Occidental Petroleum (Oxy) Employees
      • Shell (RDS) Employees
  • Resources
    • In The Press
    • Latest Posts
    • Latest News
  • Client Login
  • Careers
  • Contact Us

The Goff Financial Group

Fee Only Financial Advisors

  • Home
  • About Us
    • Our Approach
  • Who We Help
    • Individuals
    • Couples
    • Energy Sector Employees & Retirees
      • Occidental Petroleum (Oxy) Employees
      • Shell (RDS) Employees
  • Resources
    • In The Press
    • Latest Posts
    • Latest News
  • Client Login
  • Careers
  • Contact Us

Financial Advisor Position


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).

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 investment fee-only 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.

Requirements:

• 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
We will be working closely with the new hire through structured training program (if needed). 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

Benefits/Compensation
• Salary plus generous bonus program
• Retirement plan match
• Health Insurance
• Paid Parking
• Office is centrally located in Greenway Plaza
• Advisor will have own office
• Fast paced work environment
• Team based, friendly work environment
• Support staff

Click Here to Apply →

[contact-form-7 id="340" title="Footer Contact"]


The Goff Financial Group
11 Greenway Plaza, Suite 1425
Houston, Texas 77046

Copyright © 2022 The Goff Financial Group

ADV Part II | Form CRS | Privacy Policy | Q&A

Tel: 713.850.8900

Fax: 713.728.4884


The Goff Financial Group © is an independent, fee-only investment advisor registered with the U.S. Securities and Exchange Commission.

Navigation
  • Home
  • About Us
    • Our Approach
  • Who We Help
    • Individuals
    • Couples
    • Energy Sector Employees & Retirees
      • Occidental Petroleum (Oxy) Employees
      • Shell (RDS) Employees
  • Resources
    • In The Press
    • Latest Posts
    • Latest News
  • Client Login
  • Careers
  • Contact Us

"*" indicates required fields

Complete the form below and we will send you the checklist before our call

Scheduling Options:*
Please choose from one of the options below
First and Last Name*
Hidden
In What Areas Do you Need Assistance?
Select All That Apply

Find Out If An Independent Advisor Is Right For You

"*" indicates required fields

First and Last Name*
In What Areas Do you Need Assistance?
Select All That Apply

Mail my free book to the following address. (No P.O Box)

  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • What is your top concern today?

Kick-Start Your New Work-Free Life!

The 3 Pillars of Successful Retirement Plans
  • This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.