Are you ready to shift your focus from prospecting for new clients to developing deeper client relationships while crafting for them sophisticated financial solutions? Join a team backed by a stable industry leader. At The Goff Financial Group, you’ll benefit from a business model that fosters professional growth and robust support to ensure lasting success for both you and our clients.
Your Role and Purpose As a Financial Advisor you’ll connect directly with clients in person, offering individualized guidance and planning while helping to strengthen the firm’s reputation. You’ll have access to some of the best resources in the industry, enabling you to focus on nurturing relationships with an existing client base. In this role, you’ll deliver comprehensive investment and retirement planning solutions tailored to each client’s unique needs and goals. Your integrity, expertise, and attention to detail will enable you to guide and support clients as they work toward their financial goals. You’ll play a vital role in helping the company build strong, long-term client relationships through effective personal interactions and communication.
What We’re Looking For
· Demonstrates a strong work ethic and a high standard of integrity, fostering trust among clients and colleagues.
A proven track record of building relationships, identifying client needs, and providing tailored solutions.
Strong skills in presenting complex financial solutions to informed clients while establishing trust and credibility.
Exceptional communication abilities, with a talent for explaining complex concepts in a client-friendly manner.
Outstanding client service skills, with a proactive approach to anticipating and independently resolving issues.
A strong sense of initiative to help continually improve the company’s value proposition and operational efficiency.
Quick to adapt to new technologies, leveraging various data sources and systems to proactively address our clients’ financial requirements.
Excellent analytical abilities and meticulous attention to detail, ensuring compliance with all policies, procedures, and guidelines.
Team-oriented, with a proven track record of success in collaborative, relationship-driven environments.
Receptive to continuous coaching and professional development to deliver positive client outcomes and advance career goals.
Minimum Position Requirements
·At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial Planning
CFP®, CPA or CFA certification
FINRA Series 7 license, 63/65 or 66 license.
Bachelor’s degree is a prerequisite.
Our Commitment to You
At The Goff Financial Group, our people are our greatest strength, and we believe in supporting you both professionally and personally. We offer a comprehensive benefits package, including a stable base salary, to recognize your achievements. You’ll be well prepared for success with access to training and support for every aspect of your career.
The Goff Financial Group’s work model is primarily onsite with occasional remote work and some travel opportunities for client meetings and industry conferences.
Job Type: Full-time
Pay: $130,000.00 - $165,000.00 per year
Benefits:
401(k)
401(k) matching
Health insurance
Health savings account
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement
Compensation Package:
Bonus opportunities
Education:
Bachelor's (Required)
Experience:
financial planning: 3 years (Required)
financial services industry: 5 years (Required)
License/Certification:
Series 7, 65, 66, CFP or CFA (Required)
Ability to Commute:
Houston, TX 77046 (Required)
Work Location: In person
Minimum Position Requirements
At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial Planning
Why We Love What We Do
At Goff Financial, we pride ourselves on the fact that we are a true fiduciary. We are 100% independent and only paid by our clients. These differentiating factors place the Goff Financial Group and its team members in a very unique position: always put the clients’ interests first. In addition to managing our clients’ assets, we act as an advocate on our clients’ behalf. We are able to offer them straight talk and undiluted advice, something that most other firms simply cannot do. We treat every day as an opportunity to learn and grow while making a difference in the lives of our valued clients. If helping others achieve their goals, making a meaningful difference in people’s lives, and doing what is in the best interest of others are what you care about, then Goff Financial is the right place for you!
What We Do
As a team, we act as the primary advisor for all of our clients’ financial needs. This includes custom portfolio management, financial planning, and financial advice and counsel. We believe that working as a team to effectively manage our clients’ needs is the best approach for the long term.
Who We Need
We strive to not only fulfill but ex...ceed our clients’ expectations. Achieving this goal requires a team that is comprised of hard-working and highly-motivated people that not only want to succeed but be a part of something greater than themselves. The Goff Financial Group offers the opportunity for personal and professional growth for those interested in making a meaningful difference in the lives of our clients. Some common traits that we look for across all positions are:
1. Integrity
2. Passionate about helping others
2. Self-Motivated
3. Eagerness to learn
4. Perseverance
5. Hard-working
6. Resiliency
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