KEEP BROUGHTON WEIRD…join the weirdness.

 

We are a ten-year-old, fee-only investment firm providing personalized plans and portfolios for our clients using unique and innovative strategies. We’re working to redefine the "suit-and-tie" standard which includes a new approach to financial success and wellness that develops long-term client relationships.

 

Professional development assistance, including:

• Virtual Assistant

• Appointment setting is done for you.

• Contact lists prepared for you.

• Company marketing assets and tools.

• Ongoing training and education support.

• Individualized brand development to support your growth.

• Education reimbursement/allowance.

 

First-Year Earnings:

• $65,000.00 - $110,000.00 per year

 

Benefits:

• 401(k) PLUS Match

• Health Insurance

• Health Savings Account (HSA)

• Dental Insurance

• Vision Insurance

• Life Insurance

• Retirement Plan

 

Preferred Qualifications:

• Series 7 or 65/66

OR

• sign up for our “Take the Test” Financial Advisor Development Program (includes refundable test option).

• Love for the Houston community.

• Knowledge of products and services applicable to the financial planning industry or willingness to learn.

• Passion for customer experience, growth strategies, and operational change.

• Highly motivated, ambitious, and hard-working.

• Strong communicator possessing powerful written and verbal skills.

• Team player that can contribute to our highly collaborative team setting.

• Minimum of 1 year of industry or sales experience with a proven track record.