Opportunity waiting for you in experior financial Group to leave a legacy

FINANCIAL ASSOCIATE, HOUSTON TEXAS & SURROUNDING AREAS

ROLE/ DESCRIPTION

Experior Financial Group,Inc. is looking for a Financial Associate in Houston, Texas and

surrounding areas.

A large part of our success is due to our client solutions built with our proprietary Expert

Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial

program offered exclusively through Experior Associates to help clients reach their financial

needs and goals for retirement and more.

Experior has extensive experience in dealing with a wide range of clients. Thus, we

understand that every client is different and we design customized financial approaches fitting

to our clients needs. Our team of licensed associates work diligently to ensure that client

accounts are constantly updated, processed, and analyzed.

Financial Associates with Experior Financial Group, Inc. are trained to ensure compliance with

finance regulations and company policies.

POSITION S UMMARY

As an associate at Experior Financial Group, Inc., you'll be an integral member of a team that

helps clients reach their financial goals. You'll need to be professional and friendly when

providing services as you assemble a plan that works for your clients. You'll offer your clients

high-quality expert advice. You'll own your book of business from day one and work towards

reaching promotions based on personal production while building a team.

RESPONSIBILITIES

+ Provide clients with a consultation to determine their current financial situation,

including following through on client requests, anticipating client needs, and

providing end-to-end guidance;

+ Based on their individualized needs analysis, the financial associate prepares

recommendations for customized financial solutions to current and potential

customers;

+ Help clients identify risk and manage it appropriately, by understanding the latest

developments in the financial world and sharing with clients information that can

help them make informed decisions;

+ Complies with all the company's risk and regulatory standards, policies, and

controls;

REQUIRED SKILLS

+ You have the ability to think creatively and solve problems in a fast-paced

environment.

+ You have excellent problem-solving and analytical skills, including the ability to

make sound judgments based on available data and information.

+ You establish relationships with new and existing clients, gaining insights into their

unique needs through conversations, establishing trusting rapport that leads to

long-term business partnerships.

+ You must have integrity.

+ You are caring, reliable, and have a servant attitude.

+ You are a listener and an effective communicator.

+ You are both generous and humble.

+ You are ambitious with the qualities of a teacher.

+ You are dedicated and passionate.

+ You are a visionary and a mover.

+ You possess a positive outlook and are relatable.

+ You maintain a clean and professional appearance.

+ You have reliable transportation.

+ You are looking for a fresh start with a company that makes a REAL difference.

+ Our associates need to be self-directed, hardworking individuals.

+ You are a quick learner, wanting to provide the absolute best to your clients and

can go to them for the most personalized and convenient service.

(This is not a salary based position)

Just so you know, you can expand your business in Canada as well being at home.