Financial Advisor

Full Time
Houston, TX 77027
$50,000 - $80,000 a year
Posted
Job description
About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our benefits and HR consulting team, you’ll help our clients - employers of all sizes, across all industries - build workplaces that work better.
Overview:
At f3LOGIC (www.f3logicllc.com) our primary focus is to meet the needs of our clients and maximize the services we provide them. Our customized services equip advisors with the cutting-edge technology and specialized skills they need to achieve unparalleled client satisfaction. Built by advisors for advisors, our offerings are designed to give you complete control over your investment strategies and growth initiatives of your business whilst enjoying all of the benefits of a leading service provider. We are looking to expand our offerings and provide our clients with a Financial Literacy Program that is part of their employee benefits package, along with the opportunity to receive personalized financial advice and advisory services from one of our wealth management professionals.


Gallagher (www.ajg.com) is a global leader in insurance, risk management and consulting services. Well-established (96 years), financial stable ($8B, Fortune 500, NYSE) and anchored in ethics, we help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.Overseeing $100B in retirement and financial assets, Gallagher’s Financial & Retirement Services unites some of the most respected names in consulting across North America. Our experts cover Executive Life and Benefits, Investment and Fiduciary Consulting, Retirement Plan Consulting and Financial Well Being.

Responsibilities:
The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The ideal candidate is motivated by focusing their time and expertise solely on deepening relationships and providing solutions and services to employees of clients at Gallagher. To date, Gallagher has approximately 2,000 retirement plans as agent of record translating into approximately 950,000 individuals or would-be prospects that can/will be your source of business along with your own ability to bring in new business, when possible.The Advisor Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. Our goal is to have you prepared and starting to open client relationships within 6 months of starting the program. We will provide operational and compliance support, and a state-of-the-art technology suite for you to maximize the client experience.
This is a 100% remote role. Salary range is $50,000 - $80,000 plus commission.

Responsibilities

  • Cultivate and manage client relationships, and provide advisory services and solutions to meet the individual clients’ needs and investment objectives
  • Maintain regular contact with clients to ensure needs are being met, and they are being provided an exceptional client experience
  • Participate in ongoing training with the organizations’ field experts to gain industry knowledge and expertise
  • Hold review meetings with existing clients at least annually to ensure current portfolio is in line with their investment profile and objectives as it relates to time horizon, goals, and risk tolerance
  • Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training and assistance from f3’s operations team.
  • Keep and maintain a compliance mentality and behavior
  • Present Financial Literacy Seminars to firm participants as part of their benefits package. Training and support will be provided by experienced industry leaders to prepare you to present various subject matters.
  • Build and maintain rapport with internal partners to maximize support of your clients and career growth
Qualifications:
  • 1-3 years of banking or finance experience
  • Previous sales experience a plus
  • Passion for and ability to build client relationships
  • Excellent written and verbal communication skills
  • Series 7 and 66(or series 63 & 65) or willingness to get licenses in first 4 months
  • Bachelor’s Degree preferred

Required: Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR; Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR; High School Diploma/GED and 6 years experience with appropriate insurance licensing required Desired: Professional certification preferred (CEBS, CPCU, CIC or ARM) Work Traits Acts independently with minimal direction Strong communication and interpersonal skills U.S. Eligibility Requirements (Standard for all U.S. Positions) Interested candidates must submit an application and resume/CV online to be considered. Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization. Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Additional Information:
Click Here to review our U.S. Eligibility Requirements

We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.

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